The Charter

Clear outline of the problem statement, including
what is in and what is out of scope ….

Process
Summary
Process
Process
Process
Process
Function
Function
Function
Function
Function
Function
Function
Function
Function
Function
Function
Function
Function
Function
Process Landscape
Summary of 5 Box Exercise
Milestone
Milestone
Milestone
Milestone
Milestone
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Process Summary: One Pager
Process Name
Activity
Activity
Activity
Assessment
• XXX
Activity
Goals
• XXX
Actors & Systems
Metrics
• XXX
Activity
• XXX
Action Plans
Process Area
Observation
Potential Action Plans
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
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XXX
Solution Sheet – Example
Number
1
Solution
Solution XXX
Driver
XXX
Approver
XXX
Est Completion
March, 2014
Benefit
XXX
2
3
Solution XXX
Solution XXX
XXX
XXX
XXX
XXX
XXX, 2014
XXX, 2014
XXX
XXX
4
Solution XXX
XXX
XXX
XXX, 2014
XXX
5
Solution XXX
XXX
XXX
XXX, 2014
XXX
6
Solution XXX
XXX
XXX
XXX, 2014
XXX
7
Solution XXX
XXX
XXX
XXX, 2014
XXX
8
Solution XXX
XXX
XXX
XXX, 2014
XXX
9
Solution XXX
XXX
XXX
XXX, 2014
XXX
10
Solution XXX
XXX
XXX
XXX, 2014
XXX
Benefit Effort Mapping
High
Benefit
Do Now
Low
Do Later
Dive Deeper later
If you have
time
Low
Effort
High
Benefit Effort Mapping
High
5
6
3
2
Benefit
4
1
8
10
9
7
Low
Low
Effort
High
Solution Summary Example: Change Summary
Workflow
What steps would
we add or take
away to improve
this?
Technology
Human
Resources
Motivation
Technological
solutions that
would solve the
problem
What skills,
training, hiring
practices, and/or
team dynamics
would help?
People are often
motivated by
what they are
measured on –
how to connect?
Current Assessment
• What is the current state of this particular area that is under
consideration for change?
Metrics
• How will we measure success?
Measurement
What should we
measure to
motivate the
change in the
process
Policy &
Guidelines
Are there policies
and/or guidelines
to direct change
Other
Can there be
changes in
facilities?
Anything else?
Future State & Benefits
• How would the future look with the change? What are the benefits?
Actors & Systems
• Who will need to be involved to make this change happen?
Process Detail Format Key
Milestone
Major Process
SubProcess
• Activities
SubProcess
• Activities
SubProcess
• Activities