Steps: | Milestones: |
1. Frame the Problem a. Analyze the client’s situation and needs b. Identify the key issues c. Determine problem(s) to solve why | ・ Agreement to scope, goals, measurements and exclusions from project charter ・ Documentation of “as is” model and practices ・ Presentation of logic tree and organizing frameworks ・ Understand/acknowledgement of constraints |
2. Develop/Screen Hypothesis a. Articulate idealized state by brainstorming the possibilities (“What could be”) b. Define any project boundaries | ・ Working agreement on which possibilities align with mission and values ・ “QDT” analysis (See Chapter 1) ・ Refined scope document |
3. Design the Analysis a. Determine information needed to prove/disprove hypotheses b. Structure analysis; select appropriate tools | ・ Work plan―tasks, duties, timetable―aligned to “big picture” and client culture ・ Identification of key drivers/factors that have major impact on problem(s) |
4. Gather “Smart” Data a. Develop/test questionnaires and protocols; conduct interviews b. Collect useful information quickly (per advice from text, faculty and client) | ・ Knowledge management (KM) documents ・ Share/discuss with entire team ・ “Pre-wire” instructors ・ Get timely “reaction” from client (go/no go) |
5. Interpret the Results a. Find the “so what” insight assess the risks b. Draw conclusions c. Generate solutions (per client capabilities) d. Forecast impact of change | ・ Gap analysis ・ Financial analysis ・ Analysis and forecasts using proven models and tools ・ Opportunity matrix―short and long term ・ Recommendations and action plan that are “pre-wired” with faculty and primary client stakeholders |
6. Present Your Ideas a. Develop team strategy for convincing clients that change is merited and achievable b. Prepare deliverables to specifications | ・ Written strategic plan that outlines a significant change management recommendation, including implementation guidelines, timetable and budget ・ PowerPoint slides for final presentation |