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 for why | · Agreement on 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 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” client and 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 to 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 plans 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 from management recommendation, including implementation guidelines, timetable, and budget · PowerPoint slides for final presentation |