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