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