Library Framework [BETA VERSION]

Modeled after our business improvement process, the Library is segmented into three sections: Analysis, Design, and Execution


What & Why (Analysis)
Frame the Issue → Assess & Diagnose →

Stage 1: identify the desired business outcomes, define the current state, and surface the existing barriers to improvement; data collection and analytics should be limited to the minimum level required for decision making and buy-in.

Organizational Readiness (view)
Includes: shared need for change, resource capabilities, leadership commitment

  • Rapid Assessment Framework –
  • Organizational Climate Survey –
  • Readiness Assessment –
  • Change Capability Assessment –

Business Analysis (view)

Includes: financial and operational performance, business drivers and linkages, sustainability

  • Financial Decomposition –
  • Business Modeling –

Direction-Setting (view)

Includes: vision, priorities, and objectives; executive and organizational alignment; leadership credibility

  • Competitive Assessment –
  • Initiative Inventory –
  • Executive Alignment Workshop –

Detailed Assessment (view)

Includes: quantitative gap definition and relevance, root cause drivers, critical success factors

  • Existing Process Performance – (by function)
  • Process “Defect” Tracking –
  • Functional Capability Assessment –

How (Solution Design)
→ Prioritize & Sequence → Design Approach →

Stage 2: define the actions, associated resource requirements, and expected results necessary to produce the desired business outcome; the integrated plan should provide a roadmap of all activities, outputs, and dependencies required for successful execution.

Integrated Roadmap & Planning
Includes: management control points, constraints and interdependencies, holistic view of all initiatives

  • Executive Roadmap –
  • “How-to” Guide – Reducing Corporate Overhead
  • Best-in-Class Models – (by function)

Milestones & Tangible Outcomes
Includes: management of interim and end-state results, interim and end-state targets, contingencies and alternatives

  • Decision Map –
  • Defining Success –

Business Justification & Metrics
Includes: financial and strategic justification, objective evaluation of cost/benefit, basis for performance tracking

  • Business Case Development –
  • Key Performance Indicators (KPIs) –
  • Scenario Analysis –

Resource Requirement & Sourcing
Includes: implications of commitment to move forward, resource deployment options, internal/external participation

  • Swift Teams –
  • Resource Planning –
  • Capabilities Matrix –

Who (Change Execution)
→ Execute → Audit/Review

Stage 3: task, deploy, and coordinate resources against a sequenced set of deliverables, providing appropriate support and leadership engagement; results of both project performance and business impact should be measured, and corrections/improvements made to the plan.

Project Management
Includes: attainment of schedule and deliverables, visibility and control, risk reduction

  • Program Management Office (PMO) –
  • Schedule Development and Management –
  • Progress Reporting –

Executive Alignment & Decision Support
Includes: integration of initiatives with ongoing business, leadership visibility and credibility, risk management

  • Progress Reviews –
  • Leadership Coaching and Engagement –
  • Decision Management –

Engagement & Ownership
Includes: change management techniques, message consistency, capability development

  • Communication Plan –
  • Team Leadership –
  • Meeting Management and Facilitation –
  • Traditional Methodologies – (e.g. Six Sigma, Lean)

Collaboration & Emerging Collaborative Tools
Includes: building communities of interest, behavior change, evaluation of leading tools

  • Document Management –
  • Network Development –
  • Tool Selection –