0. Visual Management in Procurement Stakeholder Boot Camp Guidance V2
Visual Management in Procurement Stakeholder Boot Camp Guidance V2.0 Business Need Identification Stage 1 in the Restricted and Open Procedures

1. Content Introduction Standard Templates 1.1 Background / Overview
1.2 Purpose, Objectives and Deliverables
1.3 Stakeholders/Users
Boot Camp Set Up
2.1 Main Room:
a. A Standard Template Layout
b. A Standard Room Layout
Standard Templates
3.1 Boot Camp Etiquette
3.2 Customer Needs Statement
3.3 Agenda Tracker
3.4 House of Quality
3.5 3Cs
3.6 Question Log
3.7 Project Timeline
UNCLASSIFIED

2. 1. Introduction
UNCLASSIFIED

3. 1.1 Background / Overview Visual Management
Visual Management is used in a Lean environment to make the status and performance of a work area immediately obvious, both to those working in the process, and to those managing the process. The test of good Visual Management is that a visitor to the work area should be able to pick up the progress and issues in the work area, without having to ask.
This is the Visual Management pack for the Stakeholder Boot Camp to aid the team in successfully managing the day. It is intended to give you guidance and recommendations on how to set up the room and a set of Visual Management templates that can be used to facilitate the day.
Stakeholder Boot Camp
A stakeholder boot camp should be held during the business need identification phase of the project, prior to the industry boot camp and where the project has multiple stakeholders with varying requirements. It is intended as a one day event designed to achieve a full understanding of what is required by each stakeholder to assist in developing the requirement before going to market. You will require a venue large enough to host all participants including the project team.
Related documents
SOP 1.1 Analyse business need
Standard Template Library
UNCLASSIFIED

4. 1.2 Purpose, Objectives and Deliverables
To ensure identification & clear articulation of the business need.
Objectives
To discuss and agree the business outcomes required
To eliminate the need for repeated circulation of draft documents
To reduce the time taken to reach an agreed statement of need
Deliverables
Revised and agreed outcome-based set of requirements
Agreed next steps including market engagement via an industry boot camp
Joint understanding of the procurement timetable

5. (Business Subject Matter
1.3 Potential Users
Stakeholder Boot Camp
Owner: Project Lead
Procurement
Team
Finance
Legal /
Manager
Contract
SRO (or delegate)
Project
Stakeholders
(Business Subject Matter
Experts)
Policy /
Requirement Owners

6. 2. Stakeholder Boot Camp A standard set up
UNCLASSIFIED

7. 2.1a A Standard Template Layout
Inputs
Outputs
Processes
Building Map & Any Domestics A3
Customer Need Statement
Standard Template #7
3Cs
Standard Template #1
Agenda Tracker
Standard Template #3
Question Log
Standard Template #18
Boot camp etiquette
Standard Template #4
Project timeline A3
Standard Template #16
House of Quality A3
Standard Template #12

8. 2.2b A Standard Room Layout
UNCLASSIFIED

9. 3. Standard Template Guidance A set of standard templates has been developed to help facilitate a stakeholder event. It is recommended that you use some of these or similar to help manage the day and capture your predefined objectives.
This guidance has been designed to enable the user to attain a good understanding of how to use, populate and display the visual management templates, as well as their benefits, how frequently they could be reviewed and updated and who might be responsible for the data.
UNCLASSIFIED

10. 3.1 Boot Camp Etiquette Benefits How to use
Setting ground rules can be a key component of the facilitation process .
They can help ensure everyone understands the various roles being employed and the responsibilities accorded to each.
Ground rules can also help define the role of the person in charge of the meeting e.g. The facilitator.
How to use
Prior to the event agree the rules with the facilitator (see example opposite).
Print and display in the main room
Run through each rule at the beginning of the boot camp as part of the welcome/briefing
Owner
Facilitator
Users
Project lead
Project team
Frequency of review
At the beginning of the day
Throughout the day if required
Audience
Stakeholders
UNCLASSIFIED

11. 3.2 Customer Needs Statement
Benefits
Having the customer needs statement (business outcome as currently understood) on display will help stakeholders to focus on the outcome of the procurement .
The facilitator can come back to it throughout the day to make sure agreed requirements will deliver the “needs statement.”
How to use
Either print out on A3 or larger the customer needs statement that was sent round prior to the boot camp or
Draw the template on flip chart paper and write in the date and needs statement.
Revisit throughout the day and at the end of the day to make sure that the needs statement and requirements agreed are aligned.
Today's date
Statement of business needs in outcome terms 1 2
Owner
Project Lead &
Facilitator
Audience
Stakeholders
Users
Project lead
Project team
Frequency of review
Throughout the Boot camp as required
Before close of the day
UNCLASSIFIED

12. 3.3 Agenda Tracker Benefits of use How to use 1 2 3 4 5
To have the agenda on display for everyone to see.
To keep the timetable for the day on track and ensure all predefined objectives for the day have been met.
How to use
Populate each field as follows and print for display in the main room :
Input the lead for each activity (see point 2)
Input each agenda item
Shade in the allotted time period
At regular intervals throughout the day mark whether each activity has been achieved or not
If an activity has not been achieved or there is slippage from the expected timings note these in the final column with any further actions required
Owner
Activity/Purpose
Time
Achieved (Y/N)
Recovery action if required
Owner
Project Lead & facilitator
Users
Project team
Audience
Stakeholders
Frequency of review
During each break throughout the day
UNCLASSIFIED

13. 3.4 House of Quality Benefits How to use 9 9 7 8 6 1 2 3 4 5 6
Stakeholders can see their own input and the input of other stakeholders easily.
All stakeholders are clear at the end of the boot camp what has been agreed.
Helps to avoid expression of requirements differently where in fact they are the same.
How to use
Populate field 1 with the stakeholders present, e.g. Department name, business area name, individual or role.
Display in the main room.
Get stakeholders to explain their requirements & capture these on post it notes.
Group them where there is commonality & agree a combined statement.
Get stakeholders to prioritise their requirements.
The Facilitator can take a judgement as to whether the stakeholders assign themselves a priority or whether this is done outside the meeting. This priority is inserted in field 2.
UNCLASSIFIED

14. 3.4 House of Quality Continued9 9 6 8 6a 1 2 3 4 5 7
How to use continued
Areas should be populated as follows
Identify the Stakeholder/Department.
If you have decided to assign a priority to each stakeholder in the workshop insert it here, if not assign the priority outside the meeting.
Requirements captured on post it notes.
Priority of requirements agreed by stakeholders.
- 9. Will be completed outside of the boot camp see following slide.
Owner
Facilitator & Project Lead
Users
Project team
Audience
Stakeholders
Frequency of review
Throughout the boot camp as the main focus of agreeing the requirements.
Completed outside the boot camp.
UNCLASSIFIED

15. 3.4 House of Quality Continued9 9 6 8 6a 1 2 3 4 5 7
How to use continued
The individual stakeholder priority (2) is multiplied by the requirement priority (4) to give the overall priority (5).
Identify existing measures.
Evaluate the strength of the relationship between each requirement and the measures that currently exist using strong, moderate, weak or none see 6a.
For high priority requirements, identify the gaps in existing measures and design new measures that have a strong relationships with priority requirements.
In the “roof” of the House of Quality, indicate conflicting measures with a “-” sign and measures that improve together with a “+”. For conflicting measures, discuss the way forward and any compromises that have to be made, with the your stakeholders.
UNCLASSIFIED

16. 3.5 3Cs 1 2 3 4 5 6 7
Benefits
To capture issues and concerns throughout the day particularly if they cannot be resolved instantly.
To provide assurance to stakeholders that concerns are being captured and will be addressed while allowing the day to continue without impacting too much on the timetable.
How to use
Print a blank version, display in the main room and complete as required:
Insert the date that the concern was raised
Highlight the concern
Include the cause for the concern
Highlight the countermeasure for the concern
Who is responsible
Date for review
Status of the concern
Owner
Project Lead
Users
Project team
Audience
Stakeholders
Frequency of review
Throughout the Boot camp
UNCLASSIFIED

17. 3.6 Question Log Benefits How to use 1 2 3 4 5
To capture and record questions that cannot be answered instantly to ensure that answers are either generated during the day and fed back or are fed back to stakeholders after the boot camp.
How to use
Either print out the blank template from the library on A3 or
Draw on flip chart paper and display in the main room
Write up each questions as its raised
List who raised the question and add the date (stakeholder/department)
Write up any response given
List follow up action required, if any
Specify Open or closed status
Owner
Project Lead
Audience
Stakeholders
Users
Project team
Frequency of review
As questions are raised, at the end of the day & then post event
UNCLASSIFIED

18. 3.7 Project Timeline Benefits How to use 1 2 3 4 5
If there is an intended timeline this template will ensure all stakeholders are clear about the proposed timescales and can see the proposed key milestones.
How to use
Populate prior to the day and display in the main room. Revisit as required throughout the day and draw attention to it before close of the boot camp.
Populate with key milestones (PIN, Industry bootcamp, OJEU)
Grey out the relevant dates for each milestone
Identify the owner and review date for each milestone
Include any additional comments for each milestone
Highlight the status (Late, Not yet started, Planned, In progress, Complete)
Owner
Project Lead
Users
Project Team
Audience
Stakeholders
Frequency of review
At the end of the day before boot camp close
UNCLASSIFIED