1. The Charter
Clear outline of the problem statement, including what is in and what is out of scope ….

2. Process Landscape Summary Function Function Function Function Function

3. Summary of 5 Box Exercise
Milestone
Milestone
Milestone
Milestone
Milestone
Activities
XXX
XXX
XXX
XXX
XXX
XXX
Actors
XXX
XXX
XXX
XXX
Issues
XXX
XXX
XXX
XXX
XXX

4. Process Summary: One Pager
Process Name
Activity
Activity
Activity
Activity
Activity
Assessment
Goals
XXX
XXX
Metrics
Actors & Systems
XXX
XXX

5. Action Plans
Process Area
Observation
Potential Action Plans
XXX

6. Solution Sheet – Example
Number
Solution
Driver
Approver
Est Completion
Benefit 1
Solution XXX
XXX
March, 2014 2
XXX, 2014 3 4 5 6 7 8 9 10

7. Benefit Effort Mapping
Low
High
Do Now
Do Later
Dive Deeper - later
If you have time

8. Benefit Effort Mapping
Low
High 6 5 3 2 4 1 10 8 9 7

9. Solution Summary Example: Change Summary
Workflow
Technology
Human Resources
Motivation
Measurement
Policy & Guidelines
Other
What steps would we add or take away to improve this?
Technological solutions that would solve the problem
What skills, training, hiring practices, and/or team dynamics would help?
People are often motivated by what they are measured on – how to connect?
What should we measure to motivate the change in the process
Are there policies and/or guidelines to direct change
Can there be changes in facilities? Anything else?
Current Assessment
Future State & Benefits
What is the current state of this particular area that is under consideration for change?
How would the future look with the change? What are the benefits?
Metrics
Actors & Systems
How will we measure success?
Who will need to be involved to make this change happen?

10. Process Detail Format Key
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
Milestone
Major Process
Major Process
Major Process
Major Process
Major Process
SubProcess
SubProcess
SubProcess
• Activities
• Activities
• Activities