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

Process Landscape Summary Function Function Function Function Function

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

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

Action Plans Process Area Observation Potential Action Plans XXX

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

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

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

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?

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