Facilitated by: CMA Enterprise Incorporated Davie, Florida Goin’ Fishin’ “A Systematic Approach to Problem Solving and Inclusive Decision Making” Facilitated by: CMA Enterprise Incorporated Davie, Florida

Any other reproduction, resale or redistribution is strictly prohibited without the written consent of a CMA Enterprise Incorporated or Breakthru Institute representative. This also applies to screen shots of the presentation from computers and/or mobile devises.

Facilitated by: Gail P. Birks, EMBA, IATA Certified Lean Master Black Belt ©2018, all rights reserved, This is a single use license to be used for the contracted purposes intended only. Duplication, Modification, Facilitation and/or Resale of this program is strictly prohibited without written consent or licensing by CMA Enterprise Incorporated.

Session Objectives Introduce participants to key tools and concepts used in Problem Solving and Decision Making Bring a different perspective on problem solving and inclusive decision making Have fun

Session Agenda Where do we start? A dilemma: Case study First Things First What PESTs do we need to SWOTT? What is Critical to our Quality? Getting to the Root Cause of the Matter Managing and Assessing the Risks Session Agenda

Where do we start?

a Dilemma: To Pay or Not to Pay… A CASE STUDY

First Things First (mobilization) *We need to do this now *Issues are negatively impacting business *We need to pay attention to this but not now. *Some of these issues may be symptoms *We can consider this a plan C *We can live it for now *Trivia, Busy work *Irrelevant activity *Time wasters *Escape activities What is the Issue(s) that we are attempting to address Is it urgent? Does it impact the micro or macro business environment of the organization? What if we wait? Do we have the right person to lead the project team? What will it cost us in terms of resource allocation? exercise

Environmental Scan What PESTs so we need to SWOTT?

PEST Analysis Political Economic Government - Democratic/Dictator Business cycle Government stability Growth, inflation, interest rates Freedom of press Unemployment, labor supply Regulation Disposable income Employment legislation Globalization Political change Economic change   Population growth/age Emerging Technologies Health, education Internet and communication costs Employment attitudes' R&D Press, public opinion Technology change Lifestyle choices Socio-cultural change Environmental Socio-Cultural Technological PEST Analysis

SWOT Analysis Positive Negative Internal Strengths Weaknesses Advantages Disadvantages Capabilities Gaps Resources Lack of … Location Finances - Cash flow Value Reliability Quality Morale, commitment, leadership Processes and Systems   External Opportunities Threats Market changes Political - Governmental Competitor weaknesses Competitors Technology changes Market demand New markets Finances New tactics Economy Innovation Staffing Partnerships Environmental SWOT Analysis

CTQ Diagram A universal tool for setting clear goals and expectations Measurement Desire Need Metrics for measuring success Detailed issues Issue categories noted The Problem/ Opportunity statement Explain that this is the standard CTQ diagram

Getting to the Root Cause of the Matter

Primary Why 1 Primary Why 2 Reason Why Why, etc. Primary Why 2 5 Whys

“What If” Analysis Alternative Analysis No Project (Status Quo) Reasons For Not Selecting Alternative We are just going to leave things as they are Available resources Time to implement Complacency Alternative Option Outsourcing is better than trying to grow the resources organically Can’t wait on capacity to achieve at the level needed to implement Cheaper to invest in outside resources. We can do it ourselves Unwillingness to share “dirty laundry” with the outside world. “What If” Analysis

Ranking the Measures and Counter Measures Activities Description Causes and Effects What is the ultimate Why? Proposed Solutions Define the “What Solutions and/or Alternatives Specific Actions What do we need to do? Action Team Determining the “players” to be involved Value Proposition What will be the benefit of the decision(s) that will be made

Ranking Your Findings also helps to focus discussion on “Where Your focus Needs to be determined… Metric Desription Feasibility Does it make sense? Effectiveness Will take away the pain? Overall Risk What is the Risk Factor? Managing the Risk of Process and Cultural Transformation Quantifying our decision On a scale of 1-5, 5 being the most feasible or effective.

Lessons Learned and AHA Queries

Final Questions, Comments Please Complete The Workshop Surveys

For further information, contact Gail Birks at 954-476-3525 or www For further information, contact Gail Birks at 954-476-3525 or www.cma-ent.com