[Presentation Title] Process Improvement Findings and Recommendations

2 Scope and Objectives Current State Findings Future State Recommendations Roadmap Next Steps Agenda

Project Scope In Scope: [List in scope elements] Out of Scope: [List out of scope elements] 3

Project Scope In Scope: [Topic] –[sub-topic] [Topic] –[sub-topic] 4

Project Objectives [Remind stakeholders of original objectives agreed upon in the charge document] [Objectives are written in actionable, measurable terms] 5

Project Scope Initial Readiness Assessment Organization assessed as ready to proceed with Process Analysis Project [List findings from initial readiness assessment] [Rationale] 6

Current State Findings Finding 1 Finding 2 Finding 3 7 Current State Report

Current State Maturity Level 8 5 – Optimized4 – Managed3 – Defined2 – Repeatable1 – Initial (Chaotic) 1 – Initial: Processes are ad-hoc, undocumented, uncontrolled Modify this slide as needed to indicate maturity level.

Proposed Future State 9 Future State Report Attribute 1 Attribute 2 Attribute 3

Roadmap Activities Example: Establish Process Accountability  Establish a process for managing the process. Activity 1 Activity 2 Activity 3 Activity 4 Activity 5 Activity 6 Activity 7 10 Deploy & Manage Develop & Review Establish Accountability Modify these slides as needed to categorize roadmap activities.

Roadmap Activities Develop and Review  [Deliverables…] Activity 1 Activity 2 Activity 3 Activity 4 11 Deploy & Manage Develop & Review Establish Accountability

Roadmap Activities Deploy and Manage  Educate appropriate staff about using these processes and tools. Provide clear expectations. Manage the process. Manage process improvements. [Activity 1] [Activity 2] [Activity 3] [Activity 4] [Activity 5] 12 Deploy & Manage Develop & Review Establish Accountability

Estimates 13 Effort estimates: Business Process Consultant: ## hours over ## weeks SMEs: ## hours over ## weeks Establish Accountability Develop Document Deploy & Manage Week 1 Week 2 Week 3 Week 4

Readiness Assessment What is the organization’s willingness to adopt the process changes? Favorable. Do the recommended improvements require significant change by those performing the process? No. What is the organization’s ability to do the work to implement the process? Favorable. What is the willingness to assign an active Processes Owner? Unknown. 14 Overall Readiness Assessment: Ready

Maturity Level 15 5 – Optimized4 – Managed3 – Defined2 – Repeatable1 – Initial (Chaotic) 3 – Defined: Processes are documented and standardized Modify this slide as needed to indicate maturity level.

Areas of Learning 16 Topic 1 Topic 2 Topic 3 Topic 4

Next Steps Step 1 Step 2 Step 3 17

Action Items & Decisions 18