Initiative Management Council Update # - Strategic Initiative Initiative Owner Date

Initiative Review Agenda Setting Context: Strategic Plan 2017 Alignment Order of Information: 1.Timeline Update 2.Strategic Plan Dashboard Review 3.Roadblocks, Setbacks and Risks 4.Specific Asks (Needs) of the Group Conclusion: Key Takeaways and Path Forward Strategic Initiative ManagementMonth - Year2

Setting the Context Strategic Plan 2017 Alignment Strategic Initiative ManagementMonth - Year3 On Target Focus Area [Focus Area] Strategic Initiative [# - Description] Objective Key Deliverables Targeted Completion Date

Setting the Context – Continued Brief Recap of Prior SIM Review Upcoming Milestones Before Next Update Target Date for Completion Key Learnings to Date List Your Specific Asks (Needs) of the Group Rationale and Impact to Your Timeline Simply COPY last slide from your previous SIM review here Strategic Initiative ManagementMonth - Year4 Concluding Comments and Summary

1. Timeline Update Progress Report on Near-Term Milestones Strategic Initiative ManagementMonth - Year5 Key Steps Brief Description of Work in Each Key Step Expected Due Date Deliverable or Key Milestone of this Step On Schedule? What updates may you provide regarding your timeline/work plan? – Consider including 1-2 slides with examples of completed work to provide context for the group – Highlight key successes or any challenges overcome since the last report out

1a. Timeline Update Artifacts and Examples of Recent Work Product What could you include here? – Screenshots of a deliverable, s, newly designed logos – Photos of training sessions or events – Snapshots of completed training materials or collateral related to the work – Testimonials of customers/users of the deliverable Strategic Initiative ManagementMonth - Year6

2. Strategic Plan Dashboard Metrics Review of Initiative Key Performance Indicators (KPIs) What could you include here? – Screenshots of your most recent metrics – Highlight KPIs which have experience significant growth or decline – Discuss action plans for improvement, where necessary Strategic Initiative ManagementMonth - Year7

3. Roadblocks, Setbacks, and Risks Challenges That Could Impact Progress Questions to consider and answer: – What setbacks have your experienced? – How is your team working to overcome them? – How specifically can the group assist with these roadblocks? How specifically can the group help you recover? – Do you anticipate any future roadblocks developing? Strategic Initiative ManagementMonth - Year8 Major Roadblocks, Setbacks, or RisksBrief Description of Your Recovery Plan What is the Impact to Your Timeline? Questions to consider and answer: – What risks are involved in meeting the stated objectives of your initiative? – Do the risks involve resources, collaboration with other groups, political? – How significant are the risks you are highlighting to your work plan and overall objective?

4. Specific Asks (Needs) of the Group Critical Items for Further Discussion What are your specific asks? – Specific questions, guidance on next steps? – What critical items do I need an answer from the group today? – What roadblocks do you need immediate assistance with? – This slide may not be necessary Strategic Initiative ManagementMonth - Year9 What Is Your Key Issue or Need to Address?

Conclusion Key Takeaways and Path Forward Upcoming Milestones Before Next Update Target Date for Completion Key Learnings to Date List Your Specific Asks (Needs) of the Group Rationale and Impact to Your Timeline Questions to consider and answer: – What are the significant milestones and next steps prior to your next report? – Are you on-target for the proposed completion date? – Are there any key learnings to share with the group or your colleagues? – What are your specific asks? Specific questions on process or next steps? What guidance do you need from the group to maintain your momentum? Are there resources you need access to? What roadblocks do you need immediate assistance with? Strategic Initiative ManagementMonth - Year10 Concluding Comments and Summary