1. 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

2. 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.

3. 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.

4. 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

5. 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

6. Where do we start?

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

8. 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

9. Environmental Scan
What PESTs so we need to SWOTT?

10. 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

11. 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

12. 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

13. Getting to the Root Cause of the Matter

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

15. “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

16. 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

17. 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.

18. Lessons Learned and AHA Queries

19. Final Questions, Comments
Please Complete
The Workshop Surveys

20. For further information, contact Gail Birks at 954-476-3525 or www
For further information, contact Gail Birks at or