| Step
|
Activities
Templates, Tools and Techniques are italicized
|
Deliverable
|
| D1 | - Review the client's strategic and operational goals/objectives
- Identify the problem or opportunity, and get situational background
- Determine how the project fits with the strategy and/or operations
| Problem / Opportunity Analysis |
| D2 | - Identify key stakeholders, team members, & customers/managers/users
- Identify stakeholder Roles and Responsibilities along with Time Allocations to the project
- Confirm that the project is a worthwhile improvement priority and determine who is in support
- Obtain written Sponsor and Stakeholder Support
| Stakeholder Analysis |
| D3 | - Determine the project purpose, team objectives, assumptions, and constraints
- Write a goal statement, including the intended improvement and how it is to be measured
- Define Criteria for Success of the overall initiative
- Define project scope and subsequent phases
- Write a short business case explaining the potential impact of the project to customers
| Project Charter (Preliminary) |
| D4 | - Identify value-add activities and show the critical path with dependencies between activities
- Identify milestones for the project, and allocate resources to develop an initial timeline
- Initiate a weekly status with Management Control Process
| Project Plan (Preliminary) |
| D5 | - Review existing documentation
- Select areas or aspects of concern, and list involved processes
- Identify inputs & outputs for key processes
| SIPOC for the “As-Is” |
| D6 | - List and describe current and anticipated Points of Pain
- Identify symptoms of current and anticipated problems/deficiencies discussed in the organization
| Deficiency List (Preliminary) |
| D7 | - Facilitate the creation of a process map for areas or aspects of concern
- Define process boundaries
| Process Map for the “As-Is” (High-Level) |
| D8 | - Conduct Interviews with stakeholders such as customers, users, and managers
- Create a list of what is important to the customers, users, and/or managers
| VOC (Voice of the Customer) |
| D9 | - Identify processes crucial for success per the customer viewpoint
- Develop a list of critical items from the customer/user/manager perspective
- Translate CTQs into High-Level Functional Requirements
| CTQ (Critical-to-Quality) |
| D10 | - Create detailed process map for all impacted areas
- Use call-outs to highlight issues to discuss
| Process Map for the “As-Is” (Detailed/ Updated) |
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