Aligning Process, People, and Technology to Facilitate the Speed of Change

Process Improvement / Process Management Workshops

Processes get work done. Many processes are rooted in work habits that emerged over time, without design or intention. Activities are perpetuated because work has “always been done that way”, rather than reflecting intentional, value-added activities that clearly contribute to creating products and services of value to consumers. Healthy processes start with a commitment to a sustainable process culture—one in which value to the customer and commitment to learning and continuously improving takes center stage. Our experienced staff can help you plan, design, establish and manage sustainable processes to improve your work productivity and quality of projects and services.

Our Process Improvement / Process Management Workshops can help you:

  • Layout a strategic process roadmap for your business
  • Define core processes, their scope, boundary connections, and interactions
  • Intentionally design / re-design work processes, including roles engagement, data usage and technology support
  • Plan process metrics, assess process performance, and stage the culture for continuous monitoring and improvement
  • Assess process risk and establish appropriate controls
  • Rethink alignment of processes, people and technology to business strategy
Process Workshops Typical Outputs Description Delivery Considerations
Process Roadmap Workshops
  • Identified core processes for area of scope, aligned to strategic direction
  • Measurable targets for success
  • Process scope, boundaries, interactions
  • Gap assessment
  • Key process outcomes with milestone dates
  • Key actions / engagement to support changes
  • Roadmap with timeline
This workshop shapes the process direction for a business area, aligns the scope of change, and defines the measures of success. Based on the gap to get from where we are to where we want to be, key process outcomes and actions required are defined, along with the required roles engagement. Barriers to success are identified, along with accompanying actions for mitigation / management. Approach is defined, and key milestones and actions are anchored to a timeline to produce an overall roadmap to guide process improvement / management initiatives.
  • One or more workshops. Scope determines time required (typically one or more workshops
    of 1/2 to 2 days in length.)
  • Requires participation of executives / leaders that encompasses the scope of change.
  • Gathering participants face-to-face is recommended.
Process Assessment and Action Planning Workshop
  • Assessment approach, including validation of process performance targets
  • Process performance results to success indicators, including data, people engagement and tools / technology support
  • Alignment assessment
  • Actions defined to restore alignment
  • Roadmap with key milestones / actions timeline
Process performance and alignment to data, people engagement, and tools / technology is critical for productivity and sustainability. Additionally, these must continue to align with organization strategy and direction. This workshop raises awareness of performance and alignment / gaps, and puts a roadmap in place to guide initiatives to address process health and attain alignment across the organization.
  • Scope determines the length of time needed (can be 1 to 2 days)
  • Requires participation of key leaders / managers that encompass the scope
  • Gathering participants face-to-face is recommended, but portions of assessment review and action planning may be accomplished virtually with web / teleconference support
Process Improvement Workshop
  • Process scope and boundaries
  • Process improvement targets and success indicators
  • Process models (includes current and to-be models), aligned to roles engagement and tools /
    technology support
  • Prioritized opportunities for improvement
  • Process risk assessment, and controls defined
  • Process improvement engagement plan
Process improvement workshop(s) bring the right people together to collectively assess existing processes, identify and prioritize opportunities for improvement, define process targets and measures, ensure alignment with data needs, people engagement and supporting tools / technology. The workshop team also assesses process risks and defines controls, identifies barriers to implementation with actions for mitigation /management. and establish the plan for improvement and monitoring.
  • May be a series of workshops, Scope determines the length of time needed (can be multiple workshops, from 1/2 day to 3
    days in length)
  • Requires participation of key people who manage and engage in the process area(s) that encompass the scope
  • Gathering participants face-to-face is recommended for start-up, then continue with virtual workshops with web / teleconference support
Process Design Workshop
(to design “new” processes)
  • Process scope and boundaries
  • Process design targets and success indicators
  • Process models (includes to-be models), aligned to data needs, roles engagement and tools / technology support
  • Process risk assessment, and controls defined
  • Process design engagement plan
Process design workshop(s) bring the right people together to collectively define new work processes, fitting them in to the context of the business, ensuring alignment to data needs, people engagement and tools / technology support. Risks are assessed, and controls identified to mitigate / manage risk. Stakeholders are identified. Barriers to implementation are identified with actions for mitigation / management. A plan for process design engagement / implementation is established, including monitoring.
  • May be a series of workshops, Scope determines the length of time needed (can be multiple
    workshops, from 1/2 day to 3 days in length)
  • Requires participation of key people who manage and engage in the process area(s) that encompass
    the scope
  • Gathering participants face-to-face is recommended for start-up, then continue with virtual workshops with web / teleconference support
Process Risk and Controls Workshop
  • Process risks, with severity, probability and visibility assessments
  • Controls for risks above the tolerance limit
  • Actions / owners for controls implementation
  • Timeline with milestones and actions for delivery
The workshops helps to identify, assess process risks, and define controls that must be put in place to manage the risks, according to the risk tolerance of the organization. Action plans are established, with owners the due dates, to establish the controls required.
  • Scope determines the length of time needed (can be 1/2 to 2 days)
  • Requires participation of key people who manage and engage in the process area(s) that encompass
    the scope
  • Gathering participants face-to-face is recommended. Can deliver virtually with appropriate web / teleconference support.
Process Assessment Workshop
  • Assessment findings, including process performance to stated target metrics, roles engagement, supporting technology / tools alignment.
  • Action plan for resolving process issues / gaps.
The Process Assessment Workshop enables review of current processes to stated targets and metrics. It also assess the engagement of people and use of tools / technology as supporting elements to the process, to assess alignment and overall process health.
  • Scope determines the length of time needed (can be 1/2 to 2 days)
  • Requires participation of key people who manage and engage in the process area(s) that encompass
    the scope
  • Gathering participants face-to-face is recommended. Can deliver virtually with appropriate web / teleconference support.
Work-in-Progress Reviews
  • Validation of progress for process change effort
  • Everyone on same page with deliverables and tasks
  • Issues identified and assigned fo
  • resolution
  • Next steps validated
Coordination of resources is easier in the front-end of change efforts, when the number of engaged resources are smaller. As the team grows in size during later project phases, it is increasingly difficult to keep everyone on the same page and aware of the inter-connectedness of deliverables.

Work-in-Progress Reviews bring key team members and stakeholders together to ensure that progress is visible, and people are
on the same page regarding deliverables, timing, issues and next steps.

  • Typically 2-hours to half-day
  • Requires participation of key people who engage in the change effort or are critical stakeholders
  • Can deliver virtually with appropriate web / teleconference support.
Implementation Readiness Workshop
  • Validated implementation plan
  • Validated adoption plan
  • 30-60-90 day stabilization and
    follow-up plan
  • Risks, mitigations and contingencies
  • Validated implementation and post-Implementation timeline
It’s not over until it’s up, running and stabilized. Too often, teams work to unreasonable implementation deadlines, without ensuring readiness for change. It’s also common for projects to declare victory then walk away from the change effort on day-1 of implementation. Post-implementation stabilization and adoption is critical for lasting and sustainable change. This workshop helps teams get it right—reaching the goal of change that brings sustainable results.
  • Scope determines the length of
    time needed (can be 1/2 to 2 days)
  • Requires participation of key leaders
    / managers that encompass the scope
  • Gathering participants face-to-face
    is recommended. Can deliver virtually
    with appropriate web / teleconference support.
All workshops are customized to fit your specific needs.
Contact us to discuss your challenge and situation, and we can design a work session to deliver the outcomes you require.
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