[Presentation Title]
Process Improvement
Findings and Recommendations
Agenda
• Scope and Objectives
• Current State Findings
• Future State
Recommendations
• Roadmap
• Next Steps
2
Project Scope
In Scope:
• [List in scope elements]
Out of Scope:
• [List out of scope elements]
3
Project Scope
In Scope:
• [Topic]
– [sub-topic]
– [sub-topic]
• [Topic]
– [sub-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
Current State
Report
7
Current State
Maturity Level
5 – Optimized
Modify this slide as
needed to indicate
maturity level.
4 – Managed
3 – Defined
2 – Repeatable
1 – Initial (Chaotic)
1 – Initial: Processes are ad-hoc, undocumented, uncontrolled
8
Proposed Future State
• Attribute 1
• Attribute 2
• Attribute 3
Future State
Report
9
Roadmap Activities
Establish Accountability
Develop & Review
Deploy & Manage
Example: Establish Process Accountability
Establish a process for managing the process.
Activity 1
Activity 2
Activity 3
Activity 4
Modify these slides as
needed to categorize
roadmap activities.
Activity 5
Activity 6
Activity 7
10
Roadmap Activities
Establish Accountability
Develop & Review
Deploy & Manage
Develop and Review [Deliverables…]
Activity 1
Activity 2
Activity 3
Activity 4
11
Roadmap Activities
Establish Accountability
Develop & Review
Deploy & Manage
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]
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Estimates
Week 1
Week 2
Week 3
Week 4
Establish Accountability
Develop Document
Deploy & Manage
Effort estimates:
• Business Process Consultant:
## hours over ## weeks
• SMEs: ## hours over ## weeks
13
Readiness Assessment
Overall Readiness Assessment: Ready
• 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
Maturity Level
5 – Optimized
Modify this slide as
needed to indicate
maturity level.
4 – Managed
3 – Defined
2 – Repeatable
1 – Initial (Chaotic)
3 – Defined: Processes are documented and standardized
15
Areas of Learning
•
•
•
•
Topic 1
Topic 2
Topic 3
Topic 4
16
Next Steps
• Step 1
• Step 2
• Step 3
17
Action Items & Decisions
18