A workplan can be created for the required work steps needed to implement the initiative. The workplan is ‘frozen’ at the implementation gate and then from implementation stages onwards, the plan can be used to track slippage against the plan enabling stakeholders to understand progress and if the initiative is on track. To view an […]
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KPIs Initiative KPIs enable stakeholders to see if the initiative is: Delivering the expected value on a consistent basis Not adversely impacting overall performance. Risk/adverse KPIs can be added to the initiative to ensure that there are no adverse effects when the initiative is implemented e.g., quality Tracking initiative KPIs is very effective in determining
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Key components of an implementation plan (required at the ‘Implementing’ gate) Ownership: Sponsor input and agreement (of objectives and plan) Empowered initiative owner Current and future state clearly defined: Current state problem and opportunity/issues Solution and expected future state Clear measures of success: Impact – Overall expected impact/benefit if successful KPIs – Process & risk
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The initiative health status is highlighted in multiple locations whenever the initiative is listed (initiative status dashboard, status reports etc). This allows team leads to instantly see if an initiative is behind plan and needs help. Updating the initiative’s health status is the first step in escalating that the initiative needs leadership help/support to resolve
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On-going initiative issues can be opened/closed at any point during the initiative lifetime. Initiative owners should consider escalating issues to change org leads/sponsors if they are unable to resolves issues themselves (e.g., additional resources needed or a roadblock). To create an initiative issue: Select the initiative’s ‘Issues’ tab Select the ‘Create issue’ button Complete ‘Create
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Initiative stakeholders can keep track of short term actions needed to implement the initiative. These are intended to be the day-to-day ‘tactical’ actions with typical 1-7 days duration and usually generated in weekly progress reviews or initiative updates. Due date and status of these actions are tracked. Due date can be changed but the original
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During implementation, the initiative owner needs to be across key initiative components: Actions: Manage weekly actions (short term actions needed to complete main plan steps) Issues: Manage implementation issues and escalate issues if needed KPIs: Update process/risk KPIs throughout implementation to see if initiative is working and no adverse results Risks: Review risks to determine
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Gate approvers will receive a request to approve by email when the initiative owner submits the gate for approval. To approve a gate, the gate approver: Selects the ‘Approvals link for the gate and then selects the approvals ‘Edit’ button Completes the ‘Edit Approval’ form Gate approvers can also approve gates from their ‘Home’
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Stage gate states are shown graphically in green and red depending on if a gate has been passed yet. There are four possible actions at each gate: Submit gate for approval: The initiative is submitted for approval when all necessary actions are completed prior to the specific gate. For example, prior to the implementation
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Stage gating – how it works Using stage gating ensures that an initiative does not proceed to the next stage until all required stakeholders have given their approval at the ‘stage gate’. Stage gating – why it’s used Stage gates are primarily used for the following benefits: ‘Go/No Go’ decision points: Control the progress
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