blcn inc. strategy to implementation roadmap pres… · provide bus. plan & details tp21 tp36...

25
BLCN Inc. BLCN Inc. Management Consulting Copyright © 2004 BLCN Inc. BLCN Inc. BLCN Inc. Management Consulting Strategy to Implementation A Roadmap To Success April, 2004 Randy Somermeyer BLCN President and Managing Principal [email protected] www.blcn.net Making strategies actionable … and initiatives successful

Upload: others

Post on 05-Feb-2021

3 views

Category:

Documents


0 download

TRANSCRIPT

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    BLCN Inc.BLCN Inc.Management Consulting

    Strategy to Implementation A Roadmap To Success

    April, 2004

    Randy Somermeyer

    BLCN President and Managing Principal

    [email protected]

    Making strategies actionable … and initiatives successful

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    BLCN Introduction

    Making Strategies Actionable …

    … And InitiativesSuccessful

    BusinessValue

    People•Change Management•Organization Design

    Process•Process Design

    •Continuous Improvement

    Technology•Governance•Package Selection

    Strategy

    •Business Strategy

    Validation

    •TransformationManagement

    Experienced Professionals:• Previous experience in business operations • Cross industry • Multiple business domains • Common methods

    Operating Style:• Perform with client organization • Team oriented / mentor and knowledge transfer• Operate within client culture

    Methods:• Issue based• Role based process• Software neutral• Leverage client expertise• Flexible approach

    Registered with SBAas a Small Business

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    An Integrated Approach

    Strategic Action Planning

    Strategy Validation

    Vision Definition

    Sales and Marketing

    Lean Manufacturing

    Project Management

    Process Improvement

    Training

    Scenario testRequirementsPackage selectionGovernanceTechnology

    Post assmt

    Follow up

    Perform planning

    Lessons learned

    Target population

    Implementation

    Job design

    Transition plan

    Mid management

    Understanding

    Role Mapping

    Team Building

    Executive team

    Awareness

    ID org. impact

    Stakeholder analysis

    Organization

    •Readiness

    •Communications

    •Job Design

    •Project planning

    Implementation

    Policy, procedure

    Detail Design

    Role based design

    Transition Reqmts

    Root cause

    Baseline

    Issues and value

    Process

    •Phase

    •Focus

    Transformation Management Office

    Functional Measures

    Enterprise Measures Prioritization

    CONTINOUS

    IMPROVEMENt

    • Product Development: Portfolio /TTM • Customer Touch Points: Cust Sat / Mkt lift • Order Fulfillment: Cycle time / Inv Visibility• Procurement: Strategic Source / Leverage Buy• Shared Services: HR, Finance, Legal, etc• Global Process / Common Process

    BalancedScorecard

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Issue: 70% of all strategies fail due to poor execution. Poor Strategy equals poor initiative execution and value.

    • 85% of the Executive teams spend less than one hour per month discussing strategy and direction of the business

    • Only 5% of the business understands where the business is going

    • Only 25% of the managers have linked initiatives to strategy

    • Only 60% of the budgets are linked to strategy

    What are some of the critical success factors?

    • Clarity of direction and communication

    • Ownership

    • Linkage of Business objectives to initiative execution

    • Supporting measurements to sustain direction

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Why are Vision, Strategy and Goals Important? Common issues:

    • There is no reason to change, why do this?

    • There is no defined end point, how do we know when we reach our objective?

    • Do we just improve it? What is success?

    • Everyone has their own priorities, there is not a single plan.

    • We have so many projects that we don’t get anything done.

    • Our roles and responsibilities are not well defined.

    • No one takes charge.

    • I am not sure how this all fits into the big picture.

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    They answer…

    • What is the Business Direction?

    • Are the components of the business direction clearly articulated and

    well-understood and accepted throughout the organization?

    • Has the business direction changed recently?

    • Is the business direction aligned with the other parts of the company?

    • Organization focus and coordination for future thinking

    • Knowing what success is (when do you reach it)?

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Vision

    • Vision: A view of what and where the organization will look like in the future.– What type of organization is this?

    – What is the market place?

    – What is being delivered?

    – What size of organization (revenue / people)

    – Time Frame

    – Not: We will be the supplier of choice

    • A Vision can be used for a corporation, function, or project

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Vision Drives Strategic Direction, Goals And Actions.Gaps Between Current State And Strategy Defines Initiatives.

    Mission What weRepresent

    Vision Where weWant to go

    Strategy How we getTo Vision

    Initiatives Actions

    Vision drivesActions

    ActionsachieveVision

    (Customer Competition Financial Suppler)

    (Organization Operations Product)Goals Objectives

    Current StateGaps

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Strategic Direction Is Key Element In Executing Product Portfolio Management

    LifeCycle

    Field / EOLManagement

    Pipeline Management

    Product LinePlan Development

    LaunchQualifyDevelopPlanConcept

    Investment PrioritiesRecommendationsPipeline Data

    Proposed Product Plans

    Market AnalysisSolution Stacks

    R&D Roadmap

    Market AnalysisProduct Line StrategyPre-concept Product Definitions

    Brand Plan

    Manage Market Segments andAssess Performance

    Develop & Optimize Market Segment Plans

    CreateMarketSegmentStrategy

    Perform Portfolio Analysis

    Define theMarket Segment

    Understand the Marketplace

    Past Strategies

    Market Information

    Customer Feedback

    Competitive/ Competitor

    Information

    Technology Trends

    Current Product Portfolio

    Project Management DataSegment Performance Data

    PortfolioManagement

    ProjectExecution

    Post ReleaseManagement

    Drives Innovation

    Trends: IntegrationReuse and extended enterprise

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Strategy Defines How Initiatives / Projects Will Be Executed

    People Process Technology

    Strategy“what wewant to doand why”

    Operations“How wewill getit done”

    Implementation“Getting it done”

    Supports

    SupportsSupports

    Supports

    Drives

    DrivesDrives

    Drives

    What is theStrategicIntent?

    What directionor operatingplatform do Iuse?

    Supp

    orts

    Dri

    ves

    How do weleverage the people internaland external?

    What are the roles, and howto measure?

    How do I trainand maintainmy workforce?

    Supports

    Drives

    Supports

    Drives

    What Hardware,Software, andDatabasesdo I use?

    What app doI use and the infrastructure?

    What are thedetailed policies,procedures,and tasks?

    What are theBusinessProcesses?

    Supp

    orts

    Dri

    ves

    Supp

    orts

    Dri

    ves

    Supp

    orts

    Dri

    ves

    Supp

    orts

    Dri

    ves

    Supp

    orts

    Dri

    ves

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Large Efforts Can Be Managed With A Transformation Office Or Program Management Office

    Steering Committee(Company Leadership)

    Transformation Office

    Business Project 1

    Business Project 2

    Business Project 3

    Business Project 4

    I T Projects

    T.O. Exec and ManagerCommon MethodsCentralize Change Management

    Integrated Design and Implementation

    Strategy

    Operations

    Implement

    Scalable

    • Permanent part of the business • Scalable to the business needs• Expanded PMO, not another layer• Drive project efficiency

    • Roles and responsibility• Project metrics and reporting• Issue and change process• Funding and project life cycle

    Support:HR and FinanceConsultant Resource

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Goals And Measurements Should Be Linked

    Goal

    This is a graphical representation, areas will not have the same

    amount of GoalsEmployee Performance Assessments

    All Goals are supported by Key Performance Indicators that measure progress in achieving the goal

    Goal

    Goal Goal Goal Goal

    GoalGoal GoalGoalGoal

    CorporateGoals

    FunctionalGoals

    DepartmentalGoals

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Goals And Measurements Support Changes

    Goals• End Point / Defines Results

    • Supports Strategy

    Measurements• Measures ongoing results

    • Monitors progress (Journey) to the end point

    • Supports the Goal

    • Measurable

    • Time based

    • Written

    • Well defined / understood

    • Have an owner

    • Aligned with the Strategic Imperatives

    Goals and measurements are:

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    A 2002 Study With 327 Organizations Found Five Key Themes Related To Process Improvement Projects

    The need to reduce cost/expense was the most frequently cited business driver for reengineering projects with competitive pressure, poor customer satisfaction and poor quality of products and services rounding out the top-four.

    1. The top activity that project teams would do differently on the next project is more effective change management.

    2. Teams whose projects were driven or heavily supported by top management were more likely to complete their project at or above expectations.

    3. Participants overwhelmingly indicated that the planning stage, where scope and roles were set, was the most important phase in the project.

    4. Resistance to change within the organization was cited six times more often than any other as the number one obstacle to successful implementation.

    5. Nearly two thirds of a typical project was spent planning, designing and gaining approval with only one third spent on development and implementation of the solution.

    Source: Prosci

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Many Projects Focus Technology Resulting in missed benefits

    Source: Organization Dynamics,Jim Markowsky

    Why Implementations Fail To Meet Objectives

    Leadership: 42%• Lack of participation• Mixed Messages• Ownership

    Organization: 27%• Lack of involvement• Readiness• Understanding

    People: 23%• Job Change• Skill / Training• Reporting

    Technology: 4%• Integration• Configuration

    Other: 4%

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Alignment Of The Executive Team Is The First Step To Spread Excitement Across An Organization

    Alignment of goals -- understanding of roles -- communications

    Sponsorship Ownership Excitement

    Corporate Contagiousness

    Defined Objectives / Value

    $ Results $

    Initiative Execution

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Avoid Solution Jumping By Using A Phased Project Approach

    DeployContinuous

    ImprovementBaselineProcessAnalysis

    Detail Design

    • Migration planning

    • Scenario development

    • Training assistance

    • Baseline map• Role Mapping• Value statement• Executive

    alignment

    • To Be detail design map

    • Job design• System

    requirements

    • Post implementation assessment

    • Prepare for subsequent implementations

    • Root Cause• Needs / Wants• Bottleneck• To-Be

    characteristics

    BLCN Key Activities

    Organizational Change Management

    Prep

    • Increase throughput• Process based thinking• Process ownership• Customer value

    • Decrease complexity• Expand beyond desktop thinking• Reduce formal handoffs• Reduce process waste

    Quick Hits

    Activity Based Activity BasedTransaction Based

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Process Mapping Is An Analysis And Communication Tool

    DevelopRelationship Plan,Make relationship

    promise

    Develop financing /pricing strategy

    Present MarketMessages, ID

    existing offeringsfor needs

    Identifyreq'd skills

    Understandrelationship promise

    ManageRelationship

    Plan

    OD To:Offering Dev

    SKM To:Skills Mgmt

    NoticeOpportunity

    Qualify andForecast

    Opportunity

    ValidateOpportunity

    SelectOpportunity

    - ID Cust contact- Assign opportunityowner

    - relevant customerbackground (.)- customer businessrqmts ()- Determine solutiontype- validate interest- Assign OO

    - tentative solution- financial info- forecast system,services, financingand deploymentreq'ts-Continue decision

    SKM To:Skills Mgmt

    AcquireCustomer Info

    RequestCustomer

    SatisfactionFeedback

    Plan andManage Market

    Segments

    ManageBusiness

    Partner Channel

    Manage Skillsand ResourceDeployment

    Create MarketMessages

    ResolvePervasiveCustomer

    SatisfactionIssues

    DetermineCustomer

    SatisfactionStrategy

    Create MarketMessages

    MarketMessages

    SKM From: Cust Team

    MM From: Mkt Mgmt

    DevelopOfferings

    DevelopProducts

    OD From: Cust Team

    MM To: Cust Team

    DevelopStandardContracts

    DevelopDeploymentTemplates

    DevelopDeploymentTemplates

    CT To: Cust Team

    Receive BrandMessage

    Attend TradeShow

    ReceiveAdvertising

    Message

    ReceiveLiterature

    ReceiveRelationship

    Plan Offer

    Receive ProductLaunch

    Message

    Receive FutureProduct

    DevelopmentMessage

    TP2TP6 TP4TP8,9 TP3TP1 TP7

    Provide Bus.Plan & Details

    TP21 TP36

    Manage Opportunity

    CustomerRequest

    Choose 1

    Transaction

    Order

    Service Request

    Product Request

    Other

    TP13

    Govern Customer Teams

    B To:Order

    F To:Mfg/Proc Plan

    DevelopAccount

    Plan

    Develop and Maintain Customer Relationship

    Scope opportunity

    Choose 1

    Ready to proceed to OPM

    Continue managing relation

    Customer

    Marketing

    Quality

    Deployment

    ProductTeam

    Planning

    Process map size 3’ by X’ • Time based• Integrate multiple roles / functions• Provides an end-to-end view• Clearer linkages to ancillary processes• Customer needs and touch points• Sometimes called Swim Lanes

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Transition Planning: People, Process and Technology

    Checker

    Eng Designer

    Technical Writer

    Drafter

    Analyst

    TeamLeader

    Eng. Administrator

    Design Eng

    TL1ScopeWork

    EA1Assign Number

    TL2Check Concept

    RN0- 1Create/ModifyDesign Model

    TW1Develop Spec.

    Choose 1Dev. Concept DesgnDisapprove scopeUse ExistingDsgn

    DE1

    R2

    Choose 1RejectApprove

    R2

    D1Doc. DetailDwg

    A1Submit Analysis

    C1CheckDrwgs

    MultithreadReqts CgngModel OKModel not OK

    R4

    R4

    Choose 1Approve ResultsChange ConceptChange Design

    DE2 DE3

    TL3R1

    R1

    R3

    R3

    Transition Planning

    People

    Process

    Technology* * A majority of technology planning will come from the systems integrator or internal IT staff

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Process, Job Roles, Operating Procedures And System Requirements Need To Link To Each Other

    Date last edited: 1/8/01Created By: Ken Beck Drawing1

    IBM Innovation / DesignFlow ConsultingDesignFlow analysis template with pageand style setupsDesignFlow™ DesignFlow™ AnalysisDiagram

    ESMExecutive SiteManager(AudienceAdvocate) ESMESM ESM ESM ESM ESM ESM ESM ESM

    EBTe-BT(IRB and IPMT) EBTEBT EBT EBT EBT EBT EBT EBT EBT

    SASStrategy,Architectureand Standards(e-BusinessArchitect)SASSAS SAS SAS SAS SAS SAS SAS SAS

    TDTechnologyDeployment(InfrastructurePlanner) TDTD TD TD TD TD TD TD TD

    BPEBusinessProcess Exec.Reps.(Business AreaOperationsSME) BPEBPE BPE BPE BPE BPE BPE BPE BPE

    PDTLaunchManager(PDT Lead) PDTPDT PDT PDT PDT PDT PDT PDT PDT

    DEVDevelopmentTeam Reps(Affected PDTLeader Reps.) DEVDEV DEV DEV DEV DEV DEV DEV DEV

    IGSIGS SolutionProjectManager(Developmentand TestResource Rep.) IGSIGS IGS IGS IGS IGS IGS IGS IGS

    GEOGEODeploymentReps(CountryDeploymentPlanners)

    GEOGEO GEO GEO GEO GEO GEO GEO GEO

    ISMIntegratedSolutionManager(Web SiteSolutionDesigner)ISMISM ISM ISM ISM ISM ISM ISM ISM

    PDO-200Conductreadinessassessment

    Establish TeamPDT-200Multi-ThreadIdentify membersObtain commitmentsOrient teamKick off projectFinishBFrom:EBT-130

    PDOLaunchManager(PDT LeadChange Agent) PDOPDO PDO PDO PDO PDO PDO PDO PDO

    ESM-230R2

    Manage RisksPDO-230Multi-ThreadIdentify initial risksDevelop PlanFinish

    DefineCommunicationsProgram PDO-210Multi-ThreadConduct AssessmentDevelop PlanFinish ManageStakeholders PDO-220Multi-ThreadIdentify stakeholdersDevelop PlanFinish ManageStakeholdersExecute CommunicationsPlanManageRisks

    EBT-220R21

    Form PDT

    IBM Innovation /DesignFlowConsultingDesignFlowanalysistemplate withpage and stylesetupsSAS-260R61TD-260R63 EBT-260R65

    Participate in DetailRequirements DefinitionESM-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    Validate With CorporateBlueprint SAS-230Multi-ThreadAssess E2E Arch.Define work activitiesSize preliminary costsIdentify IssuesFinish

    Assess Impact onCurrent PDTs DEV-230Multi-ThreadDefine Launch effortPrioritize launch into planSize preliminary costsIdentify issuesFinishIdentify Infrastructurerequirements IGS-230Multi-ThreadCreate high level plan for: Personnel resource Hardware Software CommunicationsIdentify work activitiesSize preliminary costsIdentify issuesFinish

    Review CorporateTechnology StrategyTD-230Multi-ThreadProvide tech. directionIdentify work activitiesSize preliminary costsIdentify issuesFinishAssess BusinessProcess Impact BPE-230Multi-ThreadAssess plan impactIdentify work activitiesIdentify issuesFinish

    Refine/Expand Proposal Definition

    Evaluate Site PlanImpactISM-230

    Multi-ThreadAlign EWM initiativesDefine work activitiesIdentify IssuesFinish

    Input DeploymentConsiderations GEO-230Multi-ThreadCommunication PlanJob Design Concede.Organization changesEducation planIdentify work activitiesSize preliminary costsIdentify issuesFinish

    Preliminary Launch Definition

    Note: Includes all BPEPDTs including EWMdevelopment.

    Issue managementPDT-220Multi-ThreadConsolidate issuesResolve issuesFinish

    Adjust current solutionrelease plans toaccomodate thisproposal

    Participate in DetailRequirements DefinitionISM-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinishParticipate in DetailRequirements DefinitionSAS-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    Participate in DetailRequirements DefinitionTD-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinishParticipate in DetailRequirements DefinitionBPE-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinishLead PDT in DetailRequirements DefinitionPDT-205Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    Participate in DetailRequirements DefinitionDEV-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    Participate in DetailRequirements DefinitionIGS-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    Participate in DetailRequirements DefinitionGEO-210Multi-ThreadReview proposalDetail requirementsInterlock with all BPEsFinish

    PDT-210Publish detailedrequirementsdefinitionPDT-215Lead andmonitorprogress of PDTin preliminarylaunchdefinition

    All issuesresolved?PDT-225Choose 1NoYesOpen IssuesPDT-230Choose 1Recommend stopEscalate issue

    ESM-210Review stoprecommendation

    PDT-235Prepare forissue escalation

    ESM-240R6PDT-255R23

    EBT-260R26

    ManageStakeholdersExecute CommunicationsPlanManageRisks

    Complete Proposal Definition

    Lead PDT in Launchdefinition PDT-245Multi-ThreadConsolidate work activitiesConsolidate costsEstablish schedulesResolve integration issuesFinishPDT-265Review Launchdefinition withESM executives

    All integrationissues resolved?PDT-250Choose 1NoYesResolve IntegrationIssues PDT-255Choose 1Recommend stopEscalate issue

    ESM-210R23

    ESM-230Review LaunchdefinitionSo lu t ion Def in i t ion

    Acceptrecommendation?ESM-220Choose 1YesNo

    RecommendationSource? EBT-260Choose 1DCP review with ESMIntegration issuesInitial definition issuesJ To:ISM-285

    ISM-270R26ISM-230R21

    EndAcceptRecommendation?EBT-240Choose 1YesNoESM-220Recommend toto e-BT thatlaunch proposalstopped

    ESM-240R5 ESM-270R7

    RecommendationSource ESM-230Choose 1Integration IssuesInitial definition IssuesISM-230R2

    Type ofescalationPDT-240Choose 1Business issueArchitectureTechnologyPDT-235R55

    PDT-255R55

    EBT-200ReviewBusiness issueescalationEscalation resultsEBT-210Choose 1Terminate proposalRework Proposal

    Escalation SourceEBT-220Choose 1Integration issuesInitial definitionissuesEnd K To:ISM-270

    KFrom:EBT-220

    ISM-230R61SAS-240ReviewArchitectureescalation

    Escalation resultsSAS-250Choose 1Terminate proposalRework ProposalEscalation Source SAS-260Choose 1Integration issuesInitial definition issues

    ESM-210R62

    SAS-250R62

    ISM-230R63TD-240ReviewTechnologyescalation

    Escalation resultsTD-250Choose 1Terminate proposalRework Proposal Escalation SourceTD-260Choose 1Integration issuesInitial definition issues

    ESM-210R64

    TD-250R64Review resultsESM-240Choose 1Approve definitionTerminate projectRework

    ESM-220R5ISM-270R6

    JFrom:EBT-260 EBT-280R10ESM-270R8ISM-230

    R65

    ISM-270Integrate workactivities andschedules into aLaunch definitiondocument

    SAS-270Integrate workactivities andschedules into aLaunch definitiondocument

    TD-270Integrate workactivities andschedules into aLaunch definitiondocument

    BPE-270Integrate workactivities andschedules into aLaunch definitiondocument

    DEV-270Integrate workactivities andschedules into aLaunch definitiondocument

    IGS-270Integrate workactivities andschedules into aLaunch definitiondocument

    GEO-270Integrate workactivities andschedules into aLaunch definitiondocument

    EBT-230Receiverecommendationto stop

    PDT-260Publish LaunchDefinitiondocument

    Concept DCP Review

    ManageStakeholdersExecute CommunicationsPlanManageRisks

    Create detailedproject planDEV-280Multi-ThreadResourceScheduleCostFinish

    Create detailedproject planISM-280Multi-ThreadResourceScheduleCostFinish

    Create detailedproject planIGS-280Multi-ThreadResourceScheduleCostFinish

    Create detailedproject planGEO-280Multi-ThreadResourceScheduleCostFinish

    PDT-280Lead andmonitor PDTteam creation ofdetailed projectplan

    Create Plan Phase DetailedProject Plan

    ManageStakeholdersExecute CommunicationsPlanManageRisksManageStakeholdersExecute CommunicationsPlanManageRisks

    Note: Expand proposal'sperformance objectivesand establish stresscriteria for testingNote: Expand functionalrequirements

    Note: Includes CommonServices

    Note: PDT consists of representative from: Industry Solution Managers SAS Technology Deployment Business Process Execs (for process areas affected) Development (other affected PDTs) IBM Global Services GeographiesAs representatives on the PDT, theirs is not anorganizational role but role as member of launch PDT

    Parenthetical descriptionrepresents theorganization's role in thisoperational process Note: Should alsoinclude interlock withAudience Strategists

    Note: On-going PDTLeader activitiesthroughot Concept PhaseCP 4

    CertificationReviewrequired? BPE-234Choose 1YesNo BPE-238Schedulecertificationreview

    CP 5

    CP 6

    Process description / objective / purpose:This is the Concept Phase of the Shuttle LaunchManagement System. This process will be used tovalidate the concept of the proposed launch so thatthe e-BT can make funding decision to continue

    CP 2 CP 2EBT-250TerminateprojectEnd-to-end effort1. Facilitates throughput improvement2. Acts as an umbrella for all the pieces3. Drives process based thinking4. Used for scenario and continuous

    improvement follow on effortsHeader Details:Enter Customer

    Bill-to, Ship-to, POnumber, contact nameand payment method

    Line Details:Enter Item Information:item number (use Web

    Product Cat), Qty

    SOE-0

    17

    SOE-1

    38SOE-1

    29SOE-0

    32SOE-0

    31

    SOE-0

    24SO

    E-01

    9

    SOE-0

    16SOE-0

    04

    SOE-0

    33SOE-0

    34SOE-

    035SO

    E-128

    SOE-0

    26SOE-0

    25

    SOE-0

    37

    SOE-0

    18SOE-0

    30

    Software Package Process Details1. Transaction level detail2. Link system functions

    Internal Operating Procedures1. Provides detail policy2. Process structure

    ISO Check points

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Critical Success Factors Regarding Change

    • Clarity of direction or vision

    • Compelling need for change

    • Visible and committed leadership

    • Targeted, effective communications

    • Disciplined project management

    • Measurable goals

    • Broad-based participation

    • NOTE: You may have to “stop the bleeding” in certain areas before moving forward … to maintain attention / focus on the roadmap

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    The end result is a successful transfer of ownership and responsibility from the project team to the organization

    Design Post-go-live

    Pro

    ject

    Ow

    ners

    hip

    Project team

    Orga

    nizati

    on

    Awareness

    Understanding

    Acceptance

    Ownership

    Time

    High

    Low

    Bas

    elin

    e (A

    S IS

    )

    Ana

    lysi

    s TO

    BE

    Det

    ail D

    esig

    n

    Impl

    emen

    tati

    on

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Continuous Improvement

    • Leverage input from post implementation readiness assessments Hold workshops with direct and indirect functional areas:– Where previous assumptions correct?– Were objectives / cycle times met?– Have new issues come up?– New requirements from customers?– Validate with recent scenarios

    • Identify issues / changes• Update process map and supporting text

    as needed• Develop a correction plan• Establish next review date

    C h e c k e r

    E n g Designer

    Technical

    Writer

    Drafter

    A n a l y s t

    TeamLeader

    Eng .

    Administrator

    Design

    Eng

    TL1ScopeWork

    EA1Assign Number

    TL2Check C o n c e p t

    RN0-1Create/ModifyDesign Model

    TW1Develop Spec.

    Choose 1Dev . C o n c e p t DesgnDisapprove s c o p eU s e Existing D s g n

    D E 1

    R 2

    Choose 1RejectApprove

    R 2

    D 1Doc. Detail D w g

    A 1Submit Analysis

    C 1Check Drwgs

    MultithreadR e q t s C g n gModel O KModel not OK

    2R 4

    R 4

    1

    Choose 1Approve ResultsC h n g e C o n c e p tC h n g e D e s i g n

    D E 2 D E 3

    TL3R 1

    R 1

    R 3

    R 3

    ContinuousContinuousImprovementImprovement

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Like Process Continuous Improvement, Strategy Needs to Be Reviewed, Validated For Environmental Changes

    Mission What weRepresent

    Vision Where weWant to go

    Strategy How we getTo Vision

    Initiatives Actions

    Vision drivesActions

    ActionsachieveVision

    (Customer Competition Financial Suppler)

    (Organization Operations Product)Goals Objectives

    VALIDATION

    RENEWAL

  • BLCN Inc.BLCN Inc.Management Consulting

    Copyright © 2004 BLCN Inc.

    Open Discussion

    • For additional information– Randy Somermeyer

    • E-mail address: [email protected]

    • Phone: 303-530-4895

    – BLCN Website• www.blcn.net

    • White papers available for download