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Planning and Strategy Development
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It is easier to gain support for processes that other people can understand.
Planning engagements are designed to identify and address the issues, perspectives, and agendas that the planning team brings to the table. This can be frustrating and time consuming for participants and facilitators. Applying planning processes that are tailored to the subject and the team provides focus, reduces frustration, and increases business process effectiveness and efficiency.
Keith Burtoft creates tailored planning processes that the planning team will understand.
For example:
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Designing a Tailored Planning Process for a Small Non-Profit
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| Strategy Dialogue Process Diagram |
| Background |
The client, a small non-profit, wanted a strategic plan to help set priorities.
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| Diagnosis |
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The client had very limited resources to allocate to any priorities.
The client's planning team was a small group with other jobs in other companies. They had enthusiasm for the project, but limited time to allocate to the process.
The client's planning team had minimal experience with a planning process. They wanted to learn from the experience.
The client was unlikely to take quick action on anything identified during the process. The planning team needed process records that they could review later.
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Interviewed the client's team to learn about their needs, capabilities, and expectations.
Designed a planning process around conversational templates that would focus the dialogue and could be easily converted to digital process records.
The templates kept the team focused during each step of the process and enabled the process to be completed on time, within budget.
The digital process records created from the templates could be reviewed as needed and shared with other stakeholders. |
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Developing a Sustainment Plan for a New Knowledge Management (KM) Technology
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| Generic Status Report and Information Template |
| Background |
The client wanted to know if a previously purchased Knowledge Management (KM) technology aligned with best practices. In addition, the client wanted to know the capabilities and funding that would be required to properly support the technology.
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| Diagnosis |
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Multiple stakeholders with varied agendas were involved in decisions to purchase and support the current technology.
The stakeholders agreed on the project requirements but wanted to influence the outcome.
The stakeholders had varied perspectives on the best practices that should have been associated with the technology and on what constituted a best practices analysis.
The stakeholders had direction for the contents of a sustainment plan.
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Interviewed the project stakeholders and developed their requirements into a project plan.
Designed the best practices analysis, gained stakeholder acceptance for its use and performed and presented the analysis.
Developed custom information templates to ensure the stakeholders that all their requirements had been addressed and to make the findings easy to understand.
Collaborated with the client's planning team to develop sustainment plan alternatives, developed custom templates to organize the information, and assembled and presented the alternatives to the client. |
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