Steps

Outcomes 

Initial Assessment & Discovery

Identification of objectives, relevant organizational context and stakeholders 

Scope Agreement

Clarifying scope, deliverables, timeline and resources

Data Collection and Analysis

Analysis of current team, processes, pain points, etc.

Solution Design

Solution options provided with proposed measurement strategies 

Collaborative Planning

Collective agreement with decision-makers on the chosen solution

Implementation and Change

Taking action (with the team and stakeholders) on the defined solution, communication, change, learning, etc. 

Reporting and Continuous Improvement

Feedback and assessment of the implemented solution against goals, including refinements as needed

Measurement of outcomes against metrics

Transition and Closure

Summary of metrics, achievements, insights and lessons learned

Effective handover with training, process and documentation