The following method has proven to be effective when undertaking a change initiative. It includes these steps in sequence:
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Goal Definition: Clearly describe what we aim to achieve. Define the desired future state.
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Team and Role Descriptions: Specify who is in the team and their respective roles. Among these roles, identify who will be the spokesperson and the executive sponsor.
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Scope Determination: Define what is within the project’s focus (In Scope) and what is not (Out of Scope).
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Success Metrics: Establish the criteria or indicators that will be used to measure the project’s success.
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High Level GAP Analysis: Evaluate the current state, identifying what needs changing or improving to reach the future state we want.
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Activities we need to do: What are the activities we need to do.
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Project Timelines: Estimate how long each part of the project will take, and establish a timeline for when specific deliverables should be completed.
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Task Assignment: Outline who is responsible for each task and aspect of the project.
