Phase 2 of the BPM Project Delivery Plan - Envisage

Phase 2 - Envisage

The purpose of the Envisage phase is to develop a common context and understanding (between the chief executive, senior management and the consultants) of the organisation, its current challenges and its future direction.  As rudimentary it may seem, unaligned perceptions and perspectives of senior managers and consultants will delay or derail the program. This phase enables the organisation to initiate the BPI  efforts so that all project activities strive toward consistent objectives.

The Envisage phase ends when multiple levels of the client organization have an image of where the organisation wants to be and can consistently and uniformly articulate where the organisation is going.  At this point, both the client and consultant share a common understanding of the organisation’s structure and operations, the external context in which it operates and what the organisation wishes to become.  This shared view provides a single focus for BPI activities outlined in the Mobilisation Plan.  At this stage, the BPI programme  is publicly announced throughout the organisation, a Project (or Programme) Office is established and a core team of clients and consultants are chartered to explore the (as yet unquantified) opportunities of the “future state”.

 Mobilisation Plan

1. Review/validate the content of preceding proposals and/or discussions with the client.
2. Discuss approaches/strategies for employee involvement in the change process.
3. Facilitate consensus with the leadership team regarding stakeholders' participation.
4. Create a draft project plan.
5. Review plan with team members to ensure feasibility and obtain commitment.
6. Review plan, revise if required, and obtain sign-off to proceed.

Internal Organizational Overview

1. Identify and review  operational information about the client organization.
2. Conduct a project inventory of initiatives recently completed or currently underway.
3. Collect and review additional information (e.g. walk-throughs, interviews, surveys)
4. Complete analysis, and develop report containing observations/results.

Business Position

1. Collect and review documentation.
2. Analyze key performance information.
3. Assess positioning in marketplace.
4. Share/confirm major findings with client.

Holistic Business Model

1. Complete the Entity Level Business Model. 
2. Determine secondary business modeling requirements.
3. Select and develop secondary business model, if required.
4. Develop the Value Chain for the organization.
5. Validate the Holistic Business Model(s) with senior management.

(The Holistic Business Model is also known as an Entity Business Model and template for this has been published in a previous Blogs http://biz-performance.blogspot.de/2013/07/entity-business-model-part-1.html and http://biz-performance.blogspot.de/2013/07/entity-business-model-part-2.html)

Readiness for Change Assessment

1. Conduct structured interviews to explore likely commitment and resistance levels.
2. Identify all key change initiatives conducted in the last two to five years. 
3. Conduct focus groups or interviews to explore results of past change initiatives.
4. Analyze results and develop report.

Sponsorship Role Map

1. Review  organization chart to ensure that the project sponsor has legitimate authority.
2. Identify of all key internal and external skateholders, and clarify their roles.
3. Discuss/ resolve any problems with commitment levels, empowerment and  priorities.
4. Coach leadership team on how they can work together to support the sponsor.
5. Facilitate role plays on potential role conflict between sponsors and change agents.
6. Present the Sponsorship Role Map to the wider senior management team. 
7. Develop an initial strategy for creating "buy-in" to the BPI initiative

(Confirmed) Business Vision

1. Design management interview guide.
2. Review and outline competitive environment and business issues.
3. Design a targeted set of questions to identify.
4. Interview executives to gain shared understanding of the business strategy and vision.
5. Synthesize results and develop content for workshop for confirming the visions.
6. Conduct a workshop with senior management to confirm its Business Vision. 
7. Conduct a final presentation/workshop to achieve full awareness and "buy-in".