The Workshop Agenda
First Period (1-2 hours) - Wall Work
We facilitate and craft your team's Process Triage™ Workflow Map after your kick-off remarks and team introductions.
NOTE: The Wall work for advanced workshops involves CRUD Transaction modeling. This modeling approach is designed for IT Busines Requirements definition and New Process invention. Contact your facilitator for additional details (other than that mentioned in the Workshop overview video and deck).
Second Period (1-2 hours) -Triage Exams
We perform the Process Triage™ Examinations you have selected. This exams develop a shared situational awareness of workflow demand, speed, costs, and such. We've learned that your expert participants' estimates are within two standard deviations (2-sigma) of the actual measure -- so their estimates are actionable for process triage purposes.
Half time - Executive Sponsor's Strategic Objective Remarks
It's halftime, and time for the executive sponsor to review your strategic objectives for the workflow, such as driving out costs, improving the customers' experience, or growing the business by some multiple. The rest of the workshop will follow this direction.
Third Period (1-2 hours) - Points-of-Pain
Your team now identifies points-of-pain in the workflow that hinder your objectives. We'll identify between 30 and 60 problems or behaviors that, if removed, will realize your goals. These points are symptoms of an investment opportunity of some type.
Fourth Period (1-2+ hours) - Small & Big Now's
We examine each point-of-pain and draft a stack of Small Now action items and Big Now candidate projects to remove the pain. We'll then force rank them based on value to your customer (moments of truth) and value to your investors (use of cash), then finally overall strategic fit. We'll assign and schedule the action items and projects starting from the top of the stack. When a workshop cannot be scheduled due to a constraint, we "Not Yet" it and estimate its opportunity cost. These go to a stack for subsequent business case development (post-wokshop).
The workshop concludes with an executive review of the workshop's progress, deliverables, and a listing of what participants liked or would improve.
After the Workshop
Your Process Triage facilitator creates the official Process Triage™ Workflow Map (in Microsoft® Vision®). Conversion to standard flow chart-style is available upon request (typically a half-day fee). An initial issue of printed maps (typically a dozen) is included.
A Process Triage™ Case Study binder is available for sponsors to complete and use for their own coaching and performance review purposes.
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The Workshop Plan
1. Get the Hand-out and watch the Overview Video (30 minutes total time).
 
then...
2. Download and review the Workshop Guide to understand roles and responsibilities and logistical requirements (15 minutes for first timers only)...
then download, read (thoroughly), and work the Readiness Checklist (the amount of time it takes depends on one's authority and the ability to recruit or assign and schedule content expert participation).
When you have the non-negotiable items covered...
3. Launch your Triage Workshop by completing and submitting the web form (using your checklist notes (15 minutes or so)).
You'll receive a receipt acknowledgement.
5. Our assigned facilitator will contact you by your preferred method selected in the launch form.
6. Finalize the Launch Readiness Checklist with your assigned facilitator. Based on a number of considerations, settle on the scope of work and the fee (a net meeting / phone call or site visit if the facilitator's local).
After you sign off on the statement of work by the facilitator and any non-disclosures agreements (NDA), host your successful Process Triage™ Workshop!
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