Project and Change Management Tools

GEMBA Use the gemba to collect information on how a process is currently being performed. Share Tweet Post What is gemba? An important part of improvement is taking the time to understand how a process is done by observing the process and connecting with the people who perform the process. By...

Responsibility Matrix (RACI) Apply RACI to clarify project (or process) ownership Whether you are trying to clarify ownership for important tasks associated with completing a project or process steps for delivery certain products or services to a customer, the RACI matrix helps to clarify who owns what...

SMART Aim Statement Create a clear goal that gives the project purpose and direction. In the early stages of the project, creating a project aim using the acronym SMART (specific, measurable, attainable, relevant, and time-bound) helps the team to be clear on what success looks like. Share Tweet Post SMART is...

Problem Statement Summarizing the Who, What, When/Where, and Why of the Problem The problem statement is a concise description of the issue that needs to be addressed. In process improvement, defining the problem is a critical step in solving the problem. As the saying goes, "a well-defined...

Communication Plan Ensure all parties have the information they need to act The communication plan details who the stakeholder groups are, what their preferred communication methods are, what information they need, and the frequency in which the information is shared. Share Tweet Post Creating and documented a clear communication plan can...

Stakeholder Analysis Know the project stakeholders and their unique needs. Managing stakeholder expectations starts with a stakeholder's analysis, a tool that helps to keep everyone engaged and informed throughout the project. Share Tweet Post Conducting a stakeholder analysis includes the process for identifying key stakeholders, internal or external to an organization,...

Meeting Agenda Providing meetings with a structured purpose Meeting agendas can help clarify the meeting objectives. Agendas help participants to arrive prepared and ready to contribute. Share Tweet Post As you may know, meetings consume a lot of organizational resources. Maximize the use of the team’s time by distributing an agenda...

Weekly Project Status Report Keep the project on track by routinely evaluating its overall health. When implementing any project it is critical that the project team and project leadership routinely evaluate the project's performance to goal. Share Tweet Post The Project Weekly Status Report template helps create transparency on the...

SBAR - Situation, Background, Assessment, and Recommendations Summarizing the business case and the need for change When discussing the need for a project and advising on best practice, try to summarize your recommendation using an SBAR. Share Tweet Post SBAR is an acronym that stands for situation, background, analysis, and...

Project Charter Clarifying the project's scope and ownership Using a standardized project charter template can help get your project started on the right foot by getting approval of scope, timeline, and resources. Share Tweet Post The project charter serves as a guide for the project team as they embark on their...