Operational Excellence

The success of any project depends on having clear goals, effective communication, and careful coordination of project resources.

Nerdy change management and project management tools and templates galore...

Template for creating an SBAR (situation, background, assessment, recommendation).

SBAR

When discussing the need for a project, try to summarize your recommendation using an SBAR.

Project Business Case Canvas template

Business Case Canvas

The Business Case Canvas helps you to convey why the project should be selected and prioritized, all on one page.

Project charter template used to provide a high-level overview of the project scope, deliverables, and resources.

Project Charter

Get your project started on the right foot by getting approval of scope, timeline, and resources.

Communication Plan

Communication Plan

It is important that a plan exist to help facilitate effective communication from project start to project finish.

Stakeholder Analysis template

Stakeholder Analysis

Managing stakeholder expectations, keeping everyone engaged and informed, starts with a stakeholder's analysis.

Better Meetings

Meeting Management

Apply these tips and tricks to improve the effectiveness of your meetings.

Template for creating a meeting agenda.

Meeting Agenda

Does your organization use a standardized meeting agenda template?

Weekly-Project-Status-Report

Weekly Status Report

Creating transparency around the project's health and status is critical to the project's success.

Template for establishing meeting ground rules.

Ground Rules

To promote team effectiveness, generate a list of team ground rules that will guide the team on acceptable behaviors.

Additional resources coming soon. Until then, enjoy the free PDF template.

Summary of meeting roles, which include leader/facilitator, scribe, time keeper, presenter, and process checker.

Meeting Roles

If you aren't using meeting roles, you should. These five roles are game changers for driving engagement.

Additional resources coming soon. Until then, enjoy the free PDF template.

AIDET

Using AIDET helps to facilitate introductions, while establishing clear expectations.

Additional resources coming soon. Until then, enjoy the free PDF template.

Template for facilitating plus/deltas at the end of the meeting.

Plus/Deltas and Parking Lot

To help keep the team on task and to collect important feedback to make future meetings better, use a Parking Lot and Plus/Deltas.

Additional resources coming soon. Until then, enjoy the free PDF template.

5 Stages are team formation - forming, storming, norming, performing, and adjourning.

Team Formation

Applying situational leadership can help teams accelerate through the team formation process.

Additional resources coming soon. Until then, enjoy the free PDF template.

Consensus Building - Fist to Five is useful for helping to build team consensus

Fist to Five

When building consensus, consider using the Fist to Five tool to quickly poll the audience.

Additional resources coming soon. Until then, enjoy the free PDF template.

Change Readiness Assessment - Before activating a project, complete a Change Readiness Assessment

Change Readiness Assessment

Periodically reviewing the organization's level of change readiness can lead to better awareness and acceptance of change efforts.

Responsibility Matrix (RACI)

Clarify roles and responsibilities within a project specifying who is responsible, accountable, consulted, and informed.

We are excited about the opportunity to partner. Check out our list of game change services.

Green Dot Mission, Vision, and Values

Service Offerings

For a list of the services that the Green Dot Group provides, please reference the attached Service Offerings List.

If you don’t see something you are looking for, please reach out to us.

 

Want to learn more about more about process improvement tools and templates, then click here.

Improvement Nerds Podcast

Never Miss an Improvement Nerds Episode

Sign up for our newsletter to get the latest articles, tools, templates, podcasts, and improvement tips. All delivered right to your inbox!

Let’s nerd out!

Sign up today!

* indicates required
/ ( mm / dd )

Be Sure to Follow Us on Social Media