Implementation Toolkit

Module 3 - Identifying your priorities

 

 

The high level agenda is to:

  • Clarify vision

  • Identify ownership

  • Share pains

  • Prioritize action

What to do in the meeting

Please see 'example meeting agenda' at the bottom of this module.

 

Almost always people start by trying to document every single process in the business. We suggest starting with just three because it is really important to get results quickly. If you start to deal with too many processes at once, you will lose interest and get bogged down before you and your team see any benefits.

 

One client of mine had produced 231 processes before we got involved.  Please, please don’t do this. We can build other processes later.  Ideally start with up to three - preferably that all relate to one area of business e.g. finance, HR, or customer service.

 

What not to do in this meeting

  • Finger pointing - make clear this is not a finger pointing session, it is an open & collaborative discussion

  • Try to improve things there & then, don't do this as you won’t make progress. Note it down and move on

  • Focus too much on one area to the detriment of others, remember that the detail can come later

  • Let people declare they have nothing to improve! Do not let this happen. Process is about continuous improvement

 

What is the expected outcome?

  • Everyone understands who owns what

  • Everyone appreciates each other’s strengths and weakness in their areas

  • That as a team you have listed out various pains, and the three pains that will be prioritized

  • Those three pains will then have focus for the next month - at which point you will regroup

 

What should owners of the relevant areas do next?

Read on to the next module; capturing process.

 

Additional materials

*Preparation*

  • Ownership is important - start from your existing organizational or accountability chart. If you don’t have one, you should work to prepare one before this meeting takes place. (template provided in 'additional materials' below)

  • There will be many notes and you will be busy running the meeting. Assign someone who is responsible for documenting. (template provided in 'additional materials' below)

  • Remember - you need to keep to the agenda, and not go off track - it can be easy to try fixing things immediately.

You should now meet with your leadership team to agree what will happen next. 

Your leadership team should be encouraged to read this guide ahead of the meeting.

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Consider using an external facilitator who can help, such as your EOS® Implementer, business coach or the beSlick team.