Sample Design…

 

06-D11.  Planning

 

Scenario: As part of the work with a client Data Collection Team, we often engage them in about an hour long planning session.  The idea is to let the team decide how they will “break up” into several follow-through teams toward the end of the data collection step.   

 

AOutcomes:

            1.  Reorganize a “Master Team” into several smaller teams that will perform various functions with augmentation from the organization at large. 

            2.  Continuing coordinated efforts with a “Master Team” member assigned in an advisory capacity. 

            3.  Links:  Appropriate 25 Models Technology. 

 

B.  Methods/Agenda:

          1.  Pre-workshop – decide on sub team candidates based on a volunteer list and invite them to the session. 

            2.  Introductions/Setup/Check-in.

            3.  Identify potential follow-through teams and ask for preferences for each.

            4.  Planning Model Lecturette at the 2nd and 3rd levels that new team members can apply to their respective assigned teams.

            5.  Planning Activity (each team):  Brainstorm the 6 elements; Outcomes, Methods, Resources, Resistance, Magnitude, and Ownership to determine issues to be resolved.

            6.  Each Team to Report Results and entertain issue resolution suggestions. 

            7.  Determine new meeting date for each sub-team and create a tentative agenda.

            8.  Final Thoughts and Evaluations.

 

C.  Resources.

            1.  Time:  1-hour, 30 minutes.

2.  People:  Sufficient volunteers from Stage 4 list to fill the sub team requirements.

3. Facilitation Team Materials:  Standard Package.

4.  Participant Materials:  Standard Package. 

5.  Bodies of Knowledge:  CapacityWareTM Technology, and unique for RFP.

6.  Handouts: Planning Model #8 with a focus on Line 2 and 3.

7.  Links:  Client-Key.htm

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