Process

Step 1: Visionary Expectations Workshop: consensus within the leadership team on a clearly worded, detailed vision of the organization that will result from the transformation process.

This training and visioning workshop builds on the cumulative work of over a thousand executives in a variety of corporate, government, and not-for-profit institutions over a period of 15 years. Under NDMA's guidance, each team of executives has enhanced the work of past teams, contributing new ideas and greater clarity.

The result is a comprehensive and detailed definition of everything a "world class" organization does. This is the basis for a detailed vision of the end-point of the transformation process.

Step 2: Gap Assessment: leadership team assessment of the current organization's "grades" on each of their vision statements.

Step 3: "Open Space" Workshop: widespread staff input about their concerns gathered in an efficient one-day event that is carefully constructed and facilitated to create a safe, open environment and to capture all staff's comments.

Step 4: Client Interviews: Private interviews with key clients at the executive level to gather their concerns about the organization's performance and relationship with their business units.

Step 5: Linking: Linking all staff and client concerns to the vision statements and gaps, perhaps causing a reassessment of the gaps.

Step 6: Root-cause Education and Facilitation: analysis of the root-causes of each gap, leading to agreement on what needs to be fixed.

Step 7: Planning Workshop: clustering root causes into corrective actions, then sequencing the corrective actions based on both urgency and technical interdependencies; results in a consensus on an action plan.

Step 8: Communications Plan: plan to communicate the vision, gaps, and action plan to all staff and to clients.

Detailed steps in the process, workshop agendas, client tasks....