Table of Contents of Handbook

PREFACE: How to Use This Handbook 1

1. Initial Planning 3

2. Preparation for Tier-one Briefing 8

3. Tier-one Briefing 9

4. Client Interviews 13

5. Prepare for Design-team Workshops 15

6. Plan Organizationwide Assessment 18

7. Prepare for Organizationwide Assessment 20

8. Organizationwide Assessment 22

9. Organizationwide Assessment Follow-up 25

10. Visionary Expectations Workshop 27

11. Communication of Vision 34

12. Root-cause Education Workshop 36

13. Sub-team Symptom-Vision Linkage 38

14. Root-cause Diagnosis Workshop 40

15. Implementation Workshop 47

16. Communicating the RoadMap 49

17. Presentation to the Board of Directors 53

18. Triage Workshop 55

FOOTNOTES 56

APPENDIX A: Visionary Expectations 57

APPENDIX B: Process Facilitator 75

APPENDIX C: Organizationwide Assessment Room Setup 79

APPENDIX D: Root-cause Guide 81

INDEX 84