Tool

Summary

Guide your team to create a list of initiatives:

Generate an initial list using some or all of the following approaches:

• Gather YOUR CASE inputs from Modules 1–5: W-W-W, Mandate, Do–Sell–Grow, metrics, and ideas for improvement. Use the Enterprise Change Framework (ECF) template or Sandbox Change Framework Assess & Suggest to capture the five elements: NOW, CASE for CHANGE, NEXT, WHAT MUST BE DONE, and ACCELERATORS/BARRIERS.

• Review and think through the collected elements, then brainstorm as a team to come up with possible initiatives.

• Enter the Mandate, W-W-W, and Change Framework elements 1 (NOW), 2 (WHY), 3 (NEXT), and 5 (Barriers) into the IVOA Sandbox. Include as many or as few What Must Be Done entries as you like in element 4. Then RUN the CF. The Sandbox will provide feedback on all inputs and generate suggested entries for element 4 to stimulate team discussion and idea generation.

• Upload or paste screenshots of the W-W-W, Mandate, and some or all of the ECF into IVOA. Then enter a prompt such as:

“Study the ECF, W-W-W, and Mandate loaded / below. Use deep reasoning to propose 8–12 initiatives that move us from NOW to NEXT while staying true to our W-W-W and advancing our Mandate. Start each with an action verb. For each initiative, include: the CF element it advances and by how much (1–5), expected outcome, 90-day milestone, 1–2 measures, likely barrier addressed and accelerator used, and whether it is a quick win or a build. Return as a de-duplicated, themed list. If any initiative conflicts with the W-W-W or Mandate, note it and suggest an adjustment.”

• Consolidate and refine the output with your team. 

Keep, edit, or drop items, and add any that belong. Enter the initiatives in the Initiatives Template, scoring each on impact, time-to-value, feasibility, and resource fit. Help the team distinguish between Goals, Initiatives, and Tasks. The result should look something like the following:

Note: Preparing this table prior to the Live Session for Module 6 is essential, because they will feed the list in Session 6 into the Heat Map tool (worksheet and map) to identify one vital initiative that drives significant value and is relatively easy to launch now; park the rest in a backlog. (PCs can do this on their own for their team in advance, but the team does not have to do so until Session 6.) The result should look something like the following:

Alternatively, the team can ask IVOA to generate a heat map from the table into a heat map a 2×2 with axes: Expected Value (low to high) and Ease of Implementation (low to high) to produce output like this: