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Operational Excellence and Change

Give cross-functional work a clear scope, owner and next decision.

Build a practical foundation for coordinating a project. Make outcomes, dependencies, risks and escalation visible before the work becomes a series of urgent status requests.

Who it's for

Designed around these roles

New project leads, supervisors, functional managers and cross-functional teams responsible for business initiatives.

Purpose

Give cross-functional work a clear scope, owner and next decision.

Build a practical foundation for coordinating a project. Make outcomes, dependencies, risks and escalation visible before the work becomes a series of urgent status requests.

At a glance

Best for
New project leads, supervisors, functional managers and cross-functional teams responsible for business initiatives.
Planned outputs
3 draft outputs for your team to review
Topics
6 topics of learning and practice
Formats
Online, Onsite, Hybrid
Engagement
Standalone workshop or a module in a wider engagement

Why teams take this workshop

Challenges this workshop addresses

01

Work starting without agreed scope

02

Dependencies discovered too late

03

Status reports that hide decisions and risks

How the workshop works

From your challenge to working material

Follow how the topics build towards each planned output. Select a stage or a topic to step through it.

You bring

  • Work starting without agreed scope
  • Dependencies discovered too late
  • Status reports that hide decisions and risks

You work through

You leave with

Output 1 of 3

A draft project charter with outcomes, scope and responsibilities.

Learning outcomes

What your team leaves with

The outputs below are proposed workshop deliverables: drafts and working tools for your team to review and develop. Final scope is agreed before an engagement. Business results depend on subsequent decisions, implementation and context.

  1. Output 1A draft project charter with outcomes, scope and responsibilities.
  2. Output 2A milestone and dependency plan for a defined initiative.
  3. Output 3A working risk, change and escalation log.

Workshop outline

Topics and the outputs they feed

The outline below shows the learning scope. Sequence, depth and timing are agreed during scoping.

01

Topic
Project purpose, outcomes and scope
Builds towards
A draft project charter with outcomes, scope and responsibilities.

02

Topic
Stakeholders, roles and decision ownership
Builds towards
A draft project charter with outcomes, scope and responsibilities.

03

Topic
Work breakdown, milestones and dependencies
Builds towards
A milestone and dependency plan for a defined initiative.

04

Topic
Risk, assumptions and escalation
Builds towards
A milestone and dependency plan for a defined initiative.

05

Topic
Change control and useful status reporting
Builds towards
A working risk, change and escalation log.

06

Topic
Closure, handover and lessons learned
Builds towards
A working risk, change and escalation log.

Engagement paths

Two ways to run this workshop

Our team will tailor the case complexity to the participants' responsibilities and the kind of projects they lead.

DiagnoseThis workshopDecideAdopt

Standalone workshop

Use a practical workshop to structure a defined initiative or case. This is not certification preparation or a claim of professional-development accreditation.

Discuss the scope

Discuss the audience, format, timing, facilitation needs and any follow-on support before confirming an engagement.

Discuss your project coordination needs