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Real-TimeWorkplanning Agenda Why Is Real-Time Workplanning Necessary? Agenda The Five Steps of Answer First Managing Upward Managing Downward—Implementing the Change (1 of 3) Managing Downward—Implementing the Change (2 of 3) Managing Downward—Implementing the Change (3 of 3) Agenda Common Pitfalls to Avoid Agenda Monday Morning Checklist Agenda Key Takeaways bc Real-Time Workplanning * BOS Real-TimeWorkplanning Contributors: Brian Krim and Dianna Magnani bc Real-Time Workplanning November 1998 Copyright? 1998 Bain Company, Inc. Real-TimeWorkplanning Why real-time workplanning is necessary How to do real-time workplanning Common pitfalls to avoid Monday Morning Checklist Key takeaways Real-TimeWorkplanning Even the best workplans will change due to external and internal events. Change in client’s situation managerial operational Change in competitive situation mergers technological changes External roadblocks encountered data issues at client difficulty gathering competitor data The best workplans are “living documents” which are adjusted as situations change One or more assertions prove false, requiring a change in hypothesis and other assertions Original timing for one or more workstreams was incorrect Issues and workstreams turn out to be more interdependent than was originally thought Caseteam composition changes External Events Internal Events Real-TimeWorkplanning Why real-time workplanning is necessary How to do real-time workplanning Common pitfalls to avoid Monday Morning Checklist Key takeaways Real-TimeWorkplanning All changes to a workplan, regardless of the source, should be filtered through the Five Steps of Answer First to determine if they are critical path. Obstacles What makes it difficult or risky for the client to act on our recommendations? What preconceptions, biases or competing hypothesis do they (or we) have? Hypothesis for Client Action What action or decision are we recommending the client take? What do we want them to do? What is o
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