Delivering Results Lifecycle

Purpose

To understand why the initiative is needed and how it supports the University.

To achieve a broad understanding of the opportunity or need through assessing where we are now and where we need to be.

To understand the scale of activity required.

Steps

• Understand the strategic needs and objectives of the initiative.
• Check alignment with the University’s strategic plan.
• Understand high level outcomes and benefits.
• Confirm the key roles in delivering the activity including sponsor and service/academic lead.
• Estimate the potential high-level costs for the overall initiative from start to finish.
• As well as provide detailed costs and resources estimates for the immediate next phase.
• For larger initiatives, all the above information should be captured in the Strategic Need document.

Tools & Documents

More information and templates to download can be accessed by clicking on the links below:

• Cultural Web Analysis
• GAP Analysis
• Problem Statement
• SWOT Analysis
• Mandate Statement of Need
• Transformation Map
• Understanding the Future: Target Operating Model

Click the DOWNLOAD button to access templates from the lifecycle section "Establish the Need"

Purpose

To have a clear and shared understanding of what needs to happen.

To assess the feasibility of options and understand the potential impact of the activity on areas / processes / systems and people.

Steps

• Understand the current and to-be processes impacted by the change.
• Define the key requirements and success criteria.
• Develop clarity over the expected benefits.
• Identify and engage with all relevant stakeholders.
• Investigate the feasibility of each solution option and make recommendations.
• Identify risks and obstacles and plan how to reduce or overcome these.
• Identify the detailed activity, timescales and costs required to conduct the next phase. See Set Up phase for more information.

Tools & Documents

More information and templates to download can be accessed by clicking on the links below:

• Problem Solving: Cause & Effect Diagram
• Process Mapping
• Understanding Customer Needs
• Prioritising Requirements
• Options Appraisal Matrix

Click the DOWNLOAD button to access templates from the lifecycle section "Define the Scope".

Purpose

To set up and develop an implementation plan based on a preferred solution that ensures all the necessary resources and activities are in place to deliver the change.

Steps

• Develop a detailed plan for delivering, implementing and sustaining the changes.
• Understand activities and allocate resources.
• Confirm costs of delivering the initiative and understand any changes to business-as-usual costs as a result of the initiative being delivered.
• Understand the issues, risks and dependencies with other initiatives.

Tools & Documents

More information and templates to download can be accessed by clicking on the links below:

• Initiative Summary on a Page
• Business Case
• Plan
• Risk Management
• Budget Management
• Benefits Management
• Stakeholder Management
• Change Control
• Reflective Analysis

Click the DOWNLOAD button to access templates from the lifecycle section "Set Up"

Purpose

This is the doing phase where the plan is actioned and results are tested and implemented in a controlled way.

Steps

• Undertake engagement and communication activity to ensure people in the impacted areas are ready for the change.
• Identify, plan and deliver the training.
• Plan the implementation and launch.
• Measure and evaluate the impact of the change.
• Continue to manage risks and issues.
• Confirm the benefits are still on track to be realised.
• Maintain continued support.
• For small initiatives, you may wish to merge the Set Up phase with this phase.

Tools & Documents

More information and templates to download can be accessed by clicking on the links below:

• Testing
• Change Readiness Checklist
• Project Plan
• Risk Management
• Budget Management
• Benefits Management
• Stakeholder Management
• Change Control
• Reflective Analysis / Lessons Learned

Click the DOWNLOAD button to access templates from the lifecycle section "Test and Deliver"

Purpose

This phase ensures that the implemented change is sustainable and is a chance to look back over the initiative and evaluate.

It provides the steps to close down the initiative properly and to measure whether the change realised the benefits that it set out to achieve.

Steps

• Following the go/no-go decision, execute the implementation.
• Ensure the change is embedded and monitoring is in place.
• Plan for a controlled initiative closure.
• Conduct a review to understand whether measure of success/benefits were actioned.
• Identify learning points for the team and University.
• Confirm handover including agreeing ownership of outstanding issues.
• Celebrate success!

Tools and Documents

More information and templates to download can be accessed by clicking on the links below:

• Post Initiative Review
• Reflective Analysis / Lessons Learned
• Benefits Management

Click the DOWNLOAD button to access templates from the lifecycle section "Sustain Results and Review"