Laura's Winning Ideas

Proposal Expert, Laura Ricci, Muses on How She Reached Her 85% Hit Rate, Creating and Managing Dynamic Teams and Living Through Turnarounds Supporting Good People Doing Great Things

Archive for February, 2006

Tools for Analyzing Teams V: Action Plan

— LRicci at 4:16 pm on Sunday, February 5, 2006

Goals to Metrics

Click here to see a sample Goals to Metrics Chart

I use Goals-to-Metrics Charting as a tool for outlining the change effort. The Goals-to-Metrics process was developed by the USAF , and I’ve adapted the tool for B2B applications.

A Goals-to-Metrics Chart will range from one page to as many as 10 pages. One of my programs, a $50 million dollar project, needed almost 10 pages for their goals-to-Metrics chart.

This is a living document, changing as goals are accomplished. It encapsulates the best practices under SMART goals (Specific, Measurable, Achievable, Realistic and Time Framed).

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Archive for February, 2006

Tools for Analyzing Teams IV: Prioritize Issues

— LRicci at 4:06 pm on Wednesday, February 1, 2006

No one can fix everything at once, some things aren’t worth fixing, and other things are fabulous and working great — which means they need protection from the mis-guided and well-intentioned.

With a grid analysis, we sketch a picture of how we’re doing, the great and the not-so-fabulous laid out in a way everyone can understand. This grid shows our priorities for any change effort.Grid Chart

This style is well-liked by senior managers because it gives them a snap-shot of the team. They can delve into specifics where necessary, and avoid spending time wading through the details.

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