1st Edition

Project Identification Capturing Great Ideas to Dramatically Improve Your Organization

By Charles A. Tryon, Jr. Copyright 2015
    ISBN 9781482262124
    140 Pages 21 B/W Illustrations
    Published April 1, 2015 by CRC Press

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    ISBN 9781138423190
    Published July 27, 2017 by CRC Press

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    Organizations of every type struggle to remain relevant in their marketplace. They continuously strive to introduce new products and services at a rate that satisfies their customers. In their search for fresh ideas, organizations often overlook the most significant source of new thought — their employees. Today’s employees are knowledgeable and able to see opportunities or solutions to problems. This book describes a process for turning "great ideas" into actionable proposals. It presents a simple, but powerful set of questions that has proven to deliver a never-ending stream of inspiration to an organization.

    Although formal processes for project initiation, execution, and completion may be firmly embedded in an organization’s project life cycle, little is said about project origins. In Project Identification, the author provides a formal process that encourages and enables all of your employees, from the corporate suite to the college hire, to participate in the innovation process. The book presents a mechanism for identifying and capturing great ideas and inspired thought as new project proposals. It provides you with a repeatable process to organize, evaluate, and then select candidate projects for initiation.

    In the first part of the book, the author describes the complete project life cycle and explains how the Project Identification process complements the formal Project Management methodology. The book then presents a series of questions that guide the decision-making process for identifying new projects. For each question, the author includes an example from a real proposal that demonstrates how to craft useful content.

    The book concludes by explaining how to capture and manage each of the formal proposals and make sure they are properly considered. It details the transition of a candidate project to a live effort, ready for project initiation. This book can help streamline how your organization conceptualizes and approves projects. It will help you deliver a continuous source of fresh ideas for solving your most challenging business problems.

    Preface
    Acknowledgments
    About the Author

    Completing the Project Life Cycle
    Project Initiation
    Formalize Project Governance
    Create a Project Charter
    Craft a Project Plan
    Obtain Approval to Proceed
    Project Execution
    Create Detailed Plans
    Track Progress against Detailed Plans
    Assess Each Component of the Project
    Project Completion
    Project Identification
    Final Thoughts

    Framework for Project Identification
    Endangered or Extinct
    Failure of Success
    Idea Source
    Great Ideas Process
    Capture Candidate Projects
    Store in a Repository
    Open Access
    Rank Candidate Projects
    Ranking Criteria
    Comparative Ranking
    Evaluate Human Resources
    Skill Types
    Resource Capabilities
    Resource Availability
    Forecast Future Human Resource Needs
    Anticipate Skill Needs
    Create a Training Plan
    Future Career Opportunities
    New Employment Profiles
    Requirements for Contract Labor
    Approve Projects for Initiation
    Ranking, not Priority
    Respect Schedules
    Assigning Initial Resources
    Make It a Practice
    Final Thoughts

    Defining a Candidate Project
    Everyone Has Great Ideas
    Stimulate Change
    Key Players
    Capture Your Idea
    Pick a Problem
    Observe an Inefficient Process
    Special Interest or Significant Research
    Needs of Others
    New Technology
    New Skills
    Collaborate
    Final Thoughts

    What’s the Problem?
    Explain the Problem
    Review the Source
    Define the "Real" Problem

    You Want to Do What…?
    Executive Overview
    Possible Improvements
    Improvement Target
    Improvement Type
    Faster (More Efficient)
    Cheaper (Financial Impact)
    Better (Higher Quality)
    Smaller (More Compact)
    All of the Above
    New Capabilities
    Final Thoughts

    What’s in It for Me?
    Identify Beneficiaries
    Build a Vision
    Final Thoughts

    When Do We Start?
    Ideal Start Date
    Target Completion Date
    Intermediate Dates
    Avoid Artificial Dates
    Durations
    Final Thoughts

    What Will This Cost?
    Tangible Costs
    Intangible Costs
    Operational Costs
    Contingency Costs
    Updating Costs
    Final Thoughts

    How Will We Pay for This?
    Internal Budgets
    New Income
    Cost Savings
    Grants and Donations
    Mutually Beneficial Partnerships
    Final Thoughts

    Who Will This Impact?
    Marketing/Sales
    Designers/Creators
    Technologists
    Operators/End Users
    Support/Service
    Audit/Certification
    Project Oversight
    Final Thoughts

    Here’s My Plan
    Key Deliverables
    Deliverable Plan
    Dependency Diagram
    Timeline
    Final Thoughts

    I’ll Need You, and You, and You …
    Staff Planning
    Staff Source
    Internal Organizations
    External Organizations
    Volunteers
    Your Role
    Final Thoughts

    Gaining Approval
    Clearly Written
    Is It Time Yet?
    Documented Approval Process
    Direct Path for Approval
    Organizational Comment
    Rapid Response
    Possible Responses
    Keep It Automated
    Never Give Up
    Final Thoughts

    Implementing a "Great Ideas" Program
    Management Preparation
    Give the Program a Name
    Propose the Great Ideas Program to Your Senior Management
    Build Core Components
    Create Training That Explains the Great Idea Program
    Display Examples
    Infrastructure Preparation
    Prepare the Technology
    Build a Proposal Repository
    Assign an Initiative Coordinator
    Organizational Preparation
    Train Everyone
    Publicize Results
    Final Thoughts

    From Proposals to Projects
    Reevaluate the Approved Proposal
    Classify the Project
    Class 3 Projects
    Class 2 Projects
    Class 1 Projects
    Assign Project Roles
    Project Owner
    Project Manager
    Project Team
    Final Thoughts
    Conclusion

    Appendix A: Project Identification
    Process Description
    Process Purpose
    Use Criteria
    Process Flow
    Capture Candidate Projects
    Rank Candidate Projects
    Evaluate Human Resources
    Forecast Human Resource Needs
    Approve Project for Initiation

    Appendix B: Initiative Proposal "Quick Start"
    Objective
    Guidelines
    Submission Information
    Describe the Problem, Condition, or Observation That Inspired This Proposal
    Provide an Overview of the Initiative You Are Proposing
    Who Will Benefit from This Initiative and How?
    When Should This Initiative Be Attempted?
    How Much Do You Believe This Initiative Will Cost?
    How Should This Initiative Be Funded?
    What Other Groups Might Be Affected by This Initiative?
    What Strategy Would You Propose to Complete This Initiative?
    How Would You Propose to Staff This Initiative?
    Other Comments?
    Format Suggestions?
    Reviewer Information
    Final Notes

    Appendix C: Initiative Proposal Template

    Appendix D: Cost Worksheet Template

    Appendix E: Deliverable Plan Template

    Appendix F: Case Study
    Overview
    The Opportunity
    Current Operations

    Appendix G: Staff Plan Template

    Index

    Biography

    Charles "Chuck" A. Tryon, Jr. is a nationally respected educator and popular symposium speaker. He is a proven thought-leader in the fields of knowledge management, project management, and business requirements. He alternates his time between creating new concepts, proving them on live projects, and sharing his knowledge in seminar settings. Chuck’s current focus is on healthcare improvement initiatives at both the national and local levels.

    Chuck founded Tryon and Associates in 1986 to provide seminar training and consulting services. The strategies presented in his seminars are used by thousands of professionals in hundreds of organizations across the United States, Europe, and Canada. His client list includes many top 100 companies.

    In 2012, Chuck authored Managing Organizational Knowledge: Third Generation Knowledge Management and Beyond. He has also created over a dozen workshops.

    "How do people in your organization raise fresh ideas to your decision makers? In Project Identification: Capturing Great Ideas to Dramatically Improve Your Organization, Chuck Tryon provides a road map to answer that question, ensuring that all ideas are captured for future reference."
    — Paul F. Williams, Chief of Police, Springfield (MO) Police Department

    "I have worked with Chuck Tryon for over 20 years and he brings a wealth of information on Project Management. His book on Project Identification addresses a topic that is often overlooked or trivialized. His recommendations and templates will help you jump-start the recognition of new projects, increasing the potential for success."
    — Brent Coussens, Director of Information Management, Williams

    "Chuck Tryon was the first consultant I had ever met that worked in the real world, the world where real projects take place. His approach is pragmatic, practical, and effective. He brings real-world grounding to a field that too often is the stuff of fairy tales and meaningless platitudes."
    — Sue Ratkowski, Director of Industrial Engineering, UPS (Retired)

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