Annual Improvement Planning
Want to align resources and time to close priority gaps and achieve outcomes? A good, annual improvement plan helps create the focus on organization outcomes and the activities needed to accomplish desired outcomes. This course teaches data exploration methods and the process to systematically evaluate an organization, identify aligned projects, cascade activities to teams and
individuals to achieve/exceed results.

Goal:
To gain the knowledge, skills, and methods to lead and establish the infrastructure to lead the data-based and prioritized annual plan creation, and guide, measure, and communicate improvement throughout the year. Deliverables include an annual improvement plan, established needs outcomes and the projects and teams with goals, measures, and plans to drive these outcomes.
Benefits:
- Organization results are achieved at a rate greater than in the past.
- Resources are focused on what is important.
- More successful in creating leadership focus when solving problems.
- Increased understanding of the organization and customers’ improvement wants, needs, and improvement opportunities.
- The planning process, templates, and ability to lead future annual plans
- The step by step process to follow.
- Learn and apply over 30 improvement, evaluation, change, and project management templates and methods learned and practiced during the course.
- One-on-one application coaching time.
- Outcomes: An annual improvement plan with
o Measurable Outcomes for the organization and customers.
o Prioritized and resourcesd projects (Drivers), to create the needed Outcomes.
o Project teams with draft gap, goal, team members, timeline, and approach.
Agenda:
Training: 36 hours of education and application. Participants bring organization data to class on which to focus and practice. Develop knowledge and skills to effectively and efficiently facilitate the organization’s annual improvement plan.
The course includes:
- Evaluating organization data & information to identify the priority gaps/needs (Customer, Organization, Work Processes, Systems and Structure, Culture, Learnings).
- Create an Improvement Plan.
- Cascade the plans to project teams.
- Confirm the projects will achieve the goals with balanced resources.
- Lead the CI and the plans throughout the year. Establish a leadership structure to lead and support the projects in achieving the prioritized projects and plans.
Application and Coaching: 2-4 days of on-site event co-lead. One-on-one coaching until results are achieved.
Certification: Participation in this course and completion of 1 project = Continuous Improvement Annual Planning Black Belt CERTIFICATION.