BOAT CHART PROJECT WORKPLAN Month Estimated Duration Key

‘BOAT CHART’ PROJECT WORKPLAN Month Estimated Duration Key activities §. . §. . Key meetings §. . §. . End products §. . §. .

‘BOAT CHART’ PROJECT WORKPLAN • EXAMPLE ‘BOAT CHART’ PROJECT WORKPLAN September October Describe The Opportunity Collect data & establish baseline process Estimated Duration 1 -2 weeks Key activities § Understand context § Establish team working relationships § Identify key stakeholders § Put in data requests § Set up interviews / ~1. 5 months § Conduct interviews with key stakeholder groups (see separate slide for initial list) § Gather data and patient MI § Determine analytical priorities and conduct analyses November What is causing the problem (root cause)? ~1 month § Syndicate and review findings § Conduct follow‐up interviews as appropriate December Identify solutions & conduct trials 2 -3 weeks § Share recommendations § Work with Steering Group to: ‒ Influence key decision‐ makers ‒ Develop outline action plan for implementation January Implement solution & establish control mechanism 2 weeks § Assess trial findings § Work with teams to plan implementation phase • Update SOPs and train staff in new procedures • Roll out new process fieldwork Key meetings § First Steering Group § Workshop to test and improve § Workshop to develop options § Final Steering Group (last § Final Project Group meeting § Project close‐out ‐ Conduct project review ‐ Lessons learnt End products § List of interviewees / • Initial findings report § Emerging recommendations • Final report meeting § Kick off working team meeting fieldwork § Interview guides § Data request initial findings (October 21) § Steering Group (first week of November) diagnosing strategic challenges (early November) § Steering Groups (first week December) report, including: ‒ Interim list of options, with associated financial impact ‒ SWOT analysis / risk assessment of delivering each option week December) § Workshop to syndicate and improve options and recommendations report, including: ‒ Interim list of options, with associated financial impact ‒ SWOT analysis / risk assessment of delivering each option TIP: Start from the bottom right, then work up and across!