DEVELOPING SCENARIOS AND COMPLETING THE BUSINESS CASE MEETING

DEVELOPING SCENARIOS AND COMPLETING THE BUSINESS CASE MEETING AGENDA (2 -DAY WORKING TEAM MEETING) PHASE 6: Business Case Meeting Purpose: The purpose of this meeting is to complete the alternative implementation scenarios started in the Implementation Planning meeting and complete the Business Case using the resource estimating spreadsheet developed between the two meetings. Agenda: Topic Notes 1. Briefly review the Implementation Plan and the chosen scenarios 2. Review spreadsheet model results 1. Project the spreadsheet onto a large screen and/or give everyone paper copies. 2. Orient everyone to what is on the spreadsheet and how it works. 3. Review the assumptions and cost estimating factors that are built into the model and make any necessary adjustments. 4. Review the results for each scenario. 3. Adjust the scenarios 1. Make a list of key accomplishments and related costs for each year for each scenario. 2. Decide on any desired adjustments to the scenarios. 3. Rerun the spreadsheet for the adjusted scenarios. 4. Update the list of key accomplishments and related costs for use in your Implementation Plan Report and Executive Briefing Package. © 2012 RAY SVENSON CONSULTING, INC. 1

DEVELOPING SCENARIOS AND COMPLETING THE BUSINESS CASE MEETING AGENDA (2 -DAY WORKING TEAM MEETING) (cont. ) PHASE 6: Business Case Topic Notes 4. Complete the Business Case started in the previous meeting by adding headcount and cost estimates from the scenarios. 5. Plan Executive Briefings and Executive Steering Team meeting 1. Assign the preparation of Executive Briefing package (see sample contents). 2. Assign Working Team members to brief individual executives. 3. Plan how you will make adjustments based on executive comments before the Steering Team meeting. 4. Plan the agenda for the Executive Steering Team meeting (see sample agenda). 5. Assign presenter(s). 6. Decide whether the entire Working Team will attend the Executive Steering Team meeting (recommended). 6. Plan final report 1. Assign the preparation of the Implementation Plan Report. 2. Assign the preparation of the Final Report which is a compilation of the documentation from the entire project (see sample outline). 7. Plan final approval In most cases, the Executive Steering Team will not have final approval. The recommendations from them will go to a higher authority for approval. Plan the process for making this happen. © 2012 RAY SVENSON CONSULTING, INC. 2