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Process Culture Transformation Timeline

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Timeline Activites Participants Time
Pre-Project Planning Session (before Month 1)
  1. Review Ntrinsx of client lead and LWS consultant
  2. Review survey descriptions, data and goals
  3. Review 7 steps, scope of work, general timeline
  4. Design specific plan, including schedule and logistics
  5. Begin blueprint process; purpose, values, 1 vision
  6. Review mentoring and training processes
  7. Describe capacity building and steps to gain buy-in
  8. Identify performance target(s) and how it is tracked
  9. Review kickoff meeting module and leader guide
  10. Lead writes letter of intent regarding project
  11. Lead sends intro letter to project participants
 Judy Ryan and primary client lead 3 hrs. total
Month 1 -Kickoff & Project Start
  1. Participants attend the kickoff session
  2. Participants register into the LifeWork Systems portal
  3. Letters of intent on commitments are completed
  4. Participants review 4 pre-project modules
  5. Participants review project documentation
  6. Ntrinsx and SAS surveys are completed
 All staff Approximately 4 hours or more depending on reflection on materials and surveys.
Month 2
  1. Participants receive post-kickoff mentoring session
  2. Individual modules 1a and 1b + surveys completed
  3. Everyone receives results on SAS and Ntrinsx surveys
 All Staff Mentoring: 30m ea.
Assessments: 1 hr.
1a and 1b: 1-2 hrs.
Month 3
  1. Group review session 1 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 2a and 2b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
2a and 2b: 1-2 hrs.
Month 4
  1. Group review session 2 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 3a and 3b + surveys completed
  4. Everyone completes a Mind Trust
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
3a and 3b: 1-2 hrs.
Month 5
  1. Group review session 3 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 4a and 4b + surveys completed
  4. Staff begins work on blueprints
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
4a and 4b: 1-2 hrs.
Month 6
  1. Group review session 4 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 5a and 5b + surveys completed
  4. SAS is re-measured. Results are distributed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
5a and 5b: 1-2 hrs.
Assessment: 30m
Month 7
  1. Group review session 5 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 6a and 6b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
6a and 6b: 1-2 hrs.
Month 8
  1. Group review session 6 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 7a and 7b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
7a and 7b: 1-2 hrs.
Month 9
  1. Group review session 7 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 8a and 8b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
8a and 8b: 1-2 hrs.
Month 10
  1. Group review session 8 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 9a and 9b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
9a and 9b: 1-2 hrs.
Month 11
  1. Group review session 9 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 10a and 10b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
10a and 10b: 1-2 hrs.
Month 12
  1. Group review session 10 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 11a and 11b + surveys completed
  4. SAS is re-measured. Results are distributed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
11a and 11b: 1-2 hrs.
Assessment: 30m
Month 13
  1. Group review session 11 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 12a and 12b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
12a and 12b: 1-2 hrs.
Month 14
  1. Group review session 12 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 13a and 13b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
13a and 13b: 1-2 hrs.
Month 15
  1. Group review session 13 in all small groups
  2. LWS mentor leaders; all staff are mentored
  3. Individual modules 14a and 14b + surveys completed
 All Staff Group: 2 hrs.
Mentoring: 30m ea.
14a and 14b: 1-2 hrs..
Month 16
  1. Ntrinsx session
  2. LWS mentor leaders; all staff are mentored
 All Staff Group: 2 hrs.
Mentoring: 30m ea..
Month 17
  1. . Sustainability committees are formed and meet
  2. LWS mentor leaders; all staff are mentored
 All Staff Group: 2 hrs
Month 18
  1. LWS mentor leaders; all staff are mentored
  2. Integration and onboarding practices are introduced
  3. Client lead and senior team adopt integration strategy.
  4. SAS is re-measured. Results are distributed
 All Staff Timing TBD
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