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Session Plan on Principles of Management document sample
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Example QFD Workshop Session Plan Page 1 of 6
Session Plan Dates of event
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
This session plan is not intended to be something which a facilitator can simply pick up and use. Good facilitators know that each event is unique, and the session plan
needs to be developed to meet the specific needs and capabilities of the organisation. And a QFD workshop needs very good facilitation.
However, we provide this session plan purely as an example of the sorts of things that might be tackled in a QFD workshop by somebody who has read and understood
the ideas reflected in ‘Managing by Design’, and who will develop their own plan, but who would like to see some example of what has worked in the past.
Start
08.30 Introduction 30 mins To settle everybody into the Flipcharts around WS Owner introduces the
workshop and agree a the room workshop by means of progress
WS Owner 1-6
common objective & already made – and encourages
Champagne, OJ
approach people to walk round and look at
Objectives, it & celebrate it. Then leads on
Agenda. to the need to build on it, &
Groundrules agrees the objectives and the
agenda …
09.00 The challenge facing us 30 mins To anchor this workshop in Key outputs from Present the main conclusions
the context of any commit- strategy work, and from strategy work, and the role
WS Owner 7-9
ments or expectations from implications for that ‘Organisation’ is expected to
the business context ‘Organisation’ play within them. Ask for
comments, and work to agree
that our outcomes must feed into
this.
09.30 Where are we against that: 45 mins To review current Post-it notes of key A3 Handouts passed around, Prioritised
Current aspirations perceptions of what we points from vision and a blow up of the main vision in each
10
want to achieve against the comments on aspirations (on of the four
Facilitator Large chart area
expectations Post-it notes) is talked through. main areas.
for post-its and any
additions Feedback is solicited from the
group, and where there are gaps
A3 Handouts
against expectations, new post-
Sticky dots its are added.
Finally the key points, as
perceived by the group are
prioritised using sticky dots, and
agreed with WS Owner.
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
Event: Example QFD Workshop Session Plan Page 2 of 6
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
10.15 Where are we against that: 30 mins To understand the whole A3 Handouts People are referred to the Understand-
SWOT picture of current SWOT reverse side of the A3 sheet, ing on the
11
perceptions and asked for any questions of SWOT
Facilitator
clarification. Explain that there analysis
will be time in groups later on to
develop this further.
10.45 Coffee 15 mins
11.00 A new vision for 30 mins To establish a clear set of Proposal on bus. WS Owner presents his proposal Agreed
‘Organisation’ – business parameters for our intended objectives & for the key business measure(s) business
12,13
performance business success over the measures to drive ‘Organisation’ forward. level
next three years. Where appropriate he links it to performance
WS Owner (Intro) Clotheslines, pegs
the conclusions from the measures
and cards
Facilitator (Clothesline) interviews. He then handles and targets
feedback and reconciles that as for 2004 &
appropriate. Finally, the target 2006
performance is set using the
clothesline approach for both 1 &
3 years.
11.30 A new vision for 90 mins To establish a clear Syndicate brief Syndicates are appointed to Clear vision
‘Organisation’ – customers, understanding of our vision each of the three areas and their proposals
(5 mins intro Syndicate groups
partners & people in areas of customers, task explained. Each group then and
(objectives) 45 mins synd partners and staff, and to Prioritised vision reviews the prioritised post-its, & measures for
Facilitator express these in clear from 9.15 session the general feedback, clarifies each
3x10 mins f/b
measures. the relationship to the business supporting
Expected output
10 mins conc) goals, and proposes appropriate area of the
(quality check)
objectives & measures, vision
14-18
Walkround groups Walkround groups are created
Brief on walkround with at least one member from
process each syndicate, these explain
the conclusions and take
Post-it notes feedback on post-it notes.
Syndicate groups re-meet to
consider the feedback and make
any required amendments.
13.00 Lunch 45 mins
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
Event: Example QFD Workshop Session Plan Page 3 of 6
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
13.45 A new vision for 60 mins To clarify the targets to be Measures for each Put up the clothesline, and take Clear targets
‘Organisation’ – customers, achieved in 2004 and 2006 vision area each measure in turn and use for one and
19
partners & people (targets) for each area of the vision the clothesline process to set the three years
Clothesline
Facilitator target. Where current
Cards performance, benchmarks or
expectations are known these
should be clipped up as well.
14.45 Weighting the objectives 60 mins To establish the relative Objectives Understand what would be Relative
Facilitator importance of each of the average, excellent and poor weighting of
20 Orthogonal array
objectives with regard to performance in each area of the the
each other vision – propose it to be target objectives
exceeded, target 50% met, and
no progress, and check this is
okay.
Use orthogonal array to agree
relative weighting for the
objectives
15.45 Tea 15 mins
16.00 Introduction to the work on 5 mins To ensure that the group Slide of process Explain that this is the section in Process
Processes has an overview of the titles & ‘owners’ which we need their work on post-its on
21
Facilitator whole set of processes and processes. Check that they the wall
Post-it notes
have done their preparation have their post-its and get them
to stick them on the wall under
their process titles
16.05 Agreeing Process Content 40 mins To enable the group to Large flat wall (test Suggest that the processes they Final process
Facilitator review each other’s outputs it for post-it note have developed independently outlines –
22-23
and to develop an agreed stickyness – or may have some overlap or gaps. things they
overall picture of the cover w. flipcharts) Get them to look at the columns embrace
processes and develop an overall picture.
Post it notes from
process owners Then provide the opportunity for
the group to silent sort and add-
Process titles
in/remove post-its as required –
until it settles down. Check
there is overall agreement.
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
Event: Example QFD Workshop Session Plan Page 4 of 6
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
16.45 Process for the QFD 5 mins To ensure people know the QFD voting Recap briefly on what will be
Facilitator process of QFD process happening today, and ensure
everybody has their voting cards
Voting cards
for the QFD.
Scribe prepared
Check that scribe is ready to
scribe, and that each process
will have a different set of
sheets.
16.50 Grid of the QFD row 1 40 mins To clarify and agree the Timing slide Use the voting cards to develop Scribe to
Facilitator potential for each process an initial picture of the strength record each
24 Sheets of
to leverage each objective, of feeling for each cell. process on a
processes
and to ensure a common separate
Get arguments from the
understanding of the Sheets of sheet
extremes of view and seek other
conclusions objectives
views as appropriate. Ensure all QFD marked
Voting cards arguments heard and up on the
understood – then take the final grid
vote.
17.30 Break 5 mins
17.35 Grid of the QFD row 2 40 mins As per row 1 As per row 1
Facilitator
18.15 Break 5 mins
18.20 Grid of the QFD row 3 40 mins As per row 1 As per row 1
Facilitator
19.00 Break for dinner 90 mins
Team building – go carts For fun and teambuilding in Go cart materials The teams are set and the rules
Facilitator the evening are explained. Teams have one
Race area
hour to prepare their cart
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
Event: Example QFD Workshop Session Plan Page 5 of 6
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
08.00 Start of Day 2 15 mins
08.00 Introduction to Day 2 5 mins To settle people back into Objectives Recap on what we achieved
the workshop yesterday an agree the plan for
WS Owner 25-26 Agenda
today
08.05 Grid of the QFD row 4 40 mins 27 As per row 1 As per row 1
Facilitator
08.45 Break
08.50 Grid of the QFD row 5 40 mins As per row 1 As per row 1
Facilitator
09.30 Break 5 mins
09.35 Grid of the QFD row 6 40 mins As per row 1 As per row 1 Finish QFD
Facilitator
10.15 Coffee 15 mins
10.30 Priority Processes 30 mins To conclude the final QFD QFD spreadsheet Recap and summarise all that Final QFD
for ‘Organisation’ and to we have done to ensure and process
Facilitator 28 Large QFD on the
clarify the priority areas for everyone is up to speed. scores
wall
work
Explain process prioritisation
and what it does (and does not)
mean.
Then use the weighting and
voting to agree priorities.
11.00 General Principles of 60 mins To ensure that the non- Syndicate groups Syndicate groups reconsider the Principles of
Approach: Remaining process specific elements for the areas of the key elements of the SWOT that approach
29-30
elements of the SWOT of the SWOT are SWOT have not been allocated directly
considered and used to to processes, and develop
Facilitator
improve progress and principles of approach for the
performance process teams to use as they
pursue their work. The
principles are fed back briefly at
the end
12.00 Lunch 45 mins
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
Event: Example QFD Workshop Session Plan Page 6 of 6
Time Item/Desc. Durn./Page Objective Inputs Process Outputs
12.45 Flipchart warm-up 15 mins To raise the energy levels Flipchart sheets
as we move into the
WS Owner 31
afternoon
13.00 Improvement Initiatives 90 mins To clarify how each process Existing and A brief presentation is given on Plan of
will make progress against planned initiatives the order priorities of improvem’t initiatives for
WS Owner (5 mins intro
the objectives in terms of a e.g. facts, plans, basics, flair… each process
Process
60 mins synd clear set of actions and
syndicates (either Syndicates consider the need of
initiatives
4x5 mins f/b for multiple each process for improvement,
processes or for and how existing initiatives might
5 mins wrap) priority processes) deliver that, or whether new
32-37 ones are required.
Syndicate brief
They then develop these in to a
Walkround groups
proposal/plan of the way forward
and what they require
Walkround feedback in mixed
groups containing a member of
each syndicate.
14.30 Management Process 15 mins To explain in brief outline Quadrant Chart The quadrant chart process is Agreed way
how progress will be model presented and it is explained forward on
Facilitator 38-44
managed and maintained that it will be picked up again as management
going forward things move forward in the and reporting
management team
14.45 Communication & Wrap up 45 mins To agree how the Objectives Flipchart proposal for the main
conclusions of the elements of a communication
WS Owner 45-47 Car Park
workshop will be plan from the workshop: Who;
communicated, and to wrap What; When.
up the workshop
Then clear the car park, review
the objectives, and undertake a
workshop review.
Finally, WS Owner closes out
the workshop.
15.30 Close
15.30 Tea 15 mins
Tesseract Management Systems / 9CCA89CA-D5F1-43C9-867F-2C9685ECB9CA.DOC Session Plan 12 August, 2011
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