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RPO Components Module Planner: (Insert Topic) Client: Version: Strategy/Vision, Scoping and Prioritising Listen Planning Workshop Plan Sign –off, build, test Implement Test, tweak, educate, add on, incremental innovation. Engage Capture lessons learnt, review. Measure Time: Cost: Time: Cost: Time: Cost: Ongoing Ongoing, automated Time: Cost: Time: Cost: Time: Cost: Ongoing Ongoing, automated Technology Process TIMELINE: People Get client sponsor guidance on best organisational approach re people and identify key shared priorities. Draft timeline. Share insights from Listen phase and confirm priorities, timeline and costs. View branded profiles, platforms, landscape map, test walkthrough. Present campaign plan Achievements, improvements needed, any nasty surprises? What can be beneficial elsewhere within Client? What are the WIN WIN objectives? Who owns the delivery of those?

Module planning template

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Page 1: Module planning template

RPO Components Module Planner: (Insert Topic) Client: Version:

Stra

tegy

/Vis

ion

, Sco

pin

g an

d P

rio

riti

sin

g

Listen

Pla

nn

ing

Wo

rksh

op

Plan

Sign

–o

ff, b

uild

, te

st

Implement

Test

, tw

eak

, ed

uca

te, a

dd

on

, in

cre

me

nta

l in

no

vati

on

.

Engage

Cap

ture

le

sso

ns

lear

nt,

re

vie

w.

Measure

Time: Cost:

Time: Cost:

Time: Cost:

Ongoing Ongoing, automated

Time: Cost:

Time: Cost:

Time: Cost:

Ongoing Ongoing, automated

Tech

no

logy

P

roce

ss

TIMELINE:

Pe

op

le

Get client sponsor guidance on best

organisational approach re people and

identify key shared priorities. Draft timeline.

Share insights from Listen phase and

confirm priorities, timeline and costs.

View branded profiles, platforms,

landscape map, test walkthrough.

Present campaign plan

Achievements, improvements needed,

any nasty surprises? What can be

beneficial elsewhere within Client?

What are the WIN WIN

objectives? Who owns the

delivery of those?

Page 2: Module planning template

RPO Components Module Planner: (Insert Topic) Client: Version:

Key Objectives

Client RPO

Win-Win Priorities:

Key Dependencies:

Current Module Landscape (“As Is” Diagram of how key components fit together, think process, tech and people) Desired Landscape (“To Be” Diagram of how key components fit together, think process, tech and people)

Methodology Existing process mapped? Current process and budget owners identified? Data available for process performance? Over what period of time? Strategy or objectives defined yet? Is this aligned with clients business strategy? If not, does it need to be? Range of possible outcomes explored in detail? Desired outcome provisionally mapped yet? Does it need an innovation exercise? Existing case studies available from RPO or wider market? Does expertise exist within either client, RPO, RPO’s clients or in wider market? Subject matter expertise research:

Key thought leaders on topic

Best practice defined and benchmarked

Lessons learnt

Technology and service providers identified Able to paint a coherent picture of what the future for this component will look like?

Before making changes to a “Business As Usual” environment:

Is there a business case based on client engagement?

Can the change be measured and equated to performance and/or revenue?

Does this represent scope creep for the RPO?

Can it be piloted in a discrete way first?

Who will supply the resource to deliver this change and how is that accounted for?

Business Case Is proposed change aligned with business strategy? Motive for change? (Cost, Best Practice, Market Position).

Key data needed re existing process, product, time, cost, volume of transactions: Build the cost for proposed changes, (think tech, products, services, people): How long will it take to hit return on investment?