A Post by Elizabeth
Here’s the 5 step ESI process for getting out of trouble. The whole approach assumes you have been parachuted in to fix someone else’s flailing programme, which I suppose is what ESI do. You can adapt the steps if you are trying to turn your own programme around, or make the steps smaller to turn around a project instead of a whole programme.
Step 1: Define CharterDuration: 1-2 days
This formally sanctions the existence of an assessment and recovery effort. It provides the assessment and recovery lead with the proper authority to complete the activities necessary to develop an assessment plan.Define the charter with the sponsor and steering committee. The charter should cover:
Programme history and sensitivities (although I wouldn’t write all this down)
Assessment approach: how many people are you going to interview, in individual meetings or in group sessions etc.
An action plan with dates
Then get it all agreed – which is what the charter is for. In this step you would also initiate contact with the programme and project teams.
Step 2: Develop assessment plan
In this step you aim to achieve the objectives of the charter. This allows the assessment team to perform their assessment quickly, ensures accurate findings, and minimises distractions for the project team. After all, you want to keep going with things that are progressing well.
Establish a team
Review and analyse the assessment model (how are we going to review documents, how are we going to move forward with analysis)
Review critical documents
Develop assessment plan
This is a formal step, so get the plan signed off.
Step 3: Conduct assessment planDuration: 2-5 days
In this step you determine the true current status of the programme and constituent projects. You identify major threats, opportunities and problems. You begin to consider the recovery as well as who would be on your recovery team.
Establish a war room
Assemble the team
Implement the assessment plan (interviews and document review)
Aggregate and rank-order the findings from the most problematic to least problematic
Validate, update and finalise findings with programme team and sponsor
Step 4: Develop recovery plan
This step leads to a plan to get to a functioning programme. You establish a road map and process to achieve the goals, and continue to build confidence and morale.
Prepare a plan that everyone sees as realistic and achievable: this helps build confidence. There is no Plan B for this recovery plan: this is it! The goal is to save the programme from loss and restore it to usefulness, preventing total failure along the way.
Produce an achievable schedule
Re-establish customer management confidence
Negotiate a new baseline
Step 5: Conduct recovery plan
In this step you execute your recovery plan to return the programme to usefulness. You validate estimating methods and their accuracy. This allows you to produce an accurate forecast of programme completion. Begin with the end in mind: a programme that is no longer in recovery.