Title Page

  • Project

  • Stakeholder's Full Name

  • Conducted on

  • Prepared by

  • Location

Business Needs

  • What is the business need/ goal of the organization? What are we trying to accomplish?

  • What types and how many levels of goals are we dealing with?

  • What is the timeline for the organizational goals?

  • Are there any issue or problem that needs to be addressed as soon as possible? How do we approach fixing this?

  • What are the expected outcome for fixed issues?

  • What are the possible root causes of issues in the organization?

  • What are possible solutions?

  • What are potential constraints?

Stakeholders & Partners

  • What individuals need to be involved as key stakeholders in addition to the ones already identified?

  • Do the stakeholders all see the problem and the goal in the same way? If not, what are the differences in perspective?

  • How will various stakeholders work together to resolve issues of the organization?

  • Who are the organization’s partners and competitors?

Performers & Performance

  • What components/performers (staff/departments/facilities/organizations) are most involved in achieving the business goals specified above?

  • How would staff and or organizational performance help us reach our goals?

  • What are the desired outcomes from the performers (staff/ departments/ facilities/ organizations) that are most involved in achieving the organizational goals? (i.e., what is the end result of the things that the performers do that is valuable toward achieving the organizational goals?)

  • How do we gather performance data?

  • What indicators are used to measure performance of processes and tasks?

Factors Affecting Desired Performance

  • What helps our project management leaders and members do their job well?

  • What hinders them from doing their job well?

  • Are job expectations and authority clearly communicated orally or in writing?

  • Are job descriptions aligned with organization's strategies and supported by clear policies, processes and realistic workloads?

  • Do employees receive fair compensation, including salary, benefits, allowances, and other non-monetary forms of compensation?

  • How well do employees know the performance standards? How do they find out about them?

  • Do employees have the necessary tools and physical resources they need to work effectively?

  • What measures are in place so that the workplace is safe from infection transmission, accidents, and workplace violence for its employees and clients?

  • Do employees have the necessary knowledge and skills to do their jobs?

  • Do personal attributes of individuals affect their ability to work together and achieve their goals?

  • Do the mission of the organization and various aspects of the job motivate the employee to perform well?

  • Is employee or institutional performance affected by factors in the external environment (outside of your organization or institution)?

Completion

  • Additional Notes/ Recommendation

  • Full Name & Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.