Title Page
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Project
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Stakeholder's Full Name
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Conducted on
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Prepared by
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Location
Business Needs
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What is the business need/ goal of the organization? What are we trying to accomplish?
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What types and how many levels of goals are we dealing with?
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What is the timeline for the organizational goals?
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Are there any issue or problem that needs to be addressed as soon as possible? How do we approach fixing this?
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What are the expected outcome for fixed issues?
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What are the possible root causes of issues in the organization?
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What are possible solutions?
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What are potential constraints?
Stakeholders & Partners
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What individuals need to be involved as key stakeholders in addition to the ones already identified?
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Do the stakeholders all see the problem and the goal in the same way? If not, what are the differences in perspective?
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How will various stakeholders work together to resolve issues of the organization?
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Who are the organization’s partners and competitors?
Performers & Performance
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What components/performers (staff/departments/facilities/organizations) are most involved in achieving the business goals specified above?
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How would staff and or organizational performance help us reach our goals?
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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?)
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How do we gather performance data?
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What indicators are used to measure performance of processes and tasks?
Factors Affecting Desired Performance
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What helps our project management leaders and members do their job well?
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What hinders them from doing their job well?
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Are job expectations and authority clearly communicated orally or in writing?
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Are job descriptions aligned with organization's strategies and supported by clear policies, processes and realistic workloads?
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Do employees receive fair compensation, including salary, benefits, allowances, and other non-monetary forms of compensation?
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How well do employees know the performance standards? How do they find out about them?
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Do employees have the necessary tools and physical resources they need to work effectively?
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What measures are in place so that the workplace is safe from infection transmission, accidents, and workplace violence for its employees and clients?
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Do employees have the necessary knowledge and skills to do their jobs?
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Do personal attributes of individuals affect their ability to work together and achieve their goals?
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Do the mission of the organization and various aspects of the job motivate the employee to perform well?
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Is employee or institutional performance affected by factors in the external environment (outside of your organization or institution)?
Completion
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Additional Notes/ Recommendation
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Full Name & Signature