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0202-3 ProcessStep Gold Path Table of Contents

• Introducing ProcessStep

  • What is ProcessStep?

    • ProcessStep in a Nutshell

    • Using ProcessStep

    • ProcessStep Structure

  • ProcessStep Methodology

    • About This Section

    • ProcessStep Impact

  • Running Mapping Work-Sessions

    • About This Section

    • Process Mapping Workshop

    • Options on How to Run Workshop Sessions

    • Planning and Presenting the Session Plan

    • Interaction Dynamics

    • Closing the Work-Session

• PBI Construction

  • Copyright Notice

  • Version Control

  • Process Overview

  • Phases and Stages Summary

• PBI Words and Icons

  • ProcessStep Words

  • ProcessStep Icons

• What to Do Map

  • ProcessStep Gold Map (PDF)

  • ProcessStep Gold Map (Visio 2002)

  • ProcessStep Gold Map (Visio 2007)

• PBI How to Execute Each Step (Core)

  • Assessment

    • E1 Process Needed

    • S2 (i) Is it?

    • S3 Do You Need All the Steps?

  • Define, Plan, and Engage

    • S1 Establish Project Terms of Reference

    • S2 Determine Whether Project is Worth Doing

    • S3 Worth Doing

    • S4 Do the Close-out

    • S5 Draft the Proposal and Present

    • S6 Changes to Proposal

    • S7 Update Proposal and Present

    • S8 Prepare Engagement Documents

    • S9 Sign Agreements and Schedule Start-up Workshop

  • Process Mapping

    • S1 Assign Team Members and Conduct Briefing

    • S2 Conduct Start-up Briefing and Workshop

    • S3 Positioning Map Needed

    • S4 Run Positioning Map Workshop

    • S5 Communicate Status Prior to Workshop 1

    • S6 Run Process Map Workshop 1

    • S7 Run Process Map Workshop 2

    • S8 Communicate Status Prior to Workshop 3

    • S9 Run Process Map Workshop 3

    • S10 Run Process Map Workshop 4-6

    • S11 Run Evaluation Workshop

    • S12 Communicate Status Following Evaluation

• PBI Know More

  • Define, Plan, and Engage: Creating Project Terms of Reference

  • Define, Plan, and Engage: Writing Proposal

  • Process Mapping: Action Lists, The Tracker and Managing Change

  • Process Mapping: Attendance Tracker

  • Process Mapping: Change Controller

  • Process Mapping: Communication

  • Process Mapping: Customizing Stencils in Visio

  • Process Mapping: Customizing the Map Template

  • Process Mapping: Preparing for Mapping Work-sessions

  • Process Mapping: Preparing for Position Mapping Workshop

  • Process Mapping: Printing Maps in MS Visio

  • Process Mapping: Process Assessment

  • Process Mapping: Process Ownership

  • Process Mapping: ProcessStep Methodology

  • Process Mapping: Running Mapping Work-sessions

  • Process Mapping: Safety, Security and Well-being

  • Process Mapping: Scheduling

• PBI Templates

  • DPE: 1 Page Contract (Word)

  • DPE: Client Charter (Word)

  • DPE: Client Service Contract (Word)

  • DPE: Key Event Schedule - Performance Tracker (Excel)

  • DPE: ProcessStep Proposal Presentation (PowerPoint)

  • DPE: Project Report (Word)

  • DPE: Project Terms of Reference (Word)

  • DPE: Proposal Profiler (Excel)

  • DPE: Statement of Work (Word)

  • DPE: Time Sheet and Invoice (Excel)

  • DPE: The Proposal (Word)

  • DPE: Association Contract (Word)

  • DPE: Key Event Schedule (Excel)

  • PM: Action List (Word)

  • PM: Action Tracker (Excel)

  • PM: Attendance List (Word)

  • PM: Attendance Tracker (Excel)

  • PM: Client Project Owner, Manager Prep (Word)

  • PM: General (Visio Stencil)

  • PM: Hand Drawn Icons (PDF)

  • PM: How to Read a ProcessStep Map (Word)

  • PM: How to Read a ProcessStep Map (Visio)

  • PM: How to Read a ProcessStep Map (PowerPoint)

  • PM: Manage and Communications (Visio Stencil)

  • PM: Milestones (Excel)

  • PM: Participant Evaluation of ProcessStep (Word)

  • PM: Plan for the Session (PDF)

  • PM: Plan for the Session (Visio)

  • PM: Positioning Map (Visio)

  • PM: Prepare and Finish (Visio Stencil)

  • PM: Priority Profiler (Excel)

  • PM: Process Assessment (Word)

  • PM: Process Sign-Over Checklist (Word)

  • PM: ProcessStep Map (Visio)

  • PM: ProcessStep Icons (PowerPoint)

  • PM: ProcessStep Methodology Presentation (PowerPoint)

  • PM: ProcessStep Quality Checklist (Word)

  • PM: Scheduler (Excel)

  • PM: Status Report (Word)

  • PM: Template for A0 Size Map (Visio)

  • PM: Work-session Brief (Word)

• Examples

  • What ProcessStep is Quick Introduction (Visio)

  • DPE: Client Charter (Word)

  • DPE: Proposal Example (Word)

  • DPE: Key Event Schedule (Excel)

  • DPE: Project Terms of Reference (Word)

  • DPE: Proposal Profiler (Excel)

  • DPE: Utilizing Process to Achieve Strategic Compliance (PDF)

  • DPE: Utilizing Process to Achieve Strategic Compliance (Visio)

  • PM: Hand Drawn Process Map (Word)

  • PM: Milestones Record (Excel)

  • PM: Positioning Map (Visio)

  • PM: ProcessStep Assessment (Word)

  • PM: ProcessStep Map Example (Visio)

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