Category Management Toolkit

Business Improvements Workshop Plan

Business Improvements Workshop Plan Summary

2

What is a Business Improvements Workshop?

A Business Improvement Workshop can typically be held following the strategic analysis stage to help identify areas of improvement and opportunity within the organisation which have been highlighted through the data gathering and analysis work. This session, held over a couple of days if required, will then contribute to the definition of a number of options, against which further analysis will then be required. However, it can also be used as part of a continuous improvement process, to assess the performance and relationship with a particular supplier and to identify, through preanalysis work areas of criticality to the organisation, and improvement activities to address the situation. Such a process will typically involve the supplier as a core member.

Where does it fit in with Category Management?

Strategic Analysis and Options Generation Supplier Performance Management

What is included in this guide?

Business Improvement Workshop template

Which processes does the tool apply to?

Demand Management, Supplier Relationship Management and Strategic Sourcing

Which other tools link to this guide?

Performance Dashboard Options Generation / Breakthrough Thinking Supplier Performance Framework

Business Improvements Workshop Plan

3

Business Improvement Workshop template

The following plan can be used as a template for planning a business improvements workshop. It is not prescriptive and should be customised to meet the specific needs of the attendees. It may be wise to run this workshop on two separate days, dependent upon the depth of discussion, quality and quantity of ideas. Attendees: To support the future evaluation and selection of a strategic approach it is recommended that the key stakeholders who will be responsible for approval (or a person they have delegated/trust) are involved at this ideas generation stage.

Pre work: Typically this workshop is run following the analysis phase of the strategic process and the attendees will need to have had the opportunity to review the key issues and to have considered what they believe are the key priorities.

Team Venue

Date Time 9.00am 4.00pm

Attendees

Room layout Facilities Flips/Pens/PC/screen/projector

Teas/Coffees Lunch

Objectives To review and prioritise the key issues that have arisen through the strategic analysis To identify root causes and generate ideas to resolve these causes To define initiatives that could deliver the required changes To review each potential initiative to understand its impact on the organisation and Key supplier

Time 9.00

9.20

9.30

9.40

10.15

10.30

11.30

Rationale To begin the team building Introductions process and set a relaxed / Ice breaker tone for the workshop To allow the team to agree Objectives/ the purpose of the workshop Agenda/ and understand the process Timings for the day To allow the team members to express their thoughts, to Hopes and acknowledge them and to Fears review if changed at end of session To ensure all workshop attendees are at a similar Review of level of understanding analysis regarding the key issues phase emerging from the analysis phase Tea/Coffee break To allow the group to discuss and group the issues in a smaller team and again in a Issue wider environment, thereby grouping encouraging greater and participation and a review of prioritisation output. A simple democratic voting system can be then used prioritise the issues Grouped issues taken by several teams to allow time to discuss and identify root Root causes causes. Plenary review .will support full team understanding Team highlight ideas to address root causes. If ideas Ideas are drying up introduce ideas generation that have been identified during the analysis phase Team group ideas based on Group ideas interdependencies Tea/Coffee break Small teams work on the grouped ideas to create initiative definitions highlighting scope, impact on both organisation & supplier, Initiative definition benefits, risks etc. These initiatives can be worked up in detail by the small teams & a follow up session arranged to review the proposals Review objectives/hopes and fears to establish if the Review and workshop has been effective. close Agree next steps

Section

Group Plenary

Who Facilitator

Resources Ice breakers

Plenary

Facilitator

Flip chart

Plenary

Facilitator

Flip chart

Plenary

Facilitator

Presentation slides

Two groups and feedback

Facilitator

Post its

mixed groups and feedback

Facilitator

Flip charts

12.30

Lunch

1.00

Plenary

Facilitator

Post its

2.00 3.00

Plenary

Facilitator

Flip charts

3.15

Groups and feedback

Facilitator

Other values statements

3.45

Plenary

Facilitator

Objectives Hopes and fears

About OGC OGC - the UK Office of Government Commerce is an Office of HM Treasury. The OGC logo is a registered trademark of the Office of Government Commerce. OGC Service Desk OGC customers can contact the central OGC Service Desk about all aspects of OGC business. The Service Desk will also channel queries to the appropriate second-line support. We look forward to hearing from you. You can contact the Service Desk 8am - 6pm Monday to Friday T: 0845 000 4999 E: ServiceDesk@ogc.gsi.gov.uk W: www.ogc.gov.uk Press enquiries T: 020 7271 1318 F: 020 7271 1345

Office of Government Commerce, 1 Horse Guards Road, London SW1A 2HQ Service Desk: 0845 000 4999 E: ServiceDesk@ogc.gsi.gov.uk W: www.ogc.gov.uk

This document is printed on material comprising 80 per cent post consumer waste and 20 per cent ECF pulp. Crown Copyright 2006