BOARD02276

• Board Meeting Date: 7/28/2003
• Description: Department of Natural Resources Core Mission Project
• Board Meetings - Doc Type: Memo

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Appendix: Example 'Reports'

Earlier in our careers, with .McKins~y & Company and other firms, we created
reports. They contained lists of recommendations and conceptual charts that
often ended up on dusty sh~Jves. Since then we have learned that, though
there are times for charts:and analysis, the real key is changing what people do.
We now prefer that 'repor:l:s' he simple, straightforward and not distract from the
real purpose - making speCifiC decisions about the work that will actually b~
done, and holding peopJe:accountable to do it. Here are a few examples:

~ ~.,..
. Baseline Summary - a 'snapshot' of the
people and money within a group ~ the start
point from which change is made and .
. measured {ties to HR and finance) {11.

. Group Summary - the project and team
members'joint understandingloveiview of a
group: key facts, analyses and questions [2] .
! .. '.
. Topics and Ideas - a starteJ;;,list of possible
improvements, still rough and untested [5]

. Functional Titles.,.. a functiol'lall:>reakout of ;'
all personnel within a group [7]'

. O&A Survey - a break out of how each
function spends its time (and mOJ1:~Y) [8] ,

. Idea Form - description, deta.iledimpact and'
consensus of a single idea forc/:1ange (13]

Alta Ventures, LLC
An EHS Partners Affiliate

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. IL T ~ ideas listed by topic with decision and net
dollar and position impact [15] .

. 151 - a summary of the total and percent impact
of all 'go' decisions in a group [17]

. Topic Memo - key information about a set of
interrelated ideas [18]

. IT Costing Request - a cost and feasibility
estimate of any proposed IT investment [20]

. IPE - summary of implementation effectiveness
[21]

. Org Charts - before, during and after pictures
of major organizational change [22]

. Tracking Sheet - milestones and timing for the
implementation of a specific idea [25]

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