OUR APPROACH

STEP 1: Needs Assessment

- Initial management meeting

- Follow-up inquiry to assess overall needs and identify a short-term pilot project

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STEP 2: Pilot Project Approach

- Gather existing materials – written procedures, forms, reports

- Interview management and staff

- Observe work being performed

- Confirm understanding of current processes

- Explore alternatives (staff proposals, discussions with industry contacts, research via internet, etc.)

- Propose alternatives, including prototype design of forms, reports

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STEP 3: Major Project Approach

- Define scope

- Identify internal project team

- Prepare project plan and budget

- Define requirements, current state, and gaps

- Propose solutions – process, systems, staffing, including timing and approach to changes

- Organize resources for implementation

- Oversee implementation

- Follow-up on results, propose final modifications

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