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Strategic Roadmap: Initiatives & Projects

When looking at initiatives and projects it's very important to understand what is in scope and out of scope of the project. It's also important for organization to define its purpose in the results that they are looking to achieve. It is also important to identify all the resources that are needed to make this initiative successful.


Transcript

Matt Kerzner: It's very important when you think of projects and the initiatives you're trying to accomplish, is to look at the current state and the future desired state that you're looking to get to. One of the first things you want to look at what is the purpose of the project and initiative that you're trying to accomplish. What are the results that you're looking for? What are all the deliverables that's going to get you to the future state? Once you have a list of all the desirable outcomes that you want, it's very important to be able to measure those for success. You should also think about what is in scope and out of scope of this project. Once you do this, it's going to be important to identify the resources in order for you to do this project. Who are your key sponsors? These are normally the executives that get behind this initiative. Then you should look at all your different stakeholders. These are your internal and external customers that are going to be impacted by this project. 


Mr. Kerzner is a Senior Manager in the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.

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