• Identifying improvement objectives or critical business issue(s) targeted for mapping and/or improvement.
• Defining the boundaries of the process to be characterized.
• Working with the facilitators to ensure project success by providing the support necessary to establish the project’s priority and ensure employees’ cooperation.

• Review the improvement objectives and process boundaries.
• Agree upon a plan of action.
• Identify any “wrong colored rocks” (solutions that are not acceptable to the Process Owner, such as hiring new employees).

• Providing information about their role in the process, making improvement suggestions, and identifying problems with the process during an interview with your consultants.
• Attending a team meeting to review the process maps and any associated issues. 

Your consultants and the Process Owner draft an informational memo to be distributed to Team Members. This memo should indicate the Process Owner’s dedication to the project, ask for the employee’s cooperation and help, stress the confidentiality of the interviews, and include a project overview and interview schedule

Your consultants then

• Conduct the team member interviews, synthesize the results, develop process maps, identify disconnects, and document suggestions for improvement.
• Facilitate a team meeting with all interviewees to review interview findings and validate the “As Is” process maps and disconnects.
• Correct the “As Is” process maps and issues based on results of the team meeting.
• Facilitate a team meeting with all interviewees to develop the “Should Be” map and identify action items to accomplish the “Should Be” process.
• Compile a final report that includes all issues, action items, and process maps (the deliverables).