APPENDIX BPresentations and Report Writing

The job isn't complete until the paperwork is done.

—Anonymous

Process improvement studies are of no value unless the process changes identified by the studies are implemented. This typically requires that the study results be presented to management and others to build support for the proposed changes and obtain the needed resources. These presentations can take many forms, such as informal one-on-one discussions, formal presentations to various groups, and written reports. Key requirements for any presentation or report are that it be clear, concise, and accurate. The following information will help you prepare for such interactions.

PRESENTATIONS TO INDIVIDUALS OR SMALL GROUPS

The simplest and most frequent communication is a presentation to a single person or to a small group. One should not take such interactions lightly. As John Wooden, renowned UCLA basketball coach, pointed out, “Failing to plan is planning to fail.” Careful preparation can make the difference between getting and losing the support you need. First, identify the purpose for the meeting and your expected outcomes (i.e., what you would like to happen as a result of the meeting). Next, construct an agenda for your meeting that will produce your desired outcomes. A typical agenda might include:

  • Introductions
  • Meeting purpose and desired outcomes
  • Project description
  • Study design and data collection and analysis
  • Results, interpretation, and conclusions
  • Accomplishments ...

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