Purposes clear
Roles clear
Buy in commitments
Education needed
Expertise available
Plan-To-Plan day
Communications required

Purchase
Customize
Report generation agreed
Set up methodology/code for assessment

Set time frame/limits
Communicate details

On assessment instrument
On change management/action planning
Prepare feedback results/action planning

Generate reports
Understand reports

Clarity/understanding
Agree/disagree

“To do” list
Plan-To-Implement
Further education

Feedback on actions

Tracking system
Reporting system
Committee meeting – status reports

Completed tasks
Adjust tasks
New tasks

Timing
Changes