Discovery

The intention is to move from the question at the start of the phase to the position at the end of the phase:

Can we fix it? → We have an approach for a feasible solution

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Scoping and Planning

Clarify what’s in and out of scope for workforce planning with emphasis on the pilot.

It is expected that discovery will take 4 weeks +/- 2 weeks.

Steps:

Run a scoping workshop with the customer team to answer the following points:

Confirm the key stakeholders across the business.
- What level of involvement/governance do we need?
- Consider: tool owner, change owner, finance stakeholder involved
Confirm who owns the process from the customer side.
- Who is driving?
- What are the “project” roles and who will fill them?
- What roles do TeamForm need to fulfill? For example, broadly picking from these options:
  - Minimal to none (we provide this information and customer runs with it)
  - Advisory (TeamForm advises but does not do any of the work)
  - Supporting (TeamForm responsible for tool side configuration changes, data loading, and reporting)
  - Active (TeamForm responsible for business process delivery and tooling)
Confirm which parts of the org are involved for a pilot run.
- Demand Teams
- Supply Areas
- If there is no clean boundary, how will entangled areas be dealt with.
Create a draft work breakdown plan and timeline:
- Proposed work plan (including comms)
- Planning cycle (cadence)
- Proposed calendar (tentative dates)
Run a demo event to showcase the proposed end to end workforce planning process supported by TeamForm
- This demo showcase is a 1-2 hour event; we expect that most but not all config will be in place

Desired outcomes