Читать книгу Permit To Work A Complete Guide - 2020 Edition - Gerardus Blokdyk - Страница 8
ОглавлениеCRITERION #2: DEFINE:
INTENT: Formulate the stakeholder problem. Define the problem, needs and objectives.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. Is the current ‘as is’ process being followed? If not, what are the discrepancies?
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2. Is it clearly defined in and to your organization what you do?
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3. How will the Permit-to-work team and the group measure complete success of Permit-to-work?
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4. What is the scope?
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5. What are the requirements for audit information?
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6. The political context: who holds power?
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7. How would you define the culture at your organization, how susceptible is it to Permit-to-work changes?
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8. Scope of sensitive information?
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9. How do you catch Permit-to-work definition inconsistencies?
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10. What is the definition of success?
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11. Are audit criteria, scope, frequency and methods defined?
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12. What is in the scope and what is not in scope?
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13. How and when will the baselines be defined?
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14. Is Permit-to-work required?
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15. When is/was the Permit-to-work start date?
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16. Has anyone else (internal or external to the group) attempted to solve this problem or a similar one before? If so, what knowledge can be leveraged from these previous efforts?
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17. What are (control) requirements for Permit-to-work Information?
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18. When are meeting minutes sent out? Who is on the distribution list?
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19. What knowledge or experience is required?
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20. Why are you doing Permit-to-work and what is the scope?
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21. What constraints exist that might impact the team?
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22. What are the dynamics of the communication plan?
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23. Is Permit-to-work linked to key stakeholder goals and objectives?
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24. What sources do you use to gather information for a Permit-to-work study?
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25. What are the Permit-to-work tasks and definitions?
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26. Is the Permit-to-work scope manageable?
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27. What is the scope of Permit-to-work?
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28. What are the Permit-to-work use cases?
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29. How do you build the right business case?
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30. Are roles and responsibilities formally defined?
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31. How does the Permit-to-work manager ensure against scope creep?
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32. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?
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33. What intelligence can you gather?
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34. Are the Permit-to-work requirements testable?
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35. What happens if Permit-to-work’s scope changes?
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36. Are all requirements met?
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37. When is the estimated completion date?
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38. What customer feedback methods were used to solicit their input?
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39. What is the worst case scenario?
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40. Have specific policy objectives been defined?
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41. What information should you gather?
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42. How have you defined all Permit-to-work requirements first?
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43. Who is gathering information?
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44. Has everyone on the team, including the team leaders, been properly trained?
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45. What is the scope of the Permit-to-work effort?
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46. Have all basic functions of Permit-to-work been defined?
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47. What defines best in class?
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48. Are approval levels defined for contracts and supplements to contracts?
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49. Are resources adequate for the scope?
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50. Are task requirements clearly defined?
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51. What is out of scope?
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52. Is there a critical path to deliver Permit-to-work results?
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53. What is in scope?
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54. Where can you gather more information?
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55. Do you have organizational privacy requirements?
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56. Has the improvement team collected the ‘voice of the customer’ (obtained feedback – qualitative and quantitative)?
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57. Is the work to date meeting requirements?
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58. How do you keep key subject matter experts in the loop?
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59. How do you think the partners involved in Permit-to-work would have defined success?
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60. Has the Permit-to-work work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?
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61. In what way can you redefine the criteria of choice clients have in your category in your favor?
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62. Is the Permit-to-work scope complete and appropriately sized?
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63. Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?
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64. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
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65. What was the context?
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66. How are consistent Permit-to-work definitions important?
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67. If substitutes have been appointed, have they been briefed on the Permit-to-work goals and received regular communications as to the progress to date?
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68. Is scope creep really all bad news?
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69. What are the rough order estimates on cost savings/opportunities that Permit-to-work brings?
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70. Has a high-level ‘as is’ process map been completed, verified and validated?
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71. Will a Permit-to-work production readiness review be required?
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72. Who defines (or who defined) the rules and roles?
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73. What is the scope of the Permit-to-work work?
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74. What gets examined?
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75. Is there a clear Permit-to-work case definition?
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76. Have the customer needs been translated into specific, measurable requirements? How?
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77. How do you manage changes in Permit-to-work requirements?
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78. What information do you gather?
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79. Has your scope been defined?
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80. What specifically is the problem? Where does it occur? When does it occur? What is its extent?
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81. What baselines are required to be defined and managed?
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82. Are there different segments of customers?
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83. Does the team have regular meetings?
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84. Is there any additional Permit-to-work definition of success?
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85. Has a project plan, Gantt chart, or similar been developed/completed?
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86. What are the compelling stakeholder reasons for embarking on Permit-to-work?
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87. Has a team charter been developed and communicated?
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88. How often are the team meetings?
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89. Is special Permit-to-work user knowledge required?
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90. Has a Permit-to-work requirement not been met?
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91. Is Permit-to-work currently on schedule according to the plan?
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92. What is the context?
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93. Have all of the relationships been defined properly?
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94. Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?
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95. What would be the goal or target for a Permit-to-work’s improvement team?
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96. What are the core elements of the Permit-to-work business case?
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97. Has the direction changed at all during the course of Permit-to-work? If so, when did it change and why?
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98. How can the value of Permit-to-work be defined?
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99. How do you gather requirements?
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100. What are the tasks and definitions?
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101. How did the Permit-to-work manager receive input to the development of a Permit-to-work improvement plan and the estimated completion dates/times of each activity?
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102. What key stakeholder process output measure(s) does Permit-to-work leverage and how?
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103. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?
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104. What scope to assess?
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105. What is the definition of Permit-to-work excellence?
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106. How do you hand over Permit-to-work context?
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107. How is the team tracking and documenting its work?
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108. Has/have the customer(s) been identified?
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109. What scope do you want your strategy to cover?
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110. Are there any constraints known that bear on the ability to perform Permit-to-work work? How is the team addressing them?
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111. Who is gathering Permit-to-work information?
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112. Are the Permit-to-work requirements complete?
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113. What is out-of-scope initially?
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114. Does the scope remain the same?
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115. What Permit-to-work requirements should be gathered?
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116. Who approved the Permit-to-work scope?
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117. What critical content must be communicated – who, what, when, where, and how?
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118. What are the record-keeping requirements of Permit-to-work activities?
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119. How do you manage unclear Permit-to-work requirements?
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120. Do you have a Permit-to-work success story or case study ready to tell and share?
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121. How was the ‘as is’ process map developed, reviewed, verified and validated?
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122. What system do you use for gathering Permit-to-work information?
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123. Are different versions of process maps needed to account for the different types of inputs?
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124. What is a worst-case scenario for losses?
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125. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?
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126. Are accountability and ownership for Permit-to-work clearly defined?
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127. How do you manage scope?
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128. How will variation in the actual durations of each activity be dealt with to ensure that the expected Permit-to-work results are met?
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129. What Permit-to-work services do you require?
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130. Do you all define Permit-to-work in the same way?
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Add up total points for this section: _____ = Total points for this section
Divided by: ______ (number of statements answered) = ______ Average score for this section
Transfer your score to the Permit-to-work Index at the beginning of the Self-Assessment.
