01. Identify action steps, key stakeholders, and resources
Work backward from results to identify action steps
A clear vision of what your team is trying to accomplish for the University and what that looks like when done well will help you identify what actions need to happen to deliver the result.
To begin:
- Define the major steps your team will need to take to achieve results.
- Break down those steps into more manageable tasks. Repeat this until you have concrete, critical action steps.
- Share your preliminary plan with a few key stakeholders and solicit their feedback:
- What questions and concerns do they have about each step?
- What steps are missing? What can be eliminated?
- Consider their feedback and adjust your plan as appropriate.
*See the Quick Guide to Orienting to Results for more information on clarifying your team’s purpose
Identify key stakeholders
With any project or task, there will be others who you or your team must work with for approval, input, or collaboration.
Who are the key stakeholders for this project?
- What leaders are championing your work? How much do they need to be involved or kept “in-the-know”?
- Who could derail your efforts if they aren’t involved?
- What other teams or departments might you need to coordinate with?
- Who will be affected by this work?
Align resources to action steps
With your action steps in mind, identify what resources you will need for your team to accomplish these steps.
- Who are your team members?
- What skills do team members have? Which skills are best suited to accomplishing which action steps?
- What tools are needed?
- How much time will each task take?
- What budget considerations do you need to make?
Challenge assumptions
When identifying action steps and aligning resources, it’s important to avoid getting bogged down in the current process or status quo. Sticking with what you know may appeal to your comfort, but it’s often necessary to commit to disrupting the status quo in order to drive high-quality results. Consider:
- Appointing a “devil’s advocate”* to ask questions and challenge the team in order to avoid complacency and “groupthink.”
- Inviting your team to voice their disagreement constructively. Setting norms that foster psychological safety** will allow your team members to voice their disagreement about the work.
*See the Quick Guide to Establishing Clear Decision-Making Processes for more information on groupthink.
**See the Quick Guide to Establishing Norms and Expectations for more information on fostering psychological safety.