SCOPEVision's predecessor SCOPE (Systematic Controls, Oversight, and Policy Evaluation) was used in the Colorado Division of Finance and Procurement from 2002 until 2005. This page has tools for any continuous improvement effort. After Seeing Excellence: Learning from Great Procurement Teams was written, the chapters in the book aligned well with the scopes used as visual metaphors earlier. Note that the stethoscope (risk and change management) and horoscope (learning) don't appear in many of the documents and slides on this site. They were added later to the SCOPE model.
When I started story-spotting for Seeing Excellence, I used this template to jog memories of the "stars" I was showcasing. The template has the SCOPEs and various tools and models associated with the team disciplines. For example, brainstorming and affinity diagrams are shown with the KaleidoSCOPE because they are commonly used in early stages of team efforts. Likewise, 5-Why's is listed MicroSCOPE because it is a useful tool for root cause analysis. As it turns out, some of my colleagues have found the template a useful compendium of quality management tools, most of which are described in an excellent guide to these tools and models: Nancy Tague, The Quality Toolbox, 2d Ed. (Milwaukee: ASQ Quality Press, 2005).
Chapter 2, Find Opportunities: Practice the Art of the Question, introduced a one-page tool known as the Opportunity Summary. It frames "problems" in a positive light and starts the threshold planning for a team to show that the initiative is worthy of their effort. What are the origins of the opportunity? For example, does it involve policy or processes? Was the opportunity discovered using data in existing measurement systems? Or was there a customer service problem that illuminated it? What's known so far about about the potential benefits and possible costs of the initiative? What are the potential barriers to change? Who are the stakeholders?
One-Page Negotiations Planning Worksheet
Chapter 10 of Seeing Excellence highlights negotiation as an essential skill of lateral leaders of teams. This worksheet is aligned with that discussion and the Fisher, Ury, Patton book on Getting to Yes. The worksheet includes planning questions, tips from Ury's Getting Past No, and a sample worksheet addressing planning with respect to negoitation of indemnification of limitation of liability clauses. This worksheet has been used by the author NIGP's Legal Aspects in Public Procurement course.
Chapter 8 of Seeing Excellence covers risk and change management in the context of procurement. This companion risk and change management tool has a four-quadrant analysis and risk management questions to help a team work through the steps in risk management. The flip side of risk management (and of the form) is change management. The tool uses the John Kotter and Heath brothers models, along with the force field chart, to help a team work through the elements of successful change management. This tool was used at the 2017 annual conference of the California Association of Public Procurement Officials.
Effective Meetings Brochure
This is a tri-fold brochure that has tips for effective meetings. Many of these concepts were carried forward into Seeing Excellence's chapter 4, Step to Their Side Often: Help Mold and Promote the Team.
SCOPE Agenda (Word)
Meetings are the linchpin of continuous improvement efforts.
SCOPEVision Icebreaker Slides with SCOPEs
We refer in the meeting brochure above to an icebreaker using scopes as visual images used by meeting participants to discuss their strengths and weaknesses in projects. These three PowerPoint slides have been used in the past for that kind of an icebreaker: one slide has business concepts with the scopes, the other two add business concepts and then the chapter titles from Seeing Excellence. In general, I used the slide without the business concepts descriptions in meetings and presentations and asked attendees before showing them to think of any project -- a procurement project, family reunion, picnic for example -- that they have planned. Attendees were asked to think of their strengths in planning those. Maybe think of their weakness they need help with. Which scope represents their strength and weakness? Then go find someone else with one of your slides, introduce yourself, and discuss why you picked your scope(s).
The slides include clip art images for each scope and animation examples. The images can be copied and used for developing your own PowerPoint presentations.
A possible introductory PowerPoint on SCOPE and quality improvement in general.
A one-page synopsis of the SCOPEVision tools. This was the basis for organizing the interviews of the team leads that are showcased in Seeing Excellence.
This business card-sized PDF file depicts the elements of improvement. Put one in your wallet and pass them out to others on your team. It is an easy way to remember how to organize the elements of improvement initiatives. Try peeking at the card during a meeting and see if it gives you ideas on what kinds of questions to ask. Better yet, use the card when creating meeting agendas.
The page is 8.5" x 11" (portrait orientation) and has been formatted for use with Avery Product 8873 (10 per sheet business cards 2" x 3 1/2"). In Adobe at the print menu, do not select expansion or shrink options like "Shrink oversize pages to paper size" or "Auto-rotate and Center" or other paper scaling options. Print in color for best results.
A formatted tri-fold PDF brochure (requires Adobe) that describes the SCOPEVision tools.
These Web sites, that include the American Society for Quality, are useful for organizations considering quality or continuous improvement ideas.
Copyright © 2004-2018 Richard Pennington. All Rights Reserved. Email SeeingExcellence@gmail.com.