Week 4: Consolidate the Data + Prepare for the Scale-up Workshop

Week 4

Consolidate the Data &
Prepare for the Scale-up Workshop

You are nearing the end of the 30 days. The time has come to help the team get ready for handing back to the leaders.  Like every journey, the last experience is what will stick in the travellers’ memories. So, you want to make the Scale-up  Workshop count.

Your Mission This Week

Preparatory meeting with the team

Last week, you scheduled a 90-minute meeting with the team to help them prepare for the Scale-up Workshop. Several leaders will be in attendance at the Workshop, and the team will use the Scale-up Workshop to help these leaders make decisions and commitments that will help amplify the work of the team.  

Below is a summary on the preparatory work the team will need to do for each of the agenda items of the Scale-up Workshop. 

Agenda items:

  1. Share and celebrate – Prepare a creative way to showcase the team’s achievements and lessons learned.
  2. Complete the Project – If needed, prepare a work plan with tasks to be done in the coming weeks to tie up loose ends on the project.
  3. Sustain the Gains – Prepare recommended actions that leaders can commit to, that would increase the odds that the impact achieved in the past 30 days would be sustained.
  4. Map the Way Forward – Prepare a recommendation to leader on whether to “reset” (continue to work on the same focus area in the next 30 days), “build” (shift 30-Day project work to a related focus area), or “scale” (replicate this 30-Day project in multiple locations).
  5. Reflect and Close-out – The team does not need to prepare for this agenda item. 

Revisit the Deep Dive from last week for more details. Prepare the team for the Scale-up Workshop

Meet with the Team leader and sponsor

Meet with the team leader and the sponsor to consolidate the data and prepare for the Scale-up Workshop.

Go over the objectives and the agenda of the Scale-up, adjust these as needed, and check to see where the leaders need support in facilitating the sessions. One option will be to ask the Sponsor to facilitate the session on developing sustainability recommendations. 

Here are some questions to go over with the them in preparation for the workshop:

  • How close will the team be to achieving its goal? Be sure to find ways to highlight the difference between the baseline and the current performance rather than dwell on the possibility that the team may be a few percentage points short. 
  • What questions would help elicit the most memorable experiences from team members? The most impactful moments or ideas? 
  • Aside from the sponsor, are there other leaders we may want to invite to participate in the workshop? 
  • Which segments of the agenda do the team leaders feel comfortable leading? What support do they need to prepare for this? 
  • Timing and venue for the workshop, including who will handle the invitation and logistics.
  • How will we appreciate the team’s work and celebrate the results achieved?
Meet with the Sponsor

Set up a meeting with the sponsor for early next week to prepare them for their role in the Scale-up Workshop and give them a sense of the decisions that need to be made to ensure the team’s ideas and suggestions are actioned.  See the Deep Dive on Prepare the coach for the Scale-up below as background for this discussion.

Preparing for Next Week (Week 5)

Next week, you and the team leader (and sponsor) will facilitate the Scale-up Workshop.  The leaders also have to make certain decisions about the scale-up after the 30 days. To prepare you for this, two Learning Deep Dives are provided.

Guidance on Facilitating the Scale-up Workshop. This starts with a recap of the workshop overview you covered last week.

Coach the Sponsor for the Scale-up. Their participation in the workshop and the decisions to be taken after the Workshop.

Weekly Assignment