Simple templates on presenting Project with action learning

1. INTERNAL USE ONLY © 2023 SHRM. All Rights Reserved 1
Make this for the case allocated to your team
Identify a few important observations ( Challenges faced
and solutions ) which really worked.
Consider actions taken and similarities of Intent ( why
the change / action was needed), changes made,
process that were used and measures of success
observed in the case and compare to Persistent. Many
of these pieces of information may not be apparent ;
please make the effort to find them out.
Issue
faced
Intent and
action
Process
Measures
of
success
Top 3 Aspects that you believe can be applied to
your organization. How.
Reference Case : As assigned to you
Roadmap for
implementation
Business case :
Cost benefit
Dependencies :
Does someone
else have to do
something or
give us some
resources so we
are successful
Success Metrics
: How will we
measure
success
• Pitch to the
CFO/Business
• Near Term
• Long Term Measures

2. INTERNAL USE ONLY © 2023 SHRM. All Rights Reserved
SAMPLE TEMPLATE ONLY : PLEASE ENSURE ONE SLIDE ONLY
2
Entity Learning relevant from
Case ( description)
Similar Challenges Similar actions /
Initiatives
Business Unit in Persistent Example : In the case, one
common PHRASE is used
to drive the entire initiative
eg. “Bo Le”
Multiple initiatives for
similar improvement being
run under multiple names.
Created one branding and
standardized
communication bringing all
programs under one
umbrella program called
“Change to grow”

3. INTERNAL USE ONLY © 2023 SHRM. All Rights Reserved
Roadmap for
implementation
Map attrition data
and data for rehire
and retraining
costs
Compare data for
rehire and retrains
costs with
proposed retention
payouts total costs
Fine tune payouts
per quarter to
match average
cost of rehire and
retrain per quarter
Launch pilot in
control group of a
team
Measure results
Seek approvals
and scale /
replicate
Business case : Cost
benefit
Set expectation
with CFO and
Business that this
will be a net cost
neutral program
Present to them the
numbers and approach
used to cost out
payouts and rehire and
retrain costs.
Demonstrate quarterly
cash outflows and
savings
Dependencies : Does
someone else have to
do something or give
us some resources so
we are successful
Seek approval
formally to launch
pilot
Get Finance to
provision for the
payouts and set a
process to get signoffs
on savings from CFO
Success Metrics : How
will we measure
success
Retention Metrics
Cost Saved signoffs
formally approved
Self funded retention plan proposal