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The POINTER Cycle
for getting someone successfully started doing anything
Created 2012

by Tom Curtis

Blog: www.onimproving.blogspot.com

Presentations: www.slideshare.net/onimproving 

Email: ideamerchants@gmail.com

Twitter: @onimproving
We create waste when we do a poor job
 getting people started doing something new
 to them. It hurts in both visible and invisible
ways. What follows is a simple routine to help
  us do a better job and create greater value.
Prepare
Orient
                         Include
                          Need
                          Train


 Include
  Need
   Train       Prepare
               Orient
                                   Ensure
                                   Restart


    Ensure       Enter

     Restart
Prepare-get ready
yourself       the environment
the process        the team
the material      the supplies
the calendar     your patience
Orient-get aligned and
 get the learner facing
  the right direction
  do introductions
 provide an overview
establish expectations
preview the process
 answer questions
Include-get involved
       copy on email
     invite to meetings
        have shadow
  involve in conversations
 give information and files
      have discussions
Need-get required

     give assignments

      set deadlines
Train-get capable
    demonstrate
     allow to try
       feedback
     allow to try
       feedback
     allow to try
     joint debrief
 establish next steps
Ensure-get right
 assess understanding
      assess ability
     assess attitude
 set plan to close gaps
 build review process
  get on the calendar
Restart-get closure
  and get moving on
       review the process
  provide and receive feedback
recognize what could be improved
       set plan to improve
       start another cycle

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The POINTER Cycle

  • 1. The POINTER Cycle for getting someone successfully started doing anything
  • 2. Created 2012 by Tom Curtis Blog: www.onimproving.blogspot.com Presentations: www.slideshare.net/onimproving  Email: ideamerchants@gmail.com Twitter: @onimproving
  • 3. We create waste when we do a poor job getting people started doing something new to them. It hurts in both visible and invisible ways. What follows is a simple routine to help us do a better job and create greater value.
  • 4. Prepare Orient Include Need Train Include Need Train Prepare Orient Ensure Restart Ensure Enter Restart
  • 5. Prepare-get ready yourself the environment the process the team the material the supplies the calendar your patience
  • 6. Orient-get aligned and get the learner facing the right direction do introductions provide an overview establish expectations preview the process answer questions
  • 7. Include-get involved copy on email invite to meetings have shadow involve in conversations give information and files have discussions
  • 8. Need-get required give assignments set deadlines
  • 9. Train-get capable demonstrate allow to try feedback allow to try feedback allow to try joint debrief establish next steps
  • 10. Ensure-get right assess understanding assess ability assess attitude set plan to close gaps build review process get on the calendar
  • 11. Restart-get closure and get moving on review the process provide and receive feedback recognize what could be improved set plan to improve start another cycle