The document contains various editable templates for assessing current states and desired future states in a business context, including corrective actions, stakeholder involvement, and training needs. It outlines performance indicators, phases of development, and methods for addressing gaps in organizational processes. Additionally, it emphasizes the importance of adaptability in presentation materials to effectively engage audiences.

1. As Is To Be
Your Company Name

2. Template 1
Your Text Here
Current State Target State
Corrective
Action
Priority Owner Due Date
Business/
Quality Context
Text Here Text Here Text Here Text Here Text Here Text Here
Stakeholder/
Users
Text Here Text Here Text Here Text Here Text Here Text Here
Data Processes Text Here Text Here Text Here Text Here Text Here Text Here
Tools/Techniques Text Here Text Here Text Here Text Here Text Here Text Here
Team Training Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
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2

3. Template 2
Current State Future State Gap
Actions To Close
Gap
What What Happen? What Should It Look Like? What Is Different?
What Will Be Done To
Address The Gap?
Where Where Is The Confusion? Where Will It Change? Where Will It Be Different? Where Will It Be Addressed?
When When Is It Done? When Will It Change?
When Are The Differences
Needed?
When Will It Be Addressed?
Who Who Does The Work? Who Will Do This?
Who Will Identify And
Validate The Gap?
Who Will Makes The
Decision And Complete It?
How How Is It Sequenced?
How Will It Be Timed And
Resourced?
How Will The Gaps Be
Improved?
How Will It Be Rolled Out?
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3

4. Template 3
Knowledge/
Skill Area
Observation Interview Documentation
Current
State
Desired State Gap
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here Text Here
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Data Collection Analysis
4

5. Template 4
Categories/Sub
Categories
Current State Phase I Phase II Phase III Future State
Theme/Purpose Text Here - Text Here - Text Here
Organization Text Here - Text Here - Text Here
Training Text Here - Text Here - Text Here
Compensation Text Here - Text Here - Text Here
Metrics/Measures Text Here - Text Here - Text Here
Events Text Here - Text Here - Text Here
Milestones Text Here - Text Here - Text Here
Dependencies Text Here - Text Here - Text Here
Approval Text Here - Text Here - Text Here
Communications Text Here - Text Here - Text Here
Cost Text Here - Text Here - Text Here
Benefit Text Here - Text Here - Text Here
Investment Text Here - Text Here - Text Here
Infrastructure Text Here - Text Here - Text Here
Vendors Text Here - Text Here - Text Here
People
Finances
Timing
Process
Technology
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5

6. Template 5
Current State KPIs
Phase I
Business Driver: Lower Transaction
Processing Costs; More Efficient Pricing
Phase II
Business Driver: Increased B2B And Direct
Web Business; Improved Processing
Efficiency
Phase III
Business Driver: Capture Market Share
With Pricing And Processing Efficiency;
Increase Volume And Improved Margins
Future State KPIs
▪ Web Volume/Month 4K
Maximum
▪ B2B Data Load Time 14 Hours
Per File
▪ Form Processing Volume
Maximum 130K/Month
▪ Text Here
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▪ Web Volume/Month 40K
Maximum
▪ B2B Data Load Time Less
Than 1 Hours Per File
▪ Form Processing Volume
Maximum 160K/Month
▪ Market Share 59%
▪ Sales $0.96b
▪ Gross Margin 20%
▪ Text Here
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▪ Market Share 65%
▪ Sales $1.4b+
▪ Gross Margin 45%
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7. As Is To Be Icons Slide 7

8. Additional Slides

9. Strategy
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Mission
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Vision
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Our Mission

10. Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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Our Team 10

11. About Us
Target Audiences
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Preferred By Many
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Values Client
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12. Comparison
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Facebook TwitterLinkedIn
70% 54%65%
12

13. Financial
40% 45% 50%30%
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Financial 02
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Financial 03
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Financial 04
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Financial 01
13

14. Clustered Column
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it and
select “Edit Data”.
40
30
25
45
0
10
20
30
40
50
Jan Feb Mar Apr
YourTextHere
Product 01
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it and
select “Edit Data”.
15
32
48
40
0
10
20
30
40
50
Jan Feb Mar Apr
YourTextHere
Product 02
14

15. Bubble Chart
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
20
60
30
40
75
55
80
90
10
20
30
40
50
60
70
80
90
100
10 20 30 40 50
Profit(InSales)
Product 01 Product 02
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16. Address:
# street number, city, state
Contact Numbers:
0123456789
Email Address:
emailaddress123@gmail.com
Thank You