The document outlines a 5-phase process optimization workflow that drives change and innovation through identifying ideas, establishing stakeholders, drafting action plans, executing plans, and reviewing outcomes. Phase 1 involves proposing ideas and estimating costs/benefits. Phase 2 establishes ownership and decides whether to proceed. Phase 3 involves drafting and agreeing to action plans. Phase 4 executes action plans. Phase 5 reviews results and celebrates successes or lessons learned.

1. Process optimisation (idea management) workflow
Drive change and innovation

2. Optimize process workflow
Process
optimisation
idea proposed
Stakeholders
are identified
Initial costs &
benefits are
estimated
Proposed
ownership is
established
Go
forward
?
Action plan
agreed
Action plan
executed
Action
reviewed for
closure
Reflection of
lessons learnt
Celebrate
success &
communicate
YES
Archived
On hold
(Kanban)
Should
we
revisit?
NO
YES NO
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
Action plan
drafted
Do we have the
capacity to
proceed?
PLACE ON
HOLD for
review
NOYES

3. Project
identification
Agree action
plan
Execute
action plan
Activity plan
conclusion
Celebrate
success &
lessons learnt
eR
A
C
I
❑ Identify idea
❑ Identify impacted
stakeholders
❑ Identify and
agree core
benefits
❑ Approve, reject,
or archive idea
If approved
❑ Assign ownership
1 2 3 4 5
❑ Agree key
activities
❑ Agree activity
owners
❑ Agree start &
finish date
❑ Lock-down
benefits analysis
❑ Mobilise
resources &
communicate
commencement
❑ Activity 1
❑ Activity 2
❑ Activity 3
❑ Activity 4
❑ Activity 5
❑ …
❑ …
❑ ….
❑ Confirm with all task
owners that activities
are concluded
❑ Review results (debrief)
❑ Re-open or escalate
actions if outstanding
items or doubts are still
present
❑ Communicate results
through the company
❑ Contact team leads to
solicit endorsements for
participation
❑ Endorse colleagues for
contribution
Optimize process framework
Employee
Team lead
Division lead
Team lead
Division lead
Managing
Director
Division Lead
PE Partner
Team Lead
Division Lead
Division Lead
Team lead /
PE Partner
Managing
Director
Team lead
Division Lead
PE Partner
ALL
PE Partner
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5