A Plan for a Learning and Virtual A Plan for a Learning and Virtual Presence with Presence with

Hamilton’s SolutionsHamilton’s Solutions

Past ConsultingPast Consulting ProjectsProjects Drew UniversityDrew University UCLA Medical CenterUCLA Medical Center Children’s Institute Int’lChildren’s Institute Int’l City of HopeCity of Hope Chicago Public SchoolsChicago Public Schools Catholic Diocese of Catholic Diocese of

Northwest IndianaNorthwest Indiana City of Los AngelesCity of Los Angeles

Typical Project GoalsTypical Project Goals Customized client evaluationCustomized client evaluation Develop a primacy of the wholeDevelop a primacy of the whole Flexibility of organizational designFlexibility of organizational design Create a language of learning with Create a language of learning with

partnerspartners Accessibility of strategic partnersAccessibility of strategic partners Develop a model for generative Develop a model for generative

conversation and coordinated actionconversation and coordinated action Expansion into new marketsExpansion into new markets

Learning OrganizationLearning Organization System Model (whole vs. sum of System Model (whole vs. sum of

parts)parts) Personal Mastery (leadership Personal Mastery (leadership

and followership: and followership: empowerment)empowerment)

Mental Models (innovation)Mental Models (innovation) Shared Vision (co-development)Shared Vision (co-development) Team Learning (cooperation, Team Learning (cooperation,

dialogue, relationship building)dialogue, relationship building)

CollaborationCollaboration Essential part of today’s business environmentEssential part of today’s business environment

Benefits such as cost savings, increased Benefits such as cost savings, increased productivity, flexibility and customer loyaltyproductivity, flexibility and customer loyalty

Strategic business partners canhave access to Strategic business partners canhave access to enterprise data and decision-support toolsenterprise data and decision-support tools

Enhance business activities in the partner Enhance business activities in the partner organizationsorganizations

Planning InitiativesPlanning Initiatives Assess risksAssess risks

Form project teams with well-defined scopeForm project teams with well-defined scope

Engage advisorsEngage advisors

Address issuesAddress issues ResourcesResources InformationInformation ProjectProject

Set objectivesSet objectives

Explore Strategic Explore Strategic InitiativesInitiatives

Merge strategic partners with vision of Merge strategic partners with vision of Hamilton’s Hamilton’s SolutionsSolutions

Leverage core competenciesLeverage core competencies

Choose transformation toolsChoose transformation tools

Conduct value chain analysisConduct value chain analysis

Determine:Determine: Requirements for successRequirements for success ResponsibilitiesResponsibilities Decision rightsDecision rights

Costs and PerformanceCosts and Performance Mnimize activity costsMnimize activity costs

Project more accurate future costsProject more accurate future costs

Measure performanceMeasure performance ExistingExisting FutureFuture Cost of poor performanceCost of poor performance

Benchmark costs/performanceBenchmark costs/performance

Cost/Profit Analysis Cost/Profit Analysis (Estimates)(Estimates)

Identify risks (financial, opportunity, political)Identify risks (financial, opportunity, political)

Asset valuesAsset values

““Make” total costsMake” total costs

““Buy” total costsBuy” total costs

Pricing modelsPricing models

Final target audiencesFinal target audiences

Negotiate TermsNegotiate Terms Find common ground on high-level issuesFind common ground on high-level issues

Negotiate a scope beneficial to all Negotiate a scope beneficial to all stakeholdersstakeholders

Determine group performance standardsDetermine group performance standards

Human Human ResourcesResources

Transition ResourcesTransition Resources Adjustable team rolesAdjustable team roles

Merged transition plansMerged transition plans

Collaborative communication plansCollaborative communication plans

Human resource schedulesHuman resource schedules

Design for cooperative efficiency Design for cooperative efficiency factorsfactors

Manage RelationshipsManage Relationships Identify and adjust to management stylesIdentify and adjust to management styles

Create oversight councilCreate oversight council

Meeting agendasMeeting agendas

Meeting schedulesMeeting schedules

Performance reportsPerformance reports

Build relationshipsBuild relationships

Intranet / Intranet / ExtranetExtranetTools for virtual communicationTools for virtual communication

Communication ModelCommunication Model Extended to authorized users outside Extended to authorized users outside

the organizationthe organization

Access to its internal data is limited Access to its internal data is limited and remains secureand remains secure

Extranet user can view or interactExtranet user can view or interact

Utilize standard internet protocols Utilize standard internet protocols (TCP/IP)(TCP/IP)

UtilizationUtilizationBusiness partners can utilize theBusiness partners can utilize theHamilton’s Solutions’ infrastructure toHamilton’s Solutions’ infrastructure toshare information in areas such as:share information in areas such as:

Design and developmentDesign and development

MarketingMarketing

MeetingsMeetings

ProductionProduction

SchedulingScheduling

CommunicationCommunication

BenefitsBenefits Information sharingInformation sharing

Document sharingDocument sharing

Repository for vital informationRepository for vital information

Project collaborationProject collaboration

Discussion boardsDiscussion boards

Work LogsWork Logs

Communication Plan Communication Plan RisksRisks

ExpenseExpense hardware, software, maintenance, etc.hardware, software, maintenance, etc.

SecuritySecurity sensitive information, hacking, virusessensitive information, hacking, viruses

Personal contactPersonal contact face-to-face, people-company, loyaltyface-to-face, people-company, loyalty

My Communication My Communication Project PlanProject Plan

Establishment of partner/vendor relationsEstablishment of partner/vendor relations

Verification of hardware/software compatibilityVerification of hardware/software compatibility

Implementation of security measuresImplementation of security measures

Establishment of external linksEstablishment of external links

Web interface designWeb interface design

Installation of applicationsInstallation of applications

Project JustificationProject JustificationEliminate staff to

reduce annual salaries, insurance and liability costs

Expand consulting services to be able to

reach a large audience and increase our

client base

Show our clients that we are capable to dynamically

change with the times and be current with technologies

Deliver quicker service to our current customers by utilizing the medium

of the Internet

Website Project PlanWebsite Project Plan Research and selection processResearch and selection process

Manage the critical pathManage the critical path

Business partner/client involvementBusiness partner/client involvement

Coding of a web site Coding of a web site

Uploading and maintaining the siteUploading and maintaining the site

Select Select Providers/PartnersProviders/Partners

Set qualificationsSet qualifications

Establish evaluation criteriaEstablish evaluation criteria

Identify potential providersIdentify potential providers

Screen providersScreen providers

Draft Requests for ProposalsDraft Requests for Proposals

Evaluate ProposalsEvaluate Proposals

Key Considerations for Key Considerations for WebsiteWebsite

Involvement with partners/clients Involvement with partners/clients throughout the processthroughout the process

Check points along the way to ensure Check points along the way to ensure correct strategic fitcorrect strategic fit

Test with target group for evaluation of Test with target group for evaluation of the site: layout and navigationthe site: layout and navigation

Ongoing maintenanceOngoing maintenance

E-Business E-Business PlanningPlanning

Potential E-Business Potential E-Business Project Plan Project Plan

(components)(components) Research:Research:

Competitor analysisCompetitor analysis Select target group for testingSelect target group for testing

Coding:Coding: Navigation planningNavigation planning Webpage linksWebpage links

Testing:Testing: Report and fix bugsReport and fix bugs

Go-Live:Go-Live: Upload websiteUpload website

E-Business Budget and Cost E-Business Budget and Cost AnalysisAnalysis

Estimated preliminary budget $10,000Estimated preliminary budget $10,000

Outsourcing initiativesOutsourcing initiatives

Specialists in areas of core strengthsSpecialists in areas of core strengths

One time feesOne time fees

On-going feesOn-going fees

ConclusionConclusion Hamilton’s Solutions will develop a Hamilton’s Solutions will develop a

prototype for feasibility analysis and prototype for feasibility analysis and transformational learning.transformational learning.

The results of this analysis will help The results of this analysis will help tease out the requirements for tease out the requirements for collaboration and create a platform collaboration and create a platform for breakthrough thinking.for breakthrough thinking.