Position Matrix Workshops

Systems and Procedures Documentation Plus

Facilitation Tasks and Master Checklist

Phase 2. Position Matrix Workshops

Party Responsible	Task #	Task Description	Notes	Projected Completion	Actual Completion
Client Facilitator	7	Schedule Workshop(s). Resources: Position Matrix Information Workshop Handbook Time Frame: To start no later than 3 weeks of signed proposal.
Administrator	8	Assemble and Distribute Workshop Materials. Resources: Tools & Processes Worksheet Tools & Processes Checklist Introduction to the Position Matrix Time Frame: To be completed within one day upon receipt of employee list.
Facilitator	9	Conduct Workshops. Time Frame: Workshops take 1 hour and 45 minutes to conduct with 30 or fewer attendees.
Administrator	10	Process Position Matrices. Time Frame: Depending on employee count 5-10 days from day of receipt.
Facilitator Administrator	11	Critique Position Matrices. Time Frame: Depending on employee count 5-10 days from day of receipt.
Client	12	Return Proof Version of Position Matrices to Participants. Time Frame: Depending on employee count 5-10 days from day of receipt.
Client	13	Employees review and OK Position Matrices. Time Frame: Depending on employee count, 5-10 days from day of distribution.
Administrator	14	Process Proof Version Position Matrices. Time Frame: Varies based on employee count and changes 2-10 days.
Client Facilitator	15	Schedule Key Impact Review Workshop(s). Time Frame: One week after all Proof Versions of the Position Matrices are received and revised.
Client Facilitator	16	Conduct Key Impact Review Workshop(s) . Time Frame: Workshops take 1-2 hours depending on participant.
Administrator	17	Process Position Matrices after Key Impact Review. Time Frame: Depending on employee count, 5-10 days from day of distribution.
Client	18	Distribute "Final" Position Matrix to each employee . Time Frame: Two to five days of receipt of Key Impact Review.
Client	19	Sign Position Matrix. To be signed at the Key Impact Review after all Key Impacts have reviewed.

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