Module Objectives
Understand the five preparatory steps required prior to running the Business Value Assessment Workshop:

  1. Select an appropriate business unit to participate
  2. Identify the right workshop attendees
  3. Communicate with the workshop attendees
  4. Run the optional pre-workshop call
  5. Manage the logistics for the workshop


1: Select an Appropriate Business Unit to Participate

When selecting the business units to conduct your value assessments, there are set of considerations we recommend you take into account. The business unit should:

  • Be a single operating unit rather than a whole business (e.g. a single call centre, a single retail store, a single manufacturing plant etc.)
  • This is because you will often need to model the demand and workforce profile which is detailed enough at the operating unit level
  • For example, different call centres, often different demand and workforce profiles and therefore need to model separately for the purpose of this work
  • Have a business leader who is committed to the work who will be an advocate for workforce agility (at least in the first few cases)
  • Be representative of your wider organisation, i.e. not an outlier business
  • Have the capacity to be involved in the workshop and its associated work

[If this is the first time you are running the process, it is important to find a business unit that the management team are interested in and excited about]

2: Identify the right workshop attendees

To get the most out of the workshop and the business value assessments, we recommend, that you have the following knowledge/participation at the seminar:

  • Someone who is a leader in this business unit and understands the strategic agenda of this area and has the decision power to implement changes (e.g., head of business unit)
  • Someone who is an operational lead with line management responsibilities in that business (e.g. operational manager)
  • Someone who understands financial impact to the business and has access to financial, cost and performance data (e.g. finance manager)
  • Someone who understands the HR policies and employee agenda for that unit (e.g. HR manager)
  • Someone who has analytical capabilities to build a model to estimate benefits case (e.g., analyst)
  • Someone who is going to have the capability on an ongoing basis to facilitate future workshops in multiple areas/units across your organisation
3: Communicate with the workshop attendees

The workshop attendees need to know and do the following:

  • All participants need to know the date and time of the workshop and the pre-workshop call [see sample email below]
  • The business leader should be sent the 1-page template on business priorities which is to be completed and sent back in time to be printed for the workshop [please see materials B2]
  • As many participants as possible should attend the pre-workshop call, especially the analyst who may need more information on how to model the benefits

Sample Email (Click to enlarge – Slide A3, no. 10 of the Post Seminar Toolkit)


4: Run the optional pre-workshop call

There may be a need to run a pre-workshop call to check the right business unit and participants have been selected. If you feel confident that is the case, there may be no need to run this pre-workshop call. You may also find it useful to run the call in order to give some background and context for the participants or to go through the quantification module if participants are less accustomed to modelling.

  • Send out pre-workshop call slides to participants of the pre-workshop call [please see supporting materials file – section A]

Agile Future Forum Toolkit

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Step 1 Preparation

Get Started

Step 2 Workshop Toolkit

Agile Working Toolkit

Step 3 Quantification

Quantification process

Step 4 Follow Up

Toolkit follow up