A simple, practical framework for assessing how well your organisation has thought through all aspects of their BAU work and change projects.

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Introduction to
G-CHECKS
A holistic strategic
planning framework
Stephen Bounds
Executive, Information Management

2. Cordelta 2Cordelta 2
G-CHECKS methodology
• Holistically examines projects, initiatives or systems
• Maps a logical path from design choices to outcomes
• Ensures that value is justified separately from implementation
• Establishes common ground
• Simplifies and enhances targeting of messages to the right
stakeholders

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DESIGN ACT MEASURE
Principles
Objectives
Norms
Roles &
Responsibilitie
s
Goals
Strategies
Benefits

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APPROACHAIMSPEOPLE Principles
Objectives
Norms
Roles &
Responsibilitie
s
Goals
Strategies
Benefits

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A. Define aims of initiative/project
• Objectives (why?)
• eg improved customer service satisfaction
• Goals (what?)
• eg self-service online portal
• Benefits (how measured?)
• eg 20% reduction in client complaints
AIMS
Objectives Goals Benefits

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B. Agree on approach
• Principles (consensus on value)
• eg single point of truth for corporate records
• Strategies (consensus on effort)
• eg implement an electronic document and records
management system (EDRMS)
APPROACH
Principles Strategies

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C. Identify cultural/people factors
• Norms (how things are done)
• eg teams prefer to operate independently
• Roles & Responsibilities (who does what)
• eg information curator to identify important assets
for central cataloguing
• Misalignment of principles & strategies with
organisational culture can derail a project
PEOPLE
Norms
Roles &
Responsibilitie
s

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Want to know more?
Contact stephen.bounds@cordelta.com