This document provides guidance on ensuring sufficient resourcing for projects. It outlines top signs that resourcing is insufficient, including lack of goals/planning, training, filling key roles, and communication. Insufficient resourcing can lead to stalled progress, unrealized objectives, low quality processes and no improvement. The document recommends creating a compelling business case that identifies stakeholders, issues, outcomes without change, proposed solutions and goals to motivate allocating proper resources. It also suggests campaigning for resources by utilizing advocates, promoting progress made, and identifying challenges, as well as motivating teams and harnessing existing resources more efficiently.

1. How to ensure
sufficient resourcing.
Kate Smith,
Customer Success Manager

2. The challenge.

3. Why is the right
resourcing important?

4. Top 5 signs.
• Expectations and goals have not been
set/no plan
• No training to employees is offered
• Key roles are not filled, & LC is less
than 25-50% of their time
• Silo’d dept usage/frozen rollout
• No regular forums or comms

5. Why it matters.
• Stalled progress
• The why will not be realized
• Low quality processes
• Improvement will not happen
• Empower Employees for real
change

6. Additional resource.

7. Create a compelling
business case.
Create a compelling business case.

8. Key elements.
• Identify the right decision
maker
• Highlight the issue
• Paint the outcome with no fix
• Propose solutions
• Detail the ideal end goal
• Go back to the ‘why’?
• Include initiatives, strategies &
pain points
• Back your case with stats
• Who, where, what, how?

9. Client example – Auto & General Holdings

10. NOVEMBER 17 DECEMBER JANUARY 18 FEBRUARY MARCH APRIL MAY JUNE
PROMAPP & PROCESS GOVERNANCE
MILESTONES ROADMAP
✓ Establish framework
✓ Refine Governance Standards
& Guidelines
✓ Establish Group of Process Champions
✓ Train Process Champions
✓ Select pilot areas
✓ Define processes for each area
in the pilot
✓ Implement Promapp
✓ Complete Risk Assessment
✓ Define requirements
✓ Run kick-off meeting
✓ Conduct information
sessions/demos
✓ Agree on pilot process group(s)
✓ Find Process Champion volunteers
✓ Single Sign On (SSO) installed
✓ Enlist new business areas to
commence writing processes
✓ Conduct information sessions for
users across the business
• Setup Process Governance
Committee
• Conduct first Committee meeting
✓ Provide support to Process
Champions and SMEs
• Second a volunteer to work as
the Group Process Champion
✓ Develop Business Case for FTE role
for business planning
✓ Define roles for writing and
reviewing processes
• Share the work done by
Process teams with Users
• Role out more Process
Champion training
✓ Process Champions commence
pilot processes
✓ Risk and Compliance involved in
development and approval process
✓ Run workshops to identify
process groups
• Refine framework
• Setup Process Champion Group
regular meeting
✓ Add glossary terms from
various areas
• Conduct roadshow and launch
option to use SSO
• Demonstrate benefits from
pilot group to Directors
• Share the work done by
Process teams with Users
• Advertise FTE role for Group
Process Champion
Assumption: Business units devote resources as required.
✓ Task has been completed/ongoing/has commenced
• Upcoming task

11. Campaign for resources.
• Identify your advocates & utilize
them
• Promapp PR
• Promote the progress already made
• Identify issues/challenges
• Stand strong at the grass roots

12. Efficient resource.

13. Motivate.
• ‘WIIFM’ – What’s in it for me?
• Harness manager’s priorities
• Team engagement strategies

14. Smarter hours.
• Carve out time
• Harness the right people
• Keep track of progress
• Incorporate Promapp in
existing processes

15. Smarter hours.
• Utilise summer interns
• Training video
• Set up office hours
• Make it easier

16. Right resource.
• Official v unofficial resource
• What makes the ‘right’ person?

17. Senior leadership.
• Investing upfront
• Top down endorsement
• CEO comms

18. Conclusion.

19. Questions?