Cultural Engagement for Succe

Toolbox
Name
Table of Contents
Title Page
Value Generation Partners
Publications

Set the Culture Strategy

Charter
Stakeholder Plan
Communication Plan
RACI Matrix
Contact List
Understand the Current Culture
Assessment
Consider the Culture Gaps
No Templates
Create the Culture Plan
Action Plan
Adoption Plan
Training Plan
Alignment Matrix
Risk Plan
Execute the Culture Plan
Meeting Agenda and Minutes
Issue Plan
Status Report
Sustain Cultural Engagement
Succession Plan
Salute Cultural Engagement
No Templates
 Cultural Engagement for Success
Toolbox
TableDescription
of Contents
Link to Cultural Engagement for Success Toolbox Title Page
Link to Value Generation Partners' website
Link to Spotlight page on Lulu.com for Value Generation Partners' Publications

Set the Culture Strategy

Template to document cultural engagement charter/contract information
Template to document and manage cultural engagement stakeholders
Template to document and manage cultural engagement communications
Matrix-style template to create a RACI matrix (Responsible, Accountable,
Consulted, Informed)
Template to document a list of cultural engagement project members and
stakeholders
Understand the Current Culture
Template to assess the current culture
Consider the Culture Gaps
No Templates
Create the Culture Plan
Template to document a plan for managing cultural engagement activities
Template to document a plan for managing cultural engagement adoption activities
Template to document and manage a cultural engagement training plan
Matrix-style template to document a correlation between culture initiatives and culture eleme
Template to document and manage cultural engagement risks
Execute the Culture Plan
Template to document cultural engagement meeting agenda items and meeting minutes
Template to document and manage cultural engagement issues
Template to document, communicate, and manage cultural engagement
status reporting
Sustain Cultural Engagement
Template to conduct succession planning
Salute Cultural Engagement
No Templates
and culture elements

eting minutes
 Cultural Engagment for Success
Toolbox
Define Culture Create Culture Celebrate Culture
Rod Baxter

2016

Copyright 2016 by Rod Baxter

Cultural Engagement for Success Toolbox is companion to the
Cultural Engagement for Success Handbook. You may customize
these templates as appropriate for your use. However, without express
permission of Value Generation Partners, this toolbox may not be
forwarded to others or provided for use by others who have not
purchased the Cultural Engagement for Success Handbook, or
have not downloaded the toolbox from the download page on Value
Generation Partners' website.
Value Generation Partners, LLC
8083 San Vista Circle
Naples, Florida 34109
info@valuegenerationpartners.com
www.valuegenerationpartners.com
Table of
Contents
 Cultural Engagement Charter
Cultural Engagement Title Charter Date: Project Number:

Cultural Engagement Spo Cultural Engagement Leader:

CULTURAL ENGAGEMENT DETAIL

STRATEGY Describe culture strategy including planned culture type

GOAL SMART Goal (Specific - Measurable - Achievable - Relevan

SCOPE In Scope and Out of Scope

METRICS Metrics for Success (Primary and Secondary Metrics)

CONCERN
Issues, Risks, and Dependencies
S

APPROVALS Approval Date: Approved by:

 Cultural Engagement Stakeholder
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Who What Suppo How
Monitor
Influen Interes rt
Inform
Stakeholde Stakeholde ce t Neutra
Satisfy Strategy
r r's Role High/Lo High/Lo l
Manag
w w Agains
e
t
takeholder Plan Table of
Contents
Table of
Contents

Who When Other

Strateg Strateg Comment

y Owner y Date s
 Cultural Engagement Communicat
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Who What When Why
Owner Audience Topic Timing Intent
 Table of
Communication PlanContents
Table of

Where/How Other
Delivery Channel Comments
 Cultural
Engagement RACI
Cultural Engagement Leader:
Cultural Engagement Title:
Date:
Responsible - Accountable - Consulted - Informed
Role Role Role Role Role
Activity
Activity
Activity
Activity
Activity
Activity
Activity
Table of
Contents
 Cultural Engagement Contact List
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Last First Compan Office Cell Time
Title Role Location Email
Name Name y Phone Phone Zone

CONFIDENTIALL - Internal Use Only_x000D_Copyright - Diebold, Incorporated (2007) - All Rights Reserved_x000D_Revised: 8/23/2012 Owner: James Tornero_x000D_DNA-PS PMO 24a v2_x000D_13
 Cultural Engagement
Assessment
Select your years of service
Select your age group
Select function to which you report
Select your job level
Select your geographic location
Cultural
Question (Score 1 for strongly disagree to 5 for Shoul
Element As Is
strongly agree) d Be
s
Projects andneeds
Customers' initiatives are designed
and satisfaction with
are a customer
discussed focus
in every C
meeting C
I am able to speak directly with customers C
Customer satisfaction is considered top priority C
I am encouraged to build relationships with customers C
IAs
consider commitments
an organization, to our
we strive tocustomers as leader
be a market my topand
priority
stay C
ahead of our competition C
IProjects
strive toand
meet deadlines
initiatives andincommitments
result new, ground-breaking C
products/services E
II am
am encouraged
encouraged to
to find better ways of performing
recommend/develop my job
new products and/or E
services
As an organization, we search for the newest products and E
services E
I work in an environment where risk taking is encouraged E
Our leaders expect ownership and accountability by everyone E
My manager promotes ideas and risk taking E
My
Themanager expects
organization's hard work,
purpose ownership,
is clearly definedand
andachievement E
communicated L
The organization's vision is clearly defined and communicated L
Projects and initiatives support achievement of the vision L
The
The organization's
organization's mission is clearly
core values defined
are clearly and communicated
defined and L
communicated
Strategic goals and objectives are clearly defined and L
communicated
Progress toward strategic goals and objectives are clearly L
communicated L
Projects and initiatives support achievement of the strategies L
Strategies support the organization's purpose and vision L
I have enough information to perform my job L
I have the right tools to perform my job L
I receive necessary training to perform my job L
Our leaders provide thoughtful mentoring and facilitation L
Our leaders communicate about important issues clearly and
often L
My manager promotes teamwork L
My manager considers my well being and health as top priority L
My manager consults with me on critical issues affecting my job L
My
My manager
manager encourages
communicateshonest
aboutand open discussion
important issues clearly and L
often
I perform my work according to documented procedures and L
processes M
As
As an
an organization,
organization, we
we use known
promote and
use of recognized standards
structured problem M
solving
As an organization, we promote use of defined process M
improvement techniques
As an organization, we have a documented quality M
management system M
As an organization, we strive to be efficient and low cost M
Our leaders
As an use data
organization, and
we facts to
operate make
using decisions procedures
standardized M
and processes M
I use data and facts to make decisions M
I support and represent the organization's core values P
I am accountable for and measured on team-based results P
I am rewarded on team-based results P
I am accountable for and measured on individual results P
I am rewarded on individual results P
I value ideas and opinions of my associates P
I have career advancement opportunities available to me P
I am provided training opportunities beyond my current job P
I am treated fairly and with respect P
I perform my job with pride P
I recognize and celebrate success P
I value teams and teamwork P
I value my associates' health and well being P
II value
clearlyachievement and my
understand how success
work contributes to the P
organization's success P
I am made to feel like an important asset P
I feel safe to express my ideas and opinions S
I have authority to make job-appropriate decisions S
I do not need management approval for most decisions S
I can go to my manager for help to solve problems S
Our leaders expect us to solve our problems S
Our leaders
As an have anwe
organization, open-door policy structure that supports
have a reporting S
progress and success S
I am expected to solve problems S
Our leaders are not involved in most decisions S
Our leaders allow associates to make many decisions with
autonomy
My manager allows me to make many of the decisions affecting S
my job S
Table of
Contents
 Cultural Engagement Action Plan
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Who What
Due
Change
Culture Transformation Activities Dat Status
Leader
e
Leadership support, involvement, and visibility Not Started
Culture change leaders identified and secured Not Started
Culture change team and resources identified an Not Started
Financial resources identified and secured Not Started
Technical resources identified and secured Not Started
Culture change assessment and gap analysis comNot Started
Culture change activities defined Not Started
Culture change communication plan defined Not Started
Culture change reason communicated Not Started
Culture change expectations communicated Not Started
Culture change impact communicated Not Started
Culture change benefits communicated Not Started
Culture change reason communicated Not Started
Purpose, vision, and mission defined and commu Not Started
Core values defined and communicated Not Started
Adoption plan defined Not Started
Training and skill development plan defined Not Started
Measurements for success defined Not Started
Change initiative Not Started
Change initiative Not Started
Change initiative Not Started
 nt Action Plan
Table of
Contents
Date:

Other

Comments
Not Started
Not Started
Not Started Processes
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started Scope Showstopper Submitted
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
 Cultural Engagement Adoption P
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Who What What When
Chang Chang Resistanc Resistan Culture Change
Stakeholde Due
e e e ce Adoption
r(s) Date
Leader Group Level Reason Activities
 Table of
Adoption Plan Contents

Date:

When Other

Status Comments

Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
 Cultural Engagement Training Plan
Cultural Engagement Leader: Date:
Cultural Engagement Title:
Analyze - Design - Develop Deliver - Evaluate - Adjust - Validate
Who What When Other Who When
Due Status Traine Participant Duratio
Owner Topic Date
Date Comments r (s) n
 Table of
raining Plan Contents

e - Adjust - Validate
How Other
Metho Results
d Comments
 Cultural Engagement Table of
Contents
Alignment Matrix
Cultural Engagement Leader: Date:

Cultural Engagement Title:

Culture
Elements

Entrepreneuri

Total Score
Leadership
Customer
Structure
Method

People
al
Culture Initiatives or Activities

Change initiative or activity 0

Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Change initiative or activity 0
Total Score 0 0 0 0 0 0 0
Table of
ontents
 Cultural Engagement Risk Pla
Cultural Engagement Leader: Date:
Cultural Engagement Title:
ProbabilitImpact:
Priority Score = Probability Sco
5 > 75% 5 = Critical
4 > 50% 4 = Severe High Priority Score (Red) - Respo
3 > 25% 3 = Major Medium Priority Score (Yellow) -
2 > 10% 2 = ModeraLow Priority Score (Green) - Res
1 > 0% 1 = Minor
Who When What Who
Date Risk
Who Probabil Priority
# Identifi Descripti Impact Owner
Identified ity Score
ed on
1 0
2 0
3 0
4 0
5 0
6 0
7 0
 Table of
nt Risk Plan Contents
ate:

re = Probability Score x Impact Score

y Score (Red) - Response Plan required
ority Score (Yellow) - Response Plan as needed
y Score (Green) - Response Plan optional

What When How Other

Response Respon Commen
Due Date
Type se Plan ts/Status

Avoid

Transfer

Mitigate

Accept
 Cultural Engagement Meeting Ag
Meeting Subject:
Meeting Objective:
Location/Call-in Number:
Chair: Recorder:
Invited:
Attended:
# Who Meeting Topic Start Duration
1 Review agenda 5 min
2
3
4
5
6 Topics for next meeting/close 10 min
7 Close Meeting 0 min

Cultural Engagement Meeting Minutes

# Action/Decision/Comments
1

7
 Table of
Meeting Agenda
Contents

Date:
ecorder:

Comments

ting Minutes
 Cultural Engagement Issue Plan
Cultural Engagement Leader: Date:
Cultural Engagement Title:
When What Who How
Date Issue Priorit Impa Issue
# Recovery Plan
Raised Description y ct Owner
1
2
3
4
5
6
7
 Table of
Issue Plan Contents

When Other
Due Issue
Comments
Date Status
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
 Cultural Engagement Status
Cultural Engagement Title:
Report
Cultural Engagement Overview Metrics

Date:

Cultural Engagement Leader:

Cultural Engagement Sponsor:

Culture Strategy:

In Scope: Accomplishments

Out of Scope:

Metrics:

Other:

Next Steps Due Status

Not Starte Issues/Risks and Resolutions

Not Started

Not Started

Not Started

Not Started
 Status Table of
Contents

Status

Not Started

Not Started

Not Started

Not Started

ents

Status

Not Started

Not Started

Not Started

Not Started
 Succession Plan
Organization/Function:
Position/Role
Current Holder1st Potential Readiness 2nd Potential
 Table of
an Contents

Date:
Readiness Comments