Process, Workflow and Planning

Recently, we have been working on organizing an office space that houses a variety of activities and a combination of full time, part time and volunteer employees. Consequently we have been giving a lot of thought to workflow and process as we design a plan.

Processes are easier to understand because they have defined purpose and specific inputs that produce a specific outcome. If you want to bake cake you know the materials and equipment you need. You know you need a pan, a mixing bowl and utensils. You have a recipe to follow that tells you what inputs will produce the cake. They include the ingredients, the mixing sequence the temperature and the baking time. Put all those thing together and you have the process for producing a cake.

There would be another process prior to baking the cake that would include gathering the necessary ingredients and another process after baking the cake that would include cooling time and decorating.

When the processes are ordered to interact with each other in the most efficient manner you have a workflow: gather ingredients, bake the cake, decorate the cake.

When designing any workspace it is important to consider what processes will occur in the space and the workflow for the various processes. That will dictate where people, tools and equipment are placed

A plan is a description of the logically necessary, ordered set of activities required to accomplish a specific goal. It takes into consideration the processes that need to happen and the best sequence, or workflow, for them to occur. A good plan also includes resource allocation and a schedule for the activity to accompli8sh the goal.

These are important concepts to incorporate into your organizational planning whether you are re-organizing your closet or putting together a business office design.

Beverlya nd Kristen
http://www.keytransitions.net/

Getting Organized for the Big Storm

In our last blog, we talked about getting organized to evacuate in case of a weather emergency. Although that might happen in this coastal area, the most likely scenario is that we will wait out the storm in our homes. The kit that you have prepared in case of an evacuation will stand you in good stead by allowing you to have the documents and basic clothing you need available and protected fort eh elements. But the minimal evacuation supplies won’t see you through the preparation, endurance and aftermath of the storm. Many of you will remember when Isabel ripped through Hampton Roads leaving a path of destruction and many of us without power for over a week.

The American Red Cross website at http://www.redcross.org/ has a detailed list of suggested items for hurricane survival. We suggest you organize you supply gathering and storage into three separate phases.

Preparation for the Storm
Enduring the Storm
Aftermath of the Storm and Clean-Up

Preparation for the Storm

Communicate your plans to your household and solicit cooperation in maintaining the supplies. (Tell Junior it is not permissible to deplete the candy and granola bars.)

Have gas, cash and ice on hand, since they are often in short supply after a storm.

Charge your cell phone and any extra batteries.

Assemble your survival kit and update it before the big storm. The kit should include.
Ÿ Two weeks supply of prescription medicines
Ÿ Two weeks supply of non-perishable food. (remember special dietary needs)
Ÿ Manual can opener
Ÿ Drinking water (one gallon per person per day)
Ÿ Water for hygiene purposes (another gallon per person, fill up the bathtub and other containers)
Ÿ Flashlights and batteries for each person
Ÿ Portable radio and supply of batteries
Ÿ First aid book and kit
Ÿ Zipper seal bags and trash bags
Ÿ Paper products for eating and disposable utensils
Ÿ Premoistened towelettes, toilet paper and paper towels or absorbent rags
Ÿ Disinfectant and/or disinfectant wipes
Ÿ Chlorine bleach or water purification tablets
Ÿ Mosquito repellent and citronella candles
Ÿ Clothing and blankets (from evacuation kit)
Ÿ Documents (from evacuation kit)
Ÿ Tarps, hammer and nails
Ÿ Games and books to entertain children
Ÿ Special needs items for infants, children and elderly
Ÿ Pencil and paper in a protective plastic bag
Ÿ Multipurpose tool or tool kit

We suggest separating the supplies into three containers: medical and immediate need supplies, food supplies and non-food supplies. This can be accomplished by placing in large plastic bags or trash bags inside a larger container or using separate waterproof containers for each category. If using a single large container, remember to pack the heavier items and canned foods on the bottom. Medical supplies and the flashlights, radio and batteries should be easily accessible.

Remove any items on your property that might become flying hazards in high winds and board up expansions of glass.

Assemble a clean-up kit including:
Ÿ Mop and pails
Ÿ Broom
Ÿ Rake
Ÿ Shovel
Ÿ Cleaning disinfectant
Ÿ Tool kit
Ÿ Towels or absorbent rags

We suggest grouping these supplies together prior to the storm, so that they are easily accessible after the storm dissipates.

Enduring the Storm

While the storm rages, you and your family should find shelter in an interior room and have blankets handy to shelter yourselves from any flying debris. You might also want to have cycling helmets to protect your head if that becomes necessary. Make sure to carry your cell phone, flashlights and radio with you along with a change of batteries, some water and a little food. Take you prescription drugs and first aid kit. It is also a good idea to have a few items to entertain children and distract adults. You can access more extensive supplies when the storm has passed.

Aftermath and Clean-Up

When the storm is over and you survey the situation, remember to proceed in a systematic way to assess the damage and prepare to manage it.

Assess the physical condition of the people in your household. Are they unhurt, physically well, hydrated and nourished? Have they taken schedule medication? Do they need dry clothing or a diaper change?

Assess the interior of the house. Is there leaving, interior flooding, broken window panes? Is the electricity on and the telephone working? Note any hazards (broken glass for example) and remove them if possible. List any damage using your stored pencil and paper.

Assess the exterior of the house. Do not go outside until a reliable source says it is sage. Remove hazards, if it is possible to do so. List damages as your discover them.

Use your stored products to clean up and stay dray and comfortable until this return to pre-storm conditions.

A little preparation and organization can give you peace of mind during this hurricane season and help you endure a weather emergency should one occur.

Beverly and Kristen
www.KeyTransitions.net

Organizing Events

This is the season for events. Invitations to golf tournaments, charity fundraisers, weddings and (especially in our families) birthdays arrive in the mail. The planning and execution of events takes a lot of organization. Even when all plans have been carefully made and the execution is skillfully done, there is a lot of room for things to go differently than planned. Notice I did not say they could go wrong-just differently than you planned. The difference is the line between organized and delusional.

There are just some things that are out of the organizers personal control. The most obvious is the weather. A few week ago a friend's daughter got married at a lovely ceremony that was planned beside the river. Unfortunately, that was the weekend in April that we experienced gale force winds and unseasonable snow flurries. Even though the planner had arranged for tents and heaters, the wedding had to be held indoors. A change in plans had to be improvised just hours before the wedding. It was still a lovely wedding and pictures of the couple surrounded by falling snow will be the catalyst for the sharing of warm memories.

That led us to reminisce about Kristen's wedding seven years ago. We had planned events together in the past, but this was the most elaborate. It was planned oceanside in sunny September until Hurricane Dennis did an about face and slammed up the coast at ceremony time. We had meticulously planned the seating of family and friends on the expansive deck and the reception tents for the 500 expected guests were up and waiting for the caterers to fill them with the food and beverage stations. An auspicious spot had been selected for the sandcastle wedding cake and mounds of seashell ornaments and mesh wrapped treasure chests were ready as favors for the crowd. A special kite with names of deceased family members was set to fly above the site and beautiful flowered topiaries were waiting to be placed on the table rounds. It was shaping up perfectly, until high winds foiled the kite flying efforts of the staff and all the strong men in the wedding party. Then the wind driven rain pummeled and flooded the tents. The steel drum band that was to provide the wedding music did not show up. (Hours later I got a call from them saying that flooding and car trouble prevented them getting to the resort and "What can we do? God is God!") Then the electric power went off and by some miracle our site was the only spot for miles that gained power before the ceremony.

We had a plan B for inclement weather but this went beyond the expected. If we recounted everything that we modified to enable the event to happen on schedule it would take much too long to write and for others to read. Suffice it to say, the wedding still took place and the guests were unaware of the many adjustments that had to be made in the hours and minutes before the bride walked down the aisle. Everyone had a great time and the bride and groom survived to look back on the adventure with amusement.

Here are a few principles that we use for event planning that help us get through the things beyond our control:

List everything that needs to occur to make the event happen. Include everything you can think of no matter how mundane or trivial. We often use brainstorming to come up with lists for unique events.

Develop a time line for the tasks. For instance selecting and reserving the site and scheduling the officiator for the ceremony needs to occur before you order invitations. If there is a particular entertainer, caterer or florist you want to use, you should also reserve their services before printing invitations.

Develop a contact list for all the services you schedule and contract. Include names, addresses, telephone numbers and services you expect to receive.

Develop a checklist for completion of tasks leading up to the event.

Develop a check list and time line for completion for the day of the event

Review the plans and determine what may happen to change your plans. What if the clown is late? What if the band does not show? What if the deejay's equipment is incompatible with the electrical set up? (We know that this should not happen because it is checked out before the event day, but personal experience tells us that the deejay can bring one set-up for the check and arrive with another at the event.)

Develop contingencies for those possibilities. Even if something happens that you did not expect, you have had an exercise in possibility thinking that enables you to tackle the new problem with alacrity.

Finally, remember the event is planned for folks to enjoy themselves. As long as that happens, the event is a success. Have fun!

Beverly and Kristen
www.keytransitions.net