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Roles and Responsibilities
Defines which roles and responsibilities are needed to manage an automation program.
Template
People
After Action Review
A structured post-project discussion to capture what went well, what didn't, and lessons learned.
Document
Governance
SBAR
A Situation-Background-Assessment-Recommendation framework for team communication and decisions.
Document
Governance
Stakeholder Analysis
Exercises to understand and overcome stakeholder resistance to change in automation programs.
Document
People
Team Alignment Survey
Helps leaders understand how well an automation program team is functioning, using a GRPI model.
Template
People
Team Charter
A living document that defines a team's purpose, goals, and how it will operate.
Document
People
Automation Program ROI Template
A template for building an automation program ROI roadmap to capture investments, returns, and projections.
Template
Strategy
Automation Program Governance Examples
Examples for establishing automation program governance — the framework and structures for planning, executing, and managing automation initiatives.
PDF
Governance
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