Procedures

Conduct situational analysis
 * Statement of the Problem: Describe the performance problem that seems to require an intervention.
 * Work Environment: Define culture, department responsibilities, or inputs/outputs. Describe all factors that may influence performance.
 * Target Audience: Describe employees involved by job roles, estimated current performance level, and estimated required performance level.
 * Sponsor: Describe champion, who is the senior-level person committed to the performance improvement and will stand behind the effort if a setback or problem arises.
 * Performance Improvement Goal: Write overall anticipated benefits and changes to individuals.
 * Measures of Success: Write anticipated benefits and changes to organization and department.

Conduct performance analysis
 * Conduct organizational analysis
 * Complete organizational analysis survey
 * Conduct environmental analysis
 * Analyze organizational environment
 * Analyze work environment
 * Analyze work
 * Analyze worker
 * Conduct gap analysis
 * Identify the gaps
 * Prioritize the gaps that are identified
 * Conduct cause analysis
 * Identify the driver or cause of the performance gap
 * Classify the driver or cause by determining where it originates within Rothwell's classification of the environment of human performance (organizational environment, work environment, work, worker)
 * Prioritize the driver or cause according to high or low impact on the performance environment
 * Generate as many cause examples as possible
 * Select and design intervention