HR/Organization Developer Preliminary Data Review Agenda

Outcomes:

1. Assist in the finalization of the "Sanitization Process."

2. Become familiar with the main functions of CapacityWare.

3. Become familiar with the data.

4. Become familiar with "next steps" - receive handout materials.

Methods/Agenda:

A. Setup - 15 Minutes.

B. Introduce "...Diagnostic Report" Book - 10 Minutes.

C. Read and Recommend Changes to Narrative (in-line and end) - 1 Hour 30 Minutes.

D. Resolve "Other:" Demographics - 10 Minutes.

E. Review/Familiarize CapacityWare Menus - 10 Minutes.

F. View "Organizational Data" and CapacityWare Familiarization- 1 Hour 30 Minutes.

G. Decide Organizational Feedback Requirements and Data Fair Displays - 10 Minutes.

H. Evaluation - 5 Minutes.

Resources:

4 hours

Computer time - flyer

Coach

Handout Materials for this Event:

1. Leaders-Managers-Supervisors, Data Collection Team, and HR Consultants -

2. Management Feedback - Event Design/Agenda

3. Management Orientation Handout - Checklist

4. Data Feedback Event Track - Powerpoint Presentation slides

5. Executive Summary (if available)

6. CapacityWare Manual or Desk Top Guide

7. Overview and Outline of HR-conducted Mini Coaching Labs

a. UHS Radial Diagrams

b. UHS Radial Diagrams with Red Lines

c. Trend Towers

d. Bar Charts and Comments

e. Survey Items

f. Interpretation Guides

g. Action Suggestions

h. Report Preparation Worksheet

8. HR Representative Data Review Checklist

9. Review CapacityWare Installation schedule/requirements

10. Selection Criteria for Team Members - Handout

11. Coaching Lab - Advanced Reading Material

a. HR Checklist

b. Participant Materials




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