Opportunity Management Activity Plan - Staff Testing
Phase: Alpha
Audience and tool used
- 6 staff members (4 who were part of the pilot, 2 who weren’t part of the original pilot group)
What we tested
- The Word document version of the Activity Plan that was used for the OM pilot project
Research questions
- What were they trying to achieve with the activity plan?
- What was their experience of using the activity plan?
- What worked well for them?
- What didn’t work so well for them?
- How did they share the activity plan and any updates with customers?
- Did they have to adapt the plan to meet the needs of their project?
- Are there changes that could be made to the plan to make their jobs easier?
What we discovered
- The outcomes and actions section is useful
- The activity plan works better for some types of projects than others
- There is duplication from the EOI
- Businesses are reluctant to sign off on the plans because it’s too much like a contract
- The plan and the wording could be simplified to be more customer-friendly
🎧 Quotes
| Quote |
|---|
| “It’s more about what they can do for us rather than the other way around.” |
| “It’s hard to get customers to sign it off because there’s no money involved.” |
| “Clients are reluctant to sign off on economic measures because it’s of no benefit to them.” |
| “If we’re dealing with someone and it’s a one-off I can see the benefit – but when will we be doing one-offs?” |
| “The current process doesn’t take our history with the company into account.” |