Challenge Assessment: Student Workbook
Exercise 1: Root Cause Analysis
Problem Observation: _________________________________________________
Use 5 Whys to diagnose root cause:
- Why? _________________________________________________________________
- Why? _________________________________________________________________
- Why? _________________________________________________________________
- Why? _________________________________________________________________
- Root Cause: ___________________________________________________________
Exercise 2: Key Metrics Dashboard
Identify current and target state for key metrics in your organization:
| Metric Category | Current State | Target State | Gap | Data Source |
|---|---|---|---|---|
| Financial | ||||
| Operational | ||||
| Customer | ||||
| Employee | ||||
| Market |
Exercise 3: Stakeholder Assessment Map
| Stakeholder Group | Interest | Impact | Engagement Strategy |
|---|---|---|---|
| Customers | |||
| Employees | |||
| Leadership | |||
| Board | |||
| Investors |
Exercise 4: Challenge Prioritization Matrix
List your top organizational challenges:
| Challenge | Magnitude (1-5) | Urgency (1-5) | Addressability (1-5) | Priority Score |
|---|---|---|---|---|
Top 3 Priorities for Assessment:
Exercise 5: Assessment Plan
For your top priority challenge:
Challenge: _________________________________________________________________
Data Needed:
- Quantitative: _________________________________________________________________
- Qualitative: _________________________________________________________________
Stakeholders to Engage: _________________________________________________________________
Timeline: _________________________________________________________________
Success Indicators: _________________________________________________________________
Key Learnings
I will remember:
I will apply:
My next step: