Case Study A - Driving Productivity with Customer Planning Sessions🎐

Are You Struggling with Ineffective Meetings, Team Development, or Stalled Projects?

As a project leader, you may have experienced the frustration of unproductive meetings, slow team development, and stalled projects. If so, this case study is for you.

Below is a paid article, but you can get a glimpse of the case study through the free preview:

#cps #customerplanningsession #project #projectleadership #プロジェクト推進力

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⏩The "Customer Planning Session" Methodology with Sticky Notes

The methodology introduced in this case study is an enhancement of IBM’s Customer Planning Session (CPS) framework, incorporating the use of sticky notes for better engagement and idea organization.

At IBM, CPS was deeply embedded in the corporate culture. For instance, every office was equipped with easel boards (as shown below), allowing teams to capture discussions in real time during meetings.

Over the years, I have facilitated more than 300 CPS-style sessions, helping clients drive successful project execution.

This case study introduces one such example, maintaining confidentiality while illustrating the impact of the approach.

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Company A: A Spare Parts Distribution Firm

Session Timing: July 2015 (2-day intensive workshop)
Participants: 12 key members from various functions (Technical, Procurement, Sales, International, Logistics, and Planning)
Objective: Achieve a revenue target of XX billion yen in three years (Previously outlined by the CEO in preparatory meetings)

Initial Problem Identification:

• Each of the 12 participants identified two key roadblocks preventing the company from reaching its revenue goal, totaling 24 problem statements at the start.

Session Outcomes

• Root Cause Analysis: 94 underlying causes identified

• Key Problem Areas: 36 core issues extracted

• Solution Development: 57 actionable solutions designed

• Execution Plan: 60 concrete action steps formulated

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⏩Client Feedback & Results