It happens almost every time, I facilitate the building of a Goal Tree, bring the group of Tree builders to build the Tree which is the roadmap and benchmark altogether for reaching the organization’s Goal, and when we color this Tree to assess where the organization currently stands, the Goal Tree is depressingly amber and red.
- Not familiar with the Goal Tree? You may want to catch up by reading this
- Not familiar with the 3 color system used with Goal Trees? Follow this link
The usual question is then: where do we start to improve? The number of missing or failing prerequisites (the reds) or the unsteady ones (the amber) is just overwhelming.
Note: The approach proposed here assumes that the Goal Tree is used as a stand-alone Tree and the aim is to identify the failing and missing Prerequisites (Necessary Conditions) to achieve the Goal. The system may not suffer from a complex problem requiring the Logical Thinking Process to be used in greater extend.
For instance, in the case that inspired this post, the purpose of the Goal Tree is to list all Conditions Necessary to bring the new facility to operate at nominal pace.
The 3-color approach is NOT recommended when trying to surface and eliminate Critical Root Causes. For that, the top of the Goal Tree is used as inputs to then next Logical Thinking Process tools.
Reminders about greening a Goal Tree
First let me remind readers that a Goal Tree must be greened-up starting from the bottom. Greening the Tree means turn the status of the amber and red Necessary Conditions (NCs) to green, in other words insure that these NCs are always fulfilled.
It is either implementing something that is identified as necessary but missing. This can be achieved through buying, investing, hiring, training, etc. Or it is putting some prerequisite under control so that it is always available and in the desired state, without variations.
The Necessary Conditions that lay down in the Tree are prerequisites for achieving the Necessary Conditions (AKA Intermediate Objectives) that are above and logically linked to them. So the first answer is look at the bottom of the Tree and go for greening the red and amber from there.
But still looking at the bottom of the Tree may offer to many choices and leave people puzzled about the priorities.
The pragmatic approach
In order to get clarity about priorities, one pragmatic approach is to select the quick and easy actions that can improve – green up – the Tree. Actions requiring deeper analysis, investments and so on can be planned but will probably require more time to be fulfilled.
Another way to select relevant priorities is to look up to the Critical Success Factors (CSFs). They should be amber or red as well. Select the one that should be turned green the soonest in order to improve business.
Critical Success Factors are by definition a kind of summary of all underlying NCs. Therefore, aiming to green up a CSF gives priority about wich NCs to turn green first.
Thanks to readers sharing their feedback on the first version of this post ,as they pointed out the missing assumption for using the Goal Tree this way.Follow @HOHMANN_Chris