Phase 1 Step 5 – Data Analysis


This step involves the following 2 activities:


1. Analysis

  • With forms from Step 4, enter data into respective excel templates.
    • How Ready Are We Excel sheet – enter data and produce Bar Graph
    • Seminar Feedback form – enter data and produce Pie Graph
    • Top Learning/Takeaways – enter data into PowerPoint document with Pie graphs
  • Data from the Orientation Session Feedback form will go into the Orientation Session Feedback excel form to create pie graphs; these pie graphs will go into the Top Learnings/Takeaways PowerPoint document.
  • Data from the How Ready Are We forms will go into the How Ready Are We excel form to create bar graphs; these bar graphs will go into the Readiness Index Forms.

Template(s) and starter sets:


  • P1S5 – How Ready Are We – Response form (bar graph).xlsx
    • Enter data into chart to produce bar graph
  • P1S5 – Seminar Feedback Form (pie chart).xlsx
    • Enter data into chart to produce pie chart
    • Attach pie chart into Orientation Session Feedback document along with list of “Top Learnings/Takeways”
  • P1S5 – Orientation Session Feedback.pptx
  • P1S5 – Readiness Index Feedback.pptx
    • Attach Pie chart and Bar Graph into Orientation Session Feedback form – paste into PowerPoint analysis chart along with list of “Top learning/takeaways” which were collected in the Orientation Session Evaluation Form in P1S4.

Reference documents:

  • Reference documents are additional material that would help improve understanding/knowledge of this step:


Team Makeup:

  • This step is done by:
  • Lead Advisor
  • Project Manager
  • Relationship Charter Specialist
  • Engagement support



Responsibilities and Accountabilities: (Responsible, Accountable, Consulted, Informed)


1.  Analysis RA

Key implementation considerations?

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