BI Operation Improvement Plan Tool

Author(s): Robert D'Aurelio, Daniel Ko

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Use this template to capture, categorize, assign, analyze benefits and costs of, and schedule improvement initiatives identified in the BI operation optimization project.

  • Step 1: Define BI operation improvement initiatives.
  • Step 2: Define criteria for each improvement initiative.
  • Step 3: View the summed benefits and costs for all improvement initiatives.
  • Step 4: Document summarized benefits and costs in the BI Operation Optimization Project Charter Template, Benefit and Cost Analysis section.

Use this tool in conjunction with the project blueprint, Assess and Optimize BI Operations.

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