Results Metrics
Record post-improvement values and auto-calculate annual savings, ROI %, and payback period using the baseline captured in the Step 1 Impact Metrics form
Facilitation Guide
Hold a 90-minute evaluation workshop. Present before/after data and let the team review silently (10 min). Discuss results as a group — were targets met? Why or why not? (20 min). Run a structured retrospective: each person writes what went well, what to improve, and action items on separate sticky notes (15 min). Share and cluster the notes (20 min). Draft the evaluation summary together — key findings, recommendations, and next steps (15 min). Decide as a team: standardize the solution, iterate with another cycle, or close the project (10 min).
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