A Guide to Assessing Your Dx Progress

This guide is designed to help you assess progress on your digital transformation strategy in preparation for planning the next steps of your Dx journey. Are you moving in the best direction? Would a shift in focus be helpful? Are there missing pieces to consider? What should your next step be?

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Download this slide deck and use it:

• To guide a review of your original Dx strategy
• In meetings at your institution to foster discussions about Dx strategy

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Feel free to adapt and modify the slides to work for you and your institution.

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How to Use This Guide

Successfully completing this phase of the journey will be easier if you have:

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• Familiarized yourself with Dx Journey | A Roadmap.
• Designed and worked toward a Dx strategy as described in the Developing a Dx Strategy section of the roadmap.
• Completed the Dx Institutional Self Assessment. Even if you completed this in the past, completing it again will give you additional information about your current Dx capabilities, as well as suggestions for strengthening them.

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Before you start…

Six Steps for Assessing Progress on Your Dx Journey

Step 1

PURPOSE

Step 2

CONTEXT

Step 3

IMPACT

Step 4

OUTCOMES

Step 5

OUTPUTS

Step 6

INPUTS

Six Steps for Assessing Progress

on your Dx Journey

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Examine your Purpose. Why are you engaging in Dx? Have your institutional goals or challenges changed?

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Review the Context that is driving the�need for transformation. Has it changed?

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Review the Impact�in terms of change�to the institutional�value proposition.�Did it address the Purpose?

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Review the Outcomes. Did the short-term changes take place? Is there progress on your original long-term goals?

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Review the Outputs. Did the expected shifts in culture, workforce, and technology take place?

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Review the Inputs. Did you have the best resources for the work? What was missing?

PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 1: Examine the Purpose

The Purpose is the reason you are engaging in digital transformation. It’s the strategic goal, challenge, or need that you were addressing with a Dx strategy.

• Review your original Dx strategy. If you didn’t build one, return to Developing a Dx Strategy to create one.
• What are your institutional strategic goals related to digital transformation? Have they changed since you began your Dx journey?
• Will the next steps of your Dx journey address the same strategic challenge or goal as your journey to-date? If not, what is the new strategic goal?

PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 2: Review the Context that is driving the need for transformation

The Context is the set of circumstances, whether internal or external, that impacted your institution and fueled a need to change.

• How has the context changed for your institution?
• Have new issues emerged since your original Dx journey that are impacting the institution, whether in the community, nationally, or globally?

PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 3: Review the expected Impact

The Impact is the change to the institutional value proposition. It describes the connection of this work to institutional mission or goals.

• How has your institution changed as a result of your Dx work? Did you create the impact on the mission or goals that you hoped for? On the value proposition?
• Has sufficient progress been made that you can move on to consider the next set of impacts? Or should you continue to work toward the original expected impact?

PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 4: Review the expected Outcomes

Outcomes are the set of short-term and long-term changes expected as a result of this work. This section includes evidence that the changes happened.

• Are there short-term changes that you expected that have not happened yet?
• Are the expected long-term changes under way? Are some of them complete?
• Do you have the expected evidence of these outcomes?

PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 5: Review the expected Outputs

Outputs are those changes you implemented to meet your expected outcomes, including shifts in culture, workforce, and technology.

• Which of your expected shifts took place, which are still under way, and which have not yet begun?
• As you start to consider your next Dx journey, are there shifts listed in your original Dx strategy that you will continue to work toward? Are there some that are no longer necessary? Are there others that should be added to complete this phase of your journey?

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PURPOSE

CONTEXT

IMPACT

OUTCOMES

OUTPUTS

INPUTS

Step 6: Review the Inputs

Inputs are the resources you needed to accomplish this work, as well as the Dx Signals (institutional competencies) that you relied on during the project.

• Did you have adequate resources? Were there other people or functional areas that should have been included?
• Review the Dx Signals Checklist. Are there signals that you need to strengthen as you move into the next phase of your Dx journey?

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Assessing Your Dx Progress Worksheet

Make a copy or download the next two slides and use them as a worksheet.

Assessing Your Dx Progress

Examine the Purpose. What are your institutional strategic goals related to Dx? Have they changed? Will you continue to address the same goals? If not, what’s the new goal?

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Review the Context. How has the context changed? What new issues have emerged that are impacting your institution?

Change to Value Proposition

How did your work impact the institution’s value proposition?

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Impact on Mission/Goals

Did you create the impact that you hoped for?

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Is the impact sufficient that you can move on to a different set of impacts in your next Dx journey?

Review the Impact

Short Term

Are there short-term changes that you expected that have not happened yet? If so, what are they?

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Long Term

Are the long-term changes under way? Are some of them complete? Which will carry forward to your next Dx project?

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Evidence

Do you have the expected evidence of these outcomes?

Review the Outcomes

PART 1

Were your resources adequate? What people or functional areas should have been included?

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Which Dx Signals should be strengthened in the next phase?

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Review the Inputs

Which of your expected shifts took place, which are still under way, and which have not yet begun?

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Culture Shifts

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Workforce Shifts

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Technology Shifts

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Which shifts should be carried forward to your next Dx project?

Assessing Your Dx Progress

Review the Outputs

PART 2