Benchmarking Training: Stage 1 – Terms of Reference (TOR)

Terms of Reference (plan the project) Steps 1 to 3

Exercise

Propose a benchmarking project that you would like to undertake in your organisation. Consider a real-life challenge or opportunity that your organisation is facing where you would like to find and implement best practices. All future exercises will relate to this project so choose carefully. By the end of the course you will have a good understanding of how to apply the TRADE methodology and start a project in this area. Develop a project brief consisting of the following within the text area below:

Terms of Reference (plan the project) Steps 4 to 5

Exercise

Read the TRADE Best Practice Benchmarking Code of Conduct

Review the Benchmarking Project Agreement Form and edit as necessary so that is ready to be agreed to by your team members.

Sign the Benchmarking Project Agreement form.

Terms of Reference (plan the project) Step 6

Part 1

Part 2

Exercise

Start to complete the “Terms of Reference (TOR)” worksheet in the TRADE Spreadsheet.

Complete the following:

Names of the project sponsor and team members
Name of Project
Aim
Scope
Background
Objectives
Benefits
Project Costs (No need to complete for now)
Also have a go at completing the SA Worksheet (Detailed Stakeholder Analysis Table)
the ComP Worksheet (Detailed Communication Plan) and record in the TOR Worksheet for Stakeholders and Communication Plan to refer to the relevant Worksheets

Terms of Reference (plan the project) Steps 7 to 9