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Table 10.5 TPA implementation stages 10
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Scoping study Trial and prove the route Milestone 1 roll-out Milestone 2 Refine best practice
(everyone involved) and standardize
Establish Prioritize pilot Awareness and training to Systematically involve all Review and refine practices
TPA options, evaluate develop understanding and personnel in: to systemize routine tasks,
infrastructure perceptions, agree skills in the use of TPA Workplace organization and trap problems early.
Small group pilot programme, techniques. Developing written Shift from individual to
activity infrastructure/roles Establish measurement standards for routine group-based work. Study
and mobilize process. Identify roadblocks activities and improve office tools
to progress through the Improving customer (paperwork and ledgers).
systematic application of the service Analyse and reduce
improvement plan. Develop Identifying hidden losses duplication, simplify,
a model of TPA and raise combine and eliminate tasks
awareness benefits. Add where possible.
detail to the roll-out concept
Organization Define pilot roles Review and refine current Transfer of lessons Refine standards and
learning and responsibilities, policy to address issues learned to other areas. introduce a continuous
Delivering identify awareness raised by the pilot team. Establish standards for all improvement habit. Reduce
improved and training needs Establish job core areas and agreed work lead times and introduce
customer service competences schedules to deliver automatic progress co-
customer service goals ordination processes
Top-down Understand and Integrate the activities of the Establish roll-out Encourage a ‘one is best’
Create the define customer core team within the TPM priorities. Reinforce campaign, e.g. one-page
environment needs. Critically master plan. Co-ordinate the standards for workplace memos, one copy filed, etc.
Set priorities, set assess the priority development of audit/ organization. Focus on Aim to reduce filing space
expectations, give of those needs and coaching framework and making tasks easy to do by 50%. Focus on fool-
recognition evaluate current links with personal right. Encourage a 30- proofing and systemization
status development plans second information (difficult to do wrong)
retrieval campaign