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Delivering the P3 Pilot Project

How the ITF project is being managed

The testing and modification of the HPT model has been initially delivered through the project focusing on the improvements to reading list management at both Aberystwyth and Bangor Universities. 

The first stage of the project ensured that all involved understand the principles and approaches of the HPT model so that they can then inform its development throughout the project period.

Key Stages: 

1. An initial joint workshop to:

  • Examine the HPT model and its relationship to Lean thinking.
  • Undertstand the process of applying the methodology to the pilot project
  • Undertake organisational analysis (as specified in the HPT model)
  • Agree on the desired performance levels and outcomes to be achieved by the end of the project.
  • Agree on joint-working groups, project outline and milestones.

2. At each Institution staff then:

  • Agreed a local Steering Group and Project Team
  • Undertook a gap and cause analysis (done through Lean thinking methodology) including baseline analysis.
  • Defined performance (in relation to the required organisational outcomes).
  • Undertook a gap analysis of skills and knowledge and investigate any other barriers to change at each institution.
  • The teams at each Institution then fed back findings to each other and developed an action plan for implementation.  The Action Plan incorporates a set of actions which include:
    • Project Team roles and responsibilities.
    • Creating a  baseline  - identify and measure work already carried out
    • Working  on organisational design of the reading list process.
    • Applying HPT and re-engineering existing processes accodingly
    • Workshop on policy decisions addressing library and academic concerns
    • Learning and knowledge interventions (e.g. presentations and particularly group and individual coaching) to address skills and knowledge gaps.
    • Organisational communication components.
    • Addressing  the  issue of cultural change by examining practice prior to the project and adoption of new practices
    • Producing a report and evaluation of HPT in this context with recommendations for best practice.

3. Review

The Steering Group reviewed service teams in both Universities and targetted interviews were delivered with a complementary range of services to explore the potential for adopting the HTP approach in their service area.

4. Evaluate

At the end of the period all those involved in the project held a workshop to evaluate the project in the context of the HPT model i.e. Formative (level 1), Summative (levels 1 and 2), Conformative (levels 3-5) and the meta evaluation in terms of lessons learnt.


In support of the above process the Steering Group used the following measures to ensure  the quality and effectiveness of  the project:

  1. Identification of established practitioners of HPT and other organisations using HPT undertaken to seek best practice.
  2. A literature review was undertaken to evidence best practice.
  3. An external experienced HPT practitioner acted as mentor to the project in the context of the core HPT Model and the modifications proposed and/or pursued.
  4. The Steering Group(s) included Service Heads from other areas of the Universities’ activities to ensure their awareness and engagement.
  5. The methodology addressed questions of sustainability through the promotion of the key principles for adoption into Management and Leadership Development activities at both Universities.

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