Memo
Identify your issue, then frame the issue carefully, explaining the performance gap and potential causes. Discuss the influence of the larger systems related to your issue. Identify the systems boundaries you have established to delineate and frame your issue. Cite data that inform and support your description.
Data
Discuss your information needs relative to the problem or issue, incorporating the following three areas:
• Existing Data: Describe or list existing records, survey, archival, document, or other existing data and information about the problem, and how these data are stored and/or reported:
o Explain how this organizational evidence and data supports your framing of the problem. Be specific.
o Is there additional institutional or publicly available information you will examine to deepen your understanding of the problem?
• Interview Data: Discuss other data or information needed to understand this issue and how you will collect from a small number of stakeholders:
o What is the development question related to the issue that will guide your data collection and planning process?
o Why do you need this information? How will this information potentially lead to a better improvement project design?
o How will it help you formulate interview or focus-group questions?
o Are there other data collection methods in addition to individual or focus-group interviews that will help answer the development question?
o With whom will you need to collaborate?
o What is your initial plan for gathering this information? (Of whom will I need to ask questions? From whom will I need to gather information?)
• Memo or Journal Data (Your observations, reflections, insights): Describe plans you have to observe other evidence related to the issue as part of your journal or memos. These could include discussions among colleagues, informal conversations with stakeholders that occur as a natural part of your workday, observations about the issue during meetings, and so on.
Guidelines
• Organize your plan in two main sections: Description of the Issue and Data. Include three subsections under the Data heading.






