1. Story Initiative Baseline Assessment
Program Name: _____________________
Date: ___________________________
Department: ______________________
Current State Assessment:
1. Communication Effectiveness (Rate 1-5)
□ Clarity of messages: ___
□ Team engagement: ___
□ Information retention: ___
□ Action implementation: ___
2. Key Performance Indicators
□ Current performance: _____________
□ Target performance: _____________
□ Gap to target: _________________
3. Cultural Indicators
□ Value alignment: _______________
□ Team cohesion: _______________
□ Innovation level: ______________
4. Existing Story Usage
□ Frequency: ___________________
□ Types used: __________________
□ Effectiveness: ________________
2. Story Impact Tracking Sheet
Story Title: _______________________
Implementation Date: _______________
Weekly Impact Tracking:
Week 1:
- Usage frequency: ________________
- Team adoption: _________________
- Observable changes: ____________
- Challenges faced: ______________
Week 2:
- Story evolution: _______________
- New applications: _____________
- Team feedback: _______________
- Adjustments needed: __________
Week 3:
- Integration level: _____________
- Performance impact: ___________
- Cultural shifts: ______________
- Success stories: _____________
Week 4:
- Sustained changes: ___________
- Measured results: ___________
- ROI calculation: ____________
- Next steps: ________________
3. ROI Calculator Template
Story Investment Costs:
1. Development Time
Hours spent: ___ × Rate per hour: ___ = _____
2. Implementation Resources
Training costs: _______
Materials: __________
Technology: _________
Total: _____________
3. Monitoring & Assessment
Time cost: __________
Tools used: _________
Analysis: __________
Total: ____________
Benefits Calculation:
1. Direct Benefits
□ Time saved: _____ × Value per hour: _____ = _____
□ Error reduction: _____ × Cost per error: _____ = _____
□ Performance improvement: _____ % × Value: _____ = _____
2. Indirect Benefits
□ Engagement increase: _____
□ Innovation value: _____
□ Cultural impact: _____
ROI Calculation:
Total Benefits: _____
Total Costs: _____
ROI = (Benefits - Costs)/Costs × 100 = _____ %
4. Story Effectiveness Survey
Rate each element 1-5 (1=Poor, 5=Excellent)
Story Elements:
□ Clarity: ___
□ Relevance: ___
□ Memorability: ___
□ Applicability: ___
□ Impact: ___
Behavioral Impact:
□ Changed conversations: ___
□ New practices adopted: ___
□ Team collaboration: ___
□ Innovation increase: ___
Results Impact:
□ Performance improvement: ___
□ Customer satisfaction: ___
□ Team efficiency: ___
□ Problem resolution: ___
Comments:
What worked well: _________________
Areas for improvement: ____________
Unexpected benefits: ______________
5. Monthly Impact Summary Template
Month: _____________
Department: ________
Stories Implemented:
1. ________________
2. ________________
3. ________________
Key Metrics:
Before | After | Change
-------|-------|--------
____| ____| ____
____| ____| ____
____| ____| ____
Success Stories:
1. ________________
2. ________________
3. ________________
Lessons Learned:
1. ________________
2. ________________
3. ________________
Next Steps:
1. ________________
2. ________________
3. ________________
