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Purpose, Need & Success Definition

"Why are we doing this journey mapping?"

2–4 weeks
6 deliverables
8 required elements
3 accreditation alignments
Anchor journey mapping in real problems and outcomes. Prevent mapping from becoming purely descriptive. Meet grant and accreditation expectations for clear need.

Objectives

  • Anchor journey mapping in real problems and outcomes
  • Prevent mapping from becoming purely descriptive
  • Meet grant and accreditation expectations for clear need

Key Components & Required Elements

Required Forms
  • Problem(s) to be addressed
  • Population(s) affected
  • Harm or inefficiency occurring today
  • Equity gaps or disparities
  • Intended outcomes (client, staff, system)
Data Capture
  • Baseline outcome metrics
  • Baseline experience indicators
  • Initial assumptions and hypotheses

Maturity Rubric

Assess your organization's readiness across four levels

1
Not Started

No problem statement defined; mapping purpose unclear

2
Emerging

Problem statement exists but lacks data support or equity analysis

3
Established

Problem statement is data-informed with clear outcomes and baseline metrics

4
Exemplary

Problem statement co-developed with clients; equity gaps quantified; theory of change documented

Sample Deliverables

What a completed phase produces

Completed needs assessment form
Problem statement document
Population analysis summary
Equity gap analysis report
Baseline metrics dashboard
Theory of change diagram

Key Facilitation Questions

Who defined this problem — staff, leadership, or clients?

What data do we have to support the stated need?

How will we know if the journey mapping effort succeeded?

What equity dimensions must be included in our analysis?

Discussion Prompts

What are we assuming about client capacity?

Where has the system adapted to its own failures?

What would clients say the problem really is?

Are we solving for our convenience or client outcomes?

User Story

As a program leader, I want define the reason for journey mapping so improvement efforts are focused, fundable, and measurable.

Acceptance Criteria:

  • Phase cannot be completed without a problem statement
  • Outcomes must be defined before moving forward

Accreditation Alignment

COA

Clear program purpose; needs assessment

Federal/State Grants

Statement of Need; target population

Foundations

Equity rationale and theory of change