Prepared for Puget Sound Clean Air Agency

Strategic Project Management & Process Improvement Training

A comprehensive training program equipping Agency leaders, project managers, and staff with practical tools and methodologies aligned with the PMBOK® Guide 7th & 8th Editions — delivered October 2026 through June 2027.

5

Training Modules

9

Months of Delivery

4

Audience Tracks

7th & 8th

PMBOK Editions

Interactive Curriculum

Five Core Training Modules

Each module features three interactive tabs — learn the concepts, practice with drag-and-drop exercises, and assess your knowledge. Click any module to expand it.

Distinguish between symptoms and underlying problems using structured frameworks to create durable solutions aligned with the Agency's Strategic Plan logic model.

Overview

Root Cause Analysis (RCA) is a structured method for identifying the underlying causes of problems rather than treating their symptoms. When we fix symptoms, the problem returns. When we fix root causes, the problem stays solved. This module teaches you to use logic models ("so that" chains), the 5 Whys technique, and Fishbone (Ishikawa) diagrams to trace problems to their source and design durable solutions.

Learning Objectives

1

Apply the "so that" logic model to connect actions → objectives → goals

The "so that" logic model is a simple but powerful chain that connects your daily activities to your strategic vision. Start with an action, ask "so that?" to find the objective, then ask "so that?" again to find the broader goal. This ensures every task has a clear purpose and contributes to the bigger picture.

📋 Example

"We conduct weekly air quality monitoring SO THAT we identify pollution sources SO THAT we reduce health disparities." If you can't complete the chain, the action may not be worth doing — or it needs to be reframed to connect to a goal.

2

Differentiate symptoms from root causes using 5 Whys and Fishbone (Ishikawa) diagrams

A symptom is what you see on the surface; a root cause is the underlying reason. The 5 Whys technique drills down by asking "why?" repeatedly. The Fishbone diagram explores causes across categories (People, Process, Policy, Technology) so you don't miss anything. Use 5 Whys for simple problems and Fishbone for complex, multi-factor ones.

📋 Example

Symptom: 'Permit reviews are slow.' 5 Whys: Why? → Checklist is outdated. Why? → No one owns it. Why? → No MOCHA roles. Why? → The process was never mapped. Root cause: Missing role assignments. Fix the root cause, not the symptom.

3

Develop logic models that map clear pathways to Strategic Plan goals

A logic model maps the pathway from activities to outcomes. It shows how resources (inputs) become activities, which produce outputs, which lead to short-term outcomes, and ultimately to long-term goals. This visual helps stakeholders see how day-to-day work contributes to the big picture and builds buy-in for solutions.

📋 Example

Input: Monitoring equipment. Activity: Air sampling. Output: Data reports. Short-term outcome: Source identification. Long-term goal: Reduced exposure in overburdened communities. The logic model shows the full chain from investment to impact.

4

Align root cause findings with equity and environmental justice focus topics

Root causes often disproportionately affect overburdened communities. When analyzing root causes, explicitly consider equity implications: Who is most affected? Does the solution reduce or worsen disparities? This ensures improvements serve those who need them most and align with the Agency's environmental justice commitments.

📋 Example

If air pollution monitoring reveals higher exposure in low-income neighborhoods, the root cause analysis should consider whether historical zoning policies contributed to this disparity — and the solution should prioritize those communities, not just apply a blanket fix.

Key Concepts

1

Symptom vs. Root Cause

A symptom is what you observe (e.g., permits are delayed). The root cause is why it happens (e.g., the review checklist is outdated). Always dig past symptoms.

2

"So That" Logic Model

A chain that links Actions → Objectives → Goals. "We conduct air monitoring SO THAT we identify pollution sources SO THAT we reduce health disparities." Each step must logically lead to the next.

3

5 Whys

Ask "why?" five times in sequence. Each answer becomes the next question. By the fifth why, you've typically moved from symptom to root cause.

4

Fishbone (Ishikawa) Diagram

A visual tool that maps potential causes across categories (People, Process, Policy, Technology, Environment). The 'head' of the fish is the problem; the 'bones' are cause categories.

Visual Diagrams & Flowcharts

Fishbone (Ishikawa) Diagram

Problem

Permit Reviews Take 45 Days

People

  • →Staff turnover
  • →Insufficient training

Process

  • →Outdated checklist
  • →No tracking system

Policy

  • →No MOCHA roles assigned
  • →Unclear approval authority

Technology

  • →No shared tracker
  • →Manual data entry
"So That" Logic Model Chain

Action

Conduct air quality monitoring

→

Objective

Identify pollution sources

→

Goal

Reduce health disparities

Step-by-Step Guide

  1. 1Define the problem clearly — write it as a specific, observable statement.
  2. 2Identify immediate causes using the 5 Whys technique. Ask "why does this happen?" and trace the chain.
  3. 3Map broader causes using a Fishbone diagram across categories (People, Process, Policy, etc.).
  4. 4Build a "so that" logic model connecting your proposed solution to Strategic Plan goals.
  5. 5Verify the root cause — if you fix it, does the problem stay solved? If yes, you've found it.
  6. 6Design and implement the solution, then monitor to confirm the problem doesn't return.

Real-World Application: Delayed Permit Reviews

Problem: Permit reviews take 45 days instead of the target 20 days. Using 5 Whys: Why are staff overworked? → Reviews pile up. Why? → The checklist hasn't been updated in 3 years. Why? → No one owns the checklist. Why? → MOCHA roles were never assigned. Why? → The process was never mapped. Root cause: No process map or role assignment for permit reviews. Solution: Create a process map, assign MOCHA roles, and update the checklist.

💡 Practical Tips for Real-World Application

  • ✓Start every RCA with a clear, specific problem statement — vague problems lead to vague solutions.
  • ✓Use 5 Whys for simple problems and Fishbone diagrams for complex, multi-factor problems.
  • ✓Always connect your solution to a Strategic Plan goal using the "so that" chain — this builds buy-in.
  • ✓After implementing a fix, monitor for 3 months to confirm the problem doesn't return.

Tools & Templates

(click to expand • download to use)

PMBOK® Guide 7th & 8th Edition Alignment

7th Edition · 8 Domains · 12 Principles

Performance Domains

PlanningProject WorkUncertainty

Principles

Systems ThinkingQualityComplexity

8th Edition · 7 Domains · 6 Principles

Performance Domains

GovernanceScopeRisk

Principles

Adopt a Holistic ViewEmbed Quality into Processes and Deliverables

Capture and depict current ("as-is") and improved ("to-be") workflows with flowcharts, SIPOC diagrams, and swim lanes to uncover inefficiencies as part of a culture of continuous improvement.

Clarify responsibilities in a project using the MOCHA framework — Manager, Owner, Consultant, Helper, Approver — balancing efficiency and good communication across projects.

Leverage types of project and process data for decision-making, and break projects into manageable, actionable steps using WBS with prioritization techniques and resource blocking to assign deadlines.

Track performance after change implementation and ensure improvements are sustained over time through structured evaluation, KPI frameworks, and accountability mechanisms.

PMBOK® Guide — 7th & 8th Editions

Grounded in Global Standards

Every module is mapped to both the PMBOK® Guide 7th Edition (8 Performance Domains, 12 Principles) and the 8th Edition (7 Performance Domains, 6 Principles), ensuring training reflects the most current global standard while maintaining continuity with the prior framework.

7

7th Edition

8 Performance Domains · 12 Project Management Principles

Performance Domains

01Stakeholder
02Team
03Development Approach & Life Cycle
04Planning
05Project Work
06Delivery
07Measurement
08Uncertainty

Principles

StewardshipTeamStakeholdersValueSystems ThinkingLeadershipTailoringQualityComplexityRiskAdaptability & ResilienceChange
8

8th Edition

7 Performance Domains · 6 Project Management Principles

Performance Domains

01Governance
02Scope
03Schedule
04Finance
05Stakeholders
06Resources
07Risk

Principles

Adopt a Holistic ViewEmbed Quality into Processes and DeliverablesFocus on ValueIntegrate SustainabilityBe an Accountable LeaderBuild an Empowered Culture
Scope of Services

Delivery Timeline

Five structured tasks spanning October 2026 through June 2027, aligned with the Agency's adaptive management halfway revision and culminating at the All Staff Retreat.

Task 1

October 2026

Curriculum Design & Approval

Detailed curriculum outlining topics, connections, delivery methods, training objectives, and a full training schedule with review deadlines.

Task 2

Ongoing

Training Material Preparation

All training materials prepared to align with the approved curriculum and submitted to the Agency one week prior to each training for review and approval.

Task 3

November 2026 – June 2027

Training Delivery

Leadership training (2 hr), Project Manager training (2 hr), monthly all-staff sessions (1 hr virtual, Nov–May), and culminating in-person training at the All Staff Retreat (June 2027).

Task 4

October 2026 & June 2027

Pre & Post Assessments

Pre-training assessment to determine current knowledge base; post-training assessment to capture content effectiveness and observed outcomes.

Task 5

End of June 2027

Summary Report & Recommendations

Comprehensive summary report with recommendations for ongoing training and future skill development pathways for Agency staff.

Target Audiences

Four Audience Tracks

Tailored delivery for each group within the Agency, ensuring shared understanding from leadership through to all staff — culminating at the annual retreat.

Leadership & Management Team

2-Hour Session (In-Person or Virtual)

November 2026

  • ▸Shared methods for leading teams and project managers
  • ▸Tracking, communicating data, and decision-making frameworks
  • ▸Accountability on project results and identifying needed changes
  • ▸Creating a common language for project and process governance

Project Managers

2-Hour Session (In-Person or Virtual)

November–December 2026

  • ▸Consistent approach to designing, implementing, and delivering projects
  • ▸Reporting standards and process improvement identification
  • ▸MOCHA role assignment and WBS decomposition for Agency projects
  • ▸Root cause analysis and sustainment of process improvements

All Staff

1-Hour Virtual Sessions (Monthly Cadence)

November 2026 – May 2027

  • ▸Shared understanding and common practice across the Agency
  • ▸Rotating topics across the 5 training modules
  • ▸Practical tools staff can apply immediately to daily work
  • ▸Foundation for identifying future training possibilities

Annual Staff Retreat

Full-Day In-Person Culminating Training

June 2027

  • ▸Celebrating the year's accomplishments and learning
  • ▸Setting clear next steps for continued skill development
  • ▸Synthesizing all 5 modules into integrated practice
  • ▸Team-building and cross-departmental collaboration
Task 4 & 5

Assessment & Accountability

A structured evaluation framework measuring knowledge growth from baseline through sustained application, with actionable recommendations for the Agency's future.

Pre-Training Assessment

October 2026

  • ✓Knowledge baseline survey across all 5 topic areas
  • ✓Self-assessment of current competency levels
  • ✓Identification of priority gaps per audience track
  • ✓Results inform curriculum tailoring and emphasis

Ongoing Pulse Checks

After Each Monthly Session

  • ✓Brief 3-question pulse surveys after each all-staff session
  • ✓Track knowledge retention and practical application
  • ✓Gather feedback on delivery format and pace
  • ✓Enable adaptive adjustments to upcoming sessions

Post-Training Assessment

June 2027

  • ✓Competency reassessment across all 5 modules
  • ✓Training effectiveness and satisfaction survey
  • ✓Capture observed behavioral changes and outcomes
  • ✓Identify areas for continued development

Summary Report

End of June 2027

  • ✓Pre/post comparison analysis with measurable growth
  • ✓Recommendations for ongoing training pathways
  • ✓Identification of future skill development topics
  • ✓Foundation for next Strategic Plan cycle
IDRISight Training

Strategic Project Management & Process Improvement

Aligned with PMBOK® Guide 7th & 8th Editions

Prepared for Puget Sound Clean Air Agency · October 2026 – June 2027