Establish
Setting Clear Standards
After envisioning your future and exploring the landscape, the next critical step in the 7E Model for Excellence is to Establish your best practices by setting clear, understandable standards. Establishing these standards ensures that your vision is translated into concrete guidelines that can be applied consistently, yet flexibly. These standards serve as the benchmarks for execution, providing a structured framework that guides your efforts toward excellence.

Defining Standards: The Foundation of Consistency
Standards are the building blocks of best practices. They define the core elements—such as roles, responsibilities, accountability, and process steps—that ensure consistency in execution. By clearly defining these elements, you set expectations for everyone involved, ensuring that all actions align with the overall objectives. However, while standards need to be clear and actionable, they must also allow room for adjustments to accommodate changing circumstances without compromising the underlying blueprint.
Establishing standards requires a balance between rigidity and flexibility. Too much rigidity can stifle innovation and adaptability, while too much flexibility can lead to inconsistency and a lack of focus. The goal is to create standards that provide a clear path forward while still allowing for necessary adjustments as conditions evolve.
Elements of Effective Standards: What to Include
An effective standard should cover all the essential elements of your best practice. This includes:
- Definitions: Clear terminology to ensure everyone speaks the same language.
- Roles and Responsibilities: Assigning specific tasks and ensuring accountability.
- Process Steps: A detailed outline of the workflow, including sub-elements.
- Guidelines for Scaling and Adjustments: Flexibility to adapt to different scenarios without losing consistency.
These elements provide a framework that ensures everyone understands what is required to achieve the desired outcomes, creating a strong foundation for successful execution.
Real-World Application: CATS CM® – Establishing a Global Standard
In the CATS CM® methodology, clear standards are essential for successful contract management. This methodology provides a structured approach that defines the roles, steps, and processes involved in managing contracts effectively. Whether applied to large enterprises or small businesses, CATS CM® offers flexibility without losing its core effectiveness. By establishing clear standards that are adaptable to specific company needs, CATS CM® enables consistent and successful contract management across different contexts.
Elements of Effective Standards: What to Include
An effective standard should cover all the essential elements of your best practice. This includes:
- Definitions: Clear terminology to ensure everyone speaks the same language.
- Roles and Responsibilities: Assigning specific tasks and ensuring accountability.
- Process Steps: A detailed outline of the workflow, including sub-elements.
- Guidelines for Scaling and Adjustments: Flexibility to adapt to different scenarios without losing consistency.
These elements provide a framework that ensures everyone understands what is required to achieve the desired outcomes, creating a strong foundation for successful execution.
Real-World Application: CATS CM® – Establishing a Global Standard
In the CATS CM® methodology, clear standards are essential for successful contract management. This methodology provides a structured approach that defines the roles, steps, and processes involved in managing contracts effectively. Whether applied to large enterprises or small businesses, CATS CM® offers flexibility without losing its core effectiveness. By establishing clear standards that are adaptable to specific company needs, CATS CM® enables consistent and successful contract management across different contexts.