01
Operating Reality Review
A clear picture of how one priority process actually runs against the result it is supposed to serve.
Purpose
Give a sponsor an evidenced view of one process: the trigger, the handoffs, the exceptions, and the gap between that reality and the strategic intent.
Description
The review is a short study. We read what already exists, speak with the people who perform and approve the work, and trace a handful of recent cases. The product is a shared picture and a recommendation. It is a diagnosis, and it stops before a redesign.
Who it is for
A leadership team that suspects a process is pulling against the strategy, and wants a diagnosis before it commits people to a redesign.
Scope
- One core process, with the boundary agreed in writing before work starts
- The official procedure, where one exists
- Interviews with people who perform, hand off, and approve the work
- Delays, rework, and informal paths that the procedure omits
- A comparison of that picture with the stated intent
Process
- Confirm the process boundary and the intent it should serve
- Read the existing material
- Interview the participants
- Trace a small number of recent cases
- Review the picture with the sponsor before it is finalized
Deliverables
- A current-flow narrative and diagram
- The gaps between intent and reality
- Decision points that are unclear or duplicated
- A recommendation to stop, adjust locally, or proceed to design