Operating Assessment or working session
A bounded review of the operating problem, current workflow, available evidence, constraints, and candidate first loops.
- Duration
- Defined during scope
- Price
- Scoped proposal
- Ownership
- Confirmed in the proposal before work begins
- Client effort
- An accountable owner, the people who run the work, and access to the relevant workflow evidence.
- Deliverables
- Operating Opportunity Brief
- Ranked first-loop recommendation
- Baseline and target record
- Next step
- Confirm the problem, participants, and evidence available.