Work on the links.

An illustrative service index for consultants who help teams understand how their work connects.

System discovery

Understand the current route before proposing a different one.

Walk through a small set of anonymized examples. Identify the people, decisions, documents and tools involved, including work that happens between the formal steps.

Possible outputs

  • A current-state dependency map
  • A shared glossary for the workflow
  • A list of assumptions to verify
See a discovery engagement

Handoff design

Make responsibility explicit at the point work changes hands.

Define what must arrive, who can accept it and what happens when information is missing. Use a sample handoff to test the proposed agreement with the people who will use it.

Possible outputs

  • A handoff checklist with an accountable owner
  • An exception route for incomplete requests
  • A trial plan and review questions

Implementation, training and software configuration are separate decisions, agreed in writing.

Decision documentation

Keep the reasoning with the decision.

Capture the alternatives considered, the constraints that mattered and the conditions that would justify revisiting the choice. Set a useful level of detail for the people maintaining the record.

Possible outputs

  • A concise decision record template
  • An ownership and review schedule
  • A map of affected downstream work
Read the preparation notes

Decide the boundary together.

Discuss your scope
Sample business, made up for this preview