Diagnose
Where does work stall?Follow real cases across teams. Separate time spent working from time spent waiting, then agree which constraint deserves attention.
Every stage ends with something management can review. Scope can stop at diagnosis or extend through the pilot, rollout and handover.
Follow real cases across teams. Separate time spent working from time spent waiting, then agree which constraint deserves attention.
Work through the handoffs, decision rules and exceptions with the people doing the work. Test the proposed route against a difficult case.
Pilot the new process, train the team and review performance against the baseline before extending the rollout.
Before a pilot, the starting value, data source, case population and measurement period are recorded. At review, changes in volume and case mix are accounted for. Where the data cannot support a conclusion, the review says what still needs to be measured.
Agree the business question with the sponsor, the boundaries of the work and the evidence needed to proceed.
Engagement brief and success criteria
Observe work where it happens. Compare interviews with transaction records and validate the current workflow with the people involved.
AS-IS map, baseline and evidence gaps
Compare alternatives against customer needs, control requirements and team capacity. Agree who decides, who acts and how exceptions move.
TO-BE design and implementation priorities
Run a bounded pilot. Track exceptions, train the people responsible and adjust the design before a wider rollout.
Pilot findings and rollout decision
Review performance with the process owner. Agree how issues will be escalated, how procedures will be updated and when management will review progress.
Handover pack and review cadence
Use a diagnostic when the cause is uncertain and a wider programme would be premature.
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