Understand the context
Bring your existing systems, business priorities and open questions into one useful conversation.
Start with what you know, then identify the details that need further review. A shared understanding of the setting helps the right people ask better questions.
Keep the brief useful rather than exhaustive. Describe the intended outcome, the constraints and the decision that needs to be made.
- Describe your priorities
- Include the relevant context
- Agree the next decision
Make the options clear
Compare approaches, dependencies and responsibilities before committing to a direction.
Start with what you know, then identify the details that need further review. A shared understanding of the setting helps the right people ask better questions.
Keep the brief useful rather than exhaustive. Describe the intended outcome, the constraints and the decision that needs to be made.
- Describe your priorities
- Include the relevant context
- Agree the next decision
Plan a practical next step
Leave with a defined scope, agreed inputs and a clear route to further assessment.
Start with what you know, then identify the details that need further review. A shared understanding of the setting helps the right people ask better questions.
Keep the brief useful rather than exhaustive. Describe the intended outcome, the constraints and the decision that needs to be made.
- Describe your priorities
- Include the relevant context
- Agree the next decision
| Question | Useful input |
|---|---|
| What should change? | Describe the outcome in practical terms. |
| What must stay? | Identify existing systems, spaces and constraints. |
