Bring the work as it happens.
Notice the handoffs.
Bring one ordinary example of how work moves between your team members. A recent estimate or a transition note is exactly right.
Where it begins
Identify where the request begins and which source document or note starts the handoff.
Where it waits
Notice where a decision waits or a detail needs review. Bring that question to the conversation.
What must be right
Define your non-negotiable success criteria for a file. Focus on the core data essential for the next person in line to succeed.
Synthetic illustration: An example of workflow estimation records.
Notice the handoffs.
Where it begins
Identify the origin point of your typical project request. Notice the first document generated—the initial estimate or draft—as it moves from intention to record.
Where it waits
Note the pauses in the workflow. Where do documents gather dust? Capture the moments where a task is finished but the next person hasn't yet picked it up.
What must be right
Name the details that must be accurate for the next person to review the work.
Illustrative/synthetic example
Notice the handoffs.
Bring one ordinary example of your process—a recent estimate or a typical handoff to the field. This helps us see the work as it actually happens. Please do not bring confidential files or any access credentials.
Where it begins
Identify the moment a commitment is made and the first record is created.
Where it waits
Notice the pauses in communication where details often lose their sharp edges.
What must be right
Determine the essential data points that cannot be left to interpretation.
Protect people and records.
Use a synthetic or non-sensitive example. Do not bring confidential records or access credentials.