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5 Cards in this Set
- Front
- Back
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People
– Who is your client? – Who are the stakeholders? – What is their vested interest in your analysis and recommendations? – How are they likely to react to different recommendations? – What type of recommendations is your client likely to agree to? – What types of recommendations are other stakeholders likely to disagree with and able to prevent happening? – What relevant knowledge does your client already have? What knowledge does your client need you to add? – What is your client’s aversion to risk? |
People
– Who is your client? – Who are the stakeholders? – What is their vested interest in your analysis and recommendations? – How are they likely to react to different recommendations? – What type of recommendations is your client likely to agree to? – What types of recommendations are other stakeholders likely to disagree with and able to prevent happening? – What relevant knowledge does your client already have? What knowledge does your client need you to add? – What is your client’s aversion to risk? |
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Business Process / Environment
– What processes have changed or are proposed to change? What are the likely consequences of these changes? How would you assess the impact of these changes? – What environmental changes have occurred? What are the likely consequences of these changes? How would you assess the impact of these changes? – What processes are not working well? – What could go wrong in the environment or processes in the future? – What changes are required to your client’s processes? What could go wrong with those changes? What are the consequences? Can you reduce the risk? |
Business Process / Environment
– What processes have changed or are proposed to change? What are the likely consequences of these changes? How would you assess the impact of these changes? – What environmental changes have occurred? What are the likely consequences of these changes? How would you assess the impact of these changes? – What processes are not working well? – What could go wrong in the environment or processes in the future? – What changes are required to your client’s processes? What could go wrong with those changes? What are the consequences? Can you reduce the risk? |
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Numbers
– What analysis is required to understand the impact of people, processes and environment? – Do the numbers suggest anything you need to go back and ask yourself about the people, processes environment? – Are the averages hiding important detail? What do one-way and two-way analyses tell me that the averages do not? – What projections do you need to do? What would those projections tell you about the problem or the solution? |
Numbers
– What analysis is required to understand the impact of people, processes and environment? – Do the numbers suggest anything you need to go back and ask yourself about the people, processes environment? – Are the averages hiding important detail? What do one-way and two-way analyses tell me that the averages do not? – What projections do you need to do? What would those projections tell you about the problem or the solution? |
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Solution
– What actions need to be taken? – What is the justification for those actions? – Are those actions practical? – Will people agree to your recommendations? – What could go wrong even if they accept your recommendation? Which of these risks are generic and which are particularly relevant to the problem you are solving? |
Solution
– What actions need to be taken? – What is the justification for those actions? – Are those actions practical? – Will people agree to your recommendations? – What could go wrong even if they accept your recommendation? Which of these risks are generic and which are particularly relevant to the problem you are solving? |
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Communication
– What is your scope? – Who are you writing the report for? – Who will read the report? – How will the report be used? – How should this affect what you write? – What are the requirements of the Code of Professional Conduct? – What are the 3 to 5 things of most critical importance for you to tell your client? How can you ensure that the client realises that these things are the most important? – What historical analysis, forecasts, scenarios / sensitivity does your client need to see in order to trust your recommendation and implement it successfully? – How can you explain the reasonableness of your analysis, assumptions, recommendations? |
Communication
– What is your scope? – Who are you writing the report for? – Who will read the report? – How will the report be used? – How should this affect what you write? – What are the requirements of the Code of Professional Conduct? – What are the 3 to 5 things of most critical importance for you to tell your client? How can you ensure that the client realises that these things are the most important? – What historical analysis, forecasts, scenarios / sensitivity does your client need to see in order to trust your recommendation and implement it successfully? – How can you explain the reasonableness of your analysis, assumptions, recommendations? |
