First 30 days
- Confirm the current process and one accountable owner.
- Collect representative evidence from recent opportunities.
- Define one proportionate control and a usable completion criterion.
Assessment action guide · Requirements
Customer focus & requirements
Create a verified line from customer need to accepted outcome.
Objective evidence
Discovery record; requirement confirmation; acceptance criteria; change log
Measures to baseline
Requirement changes after offer; expectation gaps; customer feedback
Effectiveness test
After 30–90 days, compare the baseline with actual customer, flow, quality, risk and commercial outcomes. Record whether the control helped, created friction or needs redesign.
Evidence posture
Start with Known observations and records. Label unverified conclusions as Inferred, proposed targets as Assumed, and absent baselines as Missing. Do not claim realised value until the effect has been measured.