Field notes

What a task-flow assessment looks like in practice

Workshop discussion around a conference table

Sponsors often ask what changes on the calendar when an assessment begins. The short answer: very little on day one, and a denser conversation by the end of week two.

Week one is mostly listening. We join existing standups and planning, review recent tickets with read-only access, and schedule interviews across roles. We do not rearrange your ceremonies or introduce new boards.

Midway we draft a flow map: stages, typical durations, and where items pile up. We check the draft with two or three people who live inside the work so we do not mislabel a stage that only looks idle from the outside.

The findings workshop is half a day. We present ranked friction points with examples from your own history, then facilitate a short prioritization so the 90-day plan reflects what your leads can actually staff.

You leave with a written report, the map, and agreed experiments—not a permanent retainer unless you ask for coaching afterward. The assessment is meant to finish cleanly.

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