A 60-minute implementation reset
Define the change before a product, vendor, or deadline defines it for you.
Map one current workflow, name the outcome, assign ownership, write acceptance evidence, and preserve a rollback path before implementation begins.
Write the observable outcome
Describe what a person can do, verify, or recover after the change. Avoid goals such as modernize, streamline, or move to the cloud unless you also name the workflow, user, measure, and boundary.
- Who experiences the change?
- Which work becomes easier or safer?
- What evidence shows the outcome happened?
- What must remain possible during failure?
Draw the current handoff
Walk one ordinary case from trigger to completion. Record each person, system, file, decision, transfer, duplicate entry, delay, and exception. This is the baseline you will compare against.
Name owners and dependencies
Assign one accountable business owner plus the people who understand the process, data, security, technology, users, and recovery. Mark every account, integration, permission, and outside provider the change depends on.
Write acceptance and rollback together
Define what must pass and what triggers a stop. Preserve exports, backups, prior instructions, minimum access, communication steps, and the manual process needed to recover.