Results

What is in this group?#

• Impact is a read-only overview of what has changed since the start.
• Decisions lists every decision, open or made, with its options and reasons.
• Insights collects what the client and the advisor have understood, with the basis for it.

Both sides see these places; a person with the role Read sees less (see the questions below). On the web, the Mac and the iPhone they work the same way.

What does Impact show?#

Impact does not count work done; it shows what is different. You cannot create anything on this page, because it is drawn from the other places:

• four counts: Decisions brought about, Insights confirmed, Milestones reached and Sessions so far (sessions that took place);
• Maturity: for each model that has been assessed, the level from the first round to today against the target;
• Goal metrics: each goal metric with its baseline and current value;
• the use cases in production and how many capabilities have an owner on the client side.

A row opens the goal, model or initiative behind it. On the web a button prints the page, for example as a PDF (Impact report as PDF).

What is a decision here?#

A decision is a question the client has to settle. It has a title, the options, the context (what it is about and what depends on it), the goal it affects and a due date, and may list assumptions it rests on. It is either open or made; the list can be filtered by Open and Made.

Anyone with edit rights can add a decision: use the + of the page or describe it in one sentence and select Fill in. How the form works is explained on Steering.

Record a decision#

1. Open the open decision.
2. Choose one of the options.
3. Write why, in your own words, at least ten characters.
4. Select Record.

The decision is now made, with the option and the date. An undo message appears at once. The advisor can record a decision on the client's behalf (Record decision on the client's behalf).

How does a session turn into decisions?#

When the advisor adds notes or a recording to a session, the Curator drafts a protocol and puts it into Approvals. Each decision it found is one part of it: an open decision is set to made with the chosen option, or a new one is created as made. Tasks and risks named in the session are parts too. Parts that do not clearly come from the session are unchecked and say why. Nothing is recorded until the advisor approves. See Sessions.

What is an insight?#

An insight is a statement that the two sides have understood, such as "The pilots fail because no business owner is named". The form asks what it is based on and how you would notice it is wrong. Its status is hypothesis until it has held up, then confirmed. People formulate insights; the Sparring agent may propose one, which then waits in Approvals until a person approves it. A discarded insight leaves the list but can be shown again with the removed filter (see Steering).

How do decisions link to goals and documents?#

Every decision belongs to a goal; the field is required. Sessions, documents and other items that refer to a decision are listed on its detail page, in both directions. Changing a decision's options, date or result marks the open items linked to it with Basis changed (see Steering). A decision can be withdrawn and an insight discarded; both stay in the list and can be reopened.

Common questions#