We use the traditional method of documenting which is a pen and paper.

We have historically found that by creating a more personal environment, condusive to open and honest conversation and dialog, productivity and results increase significantly.

After each Discovery session, the sheets are consolidated and common themes start to emerge. Clearly seen are the connections across and down the business that drive the strategic objectives.

In the illustration on the left, you'll see the Periodic Table of Business sheet with various Performance Markers circled and in turn connected.

You'll notice that these connections, or "Lines of Sight" as we call them, extend across the business and deep into the various hierarchical layers. This suggests that to execute just the most simple set of strategic objectives, every corner of the organization must be involved in tracking and monitoring these performance markers. At Business Foundation, we look at the performance Markers that drive strategic objectives, then look at the people who help to drive them, the xPM processes that give structure and validation to the execution of the drives and finally the technologies that bring it all together.

The Discovery Analysis is the initial phase where we sit down with all the key members of the client's management team, typically for 2 hour interview sessions. Each business function is usually represented in these separate meetings and each will give their unique perspective on the business and what they do to support the strategic objectives of the business.

Each meeting ulilizes a new sheet 2 - The Periodic Table of Business. This is effectively where we wipe the slate clean and look at the true requirements of the business in relation to executing upon the strategic goals. Whilst some focus is given to current and past situations, much of the focus of the discussion is given to how best to move forward and execute on the plans of the business.

This is where we discuss the business in a very interactive manner, using the "Broadsheets" as a way to document the conversation as well as find the Performance Markers or drivers that drive or connect to the strategic objectives.

There's no PowerPoint here.

THE DISCOVERY ANALYSIS

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