Diagnosis module: Difference between revisions

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{{a|gsv|}}Scratch pad on how to do the initial scoping of a process/documentation fix:
{{a|gsv|}}Scratch pad on how to do the initial scoping of a process/documentation fix:


First thing you need is [[symptom]]s. What is wrong? Why is someone calling you?  
First thing you need is to identify the [[symptom]]s. What is wrong? Why is someone calling you? Symptoms are usually the things you want to fix — but they are not the causes of the problem. They are its output; its ''manifestation''. If you address symptoms without addressing their [[root cause]], they will continue to recur as soon as you stop doing what you are doing.


===Describe existing process===
===Describe existing symptomatic process===
Understand how and why we got here in the first place.
Understand how and why we got here in the first place.
#Map out the ''symptomatic'' process that the client currently goes through that generate the symptoms.  
====Map out how the ''symptomatic'' process currently happens. ====
a. What outcomes do the business want to achieve?
*What is the desired outcome?
b. What are the legal/disclosure risks the current legal docs/disclaimers are addressing?  
*What is typical path, including [[horizontal escalation]]s and expected hand-offs?  
c. How effective are they?
*What risks and unwanted outcomes are addressed and how are they addressed?
(iii) What are the practical challenges/delays/inefficiencies in this process.
:*Are they the right things to focus on?
a. What can go wrong?
:*How effectively are they dealt with? (is it “day-to-day relationship management”, “enforceable legal remedies” or disclaimers and “disclosures”) ie are these effective [[coping strategies]]?
b. What unnecessary hand-offs and horizontal escalations are there?
====What are the practical challenges/delays/inefficiencies in this process@ ====
(iv) In a perfect world, what would be the optimal process? (ie ignoring tech/budgetary constraints)
*What can go wrong?
a. What would have to change to make that perfect world
*What unnecessary hand-offs and [[Horizontal escalation|horizontal escalations]] are there?
i. Things that are practically impossible
====Theoretical solutionising====
ii. Things that are too expensive
In a perfect world, what would be the optimal process? (ie ignoring tech/budgetary constraints)
iii. Things that involve changes to policies and rules
*What would have to change to make that perfect world
iv. Things you could change now.
*Things that are practically impossible
(v) Assuming that perfect word is unattainable, what would be the nearest practical scenario we could realistically get to?
*Things that are too expensive
i. What dependences/challenges/changes would we have to make to get there (e.g.: challenging the rule that we have to send out the “legal entity disclosure”; a decent file management system, harmonising us rules etc)
*Things that involve changes to policies and rules
ii. Who would need to agree to it?
*Things you could change now.
iii. What would need to be done and who would be doing it?
====Practical solutionising====
iv. How would you implement it?
Assuming that perfect word is unattainable, what would be the nearest practical scenario we could realistically get to?
*What dependences/challenges/changes would we have to make to get there (e.g.: challenging the rule that we have to send out the “legal entity disclosure”; a decent file management system, harmonising us rules etc)
*Who would need to agree to it?
*What would need to be done and who would be doing it?
*How would you implement it?
{{sa}}
*[[Coping strategy]]