Name the owner.
Choose the person who can resolve workflow questions and approve the scope.
FROM THE OPERATING PRACTICE
Prepare for your pod.
A useful start comes from access, examples and a person who owns the workflow.
Bring representative examples.
Include ordinary cases and the difficult exceptions. Share only data approved for the engagement.
Map the access.
List systems, required permissions, data restrictions and the people who can authorize access.
Agree the first month.
Confirm the scope, named pod, start date, review cadence and acceptance criteria in writing.
YOUR NEXT MONTH COULD LOOK DIFFERENT
Bring the work
you wish was done.
We’ll work out what to automate, what to keep human,
and where to start.