Agreeing on what is being delivered.
Define the scope, exclusions, and acceptance criteria in a shared format for sales and operations.
Service companies / Application scenario
From opportunity to delivery, without losing context.
A service company needs to align its business promises with the team’s capabilities. This scenario facilitates the transition of an approved proposal into a workable project.
This is a hypothetical example to illustrate our approach. It does not represent a client or the results of a completed project.
The starting point
When the parts don't connect.
The team received a project with incomplete information from the original proposal. There were scope changes, tasks without assigned owners, and uncertainty about when billing should occur.
01
Qualified opportunity
02
Agreed scope
03
Assigned work
04
Delivery confirmed.
How would we approach the work?
Making capacity visible
Assigning responsibilities, milestones, and dependencies will help to organize work and eliminate reliance on scattered messages.
Close with evidence.
To record the acceptance of deliverables and any outstanding items, so that administration has the necessary context.
Tracking
What to measure in order to learn.
Initially, a starting situation is recorded. Then, the evolution is reviewed using the same criteria and period of comparison.
- Work in progress.
- Range adjustments
- Shipments accepted
Let's talk.
Does your operation present a similar challenge?
A conversation to understand your operation and to define a concrete first step.