Preparing for a Diagnostic

A client checklist for sponsors and process owners before Iris evidence collection begins.

Before kickoff

Please identify:

• the business problem you want to understand;
• the process start and end points;
• the executive sponsor;
• the process owner;
• representative frontline participants;
• relevant adjacent teams;
• the main systems used during the workflow;
• important deadlines or decisions.

Stakeholder selection

Include people who own the outcome, manage the process, perform the work regularly, handle exceptions and receive important handoffs.

Avoid selecting only senior managers; frontline evidence is important for understanding the real workflow.

Participant preparation

The consulting team will confirm who should complete an Iris interview and where consent-based screen observation would add useful task-level evidence. Not every participant needs both.

During the engagement

Please help ensure stakeholders are available, questions are answered promptly and material findings are reviewed by the appropriate owners.

The goal is a validated view of the current state and a clear decision on what should happen next.