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Do not carry every generated idea into the client report.

Qualification checklist

Evidence strength

Is the problem observed across enough evidence to matter?

Business impact

Does the condition create material cost, delay, risk, lost revenue or capacity constraint?

Root cause

Would the proposed intervention address the actual cause rather than the symptom?

Feasibility

Are the required data, systems and process conditions available?

Risk

What could fail? Is human oversight required?

Ownership

Is there a client owner who can implement and sustain the change?

Time to value

Can the opportunity produce useful evidence of impact within a reasonable period?

Disposition

Classify as:
  • recommend now;
  • prerequisite work first;
  • investigate further;
  • low priority;
  • reject.
This prevents the final roadmap from becoming a catalogue of possibilities.