Pre-report checklist
- process scope is correct;
- material stakeholder contradictions are resolved or labelled;
- findings are traceable to evidence;
- root causes are distinguished from symptoms;
- opportunities have been consultant-reviewed;
- ROI assumptions have sources and confidence;
- the recommended first project is clear.
Build for the audience
Executives need the conclusion and decision. Process owners may need more operational detail. Technical teams may need architecture and data dependencies.Quality review
Check every finding for:- evidence;
- consequence;
- recommendation;
- owner;
- next action.
The current click-by-click Iris report generation workflow is [PRODUCT DETAIL TO CONFIRM] and should be documented with screenshots against the live product.