Diagnostic Report Template

​

Executive summary

• What we examined
• What we found
• Why it matters
• What we recommend doing first

​

1. Business question and scope

State the process boundary, teams, evidence sources and exclusions.

​

2. Current state

Show the workflow and the minimum evidence necessary to understand it.

​

3. Key findings

For each finding: Finding: [what is happening] Evidence: [source] Consequence: [cost, delay, risk, capacity, customer effect] Likely cause: [validated cause or clearly labelled hypothesis]

​

4. Opportunity backlog

​

5. Business case

Show assumptions, scenarios, implementation cost, ongoing cost and expected benefits.

​

6. Roadmap

Separate quick wins, prerequisites and strategic work.

​

7. Recommendation

State the first project, why it is first and what decision is required.

​

Appendix

Detailed maps, evidence, technical notes and assumption tables.