How to use this list
Select deliverables from the operating problem and the receiving team’s needs. A narrow project may require only some of them; avoid adding documents that do not support a decision, execution, or maintenance responsibility.
1. A bounded process map
Show the start, finish, roles, decisions, and exception route. State what the map intentionally excludes.
2. An evidence and assumptions register
Separate measured observations from interpretations and open questions. Keep the source of important findings traceable.
3. A prioritized improvement brief
Identify the first intervention, dependencies, effort, and accountable manager. A long unranked issue list is harder to execute.
4. Usable procedures or checklists
Record prerequisites, decisions, completion evidence, and stop conditions. Test with the intended user rather than only the author.
5. A decision-rights matrix
Assign authority and escalation limits for recurring choices. A role title alone does not establish permission to act.
6. A metric definition register
Define source, period, exclusions, and owner for each operating measure. Make inconsistent calculations visible before charting them.
7. A pilot and acceptance record
Log cases, exceptions, revisions, and the decision to adopt or revise. Preserve what was tested rather than relying on a completion label.
8. An internal handover package
Provide editable sources, maintenance ownership, and the next review date. Confirm the team can operate without routine outside intervention.
Worked example
Illustrative use: a process map may expose a missing delivery-acceptance decision. The proposal can connect that finding to a decision rule, a checklist, a pilot, and handover instead of treating each document as an unrelated deliverable.
Turn the list into a decision
Select the items connected to your current operating problem. Assign an owner and an evidence source to each one, then use a recent real case to test the proposed change. Keep unresolved assumptions visible and review the result before expanding the process across the business.
Related implementation resources
Discuss the operating problem
Elixir consulting starts at $5,000 per month, with final pricing based on scope. Bring a recent example, the current workflow, and the person who owns the result to define the appropriate implementation scope.