Focused business review
Best for A question that needs investigation.
Our team analyzes the records between meetings to understand what’s driving one agreed issue, compare your options, and recommend what to change.
What you receive
- Written findings
- Options with tradeoffs
- A 30-day plan with responsibilities and measures of progress
One agreed business area · Two meetings
What’s included in Focused Business Review
- Review of selected records for one business area we agree on
- Two meetings: understand the problem, then discuss the findings
- Written findings and recommendations, including the pros and cons
- A 30-day plan: what to do first, who does it, and how to track progress
We agree the problem, records, review limits, and delivery timing before work begins.
Meeting 1
Understand the question
Clarify the problem and the decision the work should support.
Between meetings
Our team does the analysis
Compare the agreed records, investigate the issue, and assess the options.
Meeting 2
Work through the findings
Discuss the evidence, tradeoffs, and priorities for the next 30 days.

