Start a case (Consultant)

1) Define the case

Clarify the context

Define the scope

Define success

Internal and external situation the client is in

Examples

When did the problem starts to happen?

Recent

Long term

Is the problem related to a particular part of the system?

What should be included in the project?

Any constraint?

Budget

What does the problem needs to be solved by?

Time

By how much (performance increase/error rate drops)

Any other targets

2) Structure the problem

Design an issue tree

Each node should be a question (not a topic i.e. noun)

3) Connect the dots

Everything you hear has a flow

Do not look at them as isolated issues

Define the strength and weakness of the client/system

4) Add perspective

An implementation of the solution, not just an analysis

What will the implementation/execution mean?

What will be the risks?

How much resources needed?

Time

Money

Skills

What are the changes that will occur?

Mind set

Culture

Behaviours