Scoping tool

We use this device to scope out projects, both large and small. It helps to get our clients focusing on what's important to them without getting everyone drowned in detail.

It only take a few minutes to fill in but by the end most people report having greater clarity about where they need to place effort and investment.

Label
x
/
y
Urgency

How quickly does this need to be acted on?

Mindset

What might be the attitude towards any intervention?

Financial

What are the direct negative financial implications created by the situation?

Moral

What seems to be the effect on the individuals involved of the way things are at the moment?

Disruption

How great is the operational disruption?

Effectiveness

To what degree is the overall effectiveness of the organisation negatively impacted?

Reputation

What is the negative reputation impact within or outside the organisation?

Repair time

Management time to repair after an episode?

Frequency

What is the frequency of the negative occurrences

Recurrence

What do you think the likelihood might be of the recurrence of the problem without external help

View result

This is probably one you can sort out.

This situation probably can be resolved with a few internal actions. We'd be very happy to chat over what you can do for yourselves.
0

There may be quite a few things you can do internally

We'd be happy to talk over the situation in more depth since there could be quite a bit that you can resolve internally. However, it's possible that you'd like to get some external support and we'd be very happy to talk over what this might look like - we can even give you an idea of fees on the spot.
5

It may be better to get support with this one.

It may be easier to get some help with this situation to get a clearer, better result more decisively. Some situations present internal 'helpers' with a bigger task than an external agent.
10

This situation seems to have become difficult

It looks like that despite best efforts, things have gone too far to be easily resolved by action from within the organisation. We would be happy to talk over what you've done so far and how you would like things to turn out in the end. It may be that the conversation is enough to give you fresh ideas about the actions you can take without us or with our support.
15

It's probably time to get external support.

This situation has clearly run its course and the most decisive way to resolve it is probably going to involve some external support. We would be very happy to hear more about the situation, what you've managed to do about it so far and how you'd ultimately like things to pan out. This conversation would in no way oblige you to bring us in to assist.
20

Thank you

Your answers have been submitted to Paul Furey.

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