How the review moves from question to discussion

A sample four-week sequence for coordinating the work, not a live schedule or a guarantee.

Align on the review question and scope boundary. Gather agreed process materials and observations, synthesize what the evidence supports, then discuss findings and open questions with the engagement team.

Keep observations, interpretations, and recommendations distinct. When a new request falls outside the stated review, record its context and bring it to the decision discussion instead of silently expanding the work.

A four-week example sequence

Timing illustrates how this fictional review might be organized; actual engagement dates and dependencies determine the working plan.

  1. Week 1

    Align the review question

    Agree the intended outcome, review boundary, relevant contributors, and inputs for the example review.

  2. Week 2

    Gather agreed inputs

    Review identified process materials and collect observations relevant to the current onboarding journey.

  3. Week 3

    Synthesize observations

    Group evidence by journey stage, note gaps, and distinguish observations from interpretations or recommendations.

  4. Week 4

    Discuss findings and open questions

    Present prioritized observations, explain their evidence, and record boundary or direction questions for follow-up.

Worked coordination example

Keep the review useful without treating an adjacent request as approved work.

Example handoff

An interview surfaces a system-redesign request

During a discussion about onboarding, a participant asks the team to redesign a separate client system. The delivery lead records the request and its context; the consultant distinguishes it from the current-process observation; the team discusses whether it belongs in a separate engagement conversation.

  • Do not silently add redesign tasks to the review sequence.
  • Keep the current onboarding observation in the evidence set.
  • Record the direction and any effect on scope or plan.