Frame the question
An assessment should answer a decision question. Define the scope, accessible information and people to consult. The aim is not to analyse everything but to inform a useful business choice.
Combine perspectives
Combine business data, customer feedback and internal operations. A sales issue may stem from the offer, target market or delivery capacity. Avoid accepting the first explanation without comparing it with other evidence.
Separate facts from assumptions
Classify observations by reliability. A widely shared impression remains an assumption until supported. Record missing information and its potential effect on the decision.
Develop options
Present coherent scenarios with advantages, constraints and conditions for success. Conclude with reasoned priorities and an initial action sequence rather than an undifferentiated list of recommendations.
This content is general information. It is not legal, tax or accounting advice, or a personalised recommendation.
Apply these ideas to your situation
