Sample deliverable
A diagnostic you can actually inspect.
A condensed findings memo for an illustrative nonprofit. It shows the structure of the work, not results from a real client.
Illustrative sample. The organization, findings and decisions below are hypothetical. No interviews were conducted and no performance results are claimed. A paid diagnostic would use agreed scope and actual evidence.
Scope
- Team
- A composite nonprofit with 12 staff and 60 volunteers.
- Process
- From proposed program date to a confirmed volunteer briefing.
- Question
- How can a date change reach the right people without reopening the decision in several meetings?
Evidence to collect
Two stakeholder interviews, a walkthrough of one recent date change and a redacted view of the current calendar and communication steps. Separate observed facts from assumptions before recommending changes.
Boundary: this sample assumes fragmented ownership. An actual diagnostic might find a different cause.
Process map
- Program lead proposes a date and checks capacity.
- Named approver decides, using the agreed criteria.
- Calendar owner records the approved date in one place.
- Communication owner briefs volunteers and records delivery.
- Program lead confirms readiness before launch.
Every handoff needs an owner, an input and a clear condition for moving forward.
Five proposed fixes, subject to evidence
| Priority | Change | Accountable role | Acceptance check |
|---|---|---|---|
| 1 | Assign one date-change approver. | Program director | Every change has a recorded decision owner. |
| 2 | Use one approved program calendar. | Operations lead | All program leads know the authoritative version. |
| 3 | Record decisions separately from meeting notes. | Meeting facilitator | Decision, reason, owner and next step are captured. |
| 4 | Define a volunteer update handoff. | Volunteer coordinator | Updates have a sender, audience and agreed deadline. |
| 5 | Review unresolved exceptions in one short meeting. | Program director | Routine status does not consume the exception review. |
Scorecard: establish a baseline before setting targets
| Measure | Definition | Source and review | Baseline |
|---|---|---|---|
| Reopened decisions | Approved decisions reconsidered without new information, counted monthly. | Decision log; monthly program review. | Not collected |
| On-time briefings | Briefings delivered by the agreed deadline divided by briefings due. | Communication checklist; monthly. | Not collected |
| Unowned handoffs | Open steps with no accountable owner at the weekly review. | Action log; weekly. | Not collected |
Implementation and review
The diagnostic ends with a findings memo and a leadership readout. Implementation is a separately agreed scope. A first pilot could use one program, review exceptions weekly, and assess the agreed measures after 30 days before wider rollout.
Leaders confirm the proposed owners, approve the pilot and decide which baseline data is practical to collect. No savings estimate is made before the evidence supports one.