Internal Tool
Engagement Dashboard
0
Pain Points Logged
0
Scored & Prioritized
0
Systems Inventoried
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Phases Complete
Start or Continue an Engagement
Phase Readiness Checklist
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Phase 1 — Discovery & Intake
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Phase 2 — Operational Audit
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Phase 3 — Pain Point Inventory
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Phase 4 — Scoring & Prioritization
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Phase 5 — Systems Gap Analysis
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Phase 6 — Opportunity Mapping
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Phase 7 — Roadmap & Sequencing
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Phase 8 — Blueprint Readiness
01

Discovery & Intake

Establish organizational context, clarify goals, understand expectations, and identify high-level pain areas. Do not diagnose yet — listen and document.

Organizational Overview
Strategic Goals (12–24 Months)
Pain Points (Client-Perceived)

Capture their words — do not diagnose yet.

Operational Context & Constraints
Phase 2 Focus Areas

Based on this session, what should you pay close attention to during the audit?

Discovery Summary — Client Draft

This becomes the PDF you send to the client after the call. Confirm your understanding of their goals, challenges, and what comes next.

02

Operational Audit

Observe and document operational reality. Work through process walkthroughs, screen-shares, and 1-on-1 sessions. Check items you've covered and add notes where you find breakdowns.

A — Communication & Coordination
What platforms/tools are used for internal communication?
How is information stored and shared across teams?
How are updates passed between roles? Where does communication break down?
Is there version control? Are there places where people wait for updates?
How do staff confirm tasks are completed? Are deadlines tracked clearly?
B — Workflow & Process Execution
Are workflows documented? Do staff follow consistent processes?
How do approvals occur? Is there a defined decision owner?
Are tasks completed in a logical order? Are there rework loops?
Where do delays or confusion happen most often?
C — Documentation & Knowledge Retention
Does documentation exist? Is it updated and actually used?
What happens when a key person leaves? Is knowledge retained?
Are naming conventions and folder structures consistent?
D — Reporting & Data
How is data captured? Forms? Emails? Calls?
Is data duplicated or outdated? Does anyone validate accuracy?
Do leaders have real-time visibility? Are decisions data-informed?
E — Systems & Software
What software tools are currently used? (list all)
Are multiple tools serving the same function?
Where is manual data entry happening? What should be automated?
What tools would staff drop tomorrow if they could?
Audit Summary Notes
03

Pain Point Inventory

Convert audit observations into structured, neutral pain point statements. No editorializing. Each entry gets a unique ID, category, and statement.

Pain Point Register

Rule: Neutral, concise, specific, operational. ❌ "Staff don't know what they're doing" → ✔ "No standardized onboarding process exists"

IDCategoryPain Point StatementSource / Evidence
Thematic Patterns

After logging all pain points, identify 2–4 major themes.

04

Scoring & Prioritization

Rate each pain point across Severity, Frequency, and Impact (1–5). Formula: (Severity × 0.4) + (Frequency × 0.3) + (Impact × 0.3).

Scoring Matrix
IDPain PointSeverity
(×0.4)		Frequency
(×0.3)		Impact
(×0.3)		Score
Priority Ranking (Auto-Sorted)
📊

Score your pain points above to see the priority ranking.

05

Systems Gap Analysis

Inventory every tool in use, assess how well it's actually working, and identify integration, automation, and capability gaps.

Systems Inventory
Gap Summary Notes
06

Modernization Opportunity Mapping

Map high-priority pain points to concrete modernization solutions. Each opportunity should have a clear pain source, pathway, and measurable impact target.

Opportunity Matrix

Focus on top-scoring pain points from Phase 4.

Pain Point RefCategoryOpportunity DescriptionImpact TargetEst. Effort
07

Strategic Roadmap & Sequencing

Sequence initiatives into three tiers: Quick Wins (0–90 days), Strategic (3–6 months), Long-Term (6–12 months). Score = (Impact × 0.5) + (Feasibility × 0.3) − (Effort × 0.2).

Initiative Scoring & Sequencing
InitiativeImpact
(×0.5)		Feasibility
(×0.3)		Effort
(−×0.2)		ScoreTier
Sequenced Roadmap View
Tier 1 — Quick Wins
0–90 days · High impact, low effort, fast execution

No Tier 1 items yet.

Tier 2 — Strategic Initiatives
3–6 months · Moderate complexity, significant impact

No Tier 2 items yet.

Tier 3 — Long-Term Initiatives
6–12 months · Foundation-building, structural change

No Tier 3 items yet.

08

Blueprint Readiness Check

Verify all diagnostic work is complete before preparing the client-facing deliverable.

Engagement Summary
Blueprint Deliverable Checklist
Executive Summary Notes (Internal Draft)

Draft the 2–3 sentences that open your client report.

Ready to Build the Blueprint

All diagnostic phases complete. You now have everything needed to produce the client-facing Evorra Modernization Blueprint™ report.