Define the problem and objectives
Technical explanationIdentify the decisions to be made and the operations affected. Conversations with process owners, IT and key users separate symptoms from causes and document constraints: systems that cannot stop, contracts, audit needs, change windows and team capacity. Success criteria must describe an observable behavior, risk or indicator.
- Activities and evidence
- Interviews, scope and exclusions, stakeholders, baseline indicators and operational constraints.
- Stage outcome
- A defined problem, initial hypotheses and agreed assessment criteria.

