Agree on action based on recommendations from insights and set a goal. eg. Efficiency levers:
Org design changes - at the role / team level
Work prioritisation / subtraction - at the activity level (need to be in 'team' to use the unallocated bucket) - eg. AI Agent / outsource
Process simplification - process view
Team alignment - retagging what's important (SI)
Hiring plan for future roles - adding roles
Compare, change log
Create another scenario if needed
Present scenarios to client
Publish if relevant
Scenario planning (video TBA)
Work design playbook resource (link TBA)
Efficiency use case example
Efficiency playbook (link TBA)
AI use case example (video TBA)
Option for leaders to speak with their team members about the results. They can follow this Conversation Guide - 1-1s using Beamible
Outcomes
Implement 1 action per function within your control OR use the data for a business case for change beyond your control