The outcome of the “Sanity Check” engagement is a document comprising three sections….
"Section 1 - Business Strategy Summary":
This section of the document comes from the initial face to face session. The purpose of this section is to summarise the following…
- Business vision and strategic focus
- Short and long term business goals
- Perceived business weaknesses from those interviewed
This sets the tone for the analysis.
This is a high level summary and is typically 2 to 3 pages in length.
"Section 2 - Analysis":
This section summarises the analysis process and calls out what was found. The analysis process will vary by what is identified in "Section 1".
The methods of analysis will comprise a mix of....
- Employee interviews
- Data analysis (this will come in many forms and is dependent on "Section 1")
- Digital Channel audit - comparing existing channel conduct to the outputs of "Section 1" and identifying gaps
This section is between 8 to 10 pages in length and is dependent on the analysis method.
"Section 3 - Issues and Solutions":
This is a concise high-level summary of all top level issues. For each issue, a solution is also presented.
In this section there is a narrative explaining why the "issues" are actually issues. It's important to include this rationale, so the executive team can understand why they are not on the right trajectory for specific parts of the business.
Explaining the “Why” is the crucial part of the "sanity check". It explains why there is a need for change.
Section 3 also comprises guidance around what recommended next steps look like for those who wish to pursue the solutions.
This section can vary in size, and normally ranges between 5 to 6 pages (depending on what is found).
In summary the document is between 15 to 20 pages in length and explains…
- Where you want to take the business
- What you ARE NOT doing which keeps you from getting to where you want to go (the “issues”) - or what you ARE doing which is wrong and will keep you from getting to where you want to go
- An explanation as to why the “issues” are issues
- A summary of solutions to resolve the issues
- Next steps for those who want to correct the trajectory