Pillars #1 and #2: The Needs Analysis and Initial System Outline

A Needs Analysis includes:

  • Gathering the right people in the room
  • Asking great questions and taking great notes
  • “Active listening” and “Mirroring” — “what I’m hearing you say is…”
  • You are the “dumbest person in the room” (asking lots of questions)

The Initial System Outline is:

  • Synthesized notes of what’s most important to them. Look at our example
  • A basic flowchart of their idealized process
  • Here’s a link to view the simple flowchart
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