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Understand your grey zones before writing the rules

The initial diagnosis is a structured exploration of the specific areas of ambiguity in your company — the situations where different people play by different rules.

Consultant presenting a diagnostic overview to a small management team in a conference room
What It Is

A structured look at where your rules are missing

The initial diagnosis is not an audit and not an evaluation of your team. It's a structured process of discovery — we listen, observe, and map the specific situations where ambiguity creates friction in your organization.

By the end of the diagnostic phase, you'll have a clear picture of:

  • Which situations generate the most recurring conflict
  • Where interpretations diverge most significantly across your team
  • Which areas of your operations have no shared rule at all
  • What a complete operational rulebook would need to address
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What We Examine

The areas we explore in every diagnosis

These are the operational zones where grey areas most commonly appear in companies of your size.

⏰

Time & Attendance

Arrival expectations, flexibility norms, break policies, and how lateness is handled — or not handled — across the team.

🏖️

Leave & Time Off

The process for requesting vacation, personal days, and sick leave — including how far in advance, who approves, and what happens when requests overlap.

🔄

Absence Coverage

What happens when someone is absent — who covers their responsibilities, how urgent tasks are redirected, and who is accountable for the outcome.

🛠️

Tools & Equipment

How shared tools, vehicles, equipment, and digital resources are allocated, reserved, and returned — and what happens when demand exceeds availability.

⚡

Priority Conflicts

When two departments need the same resource, space, or person at the same time — and no rule exists to determine who takes precedence.

📋

Communication Norms

Response time expectations for messages, which channels are used for what, and what constitutes an urgent communication versus a routine one.

The Process

How the diagnostic phase works

A clear sequence designed to gather honest information without disrupting your daily operations.

1

Intake Conversation

We begin with a conversation with management to understand the company's context, size, and the specific situations that prompted the inquiry.

2

Team Interviews

We conduct structured interviews with team members at multiple levels. These are conversational, not evaluative — we're listening for patterns, not judging individuals.

3

Diagnostic Report

We deliver a written report identifying the grey zones, the recurring conflicts, and the specific rules that would address each situation.

Start with a diagnosis, not a document

Before writing any rules, we need to understand your specific situation. The diagnostic phase ensures the rulebook we build is built around your actual conflicts — not generic assumptions.

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