A path from what people tell you to what you can tell the client.

Add interview transcripts, PDFs, Word documents, spreadsheets and slide decks. Capture discussion and observations in a shared Workshop, with Ask Phaseplane alongside the work. Save a Workshop for later or select several Workshops to prepare one diagnostic intake.

Phaseplane uses reviewed file material and notes to draft three editable answers. What is happening now? What outcome matters? What stands in the way? Review the draft and its sources before running the diagnosis. You can also write those answers directly.

File format and size limits apply. Review what was read and resolve flagged gaps before relying on the material.

A delivery problem, a decision bottleneck and a capacity constraint may each need attention. Phaseplane can identify distinct business issues within the same case and examine how they relate. Start with the Overview, then open an issue for the explanation and the questions that remain.

The finished diagnosis includes findings, uncertainties and business wording for review. You receive a notification when it is ready.

A manager’s account, an interview transcript and an operational record play different roles. Phaseplane keeps source references with the reviewed material and distinguishes background context from evidence assessed against a finding.

Inspect what supports, challenges or limits a conclusion. Conflicting accounts and unresolved questions give you something specific to take back to the people involved.

Use Present to client to walk through the key findings. The diagnostic Overview gives you a brief view by issue, with links into the reasoning and sources. Export a PDF when the client needs a document to read or circulate.

Invite a client to a workspace with read-only access when they need to inspect the work themselves. Your team decides who can see the material.

• Forecast. Explore what may happen under stated conditions and where the diagnosis leaves uncertainty.
• Intervention. Examine possible responses to an issue and the conditions that affect them.
• Monitoring. Identify what to watch and what new information would warrant another look.

You request these analyses when they are useful. Your team gathers observations and brings them back into the case.

Record new observations on Updates or gather them in follow-up Workshops. Review what the new material means for the existing diagnosis before preparing a revised run. A new account may describe a recent change or add information about an earlier event.

History lets you open earlier published diagnoses and the linked Workshops. Return to what was known at the time and see which diagnosis is current.

For a specific proposal, Commitment Check examines how far the supplied evidence justifies proceeding and what would justify a stronger commitment. Build / No-Build applies the decision workflow to a proposed build. Your team retains responsibility for the decision.