5. Using a Process Chart to Provide Transparency
If something goes wrong in an engagement, for whatever reason, how do you answer the client who says, 'Show me your risk assessment and the resultant planning?' The best response is to produce this in documents, hallmarked with contemporaneous client buy-in.
April 26, 2021 at 01:23 PM
3 minute read
The original version of this story was published on Lean Adviser
If something goes wrong in an engagement, for whatever reason, how do you answer the client who says, 'Show me your risk assessment and the resultant planning?' The best response is to produce this in documents, hallmarked with contemporaneous client buy-in.
The main cues to starting a process chart are 'Sort' and 'Set in order.' By now there should be a well-developed 'Anticipated Range of Outcomes,' an initial investigation should have been done, resources and assets should have been budgeted, and consequential strategies and tactics should have been cultivated. Transparent process charting just means gathering up all of these thoughts and plans, and then setting them in the best order and making them visible to the team and the client, with a view to collaboration and agreement.
For most legal projects this is as simple as making a list of everything that you have decided will need to be done, then arranging it into the most logical sequence. But with what tool? In most process charts, the tasks are listed on the vertical axis.
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