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Anil Thapa
Exercises

An exercise · A few minutes

What would this work change?

Every case study here names the decision the work changed. This page asks the same of yours. Hold one request, recommendation or decision from your own work in mind, answer six questions about it, and read where to start: a question to ask next, a small step within your remit, and what it costs.

  1. Hold one decision in mindA request you have been given, a recommendation you are preparing, or a choice you are waiting on. Nothing is typed in.
  2. Answer six questionsEach asks about something you can observe: who decides, when, on what evidence, and what the next step would cost. "I don't know yet" is a complete answer.
  3. Read where to startThe first open question is the place to start. Its review names a question to ask, a small step within your remit, what it costs, and what would change the advice.
See a worked example first fictional

An analyst is asked for a weekly view of the support backlog by product line. Their answers: the deliverable is clear but the choice it changes is not; they would recommend to the head of support, who decides; the view would be read at the Monday staffing meeting; the ticket data exists, but whether "open" means the same thing in the two ticketing tools is not established; the plan assumes spare capacity; and a reviewer with time is the missing support.

The first open question is the first one, so the result starts with the choice. The question to ask the head of support is what they would do differently on a Monday when the backlog came back higher. If the answer is moving two people between queues, the view now has a decision behind it, and the next thing to settle is what "open" means in both tools, which is question four.

Six questions

  1. 01What would someone do differently if this work succeeded?A dashboard, a model or a deck is an output. The question is which action changes on what it shows.
  2. 02Who makes that choice, and where do you sit?Preparing the evidence and having the authority to act on it are different jobs. This asks which one is yours.
  3. 03When could new evidence still change it?A delivery date and the last useful moment to influence a decision are rarely the same date.
  4. 04What evidence would favor one action over another, and can it be relied on?Relied on means three things: what the number means, whether it is current and complete enough for this choice, and how it was checked. Which of them matters depends on the decision.
  5. 05What would making room for the next step delay?The next step takes someone's time. What it displaces, and who carries the delay, is the tradeoff.
  6. 06What is missing for the next step?If more than one applies, choose the one that matters most. The result examines that one; it cannot tell you the others are in place.
Answer all six to read where to start.Read where to start All six answered. The first open question is the place to start.

There is no score and no right set of answers. Nothing you choose is saved or sent anywhere.

  1. The choiceI can name the choice between actions it would change.I can name the deliverable. Which choice it changes is not clear.I don't know yet.
  2. The ownerI make it, within a boundary that has been agreed.I recommend to a named owner who makes it.Several people are involved, and the final call is not assigned.I don't know yet.
  3. The timingBefore a known decision that has not been made yet.At a known recurring review.The choice has been made, and no point to reconsider it is agreed.I don't know yet.
  4. The evidenceThe comparison is agreed, and the evidence has the checks it needs.The comparison is agreed. The evidence is missing.The evidence exists. What it means, how current and complete it is, or how it was checked is not established.Nobody has agreed what evidence would change the choice.I don't know yet.
  5. The tradeThe displaced work is named, and the owner who carries the delay has agreed.The delay is known. The owner it affects has not agreed to it.The plan assumes spare capacity that nobody has checked.I don't know yet.
  6. The supportNothing I can identify: someone can act, and a review point is agreed.Access, or the context behind the request.Permission to act.Practice, or a reviewer with time to look at the reasoning.Delivery capacity.I don't know yet.

The first open question is where to start, because each question refers to the ones before it. The other open questions follow it.

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Also open

The work has an output and not yet a decision

What your answers establish

I can name the deliverable. Which choice it changes is not clear. You can name what will be delivered. Which action would change on its result is not yet clear, so the work has an output and not yet a decision. That is a question to settle before the work grows, not a defect in the work.

I don't know yet. Whether this work changes any choice is not yet known. That is the first thing to find out, because every later question here refers to the choice, and so does every estimate of what the work is worth.

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The question to ask next

Ask the person who asked for the work: if this came back the other way, what would you do differently? If they can answer, that is the decision, in their words. If the answer is that they would still want to see it, the work is a report. A report can be worth doing; it is sized and scheduled differently from evidence a choice is waiting on.

The small step

Before the work goes further, write the decision as one sentence in the requester's words: who chooses, between what, and by when. Take it back to them for a yes or a correction. A sentence they correct is more useful than one you guessed right, because the correction is the part you did not know.

What it costs

A conversation before the work rather than after it, and a day or two of delay that the requester carries. The conversation may find that the work has no decision behind it, which the requester may not welcome and which you are then the one to say. The alternative is building the output and finding out at the end, at the full price.

What changes the advice

If the requester names a decision but not who makes it, the open question has moved to the owner, and the review for question two is the one to read. If they name a decision that has already been made, it has moved to timing, and the review for question three.

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Nobody has been named to make the call

What your answers establish

Several people are involved, and the final call is not assigned. Several people are involved and none of them has been named to make the final call. Evidence prepared now has nowhere to land: a recommendation to a group is a recommendation to nobody in particular, and the easiest answer to it is not now.

I don't know yet. Who can make this choice is not yet known. Until it is, you cannot tell whether you are preparing evidence for an owner or waiting to be given a decision, and the two need different work.

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The question to ask next

Several people are involved, and the final call is not assigned. Ask the most senior person involved: who makes the final call on this, and would they take a recommendation with an alternative in it? The answer may be a name, or it may be that the group is the owner and needs a date to decide by. Either is usable. "We will see" is not.

I don't know yet. Ask the person who asked for the work who they will take the result to. Follow that chain until it reaches someone who can say yes or no. If it never does, that is the finding, and it is worth more than the analysis.

The small step

Hold the work at its current size, and draft the shape of the recommendation anyway: the choice, an alternative you would accept, and the fact that would change your mind. Then ask who should receive it. A draft addressed to someone is harder to leave unassigned than a request for an owner.

What it costs

The work waits while the owner is found, and whoever asked for it carries that delay. Asking who decides can also show that the group would rather not say, which is information and is not always welcome. The alternative, preparing more evidence in the meantime, costs more and lands in the same place.

What changes the advice

If the owner turns out to be you, inside a boundary nobody has stated, the open question is the boundary: what you may decide alone and what needs a second signature. Agree it before acting on it. If the owner is named and the decision has a date, the next question is the evidence, question four.

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The evidence may be arriving after the choice

What your answers establish

The choice has been made, and no point to reconsider it is agreed. The decision has been made and nothing has been agreed that would reopen it. Evidence arriving now cannot change it. It can confirm it, contradict it or inform the next one, and which of those the work is for has to be said out loud.

I don't know yet. When the choice is made, or whether it already has been, is not known. The date on the work is a delivery date. The date that matters is the last moment at which evidence could still change the decision, and nobody has named it.

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The question to ask next

The choice has been made, and no point to reconsider it is agreed. Ask the owner: is there a condition or a review point that would reopen this, and what would it take? If there is one, that is the deadline the work now serves. If there is none, ask what the work is for. "To see whether we were right" is a legitimate answer, and it is a different piece of work.

I don't know yet. Ask the owner when the choice will be made, and whether it already has been. Then ask what they would need to see, and by when, for it to come out differently. The second answer sets the deadline. The first only sets the meeting.

The small step

The choice has been made, and no point to reconsider it is agreed. Re-scope the work to the next decision its result could reach: the review that could reopen this one, or the next choice of the same kind. Say so in writing to the person who asked, with the original scope and the new one side by side, and let them choose.

I don't know yet. Put a date in the sentence that describes the decision and take it to the owner for correction. A wrong date gets corrected. A missing one gets replaced by the delivery deadline, and the two are not the same date.

What it costs

Some of the work already done was for a decision that is closed, and that cost is sunk whoever carries it. Re-scoping can read as the team having been late, which it may have been. The alternative is finishing evidence for a decision nobody can act on, which costs the same and teaches nothing.

What changes the advice

If the owner names a review point, the open question becomes whether the evidence can be ready and checked by then, which is question four. If there is no review point and no next decision, propose stopping the work, with the reason, and let the owner decide whether a report is still wanted.

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The evidence is not yet something the choice can rest on

What your answers establish

The comparison is agreed. The evidence is missing. The comparison is agreed: everyone knows what would favor one action over the other. The evidence for it is not in hand. That is an analysis to run, not a definition to argue, and it has a known shape and a size you can state.

The evidence exists. What it means, how current and complete it is, or how it was checked is not established. The evidence exists, and what it means, whether it is current and complete enough for this choice, or how it was checked is not established. A number that looks usable and is not is the costly case, because it is the one that reaches the decision.

Nobody has agreed what evidence would change the choice. Nobody has agreed what evidence would change the choice. Until that is agreed, more analysis produces more findings and no decision, and any number can be read as support for the position someone already holds.

I don't know yet. What evidence would favor one action, and whether it can be relied on, is not yet known. The criterion comes first and the checks come after it; running checks on evidence nobody has agreed to use is work in the wrong order.

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The question to ask next

The comparison is agreed. The evidence is missing. Ask the owner: if the comparison came out this way, is that enough to act on, or would you want it checked against something else first? The answer says how much evidence is enough, which is the size of the work.

The evidence exists. What it means, how current and complete it is, or how it was checked is not established. Ask whoever maintains the source: what does this number mean, as of when, and what has it been checked against? Then ask the owner which of those three would change the choice if it were wrong. That one is the check to run first.

Nobody has agreed what evidence would change the choice. Ask the owner, before any analysis: what would you need to see to choose the other option? If nothing would, the decision is made, and the review for question three applies. If something would, write it down; that sentence is the criterion.

I don't know yet. Ask the owner what would make them choose the other option. Then ask whoever maintains the data whether that evidence exists and has been checked. Those are two conversations, and the first has to come first.

The small step

The comparison is agreed. The evidence is missing. Produce the smallest piece of evidence that settles the agreed comparison, with its as-of date and its checks stated, and take it to the owner. Scope out what the comparison does not need. A wider analysis is a later decision, and usually a different one.

The evidence exists. What it means, how current and complete it is, or how it was checked is not established. Run the one check the owner said would change the choice, record what it found, and label the number with what it means, its as-of time, and what it was checked against. A labeled limit is usable. An unlabeled one is a trust failure waiting for the meeting.

Nobody has agreed what evidence would change the choice. Propose a criterion in writing: if this is above that, we do one thing, otherwise the other. Take it to the owner for correction before any analysis runs. A criterion they correct is theirs. One they never saw is yours, and the finding will be read accordingly.

I don't know yet. Write the comparison you think the decision rests on as one sentence and take it to the owner. Take their corrected sentence to the person who maintains the data. Do not start the analysis until both have seen it.

What it costs

Agreeing the criterion and running the checks come before the analysis and delay it, and the owner carries that delay. The checks may show the evidence cannot be relied on for this choice, which narrows what can be recommended. The alternative is a finding that looks usable and is wrong once, which costs more than every check on this list.

What changes the advice

If the criterion is agreed and the evidence checks out, the open question is what the work displaces, which is question five. If the owner cannot name a criterion after two attempts, treat the decision as made and read the review for question three.

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The next step has no agreed place in anyone's plan

What your answers establish

The delay is known. The owner it affects has not agreed to it. You know what the next step displaces, and the owner of that work has not agreed to the delay. The tradeoff is visible and unaccepted, which means it will be made by whoever moves first and carried by whoever was not asked.

The plan assumes spare capacity that nobody has checked. The plan assumes capacity that nobody has checked. If the capacity is not there, the next step is taken from whatever was already late, and the cost lands on someone who did not agree to it and may not find out until the review.

I don't know yet. What the next step would delay is not known. Until it is, the step is an addition to someone's week rather than a decision about it, and additions are how a plan fails without anyone deciding that it should.

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The question to ask next

The delay is known. The owner it affects has not agreed to it. Ask the owner of the displaced work, with the delay stated: this moves your item by about this much; can you carry that, and if not, what would you move instead? The answer may be no. A no with a reason is a decision. Silence is not consent.

The plan assumes spare capacity that nobody has checked. Ask whoever holds the plan: which item would this come out of? If the answer is that there is room, ask what was delivered late last month. The second answer usually corrects the first.

I don't know yet. Ask whoever holds the plan what the next step would move, and who would feel the delay. If nobody can say, the plan is not detailed enough to take a step from, and that is the first thing to fix.

The small step

The delay is known. The owner it affects has not agreed to it. Put the trade in writing, one line: this step, the item it delays, by how much, and who carries it. Send it to the owner of the displaced work and to whoever can authorize the trade. Then wait for the answer rather than starting on the assumption of one.

The plan assumes spare capacity that nobody has checked. Size the next step honestly, name the item it would come out of, and take both to the person who can authorize the trade. If you do not hold the plan, propose the trade rather than making it. The proposal is within your remit. The decision may not be.

I don't know yet. Write down what you know about the plan: what is committed this quarter, what has slipped, and where the next step would fit. Take it to whoever holds the plan as a question rather than a request. A question about capacity gets an answer. A request for it becomes another item.

What it costs

The displaced work is late by the stated amount, and its owner carries that. Naming the delay makes it visible without making it smaller. Asking may also get a no, in which case the next step waits, and that is the tradeoff working as intended. The alternative is capacity borrowed from whichever item was quietest.

What changes the advice

If the owner agrees the trade, the open question is whether the person taking the step has what they need, which is question six. If nobody can authorize the trade, the capacity decision sits a level up, and the step within your remit is the proposal, not the work.

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The next step depends on something another person holds

What your answers establish

Access, or the context behind the request. The missing piece is access, or the context behind the request: the priority that was discussed in a meeting you were not in, or the data you cannot see. That says nothing about judgment. Judgment cannot be exercised on information one does not have.

Permission to act. The missing piece is permission to act. The next step is clear and nobody has said you may take it. That is a boundary to be stated by whoever owns it, not a confidence to be found in yourself.

Practice, or a reviewer with time to look at the reasoning. The missing piece is practice, or a reviewer with time to look at the reasoning before the choice is made. Preparing alone can produce a sound recommendation. What it cannot produce is the review that lets someone else trust it, and that is the piece that transfers judgment.

Delivery capacity. The missing piece is delivery capacity: the step is agreed and nobody has the hours. That is a planning fact, and it belongs beside your answer to question five.

I don't know yet. What is missing for the next step is not yet known. Context, permission, review and capacity are different gaps with different fixes. Treating the lot as a confidence problem is the cheapest way to fix none of them.

If question 05 says "The displaced work is named, and the owner who carries the delay has agreed": Your answer to question five says the trade is agreed. This one says delivery capacity is missing. Check whether the two answers refer to different work, or to different people. One of them is out of date, and it is worth knowing which before asking anyone for anything.

If question 02 says "I make it, within a boundary that has been agreed": Your answer to question two says you make this choice within an agreed boundary. This one says permission to act is missing. Check whether the next step falls outside that boundary. If it does, the boundary is the thing to ask about, not the step.

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The question to ask next

Access, or the context behind the request. Ask the person closest to the decision: what was decided about this before I was involved, and what can I see that I cannot now? Ask for the specific access or the specific meeting, not for more context in general.

Permission to act. Ask whoever would otherwise take this step: may I take it, within what boundary, and when do you want to hear about it? A boundary with a check-in point is a yes. "Use your judgment", with no boundary, is one you will find by crossing it.

Practice, or a reviewer with time to look at the reasoning. Ask the decision owner and the intended reviewer: which part of the next recommendation could I prepare, and when could someone review the reasoning before the choice is made? The reviewer's time is the ask. Agree it before the work expands.

Delivery capacity. Ask whoever holds the plan what this step comes out of, with the size stated. If the answer is that there is room, ask what was delivered late last month; the second answer usually corrects the first.

I don't know yet. Take the four in order: can you see what you need, may you act, who would look at your reasoning, and do you have the hours? Then ask the person who could supply the first one that fails. One gap at a time is answerable. All four at once is a complaint.

The small step

Access, or the context behind the request. Request the specific thing in a sentence that names the decision it is for, and say what you would do with it. A request tied to a decision is easier to grant than a request for access, and easier to refuse with a reason, which is also useful.

Permission to act. Propose a bounded next step in writing: what you would decide, the alternative you would accept, the fact that would change your mind, and when you would report back. Ask for a yes within that boundary. The accountable owner keeps the business decision. You are asking for the step, not the seat.

Practice, or a reviewer with time to look at the reasoning. Take one bounded recommendation to the reviewer: a choice, an alternative you would accept, and a fact that would change your mind. Agree the review time before expanding the work. The reviewer examines the reasoning. The owner still decides.

Delivery capacity. Bring the step and the item it would displace to the person who can trade them, as a proposal. If you hold the plan, make the trade and tell the owner of the displaced work. If you do not, the proposal is the step.

I don't know yet. Name the first gap, in one line, to the person who can close it, and ask for that alone. What comes back tells you whether it was the right gap, and that is the next thing you need to know.

What it costs

Access, or the context behind the request. Someone's time to explain or to grant access, and the possibility that the context changes the recommendation you had in mind, which is the point. The alternative is a recommendation built on what could be seen, read by people who know what could not.

Permission to act. The owner gives up some control over a step they used to take, and carries the risk of a call they would have made differently. The first bounded step may take longer than their doing it. Keep it small enough that a wrong call is recoverable before the decision closes.

Practice, or a reviewer with time to look at the reasoning. The reviewer gives this attention instead of another task. Name that task, and agree who carries its delay. The first attempt takes longer than the experienced person doing it alone. Keep the scope small enough to review while the choice is still open.

Delivery capacity. The displaced work, and its owner's agreement. If the trade cannot be made, the step waits and the decision is made on what exists, which is a cost the owner should hear in advance rather than discover afterward.

I don't know yet. A conversation that may show the gap was not the one you expected, and the time of the person you asked. Both are cheaper than preparing more alone against a constraint that preparation cannot move.

What changes the advice

Access, or the context behind the request. If the context cannot be shared, the step is not yours to take yet. Ask for a smaller decision that can be taken on what you may see, and take that one.

Permission to act. If the boundary cannot be stated, the owner is not ready to delegate this one. Propose a smaller, lower-consequence decision to practice the boundary on, and come back to this one with that record.

Practice, or a reviewer with time to look at the reasoning. If the reviewer cannot make time before the decision, resolve that first, or agree a smaller and later decision to practice on. More solo preparation leaves the same constraint in place.

Delivery capacity. If the plan has no room for the step this quarter, the open question is the plan, and the review for question five is the one to take to whoever holds it.

I don't know yet. If closing the first gap does not move the step, the gap was elsewhere. Go back to the four and take the next one. Two rounds of that usually find it. A third means the step itself is the problem.

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Every condition is in place. Test one.

What your answers establish

Every answer names a condition in place: a choice the work would change, an owner who can make it, a window in which evidence can still reach it, evidence with the checks it needs, a trade someone has agreed to, and nothing missing for the next step. This exercise cannot confirm any of that. What it can do is point at the one test that would.

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The question to ask next

Ask the owner for two things: when do you want the recommendation, and what would you need to see to choose the other way? If both answers come easily, the conditions you named are real. If either stalls, one of your six answers was generous, and you have just found which.

The small step

Take one bounded recommendation to the owner before the window closes: the choice, an alternative you would accept, and the fact that would change your mind. Record what was decided and why. A few of those records are the most honest evidence of judgment anyone has, and they are what a larger decision gets handed on.

What it costs

Exposure. A recommendation with a condition can be shown to be wrong on terms agreed in advance, and a declined one has to be counted as the format working. The owner may choose the alternative. What is spent is the safety of a finding with caveats, which is also most of why findings go nowhere.

What changes the advice

If the recommendation gets no decision and no reason, one of the six conditions was not what it looked like, and the exercise cannot tell you which. The owner's answer to the question above usually can. Go back to questions one to three first; the later ones only matter once those hold.

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The other exercise here runs the same way on a fictional quarter: four demands, capacity for two, and what each pair cost. Tradeoffs