Describe the outcome the organization needs to achieve
A capability describes what the organization can accomplish under relevant conditions. An installed tool is useful information, but by itself it does not demonstrate the ability to investigate a rejection, decide recovery and communicate a reliable outcome.
Before comparing proposals, connect the need to an observable result and identify who uses it. In a fictional example, APS can consult execution logs, but only Business can determine whether an instruction would duplicate an operation. More log access does not resolve the need if the business decision remains unavailable during the critical period.
Record the desired outcome, current behavior and evidence supporting the difference separately. Avoid immediately defining training, recruitment or a platform as the only response. These are options to assess.
A useful description also includes conditions: operation type, service window, available information and required authority. This allows discussion of whether the gap concerns technology, process, knowledge, data or coordination among teams, without turning a component inventory into a capability promise.
Investigate hypotheses that lead to different interventions
One observation can fit several explanations. Waiting for a response may result from missing information, an unavailable decision maker or routing to the wrong team. Recording duration alone does not distinguish these hypotheses.
Define an observation that would help separate them: when did necessary data become available, when did the request reach the correct owner and when was decision authority available? Use only authorized collection proportionate to the question.
In a fictional trial, introducing a complete form and a dedicated decision maker together reduces waiting. This demonstrates an outcome under the combination but does not identify which intervention explains the difference. Recommending a narrower option needs evidence that helps compare hypotheses within service constraints.
Do not promise that observational comparison establishes causality: operation types, shifts and workload may differ. A diagnostic record should let another participant distinguish observation, interpretation and missing information. Its purpose is to guide problem definition and options, not create a causal account more certain than the data allow.
Relate work, skills and availability
Adding available hours is only an initial check. Relevant capacity depends on who can perform each task and in which window. Consider operations X and Y.
Each needs diagnosis from 09:00 to 10:00 and a decision from 10:00 to 11:00. Each task occupies one person for the full hour. Ana and Bruno can diagnose; Ana and Celia can decide.
The fictional rule prevents anyone deciding on an operation they diagnosed. With everyone available, Ana can diagnose X, Bruno Y, Celia decide X and Ana decide Y. Show a concrete assignment before claiming feasibility.
If Celia is unavailable in the second window, Bruno has spare hours but cannot yet decide. The aggregate total no longer explains the limitation. Distinguish competence, permission and availability: knowing a task does not mean being authorized or free to perform it.
In the value proposition, identify the gap each option addresses and the conditions on which it depends. The exercise assignment demonstrates only compatibility with supplied rules, not measured real productivity.
Assess an option that creates capability
Proposed training is not yet available capability. In the previous example, an option prepares Bruno to make decisions, but the supplied condition requires completed assessment and assigned authority by 09:00. If confirmed, Ana can diagnose X and later decide Y; Bruno can diagnose Y and later decide X.
The combination respects both windows and avoids deciding on one’s own diagnosis. Keep this conclusion conditional while preparation remains unproven. Include learning and assessment effort within the comparison horizon.
Forecasting ten released hours and two additional preparation hours gives eight net hours within that horizon if these are the only amounts and do not overlap. It proves no reduction in salary or expenditure. Do not exclude organizational options because the initial request named a tool, or assume training resolves missing authority.
A useful comparison presents expected outcome, conditions, relevant costs, time until capability exists and evidence limitations. The decision belongs to the owners defined for the context; the analytical model does not make it.
Define boundaries that support the intended outcome
Solution scope should explain capabilities needed for the objective, including dependencies delivered by another entity. If the intended outcome is informed recovery, a proposal limited to displaying an error code may need additional business-state information.
This does not automatically bring every organizational system into the project. Identify the missing capability, its delivery owner and the dependency requiring confirmation. If an external team retains manual decision making during transition, make its availability and the condition for ending that dependency explicit.
A contractual exclusion does not remove the outcome dependency. Conversely, an external dependency does not automatically transfer ownership or budget to the project team. In an international setting, confirm the meaning of terms such as confirmation, receipt and settlement with their users.
Define boundaries through understood states and outcomes without assuming a similar translation means the same thing to everyone. The proposal should distinguish the team’s own delivery, an agreed dependency and an unresolved gap with no owner.
Identify who uses, decides, supplies and supports
The participant list should reflect relationships with the problem and solution. A payer may hold different information from a result user, data supplier or exception handler. Start with an operation’s journey and identify responsibilities at each boundary.
In a shared service, the contract administrator may represent commercial commitments without knowing the final consumer’s process. Confirm the mandate, information they can supply and perspectives still absent. Do not count contacts as automatically distinct groups: two people may represent one interest, while one person may represent several groups under a confirmed mandate.
Failure to reply to an invitation does not establish that a group is unaffected. Record the attempt and seek an appropriate contact or channel. Where information is restricted, seek an authorized way to understand work, such as confirmed synthetic examples or observation by an authorized representative.
Do not invent unrestricted access as a participation condition. Stakeholder identification should make visible who can explain the need, who experiences its effects and who holds relevant authority.
Distinguish preference, mandatory condition and decision criterion
Discovering the value participants seek precedes ordering requirements. A preference can depend on context: an operator accepts a slower explanation in an ambiguous case but prefers immediate confirmation when state is already known. Preserve that condition when recording the preference.
Do not turn conditional responses into universal weights or invented probabilities. Also distinguish preference from authority to waive a mandatory condition. In one exercise, Business values fewer false alerts while APS values early detection of real failures; participants have not agreed the consequences of the two error types.
Analysis should clarify consequences and use situations before asserting that either always takes priority. Everyone need not express the same preference to produce a useful record. Desired value can be described through context, expected effect, rationale and the representative confirming interpretation.
A later proposal should explain how it addresses those values, the trade-offs it requires and who can decide them. Discovery does not provide advance approval for the author’s preferred option.
Prepare a recommendation with checkable conditions
Close diagnosis with a clear connection between problem, gap and options. In the X and Y exercise, the outcome requires both operations diagnosed and decided within the supplied windows. The installed tool does not prove capability; Celia’s absence exposes a skill and authority constraint.
Preparing Bruno is a conditional option whose feasibility can be demonstrated through a concrete assignment only after confirming preparation conditions. Present the additional effort and limits of forecast benefit as well. Use the decision template to separate observed facts, supplied conditions, assumptions, dependencies and next steps.
If a condition is not confirmed, the recommendation should identify what needs reassessment without automatically inventing an exception or promising the same option will work. Communicate the essentials so Business and APS recognize the outcome and their responsibilities.
In an English-language meeting, a useful sentence is “This assignment is feasible under the stated staffing and authority conditions; those conditions still need confirmation.” The exercise teaches justified recommendations that retain uncertainty capable of changing the decision.
Exercise files
Twelve tasks with editable data, work assignments, a decision template and worked reasoning. Optional Python execution.
# Inside the extracted exercise folder:
python3 explore.py case-data.json
# Reads your data and prints assignments; writes no files.Two operations need diagnosis and decision in separate windows. Spare hours exist, but one decision lacks the necessary skill and authority.
Common pitfalls
Count only tools or hours; turn correlation into causality; confuse proposed training with available authority; exclude an outcome dependency because it lies outside the contract.
Related topics: Needs assessment · Organizational capability · Solution scope
A credible proposal explains who can produce the outcome, under which conditions and with what evidence.
Reference: PMI-PBA Examination Content Outline · Five-domain ECO / verified 2026-10-01