Checklist 06 · Baseline Defensibility

Before you bank the savings,
prove the baseline.

A baseline is only as defensible as the work population underneath it. Run this before an opex, automation or performance-improvement case is committed.

Tick what already holds. Everything left becomes a numbered work plan you can assign and print.

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Why it matters

An undefined population means the forecast is priced against whatever was easiest to count.

What to do

Write down which work units the forecast covers, and how they were identified.

Why it matters

Unreconciled work is capacity you will spend and did not price.

What to do

Run the governed-origin test across a representative sample of the population.

Why it matters

Excluding the unresolved band makes the forecast look tighter and the surprise larger.

What to do

Report the unresolved share as a number alongside the forecast.

Why it matters

Without it, the reader cannot tell whether the baseline is solid or merely tidy.

What to do

Add a single line: what share of the population reconciles to governed origin.

Why it matters

Capacity consumed by work nobody admitted is the most reliable cause of forecast failure.

What to do

Either load the unresolved band into capacity, or state that you have not.

Why it matters

A percentage with no mechanism cannot be defended, replicated or diagnosed when it misses.

What to do

For each saving, name the specific change that produces it.

Why it matters

If the case only works when the unresolved band is zero, you do not have a case.

What to do

Re-run the forecast at the high end of the unresolved range and report both.

Why it matters

A number only its author can rebuild is a position, not a baseline.

What to do

Hand the inputs to a colleague and have them rebuild it independently.

Why it matters

A forecast that cannot be wrong cannot be trusted, and cannot be corrected early.

What to do

Write the two or three observations that would mean the forecast is off, and when to check.

ZBTOS · Checklist 06
Baseline defensibility — open items
 
 
Your work plan

Open items

Assign an owner and a date, then print. Only the open items print.
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