Checklist 04 · Mandate Framing · Before the work is scoped

Before you scope the work,
make the mandate testable.

A mandate stated as a deliverable can prove delivery. A mandate stated as a required condition can prove transformation.

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

9 conditions Kept in this browser only.
Why it matters

Deliverables can all land while nothing changes. Conditions can be tested against reality.

What to do

Rewrite the mandate as conditions: "X is true" rather than "we will build X".

Why it matters

If they do not agree now, they will disagree later at higher cost and with less goodwill.

What to do

Ask each sponsor separately to write the mandate in two sentences, then compare.

Why it matters

A mandate without a named unit of work applies to everything, which means it governs nothing.

What to do

Name the lifecycle or work type the mandate covers, and what it excludes.

Why it matters

Locking a solution into the mandate removes the ability to change approach without renegotiating the mandate.

What to do

Split the mandate into conditions and current chosen approach. Keep them in separate columns.

Why it matters

Cross-functional conditions owned below the seam cannot be enforced across it.

What to do

For each cross-functional condition, name an owner senior to every function it touches.

Why it matters

Most transformations require changing who decides. Without that authority the work stalls politely.

What to do

State who can change decision rights, and get it confirmed in writing.

Why it matters

A milestone proves a date passed. A state proves something is different.

What to do

Replace each milestone with the state it is supposed to produce, plus how it will be proven.

Why it matters

Unwritten scope boundaries get relitigated every time capacity gets tight.

What to do

Write the out-of-scope list and have the sponsors sign the same version.

Why it matters

If it needs context to make sense, it will not survive the organization reading it.

What to do

Give the mandate to someone uninvolved and ask them what it requires. Rewrite until they are right.

ZBTOS · Checklist 04
Mandate framing — open items
 
 
Your work plan

Open items

Assign an owner and a date, then print. Only the open items print.
#Do thisOwnerBy when
ZBTOS™ by ETEGY · zbtos.com/mandate-framing.html · Conditions drawn from published doctrine. Published in full.

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