What does your business not know it doesn't know?

The Initial Diagnosis is a structured assessment of where your operational knowledge is concentrated, which processes have no documentation, and what your business would lose if a key person became unavailable.

Initial diagnosis session with business owner reviewing operational process map on a whiteboard

A clear picture of where your knowledge risk sits

The Initial Diagnosis is not a general business review. It focuses specifically on operational knowledge: which processes exist, who performs them, what would happen if that person weren't available, and whether anything is documented.

Process inventory
We identify and list the operational processes that keep your business running — from production to logistics to supplier management.
Knowledge concentration mapping
We identify which people carry the most critical undocumented knowledge and which processes would be most disrupted by their absence.
Exposure assessment
We assess the potential operational impact of knowledge loss in each area, helping prioritize where documentation is most urgent.
Documentation plan
The diagnosis concludes with a prioritized list of processes to document and a proposed scope for the work — so you know exactly what's involved before committing.

What does the Initial Diagnosis look like in practice?

01

Initial Conversation

We start with a conversation with the business owner or manager to understand the business, its main operational areas, and initial concerns about knowledge concentration.

02

Process Mapping

We systematically map the operational processes across the business, identifying who performs each one and whether any documentation currently exists.

03

Risk Assessment

We assess each process for knowledge concentration risk: how critical is it, how complex, and how dependent on a single person's undocumented knowledge?

04

Findings & Proposal

We present findings and a proposed documentation plan with clear priorities. You decide what to proceed with and in what order.

What the Initial Diagnosis is — and isn't

It is: an operational knowledge assessment
Focused entirely on which processes exist, who knows them, and what the documentation gap looks like.
It is not: an HR evaluation or performance review
We don't assess employees' performance, capabilities, or suitability for their roles. That's not what we do.
It is: a scoping exercise for documentation work
The outcome is a clear picture of what needs to be documented and a proposed plan — not a general business consulting report.
It is not: an organizational restructuring recommendation
We don't recommend changes to roles, reporting structures, or business strategy. Our scope is documentation.

Ready to see where your knowledge risk actually sits?

Contact us to schedule an Initial Diagnosis. We'll discuss your business, the processes involved, and what the diagnosis will cover. From there, you'll have a clear picture of your documentation needs and options.