A process in practice
Carry a review into its next actions
Gather changing inputs, prepare the choices for a recurring review and keep the agreed actions connected to the decision.
← All use casesThe starting point
What starts the work?
A management or planning review is due, or new information calls for a revised plan.
An illustrative process
Follow the route
from request to action.
Each step brings in the information, judgment or action the work needs.
- 01
Connected systems and human contributions
Gather the current picture
Collect updates from the relevant records and people, keeping the source and date of each input clear.
- 02
AI assistance and business rules
Prepare the choices
Use AI assistance to summarise changes, unresolved issues and options against the review's agreed criteria.
- 03
Review owners
Agree the next step
Let the responsible people review the assumptions, make the decision and assign the resulting work.
- 04
Process tracking and connected systems
Follow through
Track the configured tasks and updates, then bring unresolved work into the next review.
Keep authority clear
Agree who can
decide and act.
- Recommendations support the review; the designated people retain authority over priorities and commitments.
- The process needs explicit owners, dates and completion criteria for the agreed actions.
Bring your reality
Questions worth
starting with.
- Which recurring review takes the most preparation and chasing?
- What decisions should the review produce?
- How do you currently know whether the agreed actions happened?
Start with the work on your mind
Where does your
process get stuck?
Bring a process, a recurring exception or a handoff that takes too much chasing. We’ll explore where Mossaic could help.
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