Before the session
Agree the question, participants and information boundary. Ask for a non-confidential process description before arranging private evidence access.
CLIENT WORKSHOP
A workshop with a useful next decision.
Start with one process, the people who know it and a decision worth clarifying. End with a scoped next step.
During the session
Map the actual workflow, identify handoffs and failure cases, and compare a small number of practical options. Keep assumptions distinct from facts.
After the session
Record the decision, responsible person, dependencies and next review. Implementation needs a separately agreed scope.