Assess state of affairs

02/01
Review of past initiatives
Ω
What was attempted, by whom, and on what mandate.

We review the past initiatives without theatre. The record is the starting state: names, dates, intended outcomes, and whether the work still exists.

MODULES

  • Initiative inventory
  • Ownership map
  • Timeline of attempts
02/02
Outcomes of those initiatives
Ω
What actually changed, and what did not.

Outcomes are not the original slide. They are the residue in the organization: what shipped, what stalled, and what must not be attempted the same way again.

MODULES

  • Outcome log
  • Residue and rework
  • Lessons that still bind
02/03
Code and application portfolio
Ω
The systems that actually run the institution.

The portfolio is read as an operating fact: what is in production, what is dual-run, and where the institution is already paying for yesterday's architecture.

MODULES

  • Application catalogue
  • Ownership of systems
  • Integration surface
02/04
Product and department strategies
Ω
How products and departments currently aim.

Department and product strategies are compared with the destination from phase one. Alignment is not assumed. Divergence is named so later work can close it.

MODULES

  • Strategy documents
  • Cross-department overlap
  • Gaps versus destination