Gaining Customer Insight

(Whether they are the primary customer who pays your salary or the one in the department next door!)

  1. Identify the Issue/Opportunity and determine the Process to Review.

  2. Decide who is the Customer.

  3. Understand the Customers current expectations.

  4. Clarify the customers view of what is a successful outcome.

  5. Identify what it is the process currently does that impacts customer success (negatives and postives).

  6. Develop SMART Successful Customer Outcome Statements of Intent.