Free Diagnostic worksheet
The operational interview worksheet
Turn authorised team conversations into a clear list of evidence and handover questions.
By Amy Aceto-Hitchinson
What you’ll work through
Arrange employee conversations through the process agreed with the seller and advisers. This worksheet helps you understand ordinary work without asking for unnecessary personal or confidential details.
- Choose a recent task
- Explore the decision
- Explore the handover
- Reconcile the evidence
- Build the transition question list
A look inside
Choose a recent task Ask: can you walk me through a recent request from arrival to completion? Record the task by an anonymous reference, the roles involved and the systems used. Ask what happened, rather than whether the business is generally well organised.
The PDF includes the complete diagnostic worksheet and space for your next action. Print it or keep it beside you as you work.