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Clarity Map

 
Current State vs. Future State Analysis + Retroactive Clarity Map

🧠 1. Current State Assessment

Where are we now? — Full visibility into the present-day scenario.

🔍 Key Elements to Assess:

  • Systems: What’s built? What’s running? What’s on pause?
  • Processes: Current workflows, handoffs, and automation status.
  • Communication: How are updates, tasks, and issues communicated?
  • KPIs & Metrics: What are the main performance indicators right now?
  • Team Alignment: Who’s involved? Are roles clearly defined?
  • Support & Follow-Up: How are partners/clients managed post-onboarding?
  • Client/Partner Experience: What feedback loops exist? How smooth is the experience?

🌟 2. Future State Vision

Where do we want to go? — Ideal state with enhancements and upgrades.

🔎 Key Elements to Map:

  • System Upgrades: What gets added or improved? (e.g., automation, dashboard clarity)
  • Process Optimization: Streamlined handoffs, clearer roles, and proactive follow-ups.
  • Communication Enhancements: Real-time updates, async check-ins, and milestone reminders.
  • KPI Adjustments: New metrics that reflect growth and efficiency.
  • Team Flow: New roles, improved collaboration, and clear escalation paths.
  • Support Evolution: Predictive support paths + more personalized partner management.
  • Client/Partner Experience: Next-level journey with touchpoints that anticipate needs.

🔄 3. Retroactive Clarity Map

What would we do differently? — A clear reflection to highlight lessons learned.

đź’ˇ Questions to Ask:

  1. What worked well?
      • Smooth handoffs, strong communication, quick turnaround times.
  1. What was murky?
      • Ambiguous timelines, unclear escalation points, incomplete asset handovers.
  1. Where did we see gaps?
      • Role clarity, system documentation, support ticket resolution.
  1. What would we change next time?
      • Pre-built Loom walkthroughs for partner snapshots.
      • Consistent weekly async check-ins.
      • Predefined escalation paths for critical issues.
  1. What can be templated for the future?
      • Onboarding flows
      • Partner reset snapshots
      • System handoff checklists
      • DFY vs. OS role clarifications

đź”— 4. Action Pathway (Bridge the Gap)

How do we close the gap from Current to Future? — Tactical steps to execute.

âś… Tactical Action Steps:

  1. Document Current State: Build a snapshot of existing systems and flows.
  1. Clarify Future Vision: Align on what “better” looks like — map it out.
  1. Design Clarity Map: Document what would be done differently in retrospect.
  1. Create SOPs & Templates: Turn gaps into repeatable processes.
  1. Weekly Sync + Async Updates: Maintain proactive communication.
  1. Feedback Loops: Real-time reflection on improvements.
  1. Launch Future State Iteration: Phased rollout with partner alignment.