AI BIZ GURU – Deliverable Detail Level Framework
Overview
This framework establishes guidelines for determining appropriate detail levels in deliverables based on available supporting evidence and documentation.
For new starters, describing the business issue with enough detail and context can be challenging. The problem may seem straightforward, but key supporting information is often missing, making decision-making less effective.
At AI BIZ GURU, we don’t just provide answers—we help refine the Challenge description itself. Our insights ensure that the issue is framed with the right level of detail, allowing for more accurate analysis and better solutions. Even if you’re unsure about certain aspects, our process will enhance the clarity and completeness of the information, leading to more substantial, data-driven decisions.
Challenges Report – Detail Level Categories:
Low Detail Level (Challenge Summary or Starter Users)
When to Select:
– Limited data sources
– Minimal quantitative metrics
– Few historical records
– Basic qualitative observations
– Single methodology application
Required Support:
– At least one primary data source
– Basic metrics (minimum 3-5 KPIs)
– Fundamental methodology application
– Core process documentation
Deliverable Format:
– Executive summary
– Basic findings
– General recommendations
– High-level action items
Medium Detail Level
When to Select:
– Multiple data sources (3-5 documents)
– Regular quantitative metrics
– Some historical data
– Mixed qualitative/quantitative analysis
– 2-3 methodology applications
Required Support:
– Multiple primary sources
– Comprehensive metrics (8-12 KPIs)
– Cross-methodology validation
– Detailed process documentation
– Historical trend analysis
Deliverable Format:
– Executive summary
– Detailed findings
– Specific recommendations
– Implementation roadmap
– Supporting data appendices
High Detail Level
When to Select:
– Extensive data sources (6+ documents)
– Rich quantitative metrics
– Comprehensive historical data
– In-depth qualitative analysis
– Multiple methodology applications
Required Support:
– Multiple primary and secondary sources
– Extensive metrics (15+ KPIs)
– Multi-methodology integration
– Complete process documentation
– Longitudinal analysis
– Comparative benchmarks
Deliverable Format:
– Executive summary
– Comprehensive findings
– Detailed recommendations
– Phased implementation plan
– Risk analysis
– Multiple appendices
– Supporting visualizations
Selection Matrix
| Criteria | Low (1 point) | Medium (2 points) | High (3 points)
| Data Sources | 1-2 | 3-5 | 6+
| Quantitative Metrics | 3-5 KPIs | 8-12 KPIs | 15+ KPIs
| Historical Data | < 6 months | 6-18 months | 18+ months
| Methodologies | Single | 2-3 | 4+
| Process Support | Basic | Detailed | Comprehensive
Total Score Interpretation:
– 5-8 points: Select Low Detail Level
– 9-12 points: Select Medium Detail Level
– 13-15 points: Select High Detail Level
Implementation Guidelines
Initial Assessment
– Review available documentation
– Count distinct data sources
– Assess metric availability
– Evaluate historical data
– Check methodology applicability
Score Calculation
– Apply selection matrix
– Calculate the total score
– Determine the appropriate level
Quality Check
– Verify data reliability
– Confirm metric accuracy
– Validate methodology application
– Assess documentation completeness
Deliverable Preparation
– Follow format guidelines
– Include required components
– Maintain appropriate depth
– Support with available evidence
Review Process
Pre-Delivery Check
– Verify evidence support
– Confirm detail alignment
– Check completeness
– Validate conclusions
Quality Assurance
– Independent review
– Evidence verification
– Methodology validation
– Conclusion support
Final Validation
– Detail level confirmation
– Support documentation check
– Format compliance
– Overall quality assessment
Notes
– Always err on the side of lower detail when evidence is borderline
– Document any assumptions or limitations
– Note areas where additional detail could be beneficial
– Maintain transparency about detail-level selection
– Update detail level if new evidence becomes available
