Run book 4 of 5
The Business Fit Workshop
The centerpiece: business stakeholders score their own applications, factor by factor, and watch each one land on the TIME quadrant in real time.
1 Run the 30-minute intro meeting The unit understands the process, has seen its materials, and has confirmed the workshop date and attendees.
IT lead facilitates; sponsor and working contact attend · 30 minutes plus short prep
- Walk the methodology in 5-10 minutes — the Methodology Walkthrough deck and One-Pager from the Workshop Kit are built for exactly this.
- Show the unit's application list in GetInSync. Confirm completeness; surface gaps now.
- Identify workshop attendees: application owners, the people who use the systems daily, and executive directors where needed.
- Confirm the workshop date and availability.
Done when: Date set, attendees confirmed, application list confirmed.
2 Send the workshop confirmation Date, time, link, attendees, and the application list — confirmed in writing.
IT lead or the BRM who owns the relationship
- Email the working contact and all confirmed attendees: date, time, location or link, and the attendee list.
- Ask attendees to review the application list once more before the session and flag anything missing.
Done when: Confirmation sent and acknowledged by at least one attendee.
3 Run the Business Fit Workshop Business Factor scores captured per application — and TIME placements appearing live as each one completes.
IT lead facilitates; application owners and business contacts score · 1.5-4 hours for 5-12 applications; 15-20 minutes per app
- Work application by application. For each, open its assessment and walk the Business tab: 10 factors (B1-B10) — strategic contribution, scope of use, process criticality, needs met, user satisfaction, and more — each scored 1-5 against written descriptions with the Business Factors Questions handout on the table.
- Score directly in GetInSync during the conversation. With Technical Health already in place, the application's TIME quadrant and PAID action appear as the business scores land — keep the App Health chart visible for the moment each bubble finds its quadrant.
- Handle disagreement by anchoring to the written 1-5 descriptions, not adjectives. When two people are two points apart, they're usually answering different questions — re-read the factor together.
- Resolve data gaps as they surface: missing owners, late-arriving applications, anything the room knows that the record doesn't.
- Applications with inconclusive Technical Health: note for follow-up, don't stall the room.
Done when: Every application in the session has complete Business Fit scores and a visible TIME placement.
The first few applications run long while the room finds its rhythm. Build in buffer and don't rush them — the pace doubles once the pattern lands.
Take the kit with you
The Workshop Kit bundles every handout in this guide — question sets, email templates, the one-pager, and printable run books — plus the full playbook.