
STEP 01 OF 05
Assess
Tell us what is happeningUnderstand the situation before work begins.
- What we do
- We identify the current circumstances, goals, people, authority, concerns, deadlines and restrictions that shape the transition.
- What you decide
- The owner or properly authorized person confirms priorities, decision authority and the meaning of a successful outcome.
- What gets recorded
- Established facts, information sources, unresolved questions, risks and the recommended sequence become the first version of the Pathway Plan.
- Ready for the next step when
- The situation has a clear scope, responsible people and an agreed next step.



