Your individual canvas is private to you — only you and the facilitation team can see it. Use it to capture your role-specific perspective as the team works through the diagnosis together. Specifically, think about:
- Which problems stand out most from your role's vantage point?
- What root causes does your role see that others might underweight?
- Which findings will shape what you push for in Phase 2 negotiations?
Your notes here will inform your individual position going into stakeholder negotiation — and feed directly into the team's shared canvas in Phase 3.
Before you can design a future, you must understand the present. Phase 1 is your diagnostic session — a disciplined, data-driven analysis of what is broken, what is causing it, and where the highest-leverage intervention points are. This is not a brainstorming session. It is an exercise in structured clinical thinking applied to an organizational system.
The most common mistake in Phase 1 is moving too quickly to solutions. Your goal here is rigorous diagnosis, not strategy design. The quality of everything that follows depends on the quality of what you identify here.
- Identify the 3–5 most critical systemic problems facing Lakeview, supported by specific data from the dashboard.
- Distinguish between symptoms and root causes — for each problem, ask: what is actually driving this?
- Note the interdependencies: where does one problem feed another?
- Identify where the highest-leverage interventions might be — which problems, if solved, create cascading improvement?
- Surface initial role-specific concerns: what does your role see as most urgent?
Use the data dashboard as your primary source. Work together as a team, not in parallel. Have someone track your problem list visibly. Start with the data that is most alarming, but push yourself to get past the obvious. The most strategically important problems are often not the ones that appear first.
- What does the 38% avoidable ED utilization rate actually mean? What is it a symptom of?
- If a patient with diabetes today tries to get primary care, what happens? Walk through the data.
- Where in the system are patients most likely to fall through the cracks — and what is the cost when they do?
- What do the financial indicators tell you about the system's capacity to fund transformation?
- Which of these problems could cause the system to fail if not addressed in Year 1?