Select 8-12 representative work samples (screens, products, documents) spanning your portfolio. Ensure diversity in age, teams, and features to reveal patterns, not one-off issues. Evaluate each sample against all principles using a systematic scoring method. Document specific violations and exemplary applications to ground discussion in evidence. Identify patterns in inconsistencies: which principles are violated most, which teams struggle most, which situations create conflicts. Understand root causes beyond 'people aren't trying hard enough'. Prioritize remediation actions addressing the most impactful inconsistencies. Focus on principle clarification, tool development, or process changes that will prevent future violations.
- Setup & Sample Selection (15 minutes): Define audit scope: what product/portfolio are you auditing? Display your principles. Select 8-12 varied work samples (different features, teams, timeframes). Gather samples digitally or physically.
- Principle Review (10 minutes): Quickly refresh each principle: What does it mean? What does 'good' look like? What are common violations? This prevents audit debates about interpretation.
- Systematic Audit (45 minutes): Divide into teams of 2-3, each auditing 3-4 work samples. For each sample, evaluate against every principle using simple scoring: Strong, Adequate, Weak, Violates, N/A. Document specific evidence for Violates and Strong ratings. Use a structured audit template.
- Share-Out & Pattern Recognition (20 minutes): Teams present their most significant findings (2-3 minutes each). Capture all violations and strong applications on a visible board. Look for patterns: Which principles are violated most frequently? Are violations clustered in specific areas or teams? Which principles have most 'Strong' examples?
- Root Cause Analysis (10 minutes): For the most frequently violated principles, discuss why: Is the principle unclear? Too idealistic? Conflicts with other constraints? Lacks tools or examples? Missing from review processes? Understanding why prevents recurrence.
- Prioritization & Action Planning (5 minutes): Identify the top 3-5 inconsistencies to address. For each, determine: Clarify principle wording? Create tools/templates? Add to review checklist? Provide training? Assign owners and timelines.
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Before the session, set a constructive tone: learning and improvement, not blame. Pre-identify known major violations so they don't dominate discussion. Ensure work sample diversity. During facilitation, push for specific evidence; 'violates principle' needs concrete examples. Prevent defensiveness; frame violations as learning opportunities. During pattern analysis, look beyond obvious issues; sometimes violated principles are unclear. Watch for audit fatigue around 60 minutes; take a break if needed. Warning signs: All work scores 'Adequate' (team not being honest). Violations blamed on individuals (missing root causes). Teams arguing about principle interpretation (principles unclear). Only new work has violations (principles changed). Audit becoming a complaint session. Success indicators: Clear patterns in violations (reveals systemic issues). Mix of principle-level and execution-level issues. Specific remediation actions with owners. Recognition that some principles need refinement. Constructive discussion focused on improvement. After the session, document all findings with evidence. Create a remediation plan with a timeline. Update unclear principles immediately. Share audit learnings. Schedule a follow-up audit in 3-6 months.
For Facilitators
- Review participant profiles and expectations
- Prepare all materials and supplies
- Test technology and room setup
For Participants
- Complete pre-session survey
- Review background materials
- Prepare examples or case studies
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- Facilitator Guide (PDF)
- Participant Workbook Template
- Presentation Slides
- Printable Materials
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