FIN.19:4.1 - Short working route

1. Anchor the question in a representative actual occurrence, or label a future arrangement as prospective. State the financial result at stake and the participants; do not infer performed work from a process diagram.
2. Recover the relations needed to explain the conflict. Distinguish which work overlaps, which entity owns or owes the money, which model describes it for which use, which decisions constrain another, and which provider or capability makes action possible.
3. Reconcile the material dates, baselines and claim meanings. Several copies can describe the same financial position and preserve the same subject and use. A monthly plan and daily cash forecast can instead preserve different detail; explain the loss when one is used in place of the other.
4. First use FIN.2 and FIN.9 to test a common dated constraint and feasible allocation under existing authority. Stop this reconciliation when that resolves the conflict, returning any remaining financial choice. When a conflict remains, compare ways of changing the work: for example, change the sequence of commitments or financing arrangement, or revise who decides a limited allocation. Include the cost and limits of each.
5. Compare the conflict and burden under each alternative. Use FIN.9 for capital combinations, FIN.2 for payment timing, FIN.12 for access and FIN.16 for the resulting advice as needed. Examine moved delay, risk, reporting effort, authority burden and loss of useful local information.
6. Select or propose the needed change under the actual authority. Counting assigned work, rescheduling it or allocating resources within that authority can use Operations Management. A change to organizational responsibilities or decision rights calls for Organization Change Engineering. State what each participant now needs to know or do and the result that would show the conflict is resolved. Stop adding views when they cannot change the decision.
7. Reopen when a new entity, horizon, commitment, provider or observed occurrence changes the conflict. Use FIN.20 only when transmission or continued use of the arrangement becomes the question.