Examine an offer and its delivery

Use this to understand the work behind an offer and how people with a relevant need encounter it. Treat prices, demand and capacity as matters to verify in the setting.

1. Describe the need and entry offer.
State what the recipient is trying to do, the initial work offered, and what they expect to receive. Check that understanding with the people involved.

2. Map the whole delivery burden.
Record preparation, delivery, clarification, corrections, training, maintenance and support. Identify who carries each part and what was understood to be included.

3. Trace how people reach it.
In existing permitted conversations, ask how people found the offer, what they understood, and what helped them assess it. Record the route and the need rather than assuming attention establishes demand.

4. Make the commitment legible.
Write the scope, responsibilities, support limits, any charge, and a decision point. Additional work requires renewed agreement. Check rights, privacy and other applicable obligations.

5. Run a bounded trial.
Agree a time/cost limit and a review date. Record actual use, recurring needs, delivery effort and follow-up. Keep estimates identified.

6. Review continued provision.
Consider technical feasibility, full cost, available capacity, participant choice and the governing commitments. Record the reasons to continue, revise, defer or stop.

WORKED EXAMPLE — FICTIONAL

Fictional example: an initial workflow review leads to further questions and revisions. The team has not yet separated the follow-up effort or the route by which people found the offer.

A trial description makes included clarification and separately agreed work explicit. The team records delivery, support and discovery paths, then reviews whether the recurring need and capacity support continuation. This example provides no price or demand forecast.

WORKSHEET

Recipient need and initial offer:


Expected deliverable and included work:


Preparation / delivery / correction / support effort:


Who carries each responsibility:


How people found and assessed the offer:


Observed use and recurring need:


Estimates still to verify:


Price or charge agreed, if any:


Time/cost limit and review date:


Rights, privacy, approval and pause conditions:


Decision and reason:


Can another person explain the commitment, identify the costs and assumptions, trace the route to relevant inquiries, and say what would require renewed agreement or a pause?

SIA learning case: https://personalizedtransformations.com/learn/#offer
Mina English learning case: https://personalizedtransformations.com/jp/learn-en/#offer