How a review runs

This page is for managers who want to know what happens between the first email and the finished briefing. It is the working method for our scheduling performance analytics engagements — not a software rollout plan.

1. Scope call (30–45 minutes)

We confirm the book (or books), the roles that open and close slots, the date range, and known anomalies: public holidays, festivals, flood weeks, major leave. We also agree what “good enough” evidence looks like for your system — CSV export, PDF printout, or temporary read-only access.

You leave the call with a short checklist and a provisional fee band.

2. Evidence pack

You send materials through a channel you already trust (secure link, encrypted archive, or hand delivery to King William Street). We acknowledge receipt and flag gaps within three business days. Incomplete packs pause the clock; we do not invent missing weeks.

3. Line reading

Two reviewers annotate the period. We mark:

• Idle blocks that repeat by day-part
• No-show and late-cancel clusters
• Buffer slots treated as free overflow
• Overtime that tracks booking decisions rather than one-off emergencies
• Handover timing against peak demand

Findings that would require judging an individual staff member’s character are set aside; we stay on the design and use of the book.

4. Written briefing

You receive a numbered PDF: methods note, pattern findings with dated examples, priority actions for the next fortnight and the next quarter, and a limits section describing what the evidence could not support. A clarification call is included.

5. Optional Findings Briefing

If reception, clinicians, or field leads need a shared reading, we facilitate a 90-minute session and leave a one-page action sheet. See Findings Briefing.

6. Later check-ins

Within twelve months, a Quarterly Performance Check-in can revisit the same book with a shorter memo.

What we need from you

• A named contact who can answer coding questions
• Honesty about abnormal weeks
• Permission to quote anonymised patterns in our internal training (you may decline)

Ready to start?

Browse reviews on offer or request a review with a short description of your diary.