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THE SCIENCE OF TEAMS
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The field guide

How to run an analysis

The book teaches the method. The Canvas compiles it. This guide is the bridge: how to operate the framework through the tool, from a blank canvas to a compiled case for change, and what the analyst does that the tool, by design, refuses to do.

Section 1

The workflow at a glance

Every analysis is the same five moves. The first four are yours on the canvas; the fifth is one click and then judgment.

Frame the system

Decide which team system you are examining, and what supersystem it lives inside. Name the project for it.

Draw the structure

Lay out the system as it actually is: the roles, the inputs and outputs, the subsystems, and the value flows between them.

Mark the diagnosis

Tag where benefit, cost, harm, value, and contradiction actually sit. These marks are your evidence, in your words, on your drawing.

Declare the solution bias

Mark IFR on what you intend to make unnecessary; mark BPS on what stays and must be made leaner. This is the intent the compiler routes on.

Compile, then judge

Generate the deliverable. The report and deck come back with the framework’s questions framed against your structure, with the answers left, deliberately, to you.

The contract

The tool does the structure; the analyst does the judgment. Nothing the Canvas compiles is a conclusion. Every question it frames traces to a mark you placed or a geometric fact of what you drew.

Section 2

Frame the system

A team system is the organized effort of people (and now, of people and AI) that transforms inputs into an output someone values. Before drawing, decide the boundary: which team are you examining, and what is the supersystem it serves? The project name you choose stands in for the supersystem throughout the analysis, so name it for the real context (“PPM Enterprise,” “North Region Claims”), not for the exercise.

Scope to one question. A plant with three shifts and a quality lab is drawable in twenty minutes; the whole enterprise is not, and does not need to be. Subsystems you are not examining today can be drawn as simple systems, and other projects can be embedded as referenced systems where their internals matter.

Section 3

Draw the structure

Six kinds of element carry the whole method. Draw what is, not what you wish were there; the compiler reads the drawing literally, and that literalness is exactly what makes the output defensible.

System
A team system or subsystem: the dashed panel. Place elements inside it and they belong to it. Membership is read from the geometry, so containment on the canvas is the org structure in the analysis.
Zone
A lighter grouping panel for staging areas and contexts that are not themselves team systems.
Role
A person or an AI doing work, drawn as a card. Mark it HUMAN or AI. The designation is analytic, not decorative: AI roles face the framework’s value and ideality tests explicitly.
Input / Output
The objects the system consumes and produces, drawn as chips. The outputs you draw are what the compiler reads as the system’s actual output, A.
Value flow
An arrow from element to element, named with a verb (“machining,” “hands job to robot”). Flows can carry marks of their own, and the analysis assigns each flow to the deepest system containing both of its ends.
Referenced system
Another project embedded as a live snapshot. The compiler recurses into it: its systems get their own worksheets, at their own layer.
Canvas mechanics

Elements snap by their centers to the grid, so any two elements can align to a perfectly straight flow. Left-drag on empty canvas pans; right-drag up or down zooms; dragging a system or zone carries everything more than half inside it, and grabbing any contained element always moves it alone. Everything is saved as you work.

Section 4

Mark the diagnosis

Marks are declared judgments: you are placing evidence on the drawing. Each mark has a precise meaning in the framework, and each lands in a specific place in the compiled analysis. This is where the terms of the Solution Algorithm come from.

BENEFIT
Output that is as expected; positive. An external-only measure. Feeds B in the value test, B > C.
COST
A real expense, loss, or penalty; money or time. External-only, and always weighed on the value side. Feeds C.
HARM
A real damage or injury. Feeds H in the ideality test, A > R·P·H.
VALUE
Where the value the system exists to deliver actually lands. Anchors the required output, R.
NEED
The need the system answers. Anchors R where no value mark exists.
CONTRADICTION
Two goals pulling against each other at one place. Feeds P, the problems term, and drives the contradiction analysis in the diagnosis.
NOCONTROL
A span the team does not control. Also feeds P.
IDEALITY
Where the system’s ideality is actually measured. Its absence next to a harm is one of the compiler’s warnings.
DELTA
Where a change is already contemplated or underway.
PROTECT
What must not be damaged by any move you make.
Marks are evidence

Every mark you place is cited in the compiled report, and that is exactly why the analysis holds up under scrutiny: each claim traces back to evidence you put on the diagram.

Section 5

Declare the solution bias

The Solution Algorithm frames its questions only from a stance you have declared. Two marks declare it, and they mean opposite things:

IFR
Elimination. You intend to make this element unnecessary. The compiler writes the equation for the marked element itself, IFR(element) = [the element as drawn], and frames Test One: what would remove the need for it entirely, with no new cost, problems, or harms? Driving it to zero does not mean eliminating the team: at zero the system has become resource-positive, and the capacity the element consumed can be reassigned to new value.
BPS
Minimization. The component stays, and the work is to minimize its cost and harm without eliminating it. The compiler derives the six terms from your drawing and frames Tests Two and Three, the value balance and the ideality balance, as the instruments for finding its leanest necessary version.

Mark as many elements as your intent covers. Several IFR marks are not a contradiction; each marked element carries its own equation, each driven to zero on its own. And a system with no bias declared is not skipped silently; it is recorded as a finding, because an unmarked, non-utilized component is itself a finding, and the mark that fits is yours to choose.

Section 6

Compile: what comes back

One click produces the report and the deck together, every figure rendered from your drawing. The report runs in a fixed arc:

  • The system under examination: your diagram, described in prose, structure by structure.
  • The analysis: the diagnosis, meaning what is marked, where, and what the geometry says about it.
  • The Solution Algorithm: the turn from what is to what to do. A primer derives the framework’s equations step by step, each formula appearing exactly once, at the moment its terms have just been defined; then one worksheet per system carrying a declared bias, at every layer, including inside referenced systems.
  • Matched solution models: each model that structurally fits your drawing, with a mini diagram of the exact elements it addresses in your system, your fit line, the framework’s definition, and its illustration.
  • The Seven Motifs: the operational test of ideal, keyed to the marks that summoned them.

Each worksheet derives the variables from your diagram as far as the diagram carries them: B and C from your benefit and cost marks, A from the outputs you actually drew, R anchored to your value or need marks, P from the contradiction and no-control marks, H from the harm marks. What the diagram does not offer, the worksheet says so, plainly, and hands to you.

Section 7

Do the analyst’s work

The compiled worksheets end where your judgment begins. This is the part no software should do for you, and this one is built to refuse:

Define the terms in real terms

Put actual numbers, quantities, and names on B, C, A, R, P, and H. The framework’s own activity begins here; the worksheet has pre-filled everything the diagram could supply.

Judge the balances

Does B > C hold? Does A > R·P·H? The tool has laid out the terms; whether each inequality holds is your call, made with the research the framework asks of you.

Find the delta, and lean subtractive

If a balance does not yet hold, what change closes it? In the minimization spirit a BPS mark declares, reach for ΔC before ΔB: take cost out before adding benefit. And ask the reverse question that travels with Test Three: is all of the required output genuinely necessary, or is R itself inflated? Reducing R is as valid a move as raising A.

Pick a direction from the matched models

The candidate directions under each worksheet are offered strictly as instruments of reduction: ways to remove a need or shrink what stays, never capabilities to add. Choose the one your terms support.

Test it against the motifs

For any move you contemplate, one final question: does it strengthen or weaken alignment with the Seven Motifs? That is the framework’s operational definition of ideal.

Section 8

Reading the compiler’s warnings

Like any compiler, the Canvas points at what will make the build stronger. These are not errors; each one marks the place where the next piece of evidence will sharpen the case:

  • A cost with no benefit marked against it. Either a benefit exists and is ready to be drawn, or the cost stands alone; either way, a finding worth having.
  • A benefit with no cost. Rare in nature; usually a cost ready to be drawn, completing the balance.
  • A harm with no ideality measure. Adding the measure to weigh it against turns a claim into an analysis.
  • Components with no declared bias. Recorded once as a finding: an unmarked, non-utilized component is a decision waiting for its mark.
Section 9

Field practices

  • Draw what is. The as-is drawing is the source; the to-be lives in the deltas you choose, not in the diagram.
  • Name flows with verbs. “Reads spec,” “hands job to robot.” The analysis reads your labels back to you, and verbs compile into prose that sounds like work.
  • Let containment carry meaning. If a role is inside a system on the canvas, it is inside that system in every worksheet. Move it out rather than mentally excepting it.
  • Use referenced systems for shared subsystems. A quality lab three teams depend on should be one project, embedded three times: drawn once, analyzed at its own layer everywhere it appears.
  • Recompile often. The build is cheap and deterministic. Compile after each marking pass and read what changed; the deliverable shows you your diagram more clearly than memory can.
  • Bring the drawing to the room. The report cites the diagram, so the diagram is your defense. When someone challenges a line, the answer is on the canvas.

The method is waiting

Frame a system you know well, give yourself twenty minutes of drawing, and compile your first analysis.

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