Answer the questions so our conversation is as productive as it can be:

1. What’s not adding up right now? Brief description: What number, situation, or recurring pattern is bothering you?

2. Is this the first time this has happened, or has it happened before? First time or it’s been recurring in different forms for some time now

3. What have you already tried to do about this? A team, consultants, restructuring—anything

4. What will change for you if the cause is finally understood? This isn’t required, but it will help me prepare for the conversation