Field note · 9 June 2026

Preparing materials for a journey audit

What to gather in the week before kickoff so the consultant is not waiting on access forms.

Audits stall when access arrives late. The week before kickoff, nominate a single materials owner and collect:

  1. Event dictionary or tracking plan (even if messy)
  2. Anonymised exports or read-only views for the pathway under review
  3. Curriculum outline for the unit tied to that pathway
  4. A sample of support tickets tagged to onboarding or the same unit
  5. Calendar holds for both product and curriculum leads

You do not need a perfect warehouse. You need honest artefacts and people who can explain them. If legal review is required for exports, start that thread before you book the start week.

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