Step 2: Audit Current Delivery Timing

Purpose

Compare the user's current delivery schedule against the decision cadence map from Step 1. For each decision, show whether the user's work arrives before, during, or after the decision — and what that gap means for their positioning.

Prerequisites

Step 1 must be complete. Read outputs/decision-cadence-map.md before starting.

Interview Questions

Current Delivery Timing

1. "Let's walk through your deliverables for [client name]. What do you send them, and when does each one typically land?"
2. "For each deliverable — is that timing based on when you can get it done, when the data is available, or when the client asked for it?"
3. "Are any of your deliverables explicitly timed to land before a specific client decision?"

Gap Discovery

For each decision from the cadence map:

1. "Decision [X] happens [timing]. Your [deliverable] lands [timing]. Does your work reach them before they make that call?"
2. "When this decision happened last time, did the client use your work to inform it — or had they already decided?"
3. "If your work had landed 5 days earlier, would the decision have been different?"

Impact Assessment

1. "Of the gaps we've found, which one do you think has cost you the most — in terms of the client's perception of your value?"
2. "Has this client ever said something like 'we already handled that' or 'we went ahead and decided' when you delivered?"

Building the Delivery Timing Audit

After the interview, build this deliverable:

# Delivery Timing Audit: [Client Name]

**Audit Date:** [Date]
**Current Delivery Model:** [Calendar-driven — monthly/weekly/quarterly]

## Timing Analysis

| Decision | Decision Timing | Your Deliverable | Deliverable Timing | Arrives | Gap |
|----------|----------------|-------------------|-------------------|---------|-----|
| [Decision 1] | [When] | [What you send] | [When it lands] | Before / After | [Days early or late] |
| [Decision 2] | [When] | [What you send] | [When it lands] | Before / After | [Days early or late] |
| [Decision 3] | [When] | [What you send] | [When it lands] | Before / After | [Days early or late] |
| [Decision 4] | [When] | [What you send] | [When it lands] | Before / After | [Days early or late] |
| [Decision 5] | [When] | [What you send] | [When it lands] | Before / After | [Days early or late] |

## Score

**Decisions where your work arrives BEFORE:** [X] of [Y]
**Decisions where your work arrives AFTER:** [X] of [Y]
**Decision-Driven Delivery Score:** [X/Y × 100]%

## What This Means

**Above 80%:** Your delivery is already decision-driven. The realignment plan will fine-tune timing on the remaining gaps.

**40-80%:** Your work is strong and your client values you. A few timing shifts would change how they experience you — from someone who delivers great work to the advisor they consult before every major call.

**Below 40%:** The quality of your work isn't the issue — it never was. The opportunity is in the timing. The realignment plan will restructure your schedule around the 2-3 decision points where shifting your delivery would most change this relationship.

## Highest-Impact Gap

**The decision that matters most:** [Decision]
**Your work that should inform it:** [Deliverable]
**Current gap:** [X days late]
**What this costs you:** [Perception impact — client decides without you, treats your work as confirmation not input]

Confirmation

Show the completed audit. Ask:

• "Does this match your experience — are these the moments where you feel like the client already moved without you?"
• "Is the score surprising, or does it confirm what you suspected?"
• "Which gap would change the most about this relationship if you closed it?"

Once confirmed, save to outputs/delivery-timing-audit.md and move to Step 3.