Initial Screenings

We think about “initial screenings” in hiring. But they’re just as powerful in everyday work. Before launching a project. Before approving a vendor. Before committing resources. Before saying yes.

An initial screening is simply a short, focused conversation to test alignment. Asking - what problem are we solving? Asking - what does success actually look like? What constraints exist? Who owns what?

Most operational and corporate friction doesn’t come from incompetence. It comes from skipping this step. We jump straight into execution without screening the idea. And then we’re surprised when scope creeps, expectations drift, accountability blurs, and frustration sets in.

A 20-minute alignment conversation can save weeks of rework. It’s not bureaucracy. It’s discipline.

Initial screenings aren’t about slowing momentum. They’re about preventing false starts. And in supply chain - and leadership - false starts are expensive.