Field notes

When a clinic beats a full audit

18 April 2026 · Session Vertex Grid

When a clinic beats a full audit

Not every question needs a two-week audit. Some need a sharp afternoon.

Choose a clinic when

  • One path is clearly the problem (checkout, claims, onboarding).
  • A release or campaign is inside ten days.
  • Product, design, and support disagree about what people experience.
  • You already have recordings and simply need a facilitated reading.

Our Critical Path Review Clinic exists for those moments. The deliverable is short on purpose: a two-page note and three changes ranked for the next sprint.

Choose an audit when

  • Several paths interact (for example, renewal plus payment plus document upload).
  • Leadership wants a written artefact for governance or vendors.
  • You lack a shared definition of “good enough” session quality.
  • You plan to measure again after changes with a pulse check.

The Session Quality Audit takes longer because the writing must survive without us in the room.

A practical tell

If you catch yourself saying “we just need everyone to see it,” book a clinic. If you catch yourself saying “we need this to travel to the board,” book an audit. Both are session quality analysis; the instrument changes with the audience.