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Methodology 1 of 3

Helicopter to Detail

A 5-layer planning framework. Each layer zooms one level deeper: from business problem to verification checklist.

See also: Knowledge Pyramid (research method) →
1. Goal 2. Approach 3. Steps 4. Blueprint 5. Verification
1 The Goal "What is the problem?"
2 The Approach "Why does our solution work?"
3 The Steps "Which operations, in which order?"
4 The Blueprint "Which tools, which configuration?"
5 The Verification "How do we know it's correct?"
1

The Goal — Problem Definition & Inventory

What is the problem and what are we working with?
Audience: stakeholders, everyone
SectionContent
The assignmentBusiness context: why does this project exist?
What we haveInventory of inputs, sources, data — with concrete examples
What we knowAvailable knowledge: documentation, mappings, expertise
The constraintsHard requirements as a numbered list
SummaryConceptual diagram (INPUT → TRANSFORMATION → OUTPUT)
Rules of Thumb
  • Show concrete examples of data/formats
  • Constraints are numbered — they'll be referenced later
  • The diagram is the mental anchor for the entire project
  • Write as if the reader knows nothing about the domain
2

The Approach — Reasoning & Strategy

Why does our solution work and why not the obvious one?
Audience: architects, decision makers
SectionContent
The core problemWhy the naive approach doesn't work
The insightThe breakthrough: which principle makes the solution possible?
The stepsHigh-level process steps with before/after examples
The decision logicDecision tree in plain language (no code)
ScalabilityHow the approach scales / repeats / automates
Rules of Thumb
  • Start with why alternatives fail
  • Every design choice is justified by constraints from The Goal
  • Use before/after tables to visualize transformations
  • This document answers the "but why not just...?" questions
3

The Steps — Operational Specification

Which concrete operations do we execute, in which order?
Audience: analysts, implementers
SectionContent
Phase 0: PreparationInitialization, setup, copy operations
Phase 1-N: Core phasesPer phase: substeps with operation + input + output
Join specificationsExplicit join types (inner, left outer) with explanation
WarningsError scenarios and how they're handled
Pseudocode overviewReadable code block with all phases + substeps
Rules of Thumb
  • Consistent numbering: Phase 0, 1, 2, ... with substeps a, b, c
  • Per substep: what (operation), from (input), to (output)
  • Before/after tables show data before and after each transformation
  • Close with a pseudocode block as Rosetta Stone for the Blueprint
4

The Blueprint — Implementation Specification

Which specific tools/code, with what exact configuration?
Audience: developers, builders
SectionContent
Per tool: config tableKey-value pairs: Setting | Value
Formulas/codeReadable formula or code blocks per decision point
Connection diagramsASCII flow with tool numbers and branches
Placeholder table«placeholder» → example → where used
Scale analysisComponents × N repetitions = total
Rules of Thumb
  • Every tool gets a configuration table (not prose)
  • Placeholders mark what's variable — essential for automation
  • Reference back: "Tool 5 implements Phase 1e"
  • The scale analysis makes complexity visible
5

The Verification — Validation & Testing

How do we know it works correctly?
Audience: testers, QA
SectionContent
A: Paths/ConfigurationChecklist: are all paths correct?
B: Tool configurationDoes each tool match the Blueprint?
C: ConnectionsAre all couplings correctly wired?
D: Decision logicTruth table: all scenarios with expected outcome
E-G: Data, Code, RuntimeField names, generator output, end-to-end test
Rules of Thumb
  • Everything is a checklist — numbered (A1, A2, B1, B2, ...)
  • Truth tables for decision logic: every input combination
  • Test order: simple first (paths) → complex (runtime)
  • Add automated checks where possible
SituationDocuments
Pitching an ideaGoal only
Stakeholder alignmentGoal + Approach
Team briefingGoal through Steps
Developer onboardingGoal through Blueprint
Full implementationAll 5 layers

Variations: Small project (1 day) = all 5 layers in one document. Medium (1-4 weeks) = 5 sections in one note. Large (months) = 5 separate documents.