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Engagement Plan
Aligning on the Problem Definition Will Point to the Appropriate DeliverablesAccessible engagement-plan transcript
Aligning on the Problem Definition Will Point to the Appropriate Deliverables
Applying the right consulting framework begins by asking the right questions.
| Plan | Where are we? | What’s our Why? | Where are we going? | How do we get there? | Are we there? | What’s good? |
|---|---|---|---|---|---|---|
| Challenge | Do we need to change? | If so, what could we be? | Of those options, what should we be? | How do we know we’re ready to begin? | What does “good” look like? How do we know we’re there? | What do we need to measure? |
| Activities | Build consensus on our imperative to change. Assess market trends and our own internal capabilities (SWOT). | Workshop to identify offerings. Vision Formulation Exercise. | Establish Decision Criteria for our offerings. | Establish Definition of Ready, assess missing capabilities, and establish financial, customer, operational, and innovation perspectives. | Establish the Definition of Done and conduct Process Engineering where applicable. | Establish KBOs and KPIs. |
| Deliverables | Survey and summary of interviews; 1:1 meetings with key stakeholders. | Effort to Impact Matrix, Guiding Principles, Value Pool Maps. | Evaluate scenarios and select an optimal portfolio of business models and revenue streams. | Balanced Scorecard and roadmaps for people, processes, platforms, data, and performance; Draft Strategic Plan. | Templates, project plans, repeatable process documentation, and benchmarks for routine processes. | Dashboards, analytics frameworks, and reporting packages to each stakeholder group; Strategic Plan. |
This proposal culminates with a Strategic Plan, aligns the organization’s resources, people, and capital to double revenue within five years while responsibly implementing financial controls. It puts AAHA on a path toward a financially sustainable portfolio of business models and revenue streams.