A new engagement follows a deliberate arc. The goal of the first 90 days is not a giant launch — it is a proven, measured first case and the repeatable machinery to do it again.
Establish the foundation
- Confirm mission, scope, and sponsor alignment
- Launch the case registry & shared knowledge base
- Complete stakeholder discovery for the initial proof of concept
- Define Case 001 success metrics
- Document the current-state workflow
- Build the initial implementation plan
- Identify the next 3–5 candidate opportunities
Deliver the first proof point
- Implement or pilot Case 001
- Capture adoption feedback
- Measure early impact
- Create a repeatable case template
- Build a portfolio view of proposed initiatives
- Identify program groupings across opportunities
- Prepare the first Lab status update
Prove repeatability
- Report Case 001 results
- Refine the intake & measurement framework
- Prioritize the next wave of cases
- Establish a monthly portfolio review cadence
- Identify opportunities for reusable capabilities
- Begin mapping cases to program- and P&L-level impact
Why it’s built this way
The first case is chosen to be small enough to finish and meaningful enough to matter. Small wins should compound: a series of well-measured improvements creates more durable organizational leverage than one oversized program that never reaches adoption.
By day 90 the engagement has delivered a measured result, a reusable template, a populated portfolio, and a cadence for deciding what comes next. That is the difference between a one-off project and a transformation capability.
Ready to define Case 001?
Bring one concrete, measurable problem. We'll scope the first proof point and the machinery to repeat it.
Need the full intake structure?
The full intake form covers all the context needed to scope and prioritize your first case.