Everything I do produces a document you can hold, read, sign and run without me. This page names each one and says where it comes from. There is no binder at the end. The folder builds as we go, and the last page of every document says when I come back.
Read left to right. Each step produces the paper the next step runs on.
Numbers are document numbers. The list is below.
What happens, how long it takes, and the paper it leaves behind.
Paper you can fill in, print, sign and keep. Not a login you lose when I leave.
Every document is a page like this one. It opens in a browser, you and I fill it in on screen or by hand, it prints to a PDF, and it gets signed on the last page. Anything the page can work out for itself, it does, in red, so nobody adds up a column by hand. When the engagement ends you have a folder of PDFs and the blank templates, and you can run every instrument yourself.
The Gameplan is a compilation. Its parts are filled on their own short pages, one topic each, and the Gameplan gathers them into the single document you sign. That means you can hand one page to one person without handing over the whole thing.
Two things stay with me by design. The anonymous pulse is tabulated by me, never in-house, because in a six-person crew in-house anonymity is a fiction. And the weekly log's roadblock stream routes to the manager and to me, so that a roadblock raised in week three cannot still be open in week ten without someone noticing.
A client portal, where the weekly log arrives by text message and the scoreboard updates itself, is the next thing I build. It will be built on the same pages. Until then the documents do the job, and they will still do the job after it exists.
The documents are the same. How much of the running I do is not.
| Level | What I run | What you run |
|---|---|---|
| Handoff | Steps 1 to 3 and one install session. | Step 4 on the one-page protocols. Step 5 yourself. |
| Quarterly | Steps 1 to 3, then each quarter: the pulse, the reports, the review prep, the reviews, the reset. | The weekly log and the monthly debrief. |
| Monthly | Quarterly, plus the monthly debrief facilitated and a monthly metric review with you. | The weekly log. |
| Embedded | An executive seat. I run a function. | The rest of the business. |
The analysis is free three times a quarter. Everything after it is a fixed price, quoted in writing with the arithmetic, after you have read the report.