Frame the mandate.
Define the decision, the desired outcome, and the boundaries of the work.
Engagement canvas
Specificity before certainty. Capture the working thesis.
Impact 35% · Feasibility 35% · Readiness 30%. Effort and evidence remain visible, separate considerations.
Capacity scenario Estimate the value of time recovered
Gross capacity value in USD. This is not a cash-savings forecast or ROI; implementation and operating costs are excluded.
People × weekly hours × recovery × working weeks. Value = recovered hours × loaded hourly cost.
Assign each opportunity to a phase. Timing is a working assumption; set an owner, a review date, and a decision gate before committing.
Decision workshop · 50 minutes
Define what must be decided and who holds authority.
Confirm the operating condition, outcome, and boundaries.
Surface assumptions, dependencies, and contrary evidence.
Define scope, owner, guardrails, and a measurable decision gate.
Agree the action, review date, and evidence needed to proceed.
The advisory position
The assessment informs your recommendation. It does not write it for you.