Three phases. Each one builds on the last.
METHODOLOGY
We partner with leadership throughout the entire engagement, and every phase leaves the business with something concrete they can act on.
PHASE 01
SCAN
The diagnostic
- AI Readiness Heat Map
- Leadership/Workforce Assessment
- Prioritized Action Roadmap
PHASE 02
SHIFT
Leadership activation
- Leadership Activation Agreement
- AI Governance Charter
- Workforce Transition Roadmap
PHASE 03
SUSTAIN
Operational design and capability build
- Workflow & Role Redesign
- Capacity Transfer & Workforce Readiness
- ROI Measurement System
PHASE 01
SCAN
The Diagnostic
WEEKS
2
A structured diagnostic that names exactly where AI is breaking down for your organization and produces a roadmap your leadership team can act on.
PHASE 02
SHIFT
Leadership Activation
WEEKS (ENTERPRISE)
4-6
2-3
WEEKS (SMB)
The phase where leadership aligns on priorities, ownership, and the decisions required to redesign how work gets done.
PHASE 03
Operational Design & Capability Build.
SUSTAIN
QTRS (ENTERPRISE)
WEEKS (SMB)
8-10
1-2
The phase where redesigned workflows, governance, capability, and ROI measurement become part of how the organization operates.
Modular work that supports the core.
MODULAR WORK
Available as a standalone engagement or alongside SCAN, SHIFT, or SUSTAIN journey.
Innovation Readiness Workshop
A facilitated workshop that helps leadership teams build the foundation for sustained innovation. Designed for organizations that need their teams aligned on what innovation actually looks like in their context before they can move on AI or other transformation work.
Fractional Advisory
Ongoing advisory support from Leah and Meghan for executive teams who need a senior operator in the room during AI strategy and execution decisions. Available alongside or outside an active engagement.
AI Use-Case Sprint
A focused two to four week engagement that takes a single AI use case from concept to operational readiness. Includes workflow redesign, governance setup, and the leadership activation needed to put the use case into production.