Playbooks
Structured, practitioner-ready playbooks — frameworks, templates, and step-by-step guidance for strategy, consulting, digital transformation, and AI.
Legacy to Cloud Modernization Playbook (Cloud Migration & Architecture)
A practical playbook for deciding which legacy systems to rehost, replatform, refactor, or retire — and how to sequence the migration so cost, risk, and downtim
Read playbookEnterprise Digital Transformation Roadmap Playbook (Vision, Use Cases, Roadmap)
Turn a one-line "digitally transform the business" mandate into a scored use-case portfolio and a sequenced 18-24 month roadmap with owners, budgets, and a kill
Read playbookIndependent / Boutique Consulting Firm Setup Playbook
A founder-level playbook for setting up an independent or boutique consulting firm -- entity structure, positioning, pricing, and a 90-day pipeline plan, in the
Read playbookThought Leadership & Content Marketing for Consultants Playbook
A practical content engine for consultants -- pillar topics, a repeatable publishing cadence, and repurposing rules -- that builds credibility and pipeline with
Read playbookCapability Building & Client Training Playbook (Train-the-Trainer)
A structured train-the-trainer system for building lasting client capability -- certification levels, cascade design, and a scoring rubric for whether training
Read playbookConsulting Toolkit Playbook (Templates for 50+ Core Frameworks)
A categorized library of 50+ core consulting frameworks -- strategy, operations, org design, finance, and problem-solving -- organized so you pick the right too
Read playbookClient Proposal, SOW & Contracting Playbook
A practical playbook for drafting client proposals, statements of work, and contracts that scope engagements tightly, price them defensibly, and prevent scope c
Read playbookProcess Mapping & Improvement Playbook (SIPOC, Swimlanes, Lean Tools)
A practical system for mapping current-state processes with SIPOC and swimlane diagrams, identifying waste with Lean tools, and designing a validated future sta
Read playbookFinancial Modeling & Business Case Development Playbook (Cost-Benefit, NPV)
A step-by-step system for building defensible cost-benefit and NPV business cases -- baseline, cost/benefit stacks, discounting, and sensitivity analysis -- wit
Read playbookPMO & Transformation Governance Playbook (Status, Risks, Issues, RAID)
Run program governance with a disciplined RAID log, a consistent status cadence, and clear escalation thresholds, so risks get caught while cheap to fix instead
Read playbookChange Management & Stakeholder Engagement Playbook (RACI, Stakeholder Maps)
Map stakeholders by influence and sentiment, assign clean RACI decision rights, and run a tailored engagement plan, so resistance gets surfaced and converted ea
Read playbookTransformation Blueprint & Roadmapping Playbook (Target Operating Model)
Design a Target Operating Model across six TOM layers and translate it into a phased, dependency-mapped roadmap, so your transformation blueprint survives budge
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