• Onboarding

    Process of bringing new clients under contract and launching initiatives.

    1

    Clarity on Objectives

    1. Who is the paying customer?
    2. What is the outcome to be accomplished?
    3. What are the targeted depth, breadth, and durability of deliverables as evidence of the outcome success?
    4. By when must the outcome milestones and targets be accomplished?
    5. Whose participation is mandated?
    6. What's the fair retail cost of accomplishing the outcome?
    7. What is the available budget to accomplish the outcome?
    8. Who are the gatekeepers in the way of the outcome?
    9. What unavoidable approvals are needed and from whom?
    10. What restrictions or other constraints will be imposed or required?
    2

    Probability of Success

    1. What are the key assumptions about accomplishing the outcome?
    2. What are the non-negotiable givens?
    3. Who can be changed out of participation?
    4. Who must stay in the game?
    5. What is the capacity and readiness of all needed participants and stable variables –
    6. investors?
    7. team?
    8. product to market fit?
    9. customers?
    10. competitors? 
    11. What are the dealbreakers and thresholds of non-performance upsets?
    12. What inputs are conditional, unstable, unpredictable, undependable?
    13. What competing priorities are key participants facing?
    3

    Warranty on Outcome

    1. What are the targeted depth, breadth, and durability of deliverables as evidence of milestone and ultimate outcome success?
    2. By when must the milestones and success be delivered?
    3. What are the client covenants for proper use of our services to ensure success and that would void the warranty if not delivered –
    4. financial support?
    5. in-kind support?
    6. human resource support?
    7. payment timing?
    8. verbal, PR and marketing support?
    9. champion behaviors?
    10. Other?
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