Use when a meaningful Talent, workforce, HR, OD, analytics, or operating-model change requires leadership agreement before execution can work.
Use diagnostic first when the change objective, sponsor path, or dominant blocker is unclear.
Avoid when the buyer only wants communications planning, PMO support, training delivery, or guaranteed ROI validation.
Not generic change management, morale facilitation, communications execution, PMO staffing, financial audit, or guaranteed ROI model.
Purpose, decision, investment question, success measures, ROI/value logic, assumptions, tradeoffs, owners, risks, and cadence.
Change Alignment and ROI Brief; case for change; success measures; ownership map; risk/dependency summary; recommended next offering.
Decision log, owner assignments, measurement cadence, scorecard requirements, and sponsor review path.
Prework depth, participant count, facilitation complexity, evidence review, and follow-up needs.
