Use when the buyer needs leaders to connect HR strategy, responsibilities, projects, process ownership, and KPI hypotheses.
Use diagnostic first when the workshop object or process scope is unclear.
Avoid when the buyer expects RACI alone to redesign broken processes or implement systems.
Not generic facilitation, task-level delegation, systems configuration, or complete process redesign unless separately scoped.
Strategic pillars, work ownership, process scope, RACI roles, project backlog, KPI hypotheses, and next-step boundaries.
Offsite recap; strategic pillar map; process inventory; RACI workbook; project backlog; parking-lot and next-step path.
Process owner assignments, project backlog, KPI hypothesis list, and recommended playbook/advisory follow-on.
Participant count, process inventory, prework, deliverable depth, and follow-up needs.
