Playbooks

Playbooks

End-to-end engagement workflows: sprints, transformations, and recovery plans you can run on Day 1.

53 assets in this collection 6 sub-series Read tier · Member access Published Q2 2026
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PB_SOL-PB-003v1.0

ERP Stabilization Diagnostic Playbook

Guides a diagnostic team through a 2–4 week ERP stabilization assessment that identifies the operational, data, integration, governance, and adoption issues blocking value capture; produces a remediation roadmap with…

PB_SOL-PB-004v1.0

Healthcare Margin Recovery Playbook

Guides a margin recovery team through a 4-6 week diagnostic-to-action engagement that identifies the operational, revenue cycle, payer mix, clinical productivity, and overhead drivers of margin compression in a…

PB_SOL-PB-005v1.0

Enterprise PMO Reset Playbook

Guides a PMO reset team through an 8-12 week engagement that diagnoses why the enterprise PMO is not delivering, redesigns the operating model (governance, prioritization, resourcing, reporting), and rebuilds the…

PB_SOL-PB-015v1.0

Strategy Coherence Diagnostic Playbook

A playbook for running a strategy-coherence diagnostic — testing whether strategy, capabilities, and choices reinforce each other — with the steps, inputs, and outputs to deliver it.

PB_SOL-PB-016v1.0

PB Sol-pb-016 Operating Model Effectiveness Diagnostic Playbook

A standalone workbook for pb sol-pb-016 operating model effectiveness diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-017v1.0

Capability Maturity Assessment Playbook

A playbook for running a capability-maturity assessment — how to score capabilities against maturity levels, run the workshops, and turn results into a priority plan.

PB_SOL-PB-018v1.0

Performance Gap Analysis Playbook

A playbook for running a performance-gap analysis — defining targets, measuring the gap, and tracing root causes — with the method and deliverables to execute it.

PB_SOL-PB-019v1.0

PB Sol-pb-019 Decision Rights Governance Diagnostic Playbook

A standalone workbook for pb sol-pb-019 decision rights governance diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-020v1.0

Transformation Roadmap Phasing Playbook

A playbook for phasing a transformation roadmap — how to sequence initiatives into waves by value, dependency, and capacity, and build the roadmap.

PB_SOL-PB-021v1.0

Risk Controls Assessment Playbook

A playbook for running a risk-and-controls assessment — mapping risks to controls, testing coverage, and producing the remediation priorities.

PB_SOL-PB-022v1.0

90Day Execution Plan Playbook

Guides a 1-2 week construction of the 90-day execution plan that translates a recently-made decision (Strategy Scan output / SRW output / L3-L4 close) into the operating instruction for the next 90 days.

PB_SOL-PB-024v1.0

Board Ready Storyline Pack Playbook

Guides a 1-week construction of board materials that pass the board-quality bar: decision-forcing, trade-off-explicit, evidence-grounded, defensible 6 months later. NOT a status update.

PB_SOL-PB-027v1.0

TOM Design Playbook

Guides a 6-8 week TOM Design that produces a target operating model across 6 layers (Structure · Capabilities · Governance · Processes · Performance · Culture) sequenced for realistic transition over 12-24 months.

PB_SOL-PB-032v1.0

Business Model Health Check Playbook

A playbook for a business-model health check — stress-testing how the business creates, delivers, and captures value, and where the model is at risk.

PB_SOL-PB-033v1.0

PB Sol-pb-033 Technology Landscape Tech Debt Assessment Playbook

A standalone workbook for pb sol-pb-033 technology landscape tech debt assessment playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-034v1.0

PB Sol-pb-034 Cost To Serve Unit Economics Diagnostic Playbook

A standalone workbook for pb sol-pb-034 cost to serve unit economics diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-035v1.0

PB Sol-pb-035 Customer Journey Experience Diagnostic Playbook

A standalone workbook for pb sol-pb-035 customer journey experience diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-036v1.0

Change Readiness Adoption Diagnostic Playbook

A playbook for diagnosing change readiness and adoption — assessing buy-in, capability, and capacity, and pinpointing where adoption will stall.

PB_SOL-PB-037v1.0

PB Sol-pb-037 Portfolio Execution Health Diagnostic Playbook

A standalone workbook for pb sol-pb-037 portfolio execution health diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-038v1.0

PB Sol-pb-038 Resilience Business Continuity Diagnostic Playbook

A standalone workbook for pb sol-pb-038 resilience business continuity diagnostic playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-039v1.0

Org Structure Decision Rights Design Playbook

Guides a 4-6 week design that translates target operating model intent into specific org structure, span/layer choices, role definitions, and decision rights — the operational layer of TOM.

PB_SOL-PB-040v1.0

Governance Management Model Design Playbook

A playbook for designing a governance and management model — decision rights, forums, and cadence — with the steps to stand it up and make it stick.

PB_SOL-PB-041v1.0

Capability Model Design Playbook

A playbook for designing a capability model — defining the capabilities the strategy needs, their components, and how to build and run them.

PB_SOL-PB-042v1.0

PB Sol-pb-042 Data And Analytics Operating Model Design Playbook

A standalone workbook for pb sol-pb-042 data and analytics operating model design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-043v1.0

PB Sol-pb-043 Performance Management And KPI Framework Design Playbook

A standalone workbook for pb sol-pb-043 performance management and kpi framework design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-044v1.0

PB Sol-pb-044 Target Enterprise Architecture Design Playbook

A standalone workbook for pb sol-pb-044 target enterprise architecture design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-045v1.0

PB Sol-pb-045 Talent Skills And Workforce Model Design Playbook

A standalone workbook for pb sol-pb-045 talent skills and workforce model design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-046v1.0

PB Sol-pb-046 Customer Experience And Journey Design Playbook

A standalone workbook for pb sol-pb-046 customer experience and journey design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-047v1.0

PB Sol-pb-047 Service Portfolio And Offering Design Playbook

A standalone workbook for pb sol-pb-047 service portfolio and offering design playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-048v1.0

Change and Adoption Model Design Playbook

A playbook for designing a change and adoption model — the interventions, reinforcement, and measurement that move people to new ways of working.

PB_SOL-PB-049v1.0

PB Sol-pb-049 Investment And Capital Allocation Recommendation Playbook

A standalone workbook for pb sol-pb-049 investment and capital allocation recommendation playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-050v1.0

PB Sol-pb-050 Strategic Options And Trade-off Analysis Playbook

A standalone workbook for pb sol-pb-050 strategic options and trade-off analysis playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-051v1.0

PB Sol-pb-051 Scenario Planning And Contingency Analysis Playbook

A standalone workbook for pb sol-pb-051 scenario planning and contingency analysis playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-052v1.0

Make Buy Partner Decision Memo Playbook

A playbook for a make-buy-partner decision — how to weigh speed, cost, control, and risk and document the recommendation in a decision memo.

PB_SOL-PB-053v1.0

Vendor Platform Selection Scorecard Playbook

A playbook for selecting a vendor or platform — building the scorecard, running the evaluation, and defending the choice with evidence.

PB_SOL-PB-054v1.0

Phasing Wave Decision Plan Playbook

A playbook for deciding delivery phasing and waves — how to group and sequence work into waves and set the go criteria for each.

PB_SOL-PB-055v1.0

Stop Continue Pivot Decision Memo Playbook

A playbook for a stop-continue-pivot decision — how to assess an initiative's evidence and write the memo recommending killing, continuing, or pivoting it.

PB_SOL-PB-056v1.0

Initiative Mobilization Launch PID Playbook

A playbook for mobilising and launching an initiative — scope, governance, and plan captured in a project initiation document to start cleanly.

PB_SOL-PB-057v1.0

PMO Program Operating Model Playbook

A playbook for standing up a PMO and program operating model — structure, roles, cadence, and tooling that keep a program governed and on track.

PB_SOL-PB-058v1.0

Operating Rhythm Review Cadence Playbook

A playbook for designing the operating rhythm — the review cadence, the decisions each forum owns, and the inputs that feed them.

PB_SOL-PB-059v1.0

Sprint Plan Implementation Roadmap Playbook

A playbook for building a sprint plan and implementation roadmap — breaking delivery into sprints with clear goals, owners, and milestones.

PB_SOL-PB-060v1.0

RAID Log Playbook

A playbook for running a RAID log — capturing and managing risks, assumptions, issues, and dependencies so nothing critical slips through delivery.

PB_SOL-PB-061v1.0

Capability Build Skill Uplift Plan Playbook

A playbook for planning a capability build and skill uplift — assessing gaps and designing the training, hiring, and on-the-job plan to close them.

PB_SOL-PB-062v1.0

PB Sol-pb-062 Technology Implementation Cutover Plan Playbook

A standalone workbook for pb sol-pb-062 technology implementation cutover plan playbook. Reads as a neutral operating tool, not a brochure.

PB_SOL-PB-063v1.0

Data Migration QA Plan Playbook

A playbook for planning data migration and its QA — staging, validation, and reconciliation steps that move data without loss or corruption.

PB_SOL-PB-064v1.0

AI Model Deployment Monitoring Plan Playbook

A playbook for deploying and monitoring an AI model — rollout, guardrails, and the metrics and alerts that catch drift and failure in production.

PB_SOL-PB-065v1.0

Stabilization Hypercare Plan Playbook

A playbook for the stabilisation and hypercare period after go-live — issue triage, support intensity, and the exit criteria to reach business as usual.

PB_SOL-PB-066v1.0

Scale Standardization Plan Playbook

A playbook for scaling and standardising a proven solution — what to templatise, what to localise, and how to roll out across the organisation.

PB_SOL-PB-067v1.0

GTM Motion Sales Execution Plan Playbook

A playbook for building a go-to-market motion and sales execution plan — segments, offer, channels, and the sales process to win and close.

PB_SOL-PB-068v1.0

Decision Memo Rationale Playbook

A playbook for writing a decision memo — how to frame the question, lay out the options and rationale, and make the recommendation easy to act on.

PB_SOL-PB-069v1.0

Leadership Alignment Messaging Pack Playbook

A playbook for building a leadership-alignment messaging pack — the shared narrative and talking points that get leaders aligned and speaking with one voice.

PB_SOL-PB-070v1.0

Steering Committee Update Playbook

A playbook for preparing a steering-committee update — progress, decisions needed, escalations, and milestones — structured to keep governance focused.

PB_SOL-PB-071v1.0

Change Messaging Adoption Pack Playbook

A playbook for building a change-messaging and adoption pack — the audience-specific messages and reinforcement that drive uptake of a change.

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