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02 · Phase Zero & Strategy

De-risk before you spend.

Assessment, business case, operating-model design, and mobilization that get the program funded and pointed in the right direction before the first dollar of build.

Phase Zero · Business Case

Program roadmap · 18 months

The shift I create
Unfunded idea
scope fuzzy, sponsors split
Phase Zero
assessment · case · roadmap
Funded program
mandate, plan, mobilized team
What this covers

Five deliverables that get you funded and pointed right.

The work that happens before the build, where the cost of a wrong turn is a conversation instead of a change order.

Current-state assessment

See the mess before you fund the fix

An honest read of process, data, and org, so the business case rests on facts, not hope.

Business case

The number the CFO will defend

Costs, benefits, and payback math built to survive finance review, not just to kick off a project.

Roadmap

Phasing that matches your risk

Sequence, waves, and dependencies mapped so scope lands in an order the organization can absorb.

Project charter

Scope, guardrails, and sign-off

Objectives, boundaries, and decision rights agreed before anyone argues about them later.

Mobilization

A team ready on day one

Roles, governance, and the standing rhythm in place so the build starts moving, not organizing.

How I run it

From fuzzy idea to funded program.

A short, deliberate sequence that spends weeks to save the months a mis-scoped program burns.

Assess

Read the current state

Process, data, org, and readiness scored against where you need to be.

Make the case

Cost, benefit, payback

The economics leadership can fund and finance can defend.

Design the model

Operating model & roadmap

How the future runs, and the order you get there.

Mobilize

Charter & stand-up

Team, governance, and cadence live before the build kicks off.

25
years scoping programs
59
Phase Zero deliverables ready
Why this holds up

Most programs fail in the plan, not the build.

I have written the business case a board approved and the assessment that killed a project before it wasted a year. The cheapest place to fix a program is before it starts.

Workday-deep and platform-agnostic. The build tools differ. The questions you answer before funding do not.

Get the Phase Zero Blueprint

The assessment and business-case structure I use to get programs funded. DM me on LinkedIn and I will send it over.

Request it →
Let's talk

Not sure the program is ready to fund?

Start with a candid Phase Zero read, fast, independent, and pointed at the decision to spend or wait. Three complimentary 30-minute reviews open each month.