Skip to content

Method

Six steps, from diagnosis to adoption

The same route on every project, whatever its size. It runs from diagnosis through design, and continues into implementation, manager training and support through the first weeks of real use.

  1. 01

    Diagnose

  2. 02

    Benchmark and principles

  3. 03

    Design

  4. 04

    Validate

  5. 05

    Implement

  6. 06

    Support

01

Diagnose

Understand the problem before proposing anything.

We collect the documentation, talk to the people involved and work out what is actually happening. Most projects change shape at this stage, and it is cheaper to change them here.

Activities

  • Document review
  • Interviews with leadership and managers
  • Employee input where it is useful
  • A short survey when one is warranted

Output
A shared view of the problem and the priorities.

02

Benchmark and principles

Agree the structural decisions before drafting anything.

What comparable companies do, and the small number of principles the system has to satisfy. These are the decisions that are expensive to reverse later, so they are made explicitly and early.

Activities

  • Practice from comparable companies
  • The principles the system must satisfy
  • Options and their trade-offs
  • Leadership alignment on the structural decisions

Output
The principles, agreed in writing.

03

Design

Build the policy, framework or system itself.

The first full version, sized to the company you are rather than to a reference model from a much larger one. Every element has to earn its place by being used.

Activities

  • Design workshops
  • Production of the framework or documents
  • Options tested with managers before adoption
  • Weekly working sessions

Output
A structured draft of the deliverables.

04

Validate

Test the decisions with leadership and get approval.

A review round with the people who have to live with the result, plus legal or financial review where the project needs it. Trade-offs are adjusted here, not after launch.

Activities

  • Review session with leadership
  • Decisions reviewed with the executive sponsor
  • Legal or financial review where applicable
  • Final list of changes

Output
An approved version.

05

Implement

Prepare the organisation to actually use it.

Templates, rules, communication and training. The company gets everything it needs to launch, and the managers who will run it are trained on real cases.

Activities

  • Operational templates
  • Communication and launch materials
  • Manager training on real cases
  • Rollout plan

Output
Everything needed to launch it, ready to go.

06

Support

Stay with it through the first weeks of real use.

A defined period of support after launch, then a check-in once the system has been used for real. Almost every framework needs one round of correction, and it is better done with us than without.

Activities

  • Office hours during the first weeks
  • Questions from managers as they arise
  • A check-in two to four weeks after launch
  • Corrections based on real use

Output
A system in use, with a named internal owner.

Implementation

The implementation is part of the project

Every project includes turning the framework into documents and tools people can use, training the managers who will run it, and checking that it is being used. That is in the scope from the start, so the project ends with the system in use rather than described.

  • Templates and toolkits written for the moment of use
  • Guides for both the manager and the employee
  • Communication materials for the rollout
  • Training sessions on real cases
  • Support through the first live cycle
  • Adoption indicators agreed before design starts

Principles

Principles we work by

01

We do first what makes the rest easier

There are always two or three things that, done first, make everything after them simpler. In the wrong order, some of the work has to be done twice.

02

We design for people with full calendars

If a process only works when someone has a free afternoon, it will not work. Everything we build has to fit into a normal week.

03

Only what can be observed goes in

If a competency cannot be seen in everyday work, it cannot be assessed either — and a rating that comes out of it will not hold up in the conversation that follows.

04

We build for the company that exists

A framework copied from a much larger company brings more process and less clarity. What we design is sized to the organisation in front of us.

05

When we leave, the system has an owner

Every project ends with someone inside the company responsible for it, the documentation written, and a date set to review it.

06

Launch is not the end

The first weeks of real use show things no design can anticipate. We stay through that phase, correct what needs correcting, and help the team become self-sufficient.

See the method applied to your organisation

The diagnostic runs the first two steps and produces the roadmap for the rest.