Foundation
A pre-kickoff checklist, kickoff agenda with stakeholder alignment, assessment rollout sequence, internal launch playbook and training tracker.
Certification was the starting line. Enter your kickoff date and what you've bought, and get a dated, owner-by-owner plan for your first 90 days. Built from the same playbook we use with 60+ PI clients.
Example details are loaded so you can see a full plan. Change them to build yours.
We kick off within 14 days, with a Client Success Manager, QBRs and free core-team training.
Teams get certified, run a few assessments and stall. The licenses renew; the value doesn't. The gap isn't the software. It's the plan for putting it to work.
days, phase by phase
phases: Foundation, Activation, Optimization
metrics in the 90-day outcomes report
Everything you need to move from “we have PI” to “PI runs how we hire, lead and build teams.”
A pre-kickoff checklist, kickoff agenda with stakeholder alignment, assessment rollout sequence, internal launch playbook and training tracker.
Live application checklists for PI Hire, Inspire and Design, Champion identification and development, a mid-point review and an adoption milestone tracker.
Process documentation by module, a 90-day outcomes report, a post-onboarding survey framework and a QBR structure for ongoing support.
Option 2 · Full playbook PDF
The complete Foundation, Activation and Optimization plan, with key actions, owners and success metrics for every phase. We'll email it straight to you.
Want a plan dated for your rollout? Use the plan builder above.