A focused conversation
Bring the decision your team needs to advance.
Use a human conversation when the next step needs pursuit-specific support, enterprise scope, or an information-handling review.
Make the conversation useful from the start.
A good next discussion builds on the work you have already completed. Identify the decision, the result you need, and what is blocking it.
- A pursuit or workflow to improve.
- The people who own the decision and output.
- The sources, environment, and support required.
- A clear way to judge whether the engagement worked.
Discussion planner
Prepare the agenda.
This planner sends nothing on its own. Download the agenda, or open it in an email to us.
Your discussion agenda
One pursuit or workflow. A working session on one pursuit, against how the work gets done today.
Agenda: each step, and what you bring to it
- Define the business decision and the output it needs.You bring: The decision that is stuck, and who owns it.
- Review the evidence and work that already exists, and the gaps.You bring: What your team has produced so far, however rough.
- Confirm team roles, information scope, and support.You bring: Who does the work today, and what information they may use.
- Agree a bounded evaluation and how it will be judged.You bring: How long this work takes now - the baseline to beat.
- Confirm price, terms, owner, and the next decision date.You bring: Your approver, and the date a decision is needed by.