Methodology

Improvement sequence

A structured approach from diagnostic through implementation to sustained performance — five phases across three stages.

The Sequence

Five phases from diagnosis to sustained performance

A structured approach from diagnostic through implementation to sustained performance — five phases across three stages.

01 — Target Improvement

Diagnose

Identify gaps, quantify opportunity, and build a results strategy.

Phase 01

Benefits Estimate

High-level sizing of the opportunity.

Duration: 1-2 weeks (before we start) · Cost: Embedded in qualification (no cost)

  • Basic analytics based on available data
  • Preliminary opportunity quantification

Phase 02

Diagnostic

Deep dive into current operations.

Duration: Typically 4 weeks · Cost: Fixed fee (time & expenses)

  • KPI Driver Structure
  • Baseline Findings Record
  • Performance Driver Execution Roadmap

Gate: "Is there enough money on the table?"

02 — Improve Operations

Improve

Improve processes, align systems, and coach managers through implementation.

Phase 03

Readiness

Setting up the tools and team for change.

Duration: 2-6 weeks (based on organization size) · Cost: Milestone fee (embedded or standalone)

  • Competitive Advantage Summary
  • Performance Management Model
  • Management Training Materials

Gate: "Are there clear causes and needed actions?"

Phase 04

Implementation Sprint(s)

Rapid improvement projects of 8-12 weeks each to capture savings and enable the business to maintain future state.

Duration: 8-12 weeks (as many waves as desired) · Cost: Various contract structures (typically base + performance). Goal is for project to pay for itself through captured savings.

  • Project Charter (A3)
  • Driver-based Root Cause Analyses
  • Standard weekly KPI report
  • Future state controls

Gate: "Is my team aligned to capture the benefit?"

03 — Generate Results

Sustain

Focus the organization, protect gains, and embed long-term capability.

Phase 05

Sustainability

Long-term check-ins to lock in gains.

Duration: 1 week each (12+ months later) · Cost: 1 audit embedded in Implementation sprint (add'l for fixed fee)

  • KPI trend analysis
  • Behaviour assessment
  • Corrective action plan

Gate: "Are we equipped long-term?"

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