The Strategy Journal

Book excerpt: The heart of this Workbook revolves around the pages to plan your study: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $.The Workbook is divided into 3 parts: Overview, Guided Example, and Your Study.The Overview offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client.In the Guided Example, we will work together through a study/project to show you how each page will be used.Thereafter, we create blank templates and guides for you to use on your own study.The Daily Pages are split into 8 weeks with a page for Monday to Friday. The pages help you understand your goals each day with a timeline reminder of the deliverables before each client update. Reminders for the client updates are built into the sheets for you to complete.The Workbook helps identify, measure, and bank the dollar value for your client (or employer) through prompts, templates, and steps to follow. If you are unsure of the process, we have built-in checks and balances so that you can go back and make corrections to any gaps in your earlier thinking. As the study begins to wrap up, we move to implementation. We show you what needs to be done to begin discussing implementation, what to implement, and how to measure and track the implementation benefits, including the sale of the implementation program.The Workbook can replace your primary planning and project management tools. By moving everything to one document that you can use every day and all the time, it allows you to better track and manage the engagement. Slides and updates can be prepared in the workbook and shared with your team and clients. By moving from laptop and slide-based discussions with clients, the Workbook increases the level of professional intimacy with a client. The Workbook is designed to be stored forever. This will contain your best thinking and should serve as a library for future studies.