01 Frame
Welcome & frame
Why we're here, and today's promise. We set the tone as a conversation, not a presentation. Round-the-room intros: name, role, and one workflow you wish would disappear.
THE DAY // NINE BLOCKS // DISCOVER → COMMIT
A working day, not a seminar.
Direct conversation and hands-on work across nine blocks. No clock-watching — we move when the room is ready. Discussion never feels rushed; the worksheet blocks feel productive. Budget a full working day and let the material breathe.
01 // THE SESSION FLOW
02 Frame
Patterns & method
We establish a shared vocabulary — the eight patterns of automation, from scripts to retrieval — then walk the five-stage method. Discussion: where do you already see each pattern in your operation?
03 Discover
Repetition & frustration
Surface the daily and weekly tedium and the frustrations — the widest possible inventory before we narrow. Individual worksheets first, then group share. Nominees go on the wall.
— Break
Break
Coffee. Stretch. The side conversations are usually where the real wins surface.
04 Discover
Scheduled work + walk-throughs
Add the scheduled cadences — daily, weekly, monthly, quarterly. Then we pick three to five workflows and walk each one end-to-end as a group, on the whiteboard.
05 Map
Process deep-dive
Each working group fills a Process Deep-Dive Canvas for one workflow: trigger, inputs, steps, outputs, systems, breakpoints. We float and stress-test every canvas.
— Lunch
Working lunch
Light agenda. We talk through the morning's surprises informally — the patterns are already starting to show.
06 Match
Pain → pattern
We walk the pattern library and, for each mapped workflow, name the pattern — or the stack of patterns — it needs. First estimate of effort and value, annotated right on the canvases.
07 Score
Opportunity scorecard
Score every nominee on ROI, confidence, speed, fit, and risk. Sort. Identify the quick-win shortlist. Round-table reconciliation — disagreements get flagged, not buried.
08 Commit
Pilot selection & roadmap
Pick the Day-1 pilot and sketch it. Build the 30/60/90 plan. Names go on the page — a working owner and an executive sponsor for every item.
09 Commit
Commitments & close
Sign the commitments. Schedule the first working session. State the success metric out loud. A photo of the wall captures the artifact before anyone leaves.
02 // HOW WE RUN IT
The day works because of a few non-negotiables.
Worksheets force individual thinking before group debate, and every commitment has a name on it. We don't water down either one.
01
Protect the worksheets — they're how the room thinks individually before groupthink kicks in.
02
Whiteboard the workflows we walk live. The canvases are for capture; the wall is for thinking.
03
Time-box ruthlessly. If a discussion runs long, it goes on the “next session” list and we move.
04
The exec sponsor is accountable in real time — they assign owners before they leave the room.
05
The metric is a number, not a sentiment. “Faster” is not a metric. “Under 24-hour resolution” is.
06
If energy drops after lunch, we stand up and move to the wall. The matching block needs heat.
07
Map the operation, not the org chart. We chase how the work actually flows — including the steps no process doc mentions — before naming a single solution.
08
We work the friction with the room, never dictate it. The people who own the work help design the fix — that's what makes it stick.
03 // DELIVERABLES
What goes in, what comes out, and what lands in 48 hours.
The session is bracketed by prep and follow-through. The artifacts are the point — and they don't sit on the wall after you leave.
BEFORE · 5 DAYS OUT
- Worksheets sent ahead — daily repetition, the “better way” prompt, scheduled workflows, the deep-dive canvas, the scorecard, and the roadmap sheet.
- A short pre-read: the eight patterns of automation, so the room arrives with the vocabulary.
- A logistics note: who's in the room, what to bring (system access where possible), and the “one workflow you wish disappeared” prompt.
- Demos and pattern examples tailored to your industry before we arrive.
AFTER · WITHIN 48 HOURS
- Photo capture of every wall artifact and filled worksheet, transcribed into a shared workspace.
- A typed-up Opportunity Scorecard with reconciled scores and the rationale behind each.
- A pilot kickoff doc: scope statement, success metric, roles, working-session cadence, and a week-by-week plan.
- The 30/60/90 plan written up and circulated to the executive sponsor for sign-off.
- A calendar invite for the first working session — within ten days of the roadmap session.
30-DAY CHECK-IN
- Pilot status against the milestones we set, with the first measurable result against baseline.
- An explicit, written decision: expand, iterate, or kill.
- One or two new opportunities added to the discovery list — the portfolio stays alive.
ENGAGE
Block the day. Leave with the plan.
We'll propose a date, send the pre-read and worksheets, and tailor the day to your business. One working session, and your leadership team walks out with a roadmap and a pilot.