One core pack. Four optional add-ons.

Start with a single, fixed-scope pack that covers both Business Analysis and Project Management. Then add specialist packs only where you need extra depth.

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Analysis & Delivery Pack

Turn your initiative into a decision-ready plan and governed delivery path.

We clarify the problem, define the outcomes, and design a delivery structure your team can actually run—plus an AI partner trained on the whole pack.

  • Define the destination. Outcomes, scope, and success measures for your initiative.

  • Make it buildable. Requirements, flows, and delivery structure in one coherent model.

  • Ready to execute. Roadmap, responsibilities, and PMO-grade documentation.

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  • Make sure people actually adopt what you build

    Layer a structured change approach on top of the core pack so stakeholders, teams, and end-users know what’s changing and why.

    • Stakeholder view. Impact mapping and audience segmentation.

    • Change story. Key messages, benefits, and narrative you can reuse in decks and emails.

    • Adoption plan. Activities, owners, and timeline to move people from awareness to usage.

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  • Tie the initiative to measurable value, not just activity

    Build a clear line from investment to outcomes so leadership can see why this matters and how you’ll track success.

    • Benefits catalogue. Financial and non-financial benefits mapped to your outcomes.

    • Measurement model. KPIs, baselines, and targets your team can actually collect.

    • Benefit tracking view. Simple structure you can plug into your PMO or reporting.

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Add-ons available with the Core Product

  • De-risk the initiative for executives, auditors, and regulators

    Extend the core pack with a focused view on risk, controls, and decision points so the initiative can move without surprises.

    • Risk register. Key risks, likelihood, impact, and owners.

    • Control framework. High-level controls and checks mapped to the delivery plan.

    • Decision gates. Clear points where leadership reviews, approves, or pivots.

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Core Product

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  • Make sure the initiative is owned, steered, and sustained

    Add a governance and operating-model layer so everyone knows who decides what, and how the new way of working will run after go-live.

    • Governance map. Roles, forums, and decision rights across the initiative.

    • Operating-model view. How teams, processes, and tools will work day-to-day.

    • Run-state handover. What needs to be in place for BAU ownership.

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Standard deliverables by product

Standard deliverable Core Analysis &
Delivery Pack
Change &
Adoption Add-On
Benefits & KPIs
Add-On
Risk & Controls
Add-On
Governance &
Operations Add-On
Strategy-to-Execution Map (outcomes mapped to workstreams, objectives, and tactics)
Problem Statement & Goals Definition
Stakeholder analysis & register (roles, influence, interests, impact)
Business case & options analysis (including “do nothing” and comparative scenarios)
Project charter (mandate, scope, objectives, boundaries, high-level risks & assumptions)
Integrated Project Management Plan (scope, schedule, cost, quality, resources, communications, risk, procurement)
Work Breakdown Structure (WBS) and deliverable breakdown
Project schedule & milestone roadmap (Gantt-style timeline and key dependency view)
Project budget & cost breakdown (baseline estimates and major cost categories)
Current-state process & capability maps (value streams, core processes, and enabling capabilities)
Future-state process & capability maps (target ways of working and capability enhancements)
Functional & Non-functional requirements specification
Use-case / scenario / user-story catalogue (for products, services, policies, or processes)
Business-rules catalogue (policies, decision rules, constraints)
Requirements traceability matrix (end-to-end linkage from needs to design and implementation items)
Solution blueprint / conceptual design overview (high-level solution and integration view, technology-agnostic where needed)
Data requirements & sources catalogue (key datasets, owners, and acquisition approach)
Reporting catalogue & dashboard wireframes for core indicators and management information
Top-line benefits & KPI summary (executive view of expected outcomes and success measures)
Compliance & risk obligations summary (regulatory, policy, contractual, and control requirements)
RAID log (risks, assumptions, issues, dependencies) – baseline snapshot
Baseline risk register (linked to RAID; initial risk descriptions, likelihood, impact, and owners)
Issue log (capture, triage, and tracking of open issues)
Decision log (formal record of key decisions, context, options, and owners)
Core governance overview (roles, committees, sponsorship, escalation paths)
Status-report & steering-committee pack templates (baseline reporting format and cadence)
High-level transition / cutover plan (phases, checkpoints, and handover milestones)
Lessons-learned log template (captures insights throughout the initiative lifecycle)
Testing & Quality Plan
Change Request Log
Close-out / initiative closure report template (final outcomes, variances, and recommendations)
Change-management strategy & master plan (overall change approach, scope, and guiding principles)
Stakeholder change-impact assessment (by role, group, and location)
Change communications plan & messaging matrix (channels, audiences, key messages, timing)
Training & learning plan (by role, learning objectives, format, and schedule)
Sponsor roadmap (sponsor actions, visibility events, and key communications)
People-manager plan (talking points, team briefings, coaching activities)
Resistance-management plan (anticipated sources of resistance and mitigation actions)
Change-champion / ambassador network plan (roles, activities, and support model)
Readiness assessments & adoption-risk reports (survey instruments, analysis, and findings)
Adoption & sustainment plan (post-go-live reinforcement, coaching, and feedback loops)
Benefits-realization plan (benefits, timing, measures, and ownership)
Benefits register / catalogue (structured list of expected qualitative and quantitative benefits)
KPI definition sheets (formulas, data sources, frequency, thresholds, and owners)
Benefits-realization roadmap (timeline showing when each benefit is expected to materialize)
Benefit profile one-pagers for priority benefits (narrative, metrics, and enabling changes)
Benefits ownership matrix (accountability for realizing and tracking each benefit)
Benefits tracking dashboard / report templates (visualization of progress against targets)
Benefits sustainment plan (post-project monitoring, guardrails, and corrective actions)
Updated economic / business-case view using finalized benefits and KPI assumptions
Risk-management framework & detailed risk-management plan (process, roles, tools, and thresholds)
Extended risk register & consolidated issue log (deep-dive view across program / portfolio)
Risk assessment & heat-map report (top risks, exposure profile, and trends)
Risk-treatment & mitigation action plan (responses, owners, timelines, residual risk)
Risk & control matrix (mapping of key risks to controls, gaps, and residual exposure)
Controls catalogue (key operational, financial, and technology / process controls)
Risk-appetite statement & scoring criteria (tolerances, thresholds, and scoring rules)
Risk governance & reporting templates (risk-committee / steering risk pack)
Assurance & monitoring plan (control testing, KRIs, monitoring cadence, and escalation)
Governance charter / framework document (governance bodies, mandates, and escalation paths)
Detailed RACI / responsibility matrix for project and BAU roles
Decision-rights / RAPID matrix (who recommends, decides, and executes across key decisions)
Target operating-model org chart (structures, reporting lines, and key roles)
Role descriptions & terms of reference for governance bodies and key roles
Governance meeting cadence & calendar (steering committees, PMO reviews, working groups)
Escalation-path diagram for issues, risks, and decisions
Operating-model process / service view (how the new capability runs in BAU)
Reporting operating model & schedule (who produces which reports, for whom, and when)

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