THE ENGAGEMENT PATH
Level 5 Engagement
Six levels, from a free 30-minute call to a full-time seat on your team. Every level has a sample — the first one is real and live; the rest are clearly marked SIMULATED.
| Level | Step | Time | What happens | Deliverable | Sample |
|---|---|---|---|---|---|
| INTRODUCTORY (Zero Cost, Low Drag, Fast Decisions. Many Partners.) | |||||
| — | FIRST CALL | Remote · 30 min | Hear the Sponsor. Their objectives, in their words. Agree the visit. | — | — |
| 0 | REMOTE | 30 min | Intros with Sponsors: Decide when+where+who+how. We bring what + why. | OKR Cascade (lite): more in - more out. Build your FREE PROGRAM | REAL — OKR Set-Up toolREAL ▸ |
| EXPLORATORY (Free? Low Cost? Expenses Only. Some Partners.) | |||||
| 1 | ON-SITE VISIT | 1-5 days | Actuals and Gemba Walks with Work Owners to collect truths. | Gemba Walks (>50% total visit time-tracked) with YOUR Work Owners. | SAMPLE (SIMULATED) — Gemba FindingsSIMULATED ▸ |
| (2-day avg) | Listen & Learn, hunt root cause, and HEAR FROM WORK OWNERS | Actuals and Gemba findings — the truths signed off with options and readiness. | |||
| 2 | OKR CASCADE | Off-Site | Objectives + Needed Results = OKR. USE EXISTING PLANS. | OKR + KPI Cascade: YOUR Objectives and Needed Results mapped to YOUR teams. | SAMPLE (SIMULATED) — Prairie Forge cascadeSIMULATED ▸ |
| Board Room | We cascade the OKR across the business to define KPIs and Champions. | Leverage Modules that work for YOUR existing Goals and Objective program. | |||
| 3 | REPORT OUT | On-Site | Action Sponsors and Work Owners gather together with purpose. | OMP Compass: the value tool for Aligning Elite Teams. | SAMPLE (SIMULATED) — the OMPSIMULATED ▸ |
| Visit Close | Leverage #1 and #2 to create the 12-Month Operational Master Plan (OMP) | SIOP DDMRP LookAhead: the 12-Month S&OP forecast mapped to financials. | |||
| COMMERCIAL (Extended Contract, recurring, long term partnerships. Few Partners) | |||||
| 4 | FRACTIONAL | Part Time | Level 5 Coaching for the business aligned with their pace and priorities. | REVENUE$: when Customers value Ops Excellence. (Safety-Quality-Delivery-Cost-Morale) | SAMPLE (SIMULATED) — Fractional LookAheadSIMULATED ▸ |
| Fast - Defined - Effective - Measurable - Agile - Scalable - Customer Focused | COGS$: visibility, stability, reliability, agility, scalability, and resilience. | ||||
| 5 | OWNER | Full Time | Deep long term commitment (2-10 years+) as part of the team. | WORKING$: rolling 12M lookahead — total inventory ($) by week based on REV$ | SAMPLE (SIMULATED) — Owner LookAheadSIMULATED ▸ |
| Full PnL Ownership and Culture Champion. Maximum return to partnerships. | CA$H: rolling 12M lookahead — COG$ lab and BUY$ spend by week based on REV$ | ||||
Take it with you: Download the Level 5 Engagement ladder (PDF)
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