People, Process, Progress

1. Work Level Classification

Answer a few quick questions to see if what you are doing is primarily strategy, portfolio, program, or project work.

How broad is the impact of this work? Select one Enterprise-wide direction or major shift Multiple related areas or departments Several related projects / products Single team, product, or change Does this effort coordinate multiple distinct initiatives or projects? Select one No, it is a single initiative Yes, they roll up into one capability or outcome Yes, they are separate with shared resources and funding How is funding or approval handled? Select one At the executive / strategic plan level At the portfolio or value stream level At a program / initiative level At a single project level Is there a clear, singular end deliverable with a defined finish? Select one Yes, there is a clear finish line No, this is ongoing direction or oversight Work level result:

2. Delivery Approach / Methodology

Answer based on your current project so we can suggest Agile, Waterfall, or a Hybrid approach and why.

How clear are the requirements right now? (1 = very unclear, 5 = very clear) Select 1–5 1 – Very unclear 2 – Mostly unclear 3 – Somewhat clear 4 – Mostly clear 5 – Very clear How likely are requirements to change? (1 = very low, 5 = very high) Select 1–5 1 – Very low change 2 – Low 3 – Moderate 4 – High 5 – Very high change How strong are regulatory / compliance constraints? Select one Low Medium High Which is most true about timeline and scope? Select one Fixed date and fixed scope Fixed date, flexible scope Flexible date and flexible scope How available are your stakeholders for feedback and demos? Select one Low – hard to engage Medium – periodic reviews High – can meet often Methodology recommendation:

3. Risk Mitigation Strategy

For a key risk, answer the questions below and we will suggest whether to avoid, reduce, transfer, or accept it.

Impact if the risk occurs (1 = very low, 5 = catastrophic): Select 1–5 1 – Very low 2 – Low 3 – Moderate 4 – High 5 – Catastrophic Likelihood this risk will occur (1 = very unlikely, 5 = very likely): Select 1–5 1 – Very unlikely 2 – Unlikely 3 – Possible 4 – Likely 5 – Very likely How much control does your team have over this risk? Select one Low Medium High Would this risk create a major financial impact? Select one No Yes Would this risk impact safety or patient / customer harm? Select one No Yes Risk strategy recommendation:

4. Reporting Tool Selector

Choose the audience and purpose so we can suggest the best reporting format for your message.

Primary audience: Select one Executives / C-suite Clinical / frontline Technical / IT Operations / business Government / regulatory What is the primary goal of this communication? Select one Notify / update Influence / get support Get a decision / approval Escalate a risk / issue Align team on plan How deep should the message be? Select one Brief (1–2 minutes) Summary (3–10 minutes) Detailed (work session) Urgency: Select one Low Medium High Reporting recommendation:

5. Kickoff Readiness Checklist

Check what is already in place. We will estimate how ready you are for a solid project kickoff.

Kickoff readiness:

6. Change Readiness (ADKAR)

Rate each area from 1–5 for the people most impacted by this change. 1 = very weak, 5 = very strong.

Awareness – People understand why this change is happening. Select 1–5 1 – Very low 2 – Low 3 – Medium 4 – High 5 – Very high Desire – People want this change and are willing to support it. Select 1–5 1 – Very low 2 – Low 3 – Medium 4 – High 5 – Very high Knowledge – People know what is changing and what is expected of them. Select 1–5 1 – Very low 2 – Low 3 – Medium 4 – High 5 – Very high Ability – People have the skills, tools, and capacity to do the new way of working. Select 1–5 1 – Very low 2 – Low 3 – Medium 4 – High 5 – Very high Reinforcement – Leaders reinforce the change and hold people accountable. Select 1–5 1 – Very low 2 – Low 3 – Medium 4 – High 5 – Very high ADKAR readiness:

Combined Summary (Optional)

If you used multiple sections, click below to build a combined summary you can copy into your project brief, charter, or plan.

Build combined summary Combined summary:

Tip: paste this into your charter, kickoff deck, or PI planning notes so everyone sees the same strategic picture.