Disrupt Schedule

The following schedule is not prescriptive but descriptive, showing how the toolkit could be organised and matched to the four-week structure of the archetypal ‘Disrupt’ activity. Whilst there is some logic built into the plan – for example, to create a Roadmap Radar, you need to run an OKR session – the spirit here is to encourage a bespoke approach to answering the client’s question(s), using novel combinations of these tools rather than following this schedule to the letter.

Week One: Shape the Vision

We work with senior leaders to understand the history and the current state of the business and confirm the vision for future success. We facilitate workshops during which long-term goals, short-term objectives, and measurable key results are collaboratively defined. Drawing on market insights and our proprietary strategic map of the business landscape, we can identify immediate threats to the business and advise on the viability of potential divestments and diversifications. We then work with a broader range of participants to share the resulting strategy, refine it further, and turn it into concrete actions and initiatives. We always draw on the existing portfolio of activities, tuned or augmented as necessary to meet the defined objectives, and we help build in continuous delivery of value, supported by rapid test-and-learn experiments to validate the hypotheses.

Out of these activities, we produce the first draft of the Roadmap Radar – a tool unique to Equal Experts that lays out the client’s portfolio on a single, big picture in a way that aligns activities to objectives, informs organisation change, reduces critical path dependencies, and allows multidisciplinary teams to own and adapt as necessary.

Day

Activity

Description

Who should be involved

Day 1

AM: “All Hands Welcome”, with feedback wall

PM: 1-2-1s

In-depth interviews with a range of stakeholders, to better understand the past, present and future

AM: All

PM: Senior stakeholders

Day 2

OKRs (all day)

A flexible, collaborative method that ensures activities are aligned to the strategy, across the organisation

6-8 senior leaders from across functions

Day 3

AM: 1-2-1s (ctd)

PM: Value Stream Mapping

Mapping where value is in the organisation, to inform build, buy and borrow decisions

AM: Senior stakeholders

PM: Cross- functional delivery teams

Day 4

AM: Roadmap Radar (iteration 1)

PM: Business Evolution Map

Visualise the goals and objectives of the organisation, with initiatives plotted on the radar to indicate clusters and gaps in effort

AM: Delivery teams

PM: Senior stakeholders

Day 5

Office day, including weekly update to project sponsors

Opportunity for the team to reflect, write-up insights from the week, and plan the forthcoming week

Equal Experts team

Week Two: Plan the Approach

We dig deeper into each of the objectives to identify gaps and strengthen the areas where those objectives are poorly served by current activities. We identify initiatives that do not align with the objectives and help remove duplication and prune the portfolio as necessary. We will also take the opportunity to further any research assumptions made during the first week, and factor the resulting insights into the strategy. The Roadmap Radar is refined to a level that can be used to define the shape of multi-disciplinary teams required to fulfil each of the objectives, and based on those definitions, we can identify candidate participants for each of those teams.

Day

Activity

Description

Who should be involved

Day 1

AM: Customer Journey Mapping

PM: Finalise and send out online survey

Map the customer journey process from end-to-end, starting with requirements through to an agreed definition of ‘done’, looking for pain points, duplication and redundancy

AM: Delivery teams

PM: All stakeholders

Day 2

AM: 1-2-1s (ctd)

PM: Roadmap Radar (iteration 2)

Visualise the goals and objectives of the organisation, with initiatives plotted on the radar to indicate clusters and gaps in effort

AM: Senior stakeholders

PM: Delivery teams

Day 3

Lean Value Tree (all day)

Organise your bets to make effective interventions, and measure the results

Delivery teams

Day 4

Bet canvas (iteration 1)

Highly structured bets, outlining how the experiment will be designed, measures of success, and any challenges and risks

Delivery teams

Day 5

Office day, including weekly update to project sponsors

Opportunity for the team to reflect, write-up insights from the week, and plan the forthcoming week

Equal Experts team

Week three: Make the First Move

Once the client is ready to make the first strategic move, we will help form the first exploratory teams and establish ways of working aligned to the bets derived from the Roadmap Radar. We will work with those teams to ensure activities are appropriately prioritised and improve them further as necessary to ensure that the first tasks are “good to go.” We can also work to shape the communication approach and ensure there is a proper understanding of and buy-in to the strategic plan.

Day

Activity

Description

Who should be involved

Day 1

AM: Team Health Check

PM: Bet Canvas (iteration 2)

Assess all aspects of team health, confirm strengths and explore issues

AM: Delivery teams

PM: Delivery teams

Day 2

AM: Team Health Check

PM: Bet Canvas (iteration 2)

Assess all aspects of team health, confirm strengths and explore issues

AM: Delivery teams

PM: Delivery teams

Day 3

AM: Team Health Check

PM: Bet Canvas (iteration 2)

Assess all aspects of team health, confirm strengths and explore issues

AM: Delivery teams

PM: Delivery teams

Day 4

AM: Chase and close online survey

PM: Analyse results of online survey

An online survey allows everyone to contribute to the process

All stakeholders

Day 5

Office day, including weekly update to project sponsors

Opportunity for the team to reflect, write-up insights, and plan the forthcoming week

Equal Experts team

Week Four: Deliver the Insights

The team reflects on the gathered evidence, workshops the best interventions, and prepares for the final presentation to the Board. Typically, during the final playback session, we start with our headline observations and recommendations, before inviting questions and having a non-linear discussion about those topics that the Execs identify as the most important.

Day

Activity

Description

Who should be involved

Day 1

AM: Current Reality Tree

PM: Future Reality Tree

See beyond intermediate effects to understand the root causes of observed undesirable effects, and devise injections that will make a lasting difference

AM: Delivery teams

PM: Delivery teams

Day 2

AM: Roadmap Radar (final iteration)

PM: Bet Canvas (final iteration)

Visualise the goals and objectives of the organisation, with initiatives plotted on the radar to indicate clusters and gaps in effort

AM: Delivery teams

PM: Delivery teams

Day 3

Final report write-up

Team reflects on evidence gathered, workshops the best interventions, and prepares the final presentation to the Board

Equal Experts team

Day 4

Final report write-up

Team reflects on evidence gathered, workshops the best interventions, and prepares the final presentation to the Board.

Equal Experts team

Day 5

Final report write-up

Team reflects on evidence gathered, workshops the best interventions, and prepares the final presentation to the Board.

Equal Experts team