Program health assessment
Review scope, schedule, cost, resources, governance, vendors, technology dependencies, and reporting. Distinguish documented findings, stakeholder accounts, and unresolved questions.
Independent assessment & recovery planning
Restore confidence.
Rebuild the path to delivery.
Get a reliable view of a troubled technology program, including an AI initiative that is losing direction. Identify the causes of delivery risk, the decisions leadership must make, and a practical route to stabilization.
Discuss your needs ↗Who it’s for
Program sponsors, CIOs & consulting partners
Engagement format
Typically 2–3 weeks for the initial assessment
What you leave with
An evidence-based assessment and 90-day recovery plan
When to bring us in
The program needs an independent view before the next major decision.
- Milestones keep moving and the explanations do not add up.
- Leadership receives conflicting accounts of cost, progress, or readiness.
- An AI pilot has stalled because requirements, evaluation, or ownership are unclear.
- A new sponsor inherits unresolved risks, or a delivery partner needs independent support.
What you receive
Defined outputs.
Usable decisions.
Responsibilities made explicit, evidence connected to decisions, and work shaped around your operating needs.
Recovery options & decision brief
Identify material causes of delivery risk and viable responses. Present the scope, resource, schedule, and governance tradeoffs leadership must resolve.
Risk, issue & decision register
Prioritize the items that threaten delivery, with named owners, due dates, dependencies, and escalation needs. Identify which decisions are blocking progress.
90-day recovery roadmap
Sequence stabilization and recovery actions with owners, milestones, dependencies, and measures. Establish what can realistically be achieved with the available capacity.
Executive reporting & review cadence
Define the information leadership needs to track recovery, including action status, decision aging, milestone movement, and material changes in risk.
Evidence → decisions → execution
See what the engagement produces.
An illustrative workflow for an assessment. Deliverables are tailored to the agreed service and scope.
- 01Client inputs
Gather the evidence
Documents, stakeholder interviews, and available operating data.
- 02Traceable basis
Build the evidence register
Record sources, findings, assumptions, and information gaps.
- 03Assessment outputs
Prioritize risks & decisions
Identify implications, action owners, and choices requiring leadership.
- 04Decision briefing
Brief the executive team
Present the findings, tradeoffs, and recommended next steps.
- 05Execution roadmap
Agree the action plan
Sequence actions with owners, milestones, dependencies, and measures.
- 06Separate follow-on scope
Support follow-through
Optional advisory, progress review, and reassessment as conditions change.
Illustrative scenario · not a client case study
The situation
A modernization program is reporting progress while key milestones repeatedly move.
The work
Reconcile schedules, delivery evidence, dependencies, and stakeholder accounts. Identify blocking decisions and propose realistic stabilization priorities.
The intended output
A common evidence base, explicit leadership decisions, and an owned 90-day recovery roadmap.
To make the work effective
What we need
from your team.
- An executive sponsor with authority to resolve scope, resource, and priority decisions.
- Current plans, budgets, schedules, contracts, status reports, and risk or issue logs.
- Access to the program team, business owners, relevant vendors, and existing oversight findings.
Scope & assumptions
Agree the boundaries first.
This is a management and delivery assessment, not a guarantee of recovery. For AI initiatives, evaluation and governance gaps are assessed, while specialized model testing and technical validation are separately scoped. Remediation engineering and interim line-management authority are agreed separately.
After the initial engagement
Support that carries the plan forward.
Provide recovery oversight, governance facilitation, action and decision tracking, and executive reporting. Review progress against the roadmap and revise recommendations when evidence or constraints change.
Before we begin
Questions, answered.
Does the assessment take 90 days?
No. The initial assessment is typically 2–3 weeks, depending on scope and evidence availability. The roadmap covers the following 90 days of execution.
Can you review a stalled AI initiative?
Yes. The assessment can address business ownership, workflow fit, governance, data readiness, evaluation responsibilities, and delivery planning. Specialized technical validation is separately scoped.
How are fees determined?
Information needs, deliverables, schedule, assumptions, and a fixed fee are agreed in writing before work begins. Larger or multi-program reviews may require a phased scope.
A clear next step
Let’s put the right
problem on the table.
Discuss AI governance, an implementation idea, program recovery, a fractional executive mandate, board advisory, or a board appointment opportunity. Start with a 30-minute conversation to establish fit.
Request a conversation [email protected]+1 202 758 8900
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