Playbook Capability Embedment

Our AI-empowered playbook development service offers a collaborative and expert-driven approach to crafting engaging, comprehensive, and easily understandable playbooks.

Merging industry best practices with your unique organisational knowledge, expertise, and training resources, we develop world-class playbooks designed to make capability delivery a repeatable and efficient habit.

 

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Typical Client Situation/Anxiety

Every organisation will have a set of core capabilities and services that it needs to deliver par excellence with cross-firm, high-quality consistency. A typical situation, however, especially so for large, fragmented organisations and/or teams in fast growth mode, is that delivered services/projects vary widely as there is no underlying, consistently-followed methodology; rather, service quality is an idiosyncratic function of the staff assigned to the task.

Inevitably, the financial and human cost of inconsistent (and occasionally very poor) service delivery becomes too high to bear. Related frustrations include a collective sense that team effectiveness is not as high as it could be, that there is limited knowledge-collaboration (and high degrees of ‘wheel reinvention) and, for new staff, a real frustration in discovering any coherent ‘way of working’.

Our Approach

Our response to this common challenge is necessarily multi-dimensional. At a simple level, any mitigating capability uplift requires four concurrent outcomes: method clarity, method compliance, capable practitioners and, finally, optimised risk management. As such, whilst developed, rich knowledge playbooks are fundamental, there are other critical, related aspects of our enterprise-level proposition that we bring to clients – as necessary for the full benefit of capability-uplift to be realised.

Typical workstreams (additional to the core ‘Playbook Development’ workstream) involved in this service will include (see greater detail in accompanying table):

  • Project Management
  • Benefits Management
  • Playbook Ops Management
  • Business Change and Adoption
  • People Capability
  • System & Technical Integration

Dependent on the situation and size of your organisation, these services will reside within a carefully designed project (typically spanning from 3 to 12 months as contingent on ambition scope). Our philosophy in this context is always to be the ‘leaders behind the leader’ ensuring a lean support team integrates collaboratively into a client-owned initiative – but taking capable, lead responsibility within such workstreams as directed.

Project Management

This workstream focuses on defining, planning and executing the overall project. It ensures that all required workstreams are carefully integrated/coordinated to ensure you meet your key delivery objectives (to quality/time/cost) and are well set for target benefit outcomes.

Benefits Management

This important workstream is dedicated to ensuring that identified project outcomes and organisational benefits are fully mapped and benefits realisation strategies set in train (including baseline assessment and early-stage tracking) – ultimately to ensure that benefit owners are in place and expected outcomes optimally realised (post project close).

Playbook Development

A primary ‘main effort’ workstream – involving the facilitated development of your required master playbooks – to a quality standard ready for full deployment. This work involves expert-workshop facilitation, grid architecture, process mapping, detailed content build, asset creation (incl. video-explainers, elearning resources) and deft management of the SME review/edit/sign-off cycle.

Playbook Ops Management

This workstream develops the standards, processes and controls required to continuously improve (and develop/deploy new) playbooks in business-as-usual (BAU) operation. It also focuses on the operational roles, governance and management systems required to ensure effective playbook use across the organisation. It will often involve the establishment of a small, central team – as equipped to expertly own this tasking.

 

Business Change and Adoption

This workstream manages the change associated with the introduction, adoption and reinforcement of playbooks. This may, for example, require the design and embedment of new organisational structures/meetings/processes (with associated terms of reference). As a minimum, it will involve carefully coordinated communication plans/resources and the execution of this plan including, critically, building proactive senior leadership alignment/support.

People Capability

This workstream focuses on developing the skills needed, across the organisation, to build/update/manage/use playbooks effectively. This includes training needs analysis and the development of tailored training/learning resources for multiple staff cohorts (super-users, users etc).

System & Technical Integration

This workstream ensures that the playbook platform integrates seamlessly with existing systems. It manages any required, bespoke technical and security integrations (design-build-test-implement) in full compliance with your security requirements.

Proprietary Tools/Resources

As befits a team that has delivered this service successfully for multiple, enterprise-level clients, we have an array of resources, tools and templates that help expedite and enhance your speed-to-value journey. This ever-growing knowledge set includes:

  • Our proprietary (capability embedment) service methodology (captured in our own Method Grid playbook!)
  • Our proprietary business change methodology (captured in our own Method Grid playbook!)
  • Method Grid platform – as configured to track and dashboard monitor progress through such a collaborative engagement
  • Benefits Management Framework, Dataset and accompanying toolset
  • Wealth of best-practice templates/tools/proformas/terms of reference/SOPs (for common-use application e.g. project management)
  • AI-empowerment – as based on our developed LLMs and inherent platform capabilities (as ‘ground sourced’ to your specifications)
  • Learning Academy capability (see detailed service proposition for more here)

Typical Deliverables

Whilst every engagement is contingently unique, typical deliverables within such strategic engagements are as follows:

  • Project Management
    Project Brief
    Project Schedule
    Project Controls (Risk/Issue Mgt, Change Control etc)
    Project Governance ToR
    Project Checkpoint Reports
    End Project Report
  • Benefits Management
    Benefits Map
    Benefits Profiles/Tracker
    Benefits Realisation Strategy
    Post-Project Review Plan
  • Playbook Development
    Master Grid Library in place; including:
    Playbook (grid) frameworks agreed
    Project Categorisation and Element-labelling schema
    Playbook elements fully mapped
    All developed sub-content (e.g. guidance, tools/templates, video-explainers, tagged experts, tasks etc)
    Tuned AI natural language model (as faciliative of content build)
  • Playbook Ops Management
    (Central Team) designed/recruited/trained
    (Central Team) Operating Manual
    Terms of Reference (required new fora)
    Playbook Development Standards
    AI Configuration
  • Business Change and Adoption
    Change Management Plan – designed and delivered
    Communication Plan – designed and delivered
    Communication Resources and Videos
    Leadership Alignment (via workshops)
    FAQs
    Feedback and continuous improvement processes in place
  • People Capability
    Training Needs Analysis
    Training Resources
    eLearning Resources
    Train the Trainer Plan – designed and delivered
    User Training Plan – designed and delivered
    Super User Training – designed and delivered
    Roaming Support (during deployment)
  • System & Technical Integration
    Security Compliance – SSO and 2FA
    Microsoft 365 Integration fully tested
    Bespoke API and Data Integration (as required)
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Benefits

The benefits of this service proposition, as applied into a client-owned initiative, can be profound and long-term. Fundamentally, this is about uplifting (core) capability levels in a sustainable ‘business as usual’ state long past the service engagement period.

Typical reported benefits will include:

+ Improved service delivery (consistent, high-quality)
+ Improved team effectiveness
+ Tighter project controls
+ Improved proposal win rates
+ Higher levels of staff engagement
+ Tighter portfolio oversight
+ Lower staff churn and enhanced IP asset value

We work with clients to develop their specific benefits map/profiles in this context (no two clients are ever the same); suffice to say the benefits of this partnering journey are inevitably strategic in nature.

Testimonial author Testimonial logo

Method Grid has enabled my busy project office team to move from disparate individual systems to a consistent one-team, fully auditable assurance of all estate works at the university. This is improving project oversight which, in turn, is starting to build confidence and trust in reliably delivered projects.

Monika
Director, Major Estates Capital Project Office, Oxford Brookes University

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