Generated by LogisticsDX Enterprise Solutions James Fischer-Myall · Sign out
Engagement Approach
How the engagement is sequenced, and the 30 days at a glance
Guiding principle: the client didn't want dramatic change. The existing pipeline of mandates gets delivered first. Anything new is added only where it helps that delivery, and strategic change waits until the pipeline is complete. It's tested with the client and adjusted in the first week.
The engagement is about growth, compliance and governance, and modernisation that push through the existing
mandate and are additive to future strategy once the current strategic plan is executed. The 30-day engagement is about
helping the team deliver the existing pipeline of mandates well, without dramatic change. Improvements come in small steps and only
where they help delivery. Anything bigger gets prepared as options for the owner and general manager to consider once the pipeline is
complete.
Deliver what's already been promised, protect its margin and cash, and only then look at what should
change.
How the plan is sequenced
Level 1 Deliver the existing mandates
The first job. Every committed job in
the current pipeline finishes safely, on time and at the margin it was quoted at. The only changes I'd make are to clear
blockers on live work.
The full 30 days, and how the engagement is measured.
Level 2 Light controls that support delivery
Only where they help the
pipeline land and cost the team very little: a weekly check-in on live jobs, a margin snapshot, invoicing as milestones
complete, and a ticket and induction register. Existing tools, no new systems.
Introduced from week 2, with the team.
Level 3 Strategic change, once the pipeline is delivered
Systems,
automation, reporting, structure, capacity and growth planning. I'd prepare these as costed recommendations for the owner and general manager. Nothing here gets implemented in the 30-day engagement.
Put forward at day 30;
the timing is the owner's call.
The 30 days at a glance
Week 1
Learn the business through the live work
Sit down with the owner and agree the list of committed jobs and what "complete" means for each
Meet every team, on site and in the office, and mostly listen
Understand each live job: where it's at, the risks, who owns it and what's in the way
Change nothing, other than clearing blockers on live jobs
End of week 1: take the owner and general manager through what I've found and confirm the plan
Weeks 2 to 3
Get the pipeline over the line
Short weekly review of every live job with the people running them