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Turn a vague mandate into a costed plan.

Discovery workshops, a technical audit, and a sequenced roadmap. Two to eight weeks, ending in a plan your CTO and CFO both sign.

What you walk away with

Six artifacts, one signed plan.

Strategy is not a deck. It is the documents your team still opens six months later.

Stakeholder workshops

Two structured days with the people who decide. Scope drafted live, disagreements listed and resolved in the room. The brief is signed before everyone leaves.

Scope, written down

In scope, out of scope, deferred. Each exclusion carries its reason, so it stays excluded.

InOutDeferred

Success criteria

The numbers that say the work succeeded. Quantified and agreed before the first bet is ranked.

MetricBaselineTarget

Systems and team audit

Code, data, infrastructure, and team capacity. We read what exists before planning what comes next.

SystemsDataCapacity

Sequenced bet list

The roadmap as an ordered list of bets. Each has effort, impact, and confidence attached. Your team pulls from the top and re-ranks without breaking the plan.

Every bet costed

Engineering days, vendor spend, and run cost for each bet. Finance and engineering read the same number.

The hard part

Bets ranked by effort × impact, not by who spoke loudest.

Most strategy work fails at prioritization. The loudest voice in the workshop takes the top slot. We score every bet the same way, in writing, against goals agreed before anyone pitched an idea.

  • Effort sized in engineering days — the unit finance already budgets in.
  • Impact scored against the three goals your leadership agreed in week one.
  • Confidence rated low, medium, or high — low-confidence bets get more discovery, not a slot.
  • Final order is impact × confidence ÷ effort. Changes happen in writing, with a reason.

How it runs

Interviews, workshops, a signed plan — then checkpoints.

Week one is listening and reading. Workshops come once we know the systems. The plan is signed at the end, and the review dates go in the calendar before we leave.

  • Week 1: stakeholder interviews and a read of code, data, and infrastructure.
  • Week 2: two days of workshops, ending in a signed brief.
  • Weeks 3+: bets costed, sequenced, and stress-tested with engineering leads.
  • Quarterly: the bet list is re-ranked against what shipped and what changed.
  • 2–8 wk

    Kickoff to signed plan, scoped in writing up front

  • 2 days

    Of stakeholder workshops, ending in a signed brief

  • Every bet

    Costed in engineering days and vendor spend

  • Quarterly

    Review checkpoints booked before the plan is signed

The brief ended a scope argument that had run for two months. The bet list is still the first thing we open in planning.
IllustrativeCTOB2B SaaS, Series B

Questions

What buyers ask us first.

How long does it take?
Two weeks for a focused discovery on one product. Up to eight when the plan spans several teams and needs a full systems audit. Scope and dates are fixed in writing before kickoff.
What do you need from our side?
A sponsor who can make decisions, two days of time from the key stakeholders, and read access to repositories, cloud billing, and internal docs.
Who owns the plan at the end?
You do. The brief, bet list, cost model, and architecture notes live in your docs tool, in formats your team can edit.
Do we have to hire you to build it?
No. The plan is written so your team, us, or any other vendor can execute it. If a bet should not be built at all, the plan says so.
How is it priced?
A fixed fee per phase, quoted after a scoping call. You know the cost before you commit.

Ready when you are

Tell us the mandate that’s keeping you up.

A 30-minute call. You leave knowing whether discovery, an architecture review, or neither is the right next step.