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Tool or Template Walkthrough Session

Tool or Template Walkthrough Session

  • $4500


Need help with one of our Tools or Templates? Book a walkthrough session.

Sometimes you need to sit down with an experienced practitioner and see the tool in action or ask some questions related to your specific circumstances. If you are in this situation, book a 1 hour walkthrough session with one of our advisors. In this session we will:

  • Understand your situation, which tool you are using and for what purpose.
  • Review your work to ensure the tool is being used correctly.
  • Give you ideas for using the tool in your situation to help maximize your output and value.
  • Answer any questions you have about the tool or template.

These walkthrough sessions are available for any of the following Expert Toolkit tools and templates:

  • SIPOC
  • Benchmarking Assessment
  • PEST Analysis
  • Five Whys
  • Data Collection Plan
  • Team Temperature Check Tool
  • Business Improvement Project Charter
  • Productivity Benefits Case
  • FMEA
  • A Simple Project Charter
  • Process Issues Summary
  • Swim Lane Process Map
  • Future State Process Change Summary
  • Solution Ideation & Ranking
  • Solution Assessment Method
  • Jidoka
  • Process Flow Analysis
  • Process Pain Point Analysis
  • Customer Experience Design
  • Cost-Benefit Assessment Framework
  • Capability Gap Assessment
  • Business Model Canvas Template
  • Business Diagnostic Findings
  • Accelerated SWOT Method
  • Hypothesis Analysis
  • Business Initiative Prioritization Map
  • Transformation Readiness Checklist
  • The ABCD Tool
  • Project Risk Tracking
  • Transformation Readiness Survey
  • The Strategic Influencer Tool
  • Transformation Conclusion Survey
  • Project Evaluation Template
  • Executive Project Update
  • Business Metrics Framework
  • Project Issues Tracking
  • Activity Accountability Plan
  • Root Cause Analysis
  • Strategy Pyramid
  • Communications Plan
  • Stakeholder Disposition Map
  • Resource Management Plan
  • Business Vision Framework
  • Business Transformation Recommendation
  • Business Transformation Map
  • Operating Model
  • Operating Rhythm
  • Organization Impact Assessment
  • Business Transformation Guiding Principles
  • Business Stakeholder Tracking Sheet
  • Change Management Framework
  • Simple Process Mapping
  • The Situation-Complication-Resolution Framework
  • Transformation Office Handbook
  • The 100 Day Plan Template
  • Stakeholder Mapping & Comms

Use the Schedule Your Time button to book the walkthrough session with one of our advisors. An invitation for this session will be sent to you automatically when you book your time.

Session Parameters

  • Duration: 1 hour
  • Format: Virtual via Zoom
  • Language: English

Our Commitment

  • All Expert Toolkit sessions are delivered by a senior practitioner with 20+ years experience advising and training leading organizations on the topic of the session.
  • Our walkthrough sessions are aimed at teaching you and your team how to get the most out of the tool or template, we will do our best to do this in the context of your business and how you are using the tool or template.

Payment Terms

  • Full payment due at time of booking.

All sessions are conducted via Zoom so customers must have their own computer with audio and video capabilities and a high speed internet connection.


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