An example Blueprint
See what a finished Blueprint looks like.
Three pages from an example Blueprint for Lakeview Association, a membership association planning its next system. The structure, the tone and the level of detail are what every Blueprint delivers.
One page your leadership can decide from.
What the organization committed to, what stands in the way, and the decision being asked for. Each finding is rated, from critical to moderate, so the urgent things are obvious at a glance.
- The findings, in the organization's own terms
- A decision in three steps: now, before the next renewal, then one quarter at a time
- In a full Blueprint this summary runs two pages, ready for the board packet
Written for the people who decide and sign off.
Every system, and where the work leaks.
A map of how information really moves, and everywhere it is typed by hand. Then every system the organization pays for: what it does, who owns it and what it costs a year, checked against invoices.
- The same member entered in up to four places, made visible
- Renewal dates flagged, so no one pays a year into a system that may be retired
- The larger cost named too: staff time spent moving information between systems
Written for finance, operations and whoever runs the systems day to day.
What you need, the options, and a plan in stages.
Every need numbered, in the organization's own words and independent of any product, with who raised it and how leadership ranked it. Then the paths open to you, weighed without favoring a vendor, and a roadmap where each stage stands on its own.
- A register any implementation partner can quote from, line by line
- Keeping and improving what you have is always one of the options
- Quick wins in the first 30 days, then one quarter at a time
Written for leadership, and any partner you ask to quote.
What a full Blueprint adds
Three pages here. Nine deliverables in the real thing.
Each one is written for the people who will use it, and every one belongs to you.
- 01
Every finding, in full
What we observed, why it matters and how serious it is, each one checked with your team before any recommendation.
- 02
The complete requirements register
Every need your teams raised, as its own file, ready to attach to any request for proposals.
- 03
A decision deck in your voice
Eight to ten slides with speaker notes, for the meeting where the plan gets approved.
- 04
A readiness scorecard
Systems, data, process and people, each scored. A baseline to measure progress against.
- 05
A 12 to 18 month roadmap
Quarter by quarter, with an owner and a measure for every step, so you fund one stage at a time.
- 06
A walkthrough, and a check-in
We take your team through all of it, and check in two weeks later to answer what comes up.
This depth, about your organization.
Four to six weeks, a fixed fee quoted before you commit, and a plan that belongs to you. Start with a 30-minute conversation.
Not ready for a call? Take the 3-minute readiness scorecard