Start with the first executive exercise in Chapter 1. It helps you describe what the business is trying to accomplish and where everyday work deserves a closer look. If you already have a concern in mind, bring it along as one possibility. If you don't, the exercise gives you a way to begin without inventing a problem just to fill in a blank.
Read Chapters 2–4 together as you explore. The friction statement gives you a way to describe what you notice; the 5x5 map helps you look across the company; and the maturity ladder asks how dependably each relevant capability works today. Keep several opportunities open during that exploration. The map shows where work happens. The separate rubric in Chapter 5 helps you compare possible moves before choosing a priority for this quarter or a smaller next step.
Once you've made that comparison, Chapters 6–8 help you understand adoption, prepare a bounded experiment, and decide what its evidence justifies. Preparation, measurement, and a deliberate wait are valid choices too. Chapters 9–12 explain how to keep doing this without asking your organization to absorb more change than it can handle.
Use the appendices during the conversation. Each working page explains what it helps you decide, provides a place to do the work, and points to what follows. By the end, you should have an account of the current situation, several alternatives and the reasons for their ratings, an owner-chosen next move, and a date to revisit it. If you're ready to test, you'll also have an experiment card. The free scaffolding is complete enough to use without hiring me, and the same working sequence is available in the printable kit at compassadvisory.ai/diy-pack.
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