Story Map
The narrative spine — how all nine artifacts connect, in the order the board should read them.
Nine artifacts. One workbook. One governance charter. Zero ambiguity about what to do next.
Most strategy engagements end with a slide deck and a recommendation. This one ends with a decision room — the complete set of artifacts, models, and governance architecture your executive team needs to choose a path and start moving. Built in five business days. Owned by your team going forward.
Nine artifacts assembled in five business days, each one designed to be lifted into a board pack or operating cadence. The point isn't comprehensiveness — it is decisions the team owns the moment Phive walks out.
The narrative spine — how all nine artifacts connect, in the order the board should read them.
Diagnose → Synthesize → Decide. The 12-skill analytical spine and bias-guard discipline behind the work.
FY current → FY target waterfall. Probability distribution across 10,000 Monte Carlo runs. Eight aspiration drivers quantified.
Three tension-spanning options. Each declares explicit postures across seven binary tensions — no hybrid traps. Four board-level decisions with parameters that need tightening before commit.
10-dimension AI capability gap matrix vs. direct competitors. AI-native disruptor cohorts with closeability assessment.
The shadow view — what FY+5 looks like if organizational constraints were removed. The ceiling the strategy could reach.
Standing executive body charter. Membership grid, operating cadence (weekly / monthly / quarterly), decision rights, kill-switch authority.
Each readable in 60 seconds. Purpose, provenance, expected impact, owner, sequence window, risk, buy / partner / build.
~40 slides, ~40-minute board walk-through. The complete narrative from diagnosis through decisions.
Formula-traced workbook — 11+ tabs, 277+ formulas. Change one assumption, the model recalculates.
Cost workbook — capex and opex by move, by year, by option.
Glossary — every term, framework, and acronym defined in plain language.
Monte Carlo summary — top-5 variance drivers identified across 10,000 iterations.
The dashboards are the summary layer. The spreadsheets are the working layer — built to be adjusted during the engagement and owned by your team going forward.
Three options, each internally consistent, each with consequences. No "Option B is the balanced approach." Each declares postures across seven tensions and stays consistent.
The workbook, the move cards, the CLO charter — these become your operating instruments. Not our IP behind a retainer.
Three options, each with consequences. The choice belongs to the board. Phive designs the architecture. The board makes the call.
Phive arrives with the diagnosis already complete. Company research dossier, outside-in coherence scan, change capacity score, in-flight initiative inventory, baseline economics — presented to the executive team. No questionnaires. No discovery workshops.
The executive team sees their organization through a lens they have never had access to.
The executive team responds to the Day 1 hypothesis. Internal data that can't be seen from outside — initiative budgets, team capacity, political constraints, board mandates — gets layered in. The model adjusts while the outside-in discipline stays as the anchor.
The rebaselined model is presented — the honest view after combining outside-in intelligence with inside reality. Competitive implications and AI-native disruptor analysis. The gap between aspiration and bias-filtered reality, quantified.
The team sees three things at once — where they actually are, what competitors are doing, and what an AI-native disruptor would build from scratch. The cognitive gap creates the urgency for options.
Three tension-spanning options are presented and stress-tested. Assumptions challenged, refined, aligned. The workbook updates in real time as assumptions shift. Move card owners confirmed, sequencing validated against capacity.
The complete Decision Room is delivered. Terminal deck walks the board through the narrative. Four decisions are presented. CLO charter reviewed. The executive team leaves with everything they need to present to the board and begin execution.
The board walks in, works through the options, and walks out with the execution architecture designed.
Bias-filtered Monte Carlo with sector base rates, mean-reversion correction, brand pressure spillover, AI execution discount, and survivorship correction. The four-card probability distribution shows where FY29 actually lands.
Each option declares an explicit posture across seven binary tensions and stays consistent. None is a hybrid trap. The choice belongs to the board.
All accelerated moves pulled into Year 1. China stack and lean back-office on first-half timing. AI strategy declared offensive. Capex front-loaded; coherence load deliberately managed.
Coherence-recovery initiative leads. Move portfolio gated on stabilization. Selective offense in high-conviction pockets. Slower aggregate growth but lower failure probability.
Year 1 = Option A. Year 2-3 unlocks B's incremental moves only if five named gate conditions are met. Without the gate, Option C remains in Phase 1 indefinitely. Structurally bounded — not a hybrid trap.
Every move declares its purpose, its provenance against the existing AI portfolio, expected impact post-discount, the connected aspiration drivers, an owner, a sequence window, and its primary failure-mode risk. Cards are designed to lift directly into board appendices and briefing decks.
Accelerate the existing demand-forecasting platform from pilot to production scale. PAVE data substrate as the foundation. SKU-level forecast accuracy → markdown reduction → margin recovery.
Pre-condition for Agentforce. Broaden Service Cloud KPIs from speed-only to trust + helpfulness. Surface the green-dashboard / red-X-Ray gap. Direct $ is zero — but enables $120-200M downstream.
Activate conversational AI only after Service Cloud KPIs are broadened (M003) and trust-erosion gates clear. Asymmetric payoff — $20-40M upside if gated, large value-at-risk if ungated and trust collapses.
The methodology spine. Every artifact is the output of a specific skill block. Each column shows what gets produced and what feeds the next phase.
Current-state map · capacity scoring · in-flight load
Bias-filtered hypothesis · competitive frame · provenance
Three options · four decisions · 14 moves · CLO charter
Not a recommendation. A standing executive body with named seats, defined decision rights, operating cadence, and kill-switch authority. Membership is anonymized below to role.
Owns the coherence-to-strategy linkage. Final authority on portfolio kill / continue / pivot.
Owns workbook P&L translation governance. Vetoes inflated benefits-register claims.
Owns the AI infrastructure portfolio (PAVE Databricks substrate). Translates capability to outcomes.
Owns AI-specific roadmap and execution. Direct accountability for the cross-cutting AI safety / governance program.
Owns change-capacity intervention. Middle-management activation. Cultural coherence repair.
Owns brand integrity through transformation. Customer-facing AI quality.
Owns product cycle discipline restoration. Generative AI design lab integration. Independent voice in CLO.
Owns the two highest-amplification-risk moves: Service Cloud broadening and Agentforce gated activation.
Independent specialist focused on coherence measurement, capacity scoring, and refusal-to-rank discipline.
Domain specialist supporting parameter calibration, bias-guard checks, and disruptor monitoring.
| Metric | Baseline | Target | Owner |
|---|---|---|---|
| Coherence Score | 0.405 | ≥ 0.45 | CHRO |
| Transformation Load Ratio | 2.69 | < 2.0 | CEO + CHRO |
| Concurrent transformations | 7 | 5 (2 paused) | CLO collective |
| NPS (customer) | 41 | ≥ 48 | VP Guest + CCO |
| CPO seated | Vacant 11+ months | Seated · in CLO | CEO + Board |
Move-card status. Risk register. Coherence + Load Ratio cadence. Sponsor evaporation watch.
Walk-the-Gap parameter review. Pre-mortem refresh. External-member methodology audit. Portfolio rebalancing.
Phase-gate decisions. Coherence + Change Capacity + Load Ratio reporting. Anchor stress test. Kill-switch reviews.
Ten dimensions of AI capability scored against the direct competitive set. AHEAD on the two capabilities that historically defined the brand. PARITY on four mature plays. BEHIND on four capabilities the disruptor cohort is racing to ship.
Personalization at scale and inventory intelligence — both built on years of substrate investment. Defensible if cultivated.
CRM, demand forecasting, programmatic, China localization. Parity today. Won or lost in the next four quarters depending on execution velocity.
Conversational AI, generative design, creative production, drop-economy cadence — the four lanes the AI-native cohort is racing to ship in 12-24 months.
The sample read on the homepage shows the outside-in coherence scan — the diagnostic foundation. The AI Strategy engagement builds nine additional artifacts on that foundation: three options, a formula-traced workbook, 14 move cards, a governance charter, and the competitive analysis that frames it all. The sample is where it starts. The Decision Room is what the board gets on Day 5.
We respond within one business day with a scoped proposal or a short conversation, whichever fits the decision window.