1. Situation & outcome
What is happening, and what result matters?
Describe the initiative and desired outcome
2. Scale & delivery environment
Enough context to understand coordination complexity.
Approximate team size
Select
1–10
11–30
31–100
100+
Unknown / fluid
Approximate program / project scale
Select
Under $250K
$250K–$1M
$1M–$5M
$5M–$25M
$25M+
Prefer not to say / unknown
Delivery model
Select
Internal team
Internal + vendors
Primarily vendor-led
Multi-vendor / multi-partner
Not yet defined
Geography / operating footprint
4. Decisions & stakeholders
Project problems are often decision-system problems.
Executive sponsor identified?
Governance maturity
Select
Established and effective
Exists but inconsistent
Mostly informal
Needs redesign
Not yet established
Key stakeholder groups / functions
6. Client team & decision-making
Who will own the relationship, make decisions, and work with PWG
day to day?
7. Timing & engagement
Help us understand when support is needed and how the engagement
may need to be structured.
When would you like the engagement to begin?
Select
Immediately
Within 2 weeks
Within 30 days
1–3 months
3+ months
Flexible / exploratory
Expected engagement duration
Select
Less than 1 month
1–3 months
3–6 months
6–12 months
12+ months
Ongoing
Unsure
Preferred level of effort
Select
Full-time
Part-time
Fractional
Milestone-based
Project-based / defined work package
Advisory / as needed
Unsure
Preferred engagement shape
Select
Short diagnostic
Fractional / part-time leadership
Full-time interim leadership
Defined work package
Advisory
Not sure
Hard deadline or target milestone
What happens at that milestone?
Important constraints, sensitivities, or
non-negotiables
Prepare your brief
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submission to PWG before scheduling a conversation.
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