How we work

Six stages, run in sequence, on every engagement.

The Five Checkpoints are the instrument — what we examine. The RECAST Method is the arc — what we do with it.

Take the Exposure CheckBook an Executive Briefing

The RECAST Method

Activity, your involvement, and the output of each stage.

R
Reveal
the current system — evidence, data, interviews
ActivityLeadership and staff interviews, document review, and a scored diagnostic across the Five Checkpoints.
Your involvementInterview access, document access, one internal coordinator.
OutputA scored five-Checkpoint picture of the current system.
E
Establish
the value at stake — value modeling
ActivityModeling what the change is worth, and what it costs to leave in place.
Your involvementFinance and operations input on baselines and measures.
OutputA value case with named baseline measures.
C
Choose
the priorities — explicit tradeoffs
ActivitySequencing decisions made in the open, with the tradeoffs stated rather than absorbed.
Your involvementA leadership decision session.
OutputA priority map with agreed sequence.
A
Architect
the future state — design and roadmap
ActivityDesigning the operating model, decision rights, controls, and the plan that carries them.
Your involvementProcess owners and functional leads.
OutputA 90-day roadmap with named owners and measures.
S
Shift
the organization — implementation
ActivityYour team executes the roadmap. Roadmap Execution Support is available alongside it.
Your involvementNamed owners run their initiatives.
OutputChange in flight, with owners accountable.
T
Track
results — benefit realization and transfer
ActivityDay 30, 60 and 90 Adoption and Value Reviews measured against the baseline.
Your involvementOwners report; leadership reviews.
OutputA written Day-90 verdict and a capability handover.

The Five Checkpoints

What we examine.

A framework with no instrument behind it produces confident advice with nothing underneath. So we run both.

01

Opportunity & Readiness

Where change could create value — and whether the organization can capture it.

02

Risk & Governance

Policy, accountability, use-case approval, vendor oversight, escalation, human review.

03

Workforce & Leadership Impact

Role impact, manager readiness, trust, skills, training, employee participation.

04

Workflow & Operating System Design

Process redesign, decision rights, handoffs, SOPs, quality controls.

05

Adoption & Value Realization

Whether change is adopted — and whether value is measured and sustained.

Where each offer lives in the Method

  • Executive Briefing — Reveal, Establish and Choose, compressed
  • RECAST Complete — all six stages
  • Fractional Executive Support — a standing Shift and Track
  • The AI Durability Accelerator — the full arc, run light, in cohorts

Standards

Aligned with the NIST AI Risk Management Framework; informed by ISO/IEC 42001.

We describe that alignment honestly. We do not provide certification, legal, accounting, or investment advice, and we do not imply that alignment with a framework is the same as conformity to it. Frameworks support credibility; the value is translating them into organizational action.

Exactly how we use the NIST AI RMF →

See where you stand before you talk to us.

The Exposure Check runs the same five-Checkpoint logic we use in a paid engagement. About five minutes, free.

Take the Exposure CheckBook an Executive Briefing