Onsite #1 · Live Onsite · 6 hours

Kickoff

The live opening intensive that sets firm-wide intent before the virtual modules begin.

Onsite #1 · Before the first module, the whole firm aligns on one thing: what “good” delivery looks like, and who owns it.
Live Onsite6 hoursOnsite Intensive

Module Overview

How to prepare, what to expect, and how the day flows — with the full run-of-show.

Available Open →

Participant Files

Materials for use during and after the session.

Lifecycle Maps · Process & ResponsibilityLocked Open →
Workbook & Handouts · 11×17 Maps
PM Role Map · Role at a GlanceOpen →PDF Download ↓
Leadership Outcomes Map · Outcomes by phaseOpen →PDF Download ↓
Workbook · Fillable PDF — type on screen or print
Participant Workbook · Fillable · 2 sheets / 4 pagesPDF Download ↓
Pre-Session Survey · Complete before Onsite #1
Onsite #1 Pre-session Survey · Microsoft FormsForm Open ↗

Quick Reference Guides

The field guide — the standard, the economics, owner vs. coordinator, and the two maps.

Available Open →

Session Recap

Photos, captured artifacts, and the post-session recap.

In production

What we’ll accomplish

  • Define firm-wide intent and what “good” delivery looks like.
  • Mandate accountable ownership over project outcomes.
  • Establish clear standards and core skills for consistent performance.

What you’ll build

Outputs & tools

  • Project Process Map
  • Project Responsibility Map
  • Project Manager Resource Pages

Listed items are the governance and operational tools tied to this section. Items marked “Participant generated” are built during the work.

The Archetype Lens

Four patterns recur across this program — including, somewhere, you.

These four are a shared language. Three are highly capable professionals whose strength in one dimension creates blindness in another; the fourth is the standard. Watch for them in every module — and learn to catch the one you are most at risk of becoming.

Competent Coordinator

Logs and documents instead of intervening — trusts the meeting cadence over the timely call.

Obsessed Designer

Optimizes for the design — treats budget, client ops, and team load as someone else’s problem.

People Pleaser

Leads with relationship — says yes, softens bad news, absorbs cost to dodge the hard conversation.

Accountable Owner

Owns the intersections — reads signals early, stops work, presents options, protects the outcome.

The situation

A decision the team is building on hasn't been made yet.

✗ The Competent Coordinator move

Logs it, assigns an owner, sets a follow-up for Thursday's meeting.

✓ The Owner move

Stops the work now and forces the decision before the next deliverable — a financial intervention, not an administrative one.


Meet the four archetypes in depth →