Design & Plan

Deciding where you’re going & building the plan to get there.

With our comprehensive strategic planning services, we work with you to define your priorities, develop meaningful and robust business cases, and build a detailed prioritized roadmap that supports your journey. This is end-to-end strategic planning that connects where you are to where you want to be.

Our Tools

Score what matters. Prioritize with confidence.

The BVA is the analytical heart of our Touchstone Discovery Method — and it only works when your leadership team works together. We facilitate a structured scoring session with your leadership team, guiding them through the evaluation of every initiative across four weighted dimensions. We don’t score for them. We create the conditions for an honest, evidence-based conversation — and we make sure the result is something every person in the room understands and stands behind.

• Facilitated scoring sessions of all initiatives across four categories: Strategic Value, Strategic Alignment, Execution Feasibility, Risk Profile
• Application of Readiness Criteria to identify execution barriers before they become an issue
• Creation of a comprehensive stack-ranked summary & readout deck reflecting the findings of the scoring sessions; stakeholder ready and aligned with strategic objectives
• Access to the BVA tool to run future sessions independently

‘To-Be’ Future State Design & Gap Analysis

Define what great looks like for your business.

A future state only works if the people who have to build it believe in it. That’s why we design it with your leadership team — not for them. We facilitate a structured future state design process — guiding your team through defining what great looks like across operations, technology, customer experience, and culture. Every decision belongs to your leadership. We make sure the conversation is rigorous, honest, and grounded in what is actually achievable.

How We Work With You

• Facilitate future state design sessions with your leadership team and key stakeholders
• Guide gap analysis between AS-IS and TO-BE across all dimensions — with your team doing the evaluation
• Work alongside your team to define target capabilities, processes, and operating model
• Support the delivery of a future state blueprint your team owns and that feeds directly into the Strategic Roadmap

AI Enablement Strategy

Use AI where it creates real value. Start by figuring out where that is.

Every business is asking the same question right now: how do we use AI? That is the wrong place to start. Before your team commits a dollar, a resource, or a delivery cycle to any AI initiative, the more important questions are: Should we? Where will it actually move the needle? And, are we genuinely ready to do it well? We guide your leadership team through exactly that conversation — using AI to figure out where to use AI. Not in a technical sense. In a strategic one. We bring the framework. Your team brings the knowledge of your business. Together you surface where AI creates real value — and where it creates expensive noise. Because the companies that get AI right aren’t the ones who moved fastest. They’re the ones who asked the right questions first.

How We Work With You

• Facilitate AI opportunity identification sessions with your leadership team
• Guide readiness assessment across data, technology, and talent — with your team doing the evaluation
• Work alongside your team on use case prioritization using the BVA output
• Deliver a practical AI enablement roadmap your team owns and can execute

Strategic Roadmap

A living plan that connects strategy and execution.

A roadmap that nobody helped build is a roadmap nobody will follow. We facilitate the building of yours — with your leadership team, so every initiative, every horizon, and every priority is something they understand and own. We bring the structure. Your team brings the decisions. The result is a plan that your organization can maintain, update, and execute long after our engagement ends.

How We Work With You

• Facilitate roadmap sessions that translate BVA output and TO-BE vision into an executable plan
• Guide initiative placement across planning horizons — your leadership team makes every call
• Work alongside your team on ownership assignment and sequencing
• Deliver a living roadmap your team built, owns, and can present and update independently

Business Case Development

Build the case that gets the ‘yes’.

When an initiative needs investment approval — from a board, a leadership team, or an external funder — the business case has to be airtight. We guide your team through building one that is. We work alongside your team to develop the financial modeling, risk analysis, and executive narrative that makes the decision clear and defensible. Your team understands every number. Every assumption is theirs. The case holds up under scrutiny because the people presenting it built it.

How We Work With You

• Executive summary with clear recommendations
• Problem statement and quantified current state impact — revenue, cost, customer, and competitive dimensions
• Proposed solution with strategic alignment documentation and connection to organizational goals
• Financial analysis — investment required, projected ROI, break-even, and payback period built by your team
• Implementation plan with phases, timeline, resource requirements, and success metrics
• Risk assessment and mitigation strategies built directly into the case