The Digital Readiness Blueprint
Four excerpts from a complete Blueprint: the scored assessment, two findings, the roadmap, and a preview of the requirements register. The depth, tone, and structure below match every delivered Blueprint.
Excerpt · Section 4 of 10
Lakeview Association of Community Health Workers · $1.9M budget · 9 staff · 9 systems
Typical for organizations of this size and budget. The constraint is not effort or tooling spend; it is integration. The systems work because specific people work around them daily.
| Domain | Score | Band | In brief |
|---|---|---|---|
| Systems & Integration | 1.7 | Fragile | Nine systems, one automated connection |
| Data & Reporting | 1.5 | Fragile | No single source of truth; reporting is assembly work |
| Process & Automation | 2.2 | Functional | Processes exist and work, manually and undocumented |
| People & Ownership | 2.5 | Functional | Clear owners per tool; critical knowledge concentrated in individuals |
Excerpt · Section 5 of 10
Each finding: what we observed, why it matters, severity. Urgency comes from the organization's own data, stated flatly.
Observed: the Membership Coordinator performs renewals, CE entry, and the monthly cross-check between the CE sheet and the membership database. Asked for the written procedure, she said:
Why it matters: continuity of member-facing operations currently depends on the continuous presence of a single employee.
Evidence: interview 2.
Observed: renewal notices are sent manually from a working list. Approximately 30 members lapsed last year without any notice being sent; the lapses were identified when members contacted the office. At current average dues, that is roughly $4,500 in delayed or lost revenue in one year, found only because the members themselves noticed.
Evidence: interviews 2, 4; renewals list review.
The full Blueprint contains six findings for this organization, each rated, plus the "cost of standing still" summary. Findings are confirmed or corrected by the client in writing before any recommendation is made.
Excerpt · Section 8 of 10 (Part 2)
Sequenced by the priorities the client stamped at confirmation. Investment shown in tiers; figures are discussed at the walkthrough.
| When | Initiative | Outcome / measure | Owner role | Tier |
|---|---|---|---|---|
| 30 days | Written SOPs for renewal, CE, reconciliation | Procedures exist in writing; a second person completes each once | Membership Coord. | $ |
| 30 days | Cancel overlapping subscriptions | ~$2,300/yr recovered | Finance Mgr | $ |
| Q1 | Data cleanup + single member record | One authoritative list; duplicates retired; drift ends | Membership Coord. | $$ |
| Q1 | Renewal automation | Notices automatic; zero silent lapses | Membership Coord. | $$ |
| Q2 | CE tracking into the member system | Credits recorded at session close; spreadsheet retired | Programs Mgr | $$ |
| Q3 | Leadership dashboard | Quarterly report produced same-day, reproducible | ED | $$ |
Tier legend: $ minimal or internal effort · $$ moderate project investment · $$$ significant project investment. Each initiative also carries a change-impact note and a risk register in the full document.
Excerpt · Section 6 of 10
Every need, numbered and sourced from interviews. Implementation-ready for any vendor. The client grades every item before the roadmap is sequenced.
| ID | Requirement / need | Source | Area | Priority |
|---|---|---|---|---|
| DRB-R-001 | One authoritative member record; all tools read from it | Int. 1, 2 | Membership | High |
| DRB-R-002 | Automated renewal notices (90/30/7-day) with lapse handling | Int. 2 | Membership | High |
| DRB-R-003 | CE credits tracked per member, per session, without re-entry | Int. 2, 3 | Education | High |
| DRB-R-006 | Complete giving history visible per member and donor | Int. 3, 4 | Fundraising | High |
| DRB-R-011 | Documented SOPs for renewal, CE, and reconciliation | Int. 1, 2 | Operations | High |
Preview: 5 of 12 register items. Each item carries two priority fields in the full document: priority as voiced in interviews, and priority as stamped by the client at confirmation. The delta between them is itself information.
Fixed fee, three weeks, vendor-neutral. The document belongs to you.
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