Three stages, in the order that makes sense
Most organizations don't need to do everything at once. They need to start at the right place and take the next step only when it's earned. So the work is built as three stages — Resolve, Anchor, and Mobilize — each answering one plain question, each handing the next a stronger footing. Together they move you from "we should do something with AI" all the way to results you can count on — turning strategy into realized benefits, not just good intentions.
You start at the stage that fits where you are today, and go as far as you're ready to go. Nothing here is a leap of faith. Every stage delivers something you can use on its own, and you decide whether to continue.
- Resolve — Where do we stand today, and where should we go?
- Anchor — Which initiatives are truly worth funding, and how will we know they're working?
- Mobilize — How do we make sure the investment actually turns into results?
How the three stages build on each other
Each stage de-risks the next — a strategic direction becomes a validated decision, and a validated decision becomes realized benefits — because the thinking carries forward instead of starting over.
- ResolveStrategic foundationWhere do we stand today, and where should we go?Sets a strategic direction
- AnchorStrategic performance managementWhich initiatives are truly worth funding, and how will we know they're working?Validates that direction into a decision
- MobilizeFrom decision to resultsHow do we make sure the investment actually turns into results?Realizes the decision into benefits
Resolve sets the direction. You get an honest read on where your organization stands, a clear picture of where it's headed, and a focused, prioritized set of AI initiatives — with the riskiest assumptions flagged, so you know exactly what needs proving before you spend.
Anchor turns that direction into decisions you can fund with confidence. You pressure-test which initiatives are actually worth it, build a measurement system your team owns, and confirm what earns its place — so budget follows evidence, not enthusiasm. By the end, the decision to invest is de-risked and defensible.
Mobilize is the step most organizations skip — and a big reason sound strategies still fail to deliver. Rather than jump from an approved plan straight into full-scale build, Mobilize sets each funded initiative up to prove itself in the real world first: a clear, runnable plan the teams closest to the work can pick up, with the riskiest unknowns sequenced to come down before the spending ramps up. It's the pragmatic bridge between a good decision and realized results — disciplined first moves that protect the investment instead of betting it all at once.
The thread that runs through all three
Across every stage, you work with the same small set of visual tools. You learn them once in Resolve, then reuse and sharpen them in Anchor and Mobilize — and keep using them long after our work together ends. That reuse is the whole point. It's the difference between building a capability your team owns and renting a consultant you have to call back. (See the tools you'll learn →)
How it works, in four plain rules
Start at the foundation
Almost everyone starts at Resolve. It's where the strategy gets clear and the riskiest assumptions get named — the footing everything else is built on. If you've already done that work and have it documented, a scoping call will tell us honestly whether you can start further along.
One stage at a time
You commit to one stage, not the whole path. Each one stands on its own and ends with something you can use. When you're ready for the next, the groundwork is already in place — but the decision to continue is always yours.
Fixed before you begin
Price, scope, and timeline are agreed up front, in writing, before any work starts. No meter running, no open-ended bill, no scope that quietly grows. You'll know exactly what you're committing to.
Yours to keep and re-run
Everything we build together — every canvas, decision, and artifact — lives in a single record you own. When your organization changes, you re-run the work yourselves. You're never dependent on us to keep going.
A note on starting small
Resolve has a built-in checkpoint partway through. After the opening assessment, you and we look at what we've found and decide together whether to carry on. If the picture says stop, you stop — with a clear-eyed read on your situation already in hand, and no obligation to go further. It's a deliberately low-commitment way to begin.
The three stages in detail
Open any stage for the full detail: when it's for you, what you walk away with, how the work unfolds, and the proven tools behind it.
①ResolveStrategic foundationWe take an honest look at where your organization is now, picture where it's headed, and help you commit to a focused, prioritized set of AI initiatives — with the riskiest assumptions flagged so you know exactly what to prove before you spend.
Where do we stand today, and where should we go?
You're early in your AI thinking, or refreshing your strategy after a period of change. Maybe a pilot didn't land; maybe you haven't started. Either way, you need direction you can defend before you commit budget or staff time.
- A clear-eyed assessment of your current business model — how your organization actually creates and sustains value today
- A reimagined future-state model — where you're headed and what it will take to get there
- A committed, prioritized portfolio of AI initiatives, ranked by return and by risk
- The riskiest assumptions in that plan, named and flagged — so you know exactly what to prove before you invest
- For mission organizations: a model for the people you serve and a model for how you're funded, designed to sustain each other — because the funding model exists to keep the mission alive
The first weeks are an honest assessment of where you stand today — your model as it actually works, not as the org chart says it should. At the built-in checkpoint, we decide together whether to continue. If we do, the later weeks turn to where you're headed: reimagining the future-state model and translating it into a ranked, committed portfolio with its riskiest assumptions surfaced. You finish with a direction your leadership understands and can stand behind.
Resolve runs on the canonical Strategyzer instruments — the Business Model Canvas (and the Mission Model Canvas for organizations that serve a mission and sustain a funding model at once), structured assessment scorecards, and a portfolio map for ranking initiatives by return and risk. These aren't our inventions; they're the world's most-adopted strategy tools, configured for healthcare-AI decisions.
Best for: organizations starting their transformation, or refreshing strategy after a period of change.
②AnchorStrategic performance managementWe pressure-test demand with the stakeholders who matter, build the value propositions and the measurement system your team owns, and confirm which initiatives earn their place — cutting or parking the rest before they consume budget.
Which initiatives are truly worth funding — and how will we know they're working?
You have a committed set of initiatives — from Resolve or from your own prior work — that now need real validation and a measurement backbone before money moves. You want to fund what's worth it and stop quietly funding what isn't.
- Validated value propositions for the stakeholders who matter most to each initiative
- An operating-metrics system your team runs — not a report we hand you and leave
- A ratified portfolio: what's funded, what's cut or parked, and the evidence behind each call
The work moves from demand to measurement to decision. First we test whether the stakeholders an initiative depends on actually want and will use it. Then we build the small set of numbers that will tell you whether it's working — a measurement system your team owns and operates. Finally, we ratify the portfolio: each initiative either earns its funding on the evidence, or it's cut or parked before it consumes budget.
Anchor runs on the Value Proposition Canvas and a lightweight way to stage and check the demand behind each initiative, plus the metric and test instruments your team learns to operate themselves. The same tool set you met in Resolve, now sharpened to a harder question: not "where should we go," but "which of these is genuinely worth funding."
Best for: organizations with committed initiatives that need real validation and a measurement backbone before investing.
③MobilizeFrom decision to resultsThis is the step most organizations skip. Instead of going from an approved plan straight into full-scale build, we set each funded initiative up to prove itself in the real world first — distilled into a clear, runnable plan the teams closest to the work can pick up. So your investment converts into the results you're counting on, with the biggest risks retired before the spending ramps up.
How do we make sure this investment actually turns into results — not an expensive bet that quietly underdelivers?
You have validated, funded initiatives and you're about to commit real money and people. You want the first moves to be disciplined and de-risked — not a leap straight into full implementation and hope.
- A one-page Discovery Brief for each initiative — ready to hand to a project lead, no translator required
- A clear plan for what to prove first, how, and in what order — so risk comes down before spend goes up
- Named owners and a readiness checklist — so the path from decision to results has accountability, not ambiguity
This is the shortest stage, because the hard thinking is already done. We work through your funded initiatives one at a time, distilling each into a single page a project lead can act on — the unknown that matters most to settle first, how to settle it, who owns it, and the bar for moving ahead. You finish with your teams set up to turn a funded decision into real-world results, one de-risked step at a time — rather than pouring the whole budget into a build and hoping it lands.
Mobilize runs on a compact testing instrument that turns a validated initiative into a sequenced, runnable plan — the same discipline of separating what you assume from what you've proven, carried all the way to the front line. It's what keeps a sound investment from unravelling in execution. Your teams inherit not just a brief, but the way of thinking behind it.
Best for: organizations with validated, funded initiatives that want investment to translate into results — not a high-risk jump into full-scale implementation.
Two ways to run it — you choose
Every stage is available in the way that fits your team's capacity. The difference isn't the work or the rigor — it's who holds the pen. Either way, the decisions stay yours, and the same honest-evidence discipline applies.
| Aspect | Guided (facilitated) | Done-for-you (consulting) |
|---|---|---|
| How it works | We coach your team through the work in structured sessions | We run the interviews, build the artifacts, and present the findings |
| Your team's role | Does the work, with our guidance | Reviews and decides; we do the heavy lifting |
| Strategyzer platform licenses | 3 seats — your team works directly in the platform | 1 seat — to access and own the results |
| What you gain | Lower cost, deeper ownership, lasting capability | Speed, and minimal demand on your team's time |
| Best when | You want the skills to stay in-house | Your team is stretched and needs it delivered |
Not sure which fits? We'll help you decide on a scoping call. There's no wrong answer — only the one that matches your team's capacity right now. And because both modes sit on the same method, you can run one stage Guided and the next Done-for-you if your capacity changes.
Clear pricing, fixed before you start
Every price below is a starting point, confirmed on a scoping call once we've sized your scope together. All prices are in CAD and include one year of Strategyzer platform access for your team. No meter, no surprise invoice — you know the number before any work begins.
| Stage | Typical duration | Base scope included | Guided | Done-for-you | Each additional unit |
|---|---|---|---|---|---|
| ResolveStrategic foundation | ~4–6 weeks | 1 business model | $15,000 | $24,000 | +$7,500 guided · +$13,500 done-for-you — per business model |
| AnchorStrategic performance management | ~4–6 weeks | 3 stakeholder groups | $18,000 | $32,000 | +$3,000 guided · +$5,500 done-for-you — per stakeholder group |
| MobilizeFrom decision to results | ~3 weeks | 5 initiatives | $9,500 | $14,500 | +$1,500 guided · +$2,250 done-for-you — per initiative |
How pricing flexes to your scope
You only pay for the scope you need. Each stage has a unit that it scales by, and the table shows the cost of each additional unit in either mode:
- Resolve scales by business model. Many mission organizations need two — one for the people they serve, and one for how they're funded, because the funding model exists to sustain the mission. The second model costs less than the first, since much of the groundwork is shared: a two-model Resolve, guided, comes to $22,500.
- Anchor scales by stakeholder group — the groups whose buy-in an initiative depends on.
- Mobilize scales by initiative — the number of committed, funded initiatives you're getting ready to deliver.
Continuing through the path costs less, by design
Platform access is provided once per year and carries across your engagements. If you continue to a later stage within twelve months, you don't pay for platform access again — so moving from Resolve to Anchor to Mobilize is built to get more efficient, not less. There's no separate bundle to buy; the savings are built into continuing.
Prices shown are starting points in CAD and are confirmed during scoping. Taxes additional.
What's included, every time
Whichever stage you start with, and whichever way you run it, every engagement comes with the same foundation.
One year of Strategyzer platform access
Your team gets a full year in the Strategyzer platform — every playbook and tool included. Guided engagements come with 3 licenses (seats) so your team can work directly in the platform; Done-for-you engagements come with 1 license to access and own the results. Each seat is valued at $425 per year, and it's included in your price — carrying across stages within the same year.
Every artifact, in a record you own
Every canvas, every decision, and a captured record of the work are yours to keep — and to re-run as your organization evolves. You don't rent the output. You own it.
A proven method, not a homemade framework
The work is grounded in the Strategyzer canon — the Business Model Canvas, the Value Proposition Canvas, and the Testing Business Ideas frameworks used by leading organizations in 178+ countries. You're standing on a global standard, configured by a specialist for a mission-driven healthcare and social-service context.
Capability transfer, by design
The whole engagement is built to leave your team more capable, not more dependent. The tools, the artifacts, and the know-how to use them stay in-house when we're gone. That's the point of the work, not a bonus on top of it.
Not sure where you'd start? That's what the call is for.
A scoping call is 30 minutes — no slide deck, no obligation. We'll talk through where your organization is, what's pressing, and which stage fits where you are. We'll size the scope honestly, give you a real number, and tell you plainly whether this is the right fit. If it isn't, we'll say so.
Chris Carlson · Founder, Level Perspective · chris.carlson@levelperspective.com