Half-Day Workshop
Half-Day Workshop (3–4 hours)
What it is: A focused working session that turns complexity into a simple map, a 1–2 step plan, and a scorecard you can use on Monday. We apply Holon Workflow Thinking to your context—first-party data, address governance, IMb feedback, and data storytelling.
Who it’s for: Program owners, ops leaders, enterprise mailers, and public-sector teams who want practical moves (not theory).
Outcomes Examples- appplied to workflow
A shared “parts-within-wholes” map of your workflow (intake → composition → address hygiene → output → feedback)
A short list of fix-first priorities and owners
A Monday-ready checklist and a simple ROI scorecard (how we’ll show progress)
Slide PDF + one-page takeaway
Sample Agenda (3.5 hours)
Framing & shared language (30 min)
Map your holons (45 min): current state & pain points
Close the “yellow-sticker” loop (45 min): IMb events + address hygiene patterns
Quick wins & pilots (40 min): define 1–2 moves, owners, timelines
Story the results (20 min): before/after narrative & executive readout
Commitments & next steps (10 min)
Deliverables
Slides PDF
One-page plan (checklist, owners, dates)
ROI scorecard template (inputs, signals, cadence)
Options
Add pilot scoping (60–90 min)
30-day follow-up huddle (virtual)
Team training: “Data storytelling, ready to go”
Logistics
Capacity: up to ~40 in-room (or hybrid/virtual up to ~100)
Room needs: projector/HDMI, whiteboard or sticky notes; Wi-Fi
Pre-work (optional): a recent sample (mail file, return-mail stats, IMb snapshots) and a short intake survey
Fee: $6,500–$10,000 + travel at cost (if on-site). Lori travels with a companion for safety and access needs; please include in budgeting.
Half-Day Workshop (3–4 hours)
What it is: A focused working session that turns complexity into a simple map, a 1–2 step plan, and a scorecard you can use on Monday. We apply Holon Workflow Thinking to your context—first-party data, address governance, IMb feedback, and data storytelling.
Who it’s for: Program owners, ops leaders, enterprise mailers, and public-sector teams who want practical moves (not theory).
Outcomes Examples- appplied to workflow
A shared “parts-within-wholes” map of your workflow (intake → composition → address hygiene → output → feedback)
A short list of fix-first priorities and owners
A Monday-ready checklist and a simple ROI scorecard (how we’ll show progress)
Slide PDF + one-page takeaway
Sample Agenda (3.5 hours)
Framing & shared language (30 min)
Map your holons (45 min): current state & pain points
Close the “yellow-sticker” loop (45 min): IMb events + address hygiene patterns
Quick wins & pilots (40 min): define 1–2 moves, owners, timelines
Story the results (20 min): before/after narrative & executive readout
Commitments & next steps (10 min)
Deliverables
Slides PDF
One-page plan (checklist, owners, dates)
ROI scorecard template (inputs, signals, cadence)
Options
Add pilot scoping (60–90 min)
30-day follow-up huddle (virtual)
Team training: “Data storytelling, ready to go”
Logistics
Capacity: up to ~40 in-room (or hybrid/virtual up to ~100)
Room needs: projector/HDMI, whiteboard or sticky notes; Wi-Fi
Pre-work (optional): a recent sample (mail file, return-mail stats, IMb snapshots) and a short intake survey
Fee: $6,500–$10,000 + travel at cost (if on-site). Lori travels with a companion for safety and access needs; please include in budgeting.