Full SOP document

Readiness Review SOP

Diagnose the operating burden before recommending a managed annual program.

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Owner

Founder

Cadence

Every qualified sales call.

Trigger

A qualified company schedules a readiness review.

Output Count

4 operating outputs

Inputs

  • Application
  • Company profile
  • Known training programs
  • Locations
  • Roster estimate
  • Buyer roles

Procedure

  • Frame the call: this is not free consulting; it is a fit review for a managed annual program.
  • Map the current owner: who remembers dates, schedules sessions, confirms rosters, stores records and follows up.
  • Identify what breaks when that person is unavailable.
  • Quantify operating complexity: locations, shifts, new hires, departments, employee count and renewal cycles.
  • Ask what leadership cannot currently see without manual work.
  • Confirm decision process, stakeholders, timing and budget range.
  • Decide whether to create an Executive Workforce Readiness Plan, nurture or mark no fit.

QA Gates

  • Decision process known
  • Primary constraint identified
  • No proposal before scope
  • No legal advice

Metrics

  • Show rate
  • Plan-approved rate
  • Proposal request rate
  • No-fit rate

Failure Modes

  • Call becomes a class quote
  • No economic buyer
  • Plan built without enough data

Outputs

  • Call notes
  • Constraint diagnosis
  • Plan decision
  • Next meeting