Diagnostic Call

Start with a mandate decision.

Not a generic discovery call.

The first call tests sponsor fit, clarifies the real problem, defines the first useful deliverable, and decides whether to proceed, reframe, or pause.

Diagnostic fit

Best fit, not a fit, and who should join

Best fit

  • A real mandate decision is pending now.
  • Sponsor authority is available in the room.
  • Leadership wants an executable first move, not a general review.

Not a fit

  • Vendor comparison with no business-side owner.
  • Exploratory workshops without execution intent.
  • Fully fixed programmes that only need delivery capacity.

Sponsor should join

  • CEO / GM
  • COO / BU lead
  • CFO / finance sponsor

Bring to the call

  • What is materially blocking outcomes
  • What is currently slow, unclear, or leaking control
  • Who holds sponsor authority for the next move

Leave with

  • Fit decision: proceed, reframe, or pause
  • First mandate lane and first deliverable
  • Named owner and first checkpoint date

Write first

Send a concise brief before booking if context matters.

Use this when the mandate is real but context needs to be shared first. The note goes into Pericles directly so the team can follow up with the right context and source trail.