1. Situation & outcome What is happening, and what result matters?
Describe the initiative and desired outcome
2. Scale & delivery environment Enough context to understand coordination complexity.
Approximate team size Select 1–10 11–30 31–100 100+ Unknown / fluid
Approximate program / project scale Select Under $250K $250K–$1M $1M–$5M $5M–$25M $25M+ Prefer not to say / unknown
Delivery model Select Internal team Internal + vendors Primarily vendor-led Multi-vendor / multi-partner Not yet defined
Geography / operating footprint
4. Decisions & stakeholders Project problems are often decision-system problems.
Executive sponsor identified?
Governance maturity Select Established and effective Exists but inconsistent Mostly informal Needs redesign Not yet established
Key stakeholder groups / functions
6. Client team & decision-making Who will own the relationship, make decisions, and work with PWG day to day?
7. Timing & engagement Help us understand when support is needed and how the engagement may need to be structured.
When would you like the engagement to begin? Select Immediately Within 2 weeks Within 30 days 1–3 months 3+ months Flexible / exploratory
Expected engagement duration Select Less than 1 month 1–3 months 3–6 months 6–12 months 12+ months Ongoing Unsure
Preferred level of effort Select Full-time Part-time Fractional Milestone-based Project-based / defined work package Advisory / as needed Unsure
Preferred engagement shape Select Short diagnostic Fractional / part-time leadership Full-time interim leadership Defined work package Advisory Not sure
Hard deadline or target milestone
What happens at that milestone?
Important constraints, sensitivities, or non-negotiables
Prepare your brief Generate a structured summary for review or copying. When the production connector is configured, you can submit it securely to PWG and continue directly to scheduling.
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