| Current-state assessment | Maturity, gaps, risks, evidence, systems, governance, portfolio, and measurement findings | Report and decision summary | Assess | Documents, data, interviews | Joint review |
| Learning and capability strategy | Priorities, principles, audiences, value logic, capability focus, and strategic choices | Strategy document | Design | Executive decisions | Client sponsor |
| Target operating model | Roles, decision rights, processes, service catalogue, sourcing, funding, and governance | Operating-model pack | Design | Organisation and policy input | Joint design |
| Skills and learning data model | Taxonomy, proficiency, sources, definitions, quality, privacy, and ownership | Model and data dictionary | Design | HR and system evidence | Joint design |
| Technology requirements | Capabilities, integrations, data, security, accessibility, reporting, and evaluation criteria | Requirements and scorecard | Select or improve | Architecture and procurement input | Joint review |
| Measurement framework | KPIs, baselines, ownership, collection, reporting, interpretation, and limitations | Metric catalogue and dashboard design | Enable | Operational data access | Client data owners |
| Implementation roadmap | Workstreams, sequence, dependencies, decisions, risks, resources, and review gates | Roadmap and backlog | Mobilise | Funding and capacity decisions | Client sponsor |
| Operational playbooks | Intake, prioritisation, design QA, publishing, data controls, supplier management, and reporting | Procedures and templates | Operate | Process validation | Service owner |