Convert your Executive Value Brief into a board-safe engagement plan with clear scope, pass/fail gates, and deliverables—no sales calls required.
Lock in success metrics before work begins. If the gate misses, you have a clear exit path.
Generate a professional PDF with scope, timeline, deliverables, and risk protections ready for internal review.
No PII collected. No uploads required. Your data auto-deletes in 60 days or on-demand.
Complete in ~4 minutes. Multi-step guided flow with save/resume functionality.
Choose from bounded scope, gate-based exits, fixed timelines, IP retention, and NDA options.
Generate shareable read-only links for colleagues, advisors, or board members.
Four simple steps to create your board-safe engagement plan
Choose decision type, window, and optimization priorities
Define the metric, threshold, and time window for success
Select lane, timeline, risk protections, and effort estimates
Get your board-safe PDF and shareable link instantly
Define your engagement plan in ~4 minutes. No PII, no uploads, no sales calls.
Start Value Plan Designer