Individual Team Member

You do the work the plan depends on.

You turn accepted requests into delivery plans the client can rely on. You want to know what good looks like, which steps are yours, and who decides when a plan does not fit.

Context: Same company and process as the Functional Executive example, seen from the seat of the person doing the work. Scenario: Mid-market services company · Request to delivered service.

Your path, step by step

1. 1

   Know the intent your work serves

   Every client request delivered on the agreed date, across four functions

   Open in the execution thread
2. 2

   See your goal beside the company goal

   Your goal: every plan you own confirmed to the client in writing within one working day of credit approval

   Open in the execution thread
3. 3

   Find your steps and who decides

   Plan-confirmed handoff · your steps: you are Responsible for drafting the plan, checking it against the RASCI and confirming it to the client; the process owner is Accountable.

   Open in the execution thread
4. 4

   Know your procedure and role

   PRO-15 Plan-confirmed handoff · Delivery Planner (delivery specialist)

   Open in the execution thread
5. 5

   Follow your numbered work instructions

   WI-625 · Delivery plan draft → WI-628 · RASCI check before confirming → WI-630 · Plan confirmation

   Open WI-625 Open WI-628 Open WI-630
6. 6

   Show the evidence and learn in review

   Draft delivery plans · Weekly team huddle

   Open in the execution thread