Advisor / Coach · CompassWB™ · Guided overview

Guided overview with a fictional advisor: the practice’s digital thread, step by step. For the working screens, launch the CompassWB System Simulation

Alex Morgan Advisory: one digital thread

An independent advisory practice: one advisor, a part-time practice assistant and one contract learning designer. Client in this example: Northstar Components, a mid-market components manufacturer of about 450 people at two sites, replacing its ERP system.

Fictional simulation · simulated values · status date Sep 30, 2026

This simulation follows the Advisor / Coach path.

Strategic intent

Build a sustainable independent advisory practice delivering measurable client outcomes while preserving choice and capacity.

Strategic intent
Goals
Measures
Programs
Projects
Actions & owners
Work instructions
Evidence
ARC feedback

Goals and measures

The practice’s business goals live in the advisor’s Consultant Workbench. The client delivery goal belongs to the Northstar engagement and is agreed with Northstar’s executive sponsor.

Business goals · Alex Morgan Advisory

G1 · Business goal · Consultant Workbench

A profitable practice

$300k annual gross advisory revenue with a contribution margin of at least 30%

Accountable: Alex Morgan · Independent advisor

Measure	Baseline	Current	Target	Status	Source
Gross advisory revenue, trailing 12 months	$186,000	$214,000	≥ $300,000	Watch	WorkbenchMonthly practice review
Contribution marginContract learning design was priced below its cost on the Northstar proposal.	24%	27%	≥ 30%	Watch	WorkbenchMonthly practice review

Programs: Practice growth engine Practice operations and capacity

G2 · Business goal · Consultant Workbench

The right clients, consistently

Three qualified discovery conversations a month and 25% of qualified opportunities becoming paid engagements

Accountable: Alex Morgan · Independent advisor

Measure	Baseline	Current	Target	Status	Source
Qualified discovery conversations per month, 3-month average	1.3 per month	2.3 per month	≥ 3 per month	Watch	WorkbenchWeekly engagement review
Qualified-to-paid conversion, rolling 12 months4 paid engagements from 18 qualified opportunities.	14%	22%	≥ 25%	Watch	WorkbenchMonthly practice review

Programs: Practice growth engine

G3 · Business goal · Consultant Workbench

Choice and capacity preserved

Advisor workload of no more than 40 hours a week, averaged over four weeks

Accountable: Alex Morgan · Independent advisor

Measure	Baseline	Current	Target	Status	Source
Advisor workload, hours a week (4-week average)	52 hours	46 hours	≤ 40 hours	At risk	WorkbenchWeekly engagement review

Programs: Practice operations and capacity

Client delivery goal · Northstar Components

G4 · Client delivery goal · Northstar engagement

Northstar’s new ERP adopted, on time

90% of engagement milestones delivered on time and 85% adoption of the new ERP workflows 60 days after go-live

Accountable: Executive sponsor · Northstar CEO

Measure	Baseline	Current	Target	Status	Source
Engagement milestones delivered on time8 of 9 milestones due by the status date were on time.	100%	89%	≥ 90%	Watch	Authorized engagement dataMonthly steering with the executive sponsor
Adoption of the new ERP workflows, 60 days after go-liveFirst measured from Feb 1, 2027, about 60 days after the planned go-live on Dec 1, 2026.	—	Not yet measured	≥ 85%	Not yet measured	Authorized engagement dataMeasured once, then monthly in sustainment

Programs: ERP Change, Communications & Training for Northstar Components

Feeds business goals: G1 A profitable practice G3 Choice and capacity preserved

Line of sight: client delivery → business goals

Client delivery	Reaches the Workbench as	Business goal it serves
Milestones on time (8 of 9)	Authorized engagement data: milestone status	G1 A profitable practice · fee milestones are invoiced on delivery
ERP workflow adoption at 60 days	Authorized engagement data: aggregate adoption %	G2 The right clients · a measured outcome becomes a reference for the next qualified client
Northstar engagement fee	Workbench only: contract and invoices	G1 revenue · $96,000 is 32% of the $300,000 goal
Advisor time on train-the-trainer, readiness and hypercare	Workbench only: hours logged	G3 Choice and capacity · checked every week against 40 hours

Programs, projects and actions

Practice program · Workbench

Practice growth engine

Who the practice serves, how relationships start and how a qualified conversation becomes a paid engagement.

Accountable: Alex Morgan · Independent advisor · Responsible: Alex Morgan · Independent advisor · Goals: G1 G2

Ideal client profile and 40 target accounts

Work instructions: WI-ADV-001 · Process step: Define ideal client and target accounts

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Refresh the ideal client profile from the last 12 months of engagements	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Jul 17, 2026	Done	WI-ADV-001	Ideal client profile v3 (one page)
Build the list of 40 target accounts with a named relationship path for each	Practice assistant (part-time)	Alex Morgan · Independent advisor	Aug 14, 2026	Done	WI-ADV-001	Target account list, 40 rows, scored

Relationship outreach rhythm

Work instructions: WI-ADV-002 · Process step: Relationship outreach

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Hold four relationship conversations a week with target accounts and referral partners	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Dec 18, 2026	In progress	WI-ADV-002	Weekly outreach log in the Workbench pipeline

Discovery-to-contract conversion

Work instructions: WI-ADV-003 WI-ADV-004 · Process step: Discovery and qualification

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Score every discovery conversation against the five qualification criteria	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Dec 18, 2026	In progress	WI-ADV-003	Qualification scorecards attached to each opportunity
Send proposal and contract within five working days of a qualified discovery	Practice assistant (part-time)	Alex Morgan · Independent advisor	Dec 18, 2026	In progress	WI-ADV-004	Proposal log with send dates and outcomes

Practice program · Workbench

Practice operations and capacity

The weekly review, pricing and delegation that protect margin and the advisor’s hours.

Accountable: Alex Morgan · Independent advisor · Responsible: Practice assistant (part-time) · Goals: G1 G3

Weekly engagement review and 40-hour guardrail

Work instructions: WI-ADV-005 · Process step: Weekly engagement review

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Run the weekly engagement review every Friday, including the 40-hour check	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Dec 18, 2026	In progress	WI-ADV-005	Weekly review record with hours, milestones and decisions

Delegate learning design to the associate and price it correctly

Work instructions: WI-ADV-004 WI-ERP-003

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Move learning content production to the associate learning designer	Associate learning designer (contract)	Alex Morgan · Independent advisor	Aug 28, 2026	Done	WI-ERP-003	Signed subcontract and handover checklist
Price contract learning design at its full blended rate in new proposals	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Nov 2, 2026	Planned	WI-ADV-004	Updated proposal template v4

Client program · Northstar engagement

ERP Change, Communications & Training for Northstar Components

Change management, communication, training and adoption for Northstar’s ERP replacement, delivered with Northstar’s sponsor, program manager and super-users.

Accountable: Executive sponsor · Northstar CEO · Responsible: Alex Morgan · Independent advisor · Goals: G4

Discovery and change impact

Work instructions: WI-ERP-001 · Process step: Assess change impact by role · Schedule: 3 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Assess change impact for each of the 14 affected roles	Alex Morgan · Independent advisor	ERP program manager · Northstar	Jul 31, 2026From the schedule	Done	WI-ERP-001	Change impact assessment, signed off by the ERP program manager

Stakeholder and role mapping

Work instructions: WI-ERP-003 · Process step: Build the role-based training needs matrix · Schedule: 1 task

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Map stakeholders and confirm a super-user for each department	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	Aug 12, 2026From the schedule	Done	WI-ERP-003	Stakeholder map and super-user roster (12)

Communications

Work instructions: WI-ERP-002 · Process step: Release stakeholder communication · Schedule: 4 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Release communication 2 to every affected role	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	Sep 17, 2026From the schedule	Done	WI-ERP-002	Release record with audience, channels and open rate

Learning design

Work instructions: WI-ERP-003 WI-ERP-004 · Process step: Training content valid? · Schedule: 4 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Approve the role-based training needs matrix	Associate learning designer (contract)	HR & training lead · Northstar	Aug 20, 2026From the schedule	Done	WI-ERP-003	Training needs matrix v1.2, approved
Validate every module in the training environment with two super-users	Department super-users (12) · Northstar	HR & training lead · Northstar	Oct 7, 2026From the schedule	In progress	WI-ERP-004	Validation log per module, defects closed

Train-the-trainer

Work instructions: WI-ERP-005 · Process step: Deliver train-the-trainer · Schedule: 2 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Certify 12 super-users as trainers	Alex Morgan · Independent advisor	HR & training lead · Northstar	Oct 21, 2026From the schedule	Planned	WI-ERP-005	Teach-back scores and trainer certificates

Readiness

Work instructions: WI-ERP-006 · Process step: Ready to go live? · Schedule: 1 task

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Run the readiness assessment and present go / no-go to the sponsor	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	Nov 25, 2026From the schedule	Planned	WI-ERP-006	Readiness scorecard and go / no-go record

Go-live

Work instructions: WI-ERP-006 · Process step: Ready to go live? · Schedule: 2 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Confirm cutover communications and floor support rota	ERP program manager · Northstar	Executive sponsor · Northstar CEO	Dec 1, 2026From the schedule	Planned	WI-ERP-006	Cutover checklist, signed

Hypercare

Work instructions: WI-ERP-007 · Process step: Triage hypercare issues · Schedule: 1 task

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Triage every hypercare issue within one working day	Department super-users (12) · Northstar	ERP program manager · Northstar	Dec 31, 2026From the schedule	Planned	WI-ERP-007	Hypercare issue log with severity, owner and closure date

Sustainment

Work instructions: WI-ERP-008 · Process step: Measure adoption and run ARC · Schedule: 2 tasks

Action	Responsible	Accountable	Due	Status	Work instruction	Evidence
Measure workflow adoption at day 60 and hold the ARC review	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	Feb 3, 2027From the schedule	Planned	WI-ERP-008	Adoption dashboard extract and ARC review record

Northstar program schedule and what-if

Planned go-live: Dec 1, 2026
Program finish: Feb 3, 2027
Milestones on time: 8 of 9 (89%)
Late milestone: Build role-based learning content

Critical path: Discovery interviews and current-state review → Change impact assessment by role (WI-ERP-001) → Stakeholder and role mapping → Role-based training needs matrix (WI-ERP-003) → Build role-based learning content → Validate content in the training environment (WI-ERP-004) → Train-the-trainer: 12 super-users (WI-ERP-005) → Super-users train about 420 end users → Go-live readiness assessment (WI-ERP-006) → Go-live cutover → Measure adoption at 60 days and hold ARC review (WI-ERP-008). Open the CPM table for ES, EF, LS, LF and float; the what-if buttons crash, fast-track or add capacity in a draft only.

Loading the schedule…

Fictional simulation · simulated values

Swim-lane process and step RASCI

Each activity carries its own RASCI. The swim-lane map, the matrix and every work instruction’s RASCI read the same record.

Process · workflow	Activity (L4)	Swim lane	Responsible	Accountable	Work instruction (L5)
Win the right engagementsTarget → relationship → discovery → contract	Define ideal client and target accounts	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	WI-ADV-001 · Ideal client profile and target account definition
Win the right engagementsTarget → relationship → discovery → contract	Relationship outreach	Practice assistant (part-time)	Practice assistant (part-time)	Alex Morgan · Independent advisor	WI-ADV-002 · Relationship outreach
Win the right engagementsTarget → relationship → discovery → contract	Discovery and qualification	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	WI-ADV-003 · Discovery and qualification
Win the right engagementsTarget → relationship → discovery → contract	Proposal and contract hand-off	Practice assistant (part-time)	Practice assistant (part-time)	Alex Morgan · Independent advisor	WI-ADV-004 · Proposal and contract hand-off
Deliver ERP change at Northstar ComponentsPrepare people for the new ERP	Assess change impact by role	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	ERP program manager · Northstar	WI-ERP-001 · Change impact assessment
Deliver ERP change at Northstar ComponentsPrepare people for the new ERP	Release stakeholder communication	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	WI-ERP-002 · Stakeholder communication release
Deliver ERP change at Northstar ComponentsPrepare people for the new ERP	Build the role-based training needs matrix	Associate learning designer (contract)	Associate learning designer (contract)	HR & training lead · Northstar	WI-ERP-003 · Role-based training needs matrix
Deliver ERP change at Northstar ComponentsPrepare people for the new ERP	Training content valid?	Department super-users (12) · Northstar	Department super-users (12) · Northstar	HR & training lead · Northstar	WI-ERP-004 · Training content validation
Deliver ERP change at Northstar ComponentsPrepare people for the new ERP	Deliver train-the-trainer	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	HR & training lead · Northstar	WI-ERP-005 · Train-the-trainer delivery
Deliver ERP change at Northstar ComponentsGo live and sustain	Ready to go live?	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	WI-ERP-006 · Go-live readiness assessment
Deliver ERP change at Northstar ComponentsGo live and sustain	Triage hypercare issues	Department super-users (12) · Northstar	Department super-users (12) · Northstar	ERP program manager · Northstar	WI-ERP-007 · Hypercare issue triage
Deliver ERP change at Northstar ComponentsGo live and sustain	Measure adoption and run ARC	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Executive sponsor · Northstar CEO	WI-ERP-008 · Adoption measurement and ARC
Review the practiceWeekly engagement review	Weekly engagement review	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	Alex Morgan · Independent advisor	WI-ADV-005 · Weekly engagement review

Loading the process map…

Fictional simulation · simulated values

Work instructions

Code	Title	Where it lives	Owner	Version	Project
WI-ADV-001	Ideal client profile and target account definition	Workbench · practice	Alex Morgan · Independent advisor	v3.0 · Approved	Ideal client profile and 40 target accounts
WI-ADV-002	Relationship outreach	Workbench · practice	Practice assistant (part-time)	v1.0 · Approved	Relationship outreach rhythm
WI-ADV-003	Discovery and qualification	Workbench · practice	Alex Morgan · Independent advisor	v2.0 · Approved	Discovery-to-contract conversion
WI-ADV-004	Proposal and contract hand-off	Workbench · practice	Alex Morgan · Independent advisor	v4.0 · Draft for approval	Discovery-to-contract conversion
WI-ADV-005	Weekly engagement review	Workbench · practice	Alex Morgan · Independent advisor	v1.0 · Approved	Weekly engagement review and 40-hour guardrail
WI-ERP-001	Change impact assessment	Northstar engagement	Alex Morgan · Independent advisor	v1.0 · Approved	Discovery and change impact
WI-ERP-002	Stakeholder communication release	Northstar engagement	Alex Morgan · Independent advisor	v1.0 · Approved	Communications
WI-ERP-003	Role-based training needs matrix	Northstar engagement	Associate learning designer (contract)	v1.2 · Approved	Learning design
WI-ERP-004	Training content validation	Northstar engagement	Associate learning designer (contract)	v1.0 · Approved	Learning design
WI-ERP-005	Train-the-trainer delivery	Northstar engagement	Alex Morgan · Independent advisor	v1.0 · Approved	Train-the-trainer
WI-ERP-006	Go-live readiness assessment	Northstar engagement	Alex Morgan · Independent advisor	v1.0 · Approved	Readiness
WI-ERP-007	Hypercare issue triage	Northstar engagement	Department super-users (12) · Northstar	v1.0 · Approved	Hypercare
WI-ERP-008	Adoption measurement and ARC	Northstar engagement	Alex Morgan · Independent advisor	v1.0 · Approved	Sustainment

ARC™ feedback: analyze, refine, commit

Weekly engagement review (WI-ADV-005) · Sep 25, 2026 · Workbench

Analyze: Advisor hours averaged 46 a week, six over the guardrail; train-the-trainer and readiness would both need Alex at the same time as discovery work.
Refine: Keep the associate learning designer on validation and train-the-trainer support; hold new discovery conversations to Tuesdays and Thursdays.
Commit: Alex Morgan confirms the two-day discovery rhythm from 5 October; the practice assistant moves proposal drafting off Alex’s calendar.

Goal G3 · Project Train-the-trainer · WI-ADV-005 · Owner: Alex Morgan · Independent advisor

Monthly steering with the Northstar executive sponsor · Sep 30, 2026 · Authorized engagement data

Analyze: 8 of 9 milestones were on time; the content build finished five working days late, so the critical path now runs through validation and end-user training.
Refine: Scenario in the schedule: shorten end-user training from 20 to 14 days with evening sessions, or overlap train-the-trainer with validation by up to four days.
Commit: The sponsor chooses which scenario to apply at the October steering meeting; the program manager confirms super-user availability first.

Goal G4 · Project Learning design · WI-ERP-004 · Owner: Executive sponsor · Northstar CEO

Monthly practice review · Sep 30, 2026 · Workbench

Analyze: Contribution margin is 27% against 30%: contract learning design on the Northstar proposal was priced below its cost.
Refine: Price contract learning design at its full blended rate; change scope, not price, when a client asks for less.
Commit: Proposal template v4 (WI-ADV-004) applies to every proposal sent from 2 November.

Goal G1 · Project Delegate learning design to the associate and price it correctly · WI-ADV-004 · Owner: Alex Morgan · Independent advisor

Quarterly ARC™ review with the Compass partner team · Oct 2, 2026 · Workbench

Analyze: Qualified discovery conversations average 2.3 a month against 3; conversion is 22% against 25%.
Refine: Spend outreach slots on the 40 target accounts instead of general networking; apply the five-criterion score before any proposal.
Commit: Four target-account conversations a week through December; review the effect at the next quarterly ARC.

Goal G2 · Project Relationship outreach rhythm · WI-ADV-002 · Owner: Alex Morgan · Independent advisor

Optional client CompassOS: connected only by authorized engagement data

Compass Consultant Workbench

Alex Morgan’s own business system: ideal client, pipeline, proposals, engagements, hours, finances and the practice’s ARC reviews. It works with or without any client using CompassOS.

Client CompassOS · optional

In this example Northstar chose it: Northstar’s own CompassOS holds the ERP change program for its people, with Northstar’s own sign-in, security and data. Had Northstar not chosen it, Alex would run the same program plan in the Workbench engagement space.

Information	Lives in	Shared	Rule
Engagement milestones: planned and actual dates	Northstar (client CompassOS or ERP)	To the Workbench, under the grant	Shared while the sponsor’s access grant is in force.
ERP workflow adoption by department (aggregate %)	Northstar (client CompassOS or ERP)	To the Workbench, under the grant	Aggregate figures only, as agreed in WI-ERP-008.
Engagement scope, fee schedule and invoices	Consultant Workbench	Not shared	The advisor’s business records; invoices reach the client the usual way.
Advisor hours on the engagement	Consultant Workbench	Not shared	Used for the 40-hour guardrail and margin.
Pipeline, other clients and practice finances	Consultant Workbench	Not shared	Never visible to any client.
Employee names, training attendance by person, ERP transactions	Northstar (client CompassOS or ERP)	Never	Stay in Northstar’s own systems; never copied into the Workbench.

Access grant: given by Executive sponsor · Northstar CEO · Northstar ERP change program: milestones and aggregate adoption only · expires Mar 31, 2027 · revocable at any time. The two systems keep separate sign-ins and separate databases.

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