About this diagnostic
A paid second opinion on an AI or systems decision: a short intake (six sections, under ten minutes, saved as you go), one recorded 75-minute call in the Private Office's own video room, and a two-page memo: the verdict, where you are, the findings, the options compared on time, money and risk, the recommendation and the first 90 days. Paid up front. No post-call support.
The scope
- Intake
- Six short sections and your documents, submitted 48 hours before the call.
- Execution
- One recorded 75-minute call in the Private Office's own video room.
- Deliverable
- A two-page memo, written from your intake and the call.
- Post-Call Support
- None. Further steering is a separate engagement.
The Systems Assessment Memorandum
- The verdict
- The decision, answered, in one paragraph in plain words.
- Where you are
- The system map; the cost picture from your own numbers, never a market statistic; the readiness scores.
- Findings
- Three to five, each with a severity and the evidence.
- The options
- Do nothing, fix in place, build, buy; compared on time, money, risk and what it takes to run.
- The recommendation and the first 90 days
- The pick, why, the first three moves, the risks accepted.
- What it would take
- Effort and cost ranges for the recommended path.
- Intake 48 hours prior
- One recorded 75-minute call
- A 2-page Systems Assessment Memorandum