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Overview
A complete overview of all 50+ exercises in Orbit Method™, organized by phase and lens, with their purpose at a glance.
Overview
A complete overview of all 50+ exercises in Orbit Method™, organized by phase and lens, with their purpose at a glance.
Overview
A complete overview of all 50+ exercises in Orbit Method™, organized by phase and lens, with their purpose at a glance.
Systems
Technical Architecture Assessment
Evaluate current systems, data, integrations, and technical debt to understand the foundation you're building on.
Systems
Technical Architecture Assessment
Evaluate current systems, data, integrations, and technical debt to understand the foundation you're building on.
Systems
Technical Architecture Assessment
Evaluate current systems, data, integrations, and technical debt to understand the foundation you're building on.
Systems
Current Capability Model
Map what your organization can do today: the business capabilities that deliver value, their current maturity, and where gaps exist.
Systems
Current Capability Model
Map what your organization can do today: the business capabilities that deliver value, their current maturity, and where gaps exist.
Systems
Current Capability Model
Map what your organization can do today: the business capabilities that deliver value, their current maturity, and where gaps exist.
Systems
Strategic Context Map
Visualize the forces shaping your organization: market drivers, competitive pressures, technology shifts, and strategic priorities that create the case for transformation.
Systems
Strategic Context Map
Visualize the forces shaping your organization: market drivers, competitive pressures, technology shifts, and strategic priorities that create the case for transformation.
Systems
Strategic Context Map
Visualize the forces shaping your organization: market drivers, competitive pressures, technology shifts, and strategic priorities that create the case for transformation.
Operations
Influence Map
Visualize how decisions get made and where power concentrates, revealing the informal dynamics that shape whether change succeeds or fails.
Operations
Influence Map
Visualize how decisions get made and where power concentrates, revealing the informal dynamics that shape whether change succeeds or fails.
Operations
Influence Map
Visualize how decisions get made and where power concentrates, revealing the informal dynamics that shape whether change succeeds or fails.
Operations
Stakeholder Matrix
Analyze stakeholder power, interest, and influence to prioritize engagement and tailor communication strategies.
Operations
Stakeholder Matrix
Analyze stakeholder power, interest, and influence to prioritize engagement and tailor communication strategies.
Operations
Stakeholder Matrix
Analyze stakeholder power, interest, and influence to prioritize engagement and tailor communication strategies.
Operations
Current Process Architecture
Document how work actually gets done today: processes, handoffs, decisions, roles, and the pain points people experience.
Operations
Current Process Architecture
Document how work actually gets done today: processes, handoffs, decisions, roles, and the pain points people experience.
Operations
Current Process Architecture
Document how work actually gets done today: processes, handoffs, decisions, roles, and the pain points people experience.
Operations
Actor Ecosystem Map
Identify all the players in your transformation: people, teams, systems, and AI agents, and how they relate to each other.
Operations
Actor Ecosystem Map
Identify all the players in your transformation: people, teams, systems, and AI agents, and how they relate to each other.
Operations
Actor Ecosystem Map
Identify all the players in your transformation: people, teams, systems, and AI agents, and how they relate to each other.
Experience
Learning Culture Assessment
Evaluate your organization's readiness for continuous learning: the mindset, infrastructure, practices, and leadership that enable people to grow.
Experience
Learning Culture Assessment
Evaluate your organization's readiness for continuous learning: the mindset, infrastructure, practices, and leadership that enable people to grow.
Experience
Learning Culture Assessment
Evaluate your organization's readiness for continuous learning: the mindset, infrastructure, practices, and leadership that enable people to grow.
Experience
Current Skills Inventory
Catalog the skills your workforce has today: what they know, what they can do, proficiency levels, and where critical gaps exist.
Experience
Current Skills Inventory
Catalog the skills your workforce has today: what they know, what they can do, proficiency levels, and where critical gaps exist.
Experience
Current Skills Inventory
Catalog the skills your workforce has today: what they know, what they can do, proficiency levels, and where critical gaps exist.
Experience
Experience Curve
Map the emotional and practical journey of work today: the highs, lows, friction points, and moments that shape how people feel about their work.
Experience
Experience Curve
Map the emotional and practical journey of work today: the highs, lows, friction points, and moments that shape how people feel about their work.
Experience
Experience Curve
Map the emotional and practical journey of work today: the highs, lows, friction points, and moments that shape how people feel about their work.
Integration
Vision Alignment Canvas
Confirm the transformation vision is clear, shared, and actionable before designing how to get there.
Integration
Vision Alignment Canvas
Confirm the transformation vision is clear, shared, and actionable before designing how to get there.
Integration
Vision Alignment Canvas
Confirm the transformation vision is clear, shared, and actionable before designing how to get there.
Integration
Current State Canvas
A single-page synthesis that captures your baseline across design, operations, and experience before transformation begins.
Integration
Current State Canvas
A single-page synthesis that captures your baseline across design, operations, and experience before transformation begins.
Integration
Current State Canvas
A single-page synthesis that captures your baseline across design, operations, and experience before transformation begins.
Architect
Systems
Technical Architecture Blueprint
Design the target technical architecture: systems, data, integrations, and AI agents that enable future capabilities and ways of working.
Systems
Technical Architecture Blueprint
Design the target technical architecture: systems, data, integrations, and AI agents that enable future capabilities and ways of working.
Systems
Technical Architecture Blueprint
Design the target technical architecture: systems, data, integrations, and AI agents that enable future capabilities and ways of working.
Systems
Value Stream Map
Trace how value flows from customer need to delivered outcome, identifying stages, handoffs, wait times, and opportunities for improvement.
Systems
Value Stream Map
Trace how value flows from customer need to delivered outcome, identifying stages, handoffs, wait times, and opportunities for improvement.
Systems
Value Stream Map
Trace how value flows from customer need to delivered outcome, identifying stages, handoffs, wait times, and opportunities for improvement.
Systems
Target Capability Model
Define the capabilities your organization needs to achieve its strategic objectives and compete effectively in the future.
Systems
Target Capability Model
Define the capabilities your organization needs to achieve its strategic objectives and compete effectively in the future.
Systems
Target Capability Model
Define the capabilities your organization needs to achieve its strategic objectives and compete effectively in the future.
Operations
Human-AI Task Assignment Matrix
Define which tasks are human-led, AI-assisted, or fully automated, with clear rationale for each decision.
Operations
Human-AI Task Assignment Matrix
Define which tasks are human-led, AI-assisted, or fully automated, with clear rationale for each decision.
Operations
Human-AI Task Assignment Matrix
Define which tasks are human-led, AI-assisted, or fully automated, with clear rationale for each decision.
Operations
Role Definition Catalog
Specify the roles needed in the future state: responsibilities, skills required, and how each role interacts with AI agents.
Operations
Role Definition Catalog
Specify the roles needed in the future state: responsibilities, skills required, and how each role interacts with AI agents.
Operations
Role Definition Catalog
Specify the roles needed in the future state: responsibilities, skills required, and how each role interacts with AI agents.
Operations
Target Process Architecture
Design how work should flow in the future: streamlined processes with embedded AI, clear human-AI handoffs, and integrated learning moments.
Operations
Target Process Architecture
Design how work should flow in the future: streamlined processes with embedded AI, clear human-AI handoffs, and integrated learning moments.
Operations
Target Process Architecture
Design how work should flow in the future: streamlined processes with embedded AI, clear human-AI handoffs, and integrated learning moments.
Experience
Interaction Pattern Library
Catalog the ways humans and AI interact: reusable patterns, components, and guidelines that ensure consistent, trustworthy human-AI collaboration.
Experience
Interaction Pattern Library
Catalog the ways humans and AI interact: reusable patterns, components, and guidelines that ensure consistent, trustworthy human-AI collaboration.
Experience
Interaction Pattern Library
Catalog the ways humans and AI interact: reusable patterns, components, and guidelines that ensure consistent, trustworthy human-AI collaboration.
Experience
Adaptive Learning Framework
Design learning that adapts to individuals: personalized paths, just-in-time delivery, embedded workflow support, and continuous feedback.
Experience
Adaptive Learning Framework
Design learning that adapts to individuals: personalized paths, just-in-time delivery, embedded workflow support, and continuous feedback.
Experience
Adaptive Learning Framework
Design learning that adapts to individuals: personalized paths, just-in-time delivery, embedded workflow support, and continuous feedback.
Experience
Skills Taxonomy Map
Structure the skills your organization needs: categories, specific skills, proficiency levels, and relationships that guide consistent development and deployment.
Experience
Skills Taxonomy Map
Structure the skills your organization needs: categories, specific skills, proficiency levels, and relationships that guide consistent development and deployment.
Experience
Skills Taxonomy Map
Structure the skills your organization needs: categories, specific skills, proficiency levels, and relationships that guide consistent development and deployment.
Experience
Learning Pathway Map
Chart the journeys learners take from novice to expert: stages, milestones, resources, assessments, and support along the way.
Experience
Learning Pathway Map
Chart the journeys learners take from novice to expert: stages, milestones, resources, assessments, and support along the way.
Experience
Learning Pathway Map
Chart the journeys learners take from novice to expert: stages, milestones, resources, assessments, and support along the way.
Integration
Work Package Design
Define how work gets done by specifying roles, inputs, outputs, sources, and approvals in one repeatable unit.
Integration
Work Package Design
Define how work gets done by specifying roles, inputs, outputs, sources, and approvals in one repeatable unit.
Integration
Work Package Design
Define how work gets done by specifying roles, inputs, outputs, sources, and approvals in one repeatable unit.
Guide
Systems
Architecture Standards Catalog
Define the technical standards, patterns, and guardrails that ensure consistency, quality, and interoperability across the architecture.
Systems
Architecture Standards Catalog
Define the technical standards, patterns, and guardrails that ensure consistency, quality, and interoperability across the architecture.
Systems
Architecture Standards Catalog
Define the technical standards, patterns, and guardrails that ensure consistency, quality, and interoperability across the architecture.
Systems
Data Governance Framework
Establish how data is owned, managed, quality-assured, and protected across the organization and its AI systems.
Systems
Data Governance Framework
Establish how data is owned, managed, quality-assured, and protected across the organization and its AI systems.
Systems
Data Governance Framework
Establish how data is owned, managed, quality-assured, and protected across the organization and its AI systems.
Systems
AI Ethics & Safety Guidelines
Define principles and guardrails for responsible AI use, addressing bias, transparency, human oversight, and accountability.
Systems
AI Ethics & Safety Guidelines
Define principles and guardrails for responsible AI use, addressing bias, transparency, human oversight, and accountability.
Systems
AI Ethics & Safety Guidelines
Define principles and guardrails for responsible AI use, addressing bias, transparency, human oversight, and accountability.
Operations
Feedback Loop Diagram
Design how insights flow back from operations to drive continuous improvement, learning, and adaptation.
Operations
Feedback Loop Diagram
Design how insights flow back from operations to drive continuous improvement, learning, and adaptation.
Operations
Feedback Loop Diagram
Design how insights flow back from operations to drive continuous improvement, learning, and adaptation.
Operations
Performance Measurement Framework
Define how you'll measure operational performance: the metrics, targets, thresholds, and review cadence that drive improvement.
Operations
Performance Measurement Framework
Define how you'll measure operational performance: the metrics, targets, thresholds, and review cadence that drive improvement.
Operations
Performance Measurement Framework
Define how you'll measure operational performance: the metrics, targets, thresholds, and review cadence that drive improvement.
Operations
Decision Rights Matrix
Specify who makes what decisions, under what conditions, and with what authority, including where AI can decide autonomously.
Operations
Decision Rights Matrix
Specify who makes what decisions, under what conditions, and with what authority, including where AI can decide autonomously.
Operations
Decision Rights Matrix
Specify who makes what decisions, under what conditions, and with what authority, including where AI can decide autonomously.
Operations
Operating Principles Catalog
Define the principles that guide decisions and behaviors across the transformed organization, enabling autonomy within boundaries.
Operations
Operating Principles Catalog
Define the principles that guide decisions and behaviors across the transformed organization, enabling autonomy within boundaries.
Operations
Operating Principles Catalog
Define the principles that guide decisions and behaviors across the transformed organization, enabling autonomy within boundaries.
Experience
Learner Agency Principles
Balance individual responsibility with organizational support: clarifying what learners own, what the organization provides, and how they work together.
Experience
Learner Agency Principles
Balance individual responsibility with organizational support: clarifying what learners own, what the organization provides, and how they work together.
Experience
Learner Agency Principles
Balance individual responsibility with organizational support: clarifying what learners own, what the organization provides, and how they work together.
Experience
Equity & Inclusion Standards
Ensure transformation is accessible and fair for all: addressing barriers, biases, and diverse needs so no one is left behind.
Experience
Equity & Inclusion Standards
Ensure transformation is accessible and fair for all: addressing barriers, biases, and diverse needs so no one is left behind.
Experience
Equity & Inclusion Standards
Ensure transformation is accessible and fair for all: addressing barriers, biases, and diverse needs so no one is left behind.
Experience
AI Fluency Framework
Define the competencies people need to work effectively with AI: from basic awareness through collaboration to orchestration and innovation.
Experience
AI Fluency Framework
Define the competencies people need to work effectively with AI: from basic awareness through collaboration to orchestration and innovation.
Experience
AI Fluency Framework
Define the competencies people need to work effectively with AI: from basic awareness through collaboration to orchestration and innovation.
Experience
Trust Pattern Catalog
Document proven patterns for building appropriate trust in human-AI collaboration: explainability, transparency, recourse, and feedback mechanisms.
Experience
Trust Pattern Catalog
Document proven patterns for building appropriate trust in human-AI collaboration: explainability, transparency, recourse, and feedback mechanisms.
Experience
Trust Pattern Catalog
Document proven patterns for building appropriate trust in human-AI collaboration: explainability, transparency, recourse, and feedback mechanisms.
Experience
Trust Threshold Matrix
Define how much autonomy AI gets in different contexts: when it acts alone, when humans review, and when humans must decide.
Experience
Trust Threshold Matrix
Define how much autonomy AI gets in different contexts: when it acts alone, when humans review, and when humans must decide.
Experience
Trust Threshold Matrix
Define how much autonomy AI gets in different contexts: when it acts alone, when humans review, and when humans must decide.
Integration
Value Assurance Dashboard
A framework for measuring progress and outcomes across all three dimensions, ensuring transformation delivers real value.
Integration
Value Assurance Dashboard
A framework for measuring progress and outcomes across all three dimensions, ensuring transformation delivers real value.
Integration
Value Assurance Dashboard
A framework for measuring progress and outcomes across all three dimensions, ensuring transformation delivers real value.
Evolve
Systems
Technical Implementation Plan
Sequence the technical build: what gets built when, by whom, with what dependencies and integration points.
Systems
Technical Implementation Plan
Sequence the technical build: what gets built when, by whom, with what dependencies and integration points.
Systems
Technical Implementation Plan
Sequence the technical build: what gets built when, by whom, with what dependencies and integration points.
Systems
Deployment Sequence
Plan how new systems and capabilities roll out: environments, migrations, cutover procedures, and rollback strategies.
Systems
Deployment Sequence
Plan how new systems and capabilities roll out: environments, migrations, cutover procedures, and rollback strategies.
Systems
Deployment Sequence
Plan how new systems and capabilities roll out: environments, migrations, cutover procedures, and rollback strategies.
Systems
Testing & Validation Results
Document what was tested, what passed, what failed, and what's ready for production deployment.
Systems
Testing & Validation Results
Document what was tested, what passed, what failed, and what's ready for production deployment.
Systems
Testing & Validation Results
Document what was tested, what passed, what failed, and what's ready for production deployment.
Operations
Communities of Interest to Practice
Transition loose interest groups into active practice-sharing communities that drive real capability building and organizational impact.
Operations
Communities of Interest to Practice
Transition loose interest groups into active practice-sharing communities that drive real capability building and organizational impact.
Operations
Communities of Interest to Practice
Transition loose interest groups into active practice-sharing communities that drive real capability building and organizational impact.
Operations
Lessons Learned Log
Capture what worked, what didn't, and what to do differently, feeding insights into the next transformation cycle.
Operations
Lessons Learned Log
Capture what worked, what didn't, and what to do differently, feeding insights into the next transformation cycle.
Operations
Lessons Learned Log
Capture what worked, what didn't, and what to do differently, feeding insights into the next transformation cycle.
Operations
Change Readiness Assessment
Evaluate whether teams and individuals are ready for change: their awareness, willingness, capability, and the support they need.
Operations
Change Readiness Assessment
Evaluate whether teams and individuals are ready for change: their awareness, willingness, capability, and the support they need.
Operations
Change Readiness Assessment
Evaluate whether teams and individuals are ready for change: their awareness, willingness, capability, and the support they need.
Operations
Process Performance Dashboard
Track how redesigned processes are performing: cycle times, quality, throughput, and human-AI collaboration effectiveness in real operations.
Operations
Process Performance Dashboard
Track how redesigned processes are performing: cycle times, quality, throughput, and human-AI collaboration effectiveness in real operations.
Operations
Process Performance Dashboard
Track how redesigned processes are performing: cycle times, quality, throughput, and human-AI collaboration effectiveness in real operations.
Operations
Communities of Practice Charter
Define the purpose, membership, cadence, and governance of communities that sustain knowledge sharing and continuous improvement.
Operations
Communities of Practice Charter
Define the purpose, membership, cadence, and governance of communities that sustain knowledge sharing and continuous improvement.
Operations
Communities of Practice Charter
Define the purpose, membership, cadence, and governance of communities that sustain knowledge sharing and continuous improvement.
Operations
Process Implementation Guide
Document how new processes roll out: training requirements, tooling, support structures, and success criteria.
Operations
Process Implementation Guide
Document how new processes roll out: training requirements, tooling, support structures, and success criteria.
Operations
Process Implementation Guide
Document how new processes roll out: training requirements, tooling, support structures, and success criteria.
Experience
Adoption Metrics Dashboard
Track real-time adoption of new ways of working: who's using what, how often, and with what outcomes.
Experience
Adoption Metrics Dashboard
Track real-time adoption of new ways of working: who's using what, how often, and with what outcomes.
Experience
Adoption Metrics Dashboard
Track real-time adoption of new ways of working: who's using what, how often, and with what outcomes.
Experience
Proficiency Assessment Results
Document and analyze skill assessment outcomes: who has achieved what proficiency levels, where gaps remain, and what development is still needed.
Experience
Proficiency Assessment Results
Document and analyze skill assessment outcomes: who has achieved what proficiency levels, where gaps remain, and what development is still needed.
Experience
Proficiency Assessment Results
Document and analyze skill assessment outcomes: who has achieved what proficiency levels, where gaps remain, and what development is still needed.
Experience
Experience Quality Dashboard
Track how people actually experience transformation: satisfaction, adoption, friction, and wellbeing, enabling timely interventions.
Experience
Experience Quality Dashboard
Track how people actually experience transformation: satisfaction, adoption, friction, and wellbeing, enabling timely interventions.
Experience
Experience Quality Dashboard
Track how people actually experience transformation: satisfaction, adoption, friction, and wellbeing, enabling timely interventions.
Experience
AI Fluency Curriculum
A structured program for developing AI collaboration capability: from awareness to collaboration to orchestration and innovation.
Experience
AI Fluency Curriculum
A structured program for developing AI collaboration capability: from awareness to collaboration to orchestration and innovation.
Experience
AI Fluency Curriculum
A structured program for developing AI collaboration capability: from awareness to collaboration to orchestration and innovation.
Experience
Skills Development Program
Design the programs that build workforce skills: structured content, delivery methods, practice opportunities, and proficiency measurement.
Experience
Skills Development Program
Design the programs that build workforce skills: structured content, delivery methods, practice opportunities, and proficiency measurement.
Experience
Skills Development Program
Design the programs that build workforce skills: structured content, delivery methods, practice opportunities, and proficiency measurement.
Integration
Transition Playbook
A structured guide for moving from design to reality through pilots, community building, and continuous learning.
Integration
Transition Playbook
A structured guide for moving from design to reality through pilots, community building, and continuous learning.
Integration
Transition Playbook
A structured guide for moving from design to reality through pilots, community building, and continuous learning.
About Orbit Method
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