This stage is your foundation. Miss this, and everything downstream gets harder. Get this right, and the rest of the journey gets real traction.
In this stage, you’ll:
- Build a strategic needs assessment
- Gather stakeholder input and pain points
- Create a board-ready business case
- Research vendors and prepare your evaluation plan
Explore practical downloads, step-by-step checklists, and expert insights designed to help you work smarter and achieve more.