Starts with your diagnosis
Your 31 assessment responses and intake context determine which patterns get depth, which tools get used, and how the sessions are sequenced.
Written by practitioners
Clervio's founders write and review every playbook. 40+ years of enterprise transformation between them. Not a template engine.
Delivered in 7 days
Submit your intake form. The Clervio team reviews your data, designs your program, and delivers a ready-to-run playbook within seven days.
What makes it different from a standard playbook
Your pattern combination, not one pattern
Standard playbooks address one failure pattern across four weeks. Most organizations have two or three patterns interacting. Your custom playbook is built around that intersection — the root causes that span multiple patterns and the solutions that address them together.
Your context, not generic examples
The intake form captures your industry, org size, AI adoption stage, and what you've already tried. That context shapes the facilitation framing, the root cause hypotheses, and the solution recommendations — so the program doesn't start from zero.
Pre-filtered root cause analysis
Standard playbooks give you a full root cause menu. Your custom playbook identifies the causes most likely driving your specific profile and leads with those — so the root cause sessions get to depth faster and produces sharper solutions.
Facilitation calibrated to your situation
Session timing, group size guidance, and facilitator framing are adjusted based on what you told us — including what's been tried before and what hasn't landed. Every facilitation guide reflects your actual context — what’s been tried before, what your industry requires, what your leadership culture will and won’t support.
Program length
Custom programs typically run four to eight weeks, and can be accelerated depending on leadership availability and urgency. Clervio’s founders determine the scope during intake review — you’ll know the program length before anything starts.
The program structure
| Stage |
Purpose |
Details |
| Overview (week 1) |
Stakeholder alignment |
Understand the results of the assessment, the recommendations, and the structure of the workshops |
| Workshops 1–4 (weeks 2–5) |
Solving critical problems |
Facilitated workshops that get to the root of each challenge and establish workable solutions. Each workshop addresses one specific problem surfaced by your assessment — the tools, exercises, and facilitation approach are designed for that problem. |
| Improvement Backlog (week 6) |
Prioritization of solutions |
Optimize the order and impact of the solutions that came out of the workshops. All solutions from all four workshops feed into a single prioritized backlog. |
| Fulfillment Structure (week 6) |
Establishing a structure to carry out changes |
Establish overall owner, working group, cadence, and structure for implementing change. Includes a working group charter, metrics plan, escalation path, and sunset criteria. |
Also included in every custom playbook
Facilitation guides for every session
Timed session plans with facilitator notes, common challenges specific to your pattern profile, and AI assist prompts you can use to accelerate the sessions.
Pre-seeded workshop content
Each workshop arrives with anchors, prompts, and framing drawn from your specific assessment answers and intake context — so sessions start from your situation, not a blank canvas.
Templates calibrated to your scope
Kaizen board, metrics plan, and working group charter sized for your specific program scope and the number of solutions coming out of Stage 3.
Intake-informed framing throughout
What you've already tried, your urgency, your industry — woven into the facilitation framing so the program doesn't spend time on ground you've already covered.
How it works
1
Complete the assessment
31 questions, 8–12 minutes. Your pattern scores drive the program diagnosis.
2
Submit the intake form
Tell us your org size, industry, AI adoption stage, what you've already tried, and what's most urgent. The more specific you are, the sharper the program.
3
We design your program
Clervio's founders review your assessment data and intake responses, determine the program scope and length, and write your playbook — typically delivered within 7 days.
4
Delivery — ready to run
Your playbook arrives as a structured document your team can run the following week. If you added the walkthrough call, we schedule that within the same window.
What changes when the program works
Priorities that hold
Work is set by capacity, not by whoever asked loudest last. Teams know what to work on and why — and that answer stays stable between planning cycles.
Decisions that happen
The things that used to wait for a meeting get resolved by the team that has the information. Decision latency drops. The governance overhead that was absorbing energy starts releasing it.
AI tooling that delivers
AI tools start returning on their investment — because the operating model has caught up to the speed they enable. The productivity gains stop disappearing into coordination overhead.
Faster time to market
Critical features move from idea to customer measurably faster. The work was rarely the bottleneck. When the structural overhead clears, that becomes visible quickly.
Ownership that's real
When something stalls, there is a named person whose job it is to unstall it. Accountability is explicit — not assumed, not shared across a committee, not dependent on who speaks up.
Change that sticks
The final stage builds the structure that makes the program hold — a working group, a Kaizen board, a named owner, metrics, and a sunset date. Not a set of good intentions that fade when the next crisis hits.
These outcomes assume active leadership participation, consistent team attendance, and a genuine willingness to change how decisions get made. A program can’t do that work for you — it can only structure the work so it’s possible.
