12-Month Priority Roadmap
Turning analysis into a defined path forward.
Organizations often know, in general terms, what needs attention — but translating that awareness into a disciplined, sequenced plan is where good intentions stall.
Case Advisory Group develops a clear set of findings and a practical 12-month roadmap, so that leadership and the board know not just what to do, but when, in what order, and with what resources — while building the foundation for a fuller strategic plan later, without rework.
The engagement concludes with a written report, a sequenced 12-month roadmap, and a presentation to leadership and/or the board.
A roadmap engagement is the right fit when:
A diagnostic, review, or prior assessment has surfaced findings that now need to be sequenced into action.
Leadership has clarity on problems but not on priority or pacing.
The board or ED needs a defensible, structured plan to guide the year ahead.
The organization wants to move deliberately from analysis to implementation.
Multiple competing priorities need to be reconciled into one coherent path forward.
Typically 4–6 weeks. Starting at $10,000.
Completed an Organizational Diagnostic with Case Advisory Group within the past 90 days? Your roadmap investment is $7,500.