Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Northstar Workforce Academy, a fictional workforce-learning platform that wants AI beyond our existing modules. Two weeks, no build: where AI fits, what it depends on, and a fixed quote to build it.
planning-pack / capability-map
Northstar Workforce Academy · Capability map
Now
Scored practice for client conversations · Manager coaching digest
Next
Skills-gap plans from job roles · Policy-to-course drafting
Later
Admin help in the product · Completion forecasting
Illustrative plan for a fictional product.
Illustrative demo on a fictional institution. Not client work.
How the two weeks run
We plan with the people who know the product.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
- 01Week 1: walk the product with your product and engineering leads, and read the AI questions in recent RFPs and renewals
- 02Week 1: interview two customer-success leads about what institutions ask for
- 03Week 2: map the capabilities, review architecture, data and permissions, and estimate cost to serve
- 04Week 2: agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to a buyer outcome.
Including capabilities our modules don't cover. Each one names who uses it and the data it needs.
| Capability | Buyer outcome | Users | Data it needs |
|---|---|---|---|
| Manager coaching digest | Managers see who needs help, without running reports | Team managers | Course progress, practice scores, team roster |
| Skills-gap plans from job roles | Each learner gets a plan tied to the role they hold | Learners, L&D admins | Role and skills framework from the HRIS |
| Scored practice for client conversations | Practice is measured, not just completed | Learners, instructors | Scenarios and rubrics (our Rehearsly module) |
| Policy-to-course drafting | New policies become courses in days, traced to the source | Instructional designers | Policy library (our Syllably module) |
| Admin help in the product | Fewer setup tickets at rollout | Customer admins, support team | Help center and release notes (our Docently module) |
| Completion forecasting | Deadlines in view before they slip | L&D admins | Completion history, due dates |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by buyer value and by what your product can support today.
| When | Capability | Depends on |
|---|---|---|
| Now | Scored practice for client conversations | Scenario library, gradebook write-back |
| Now | Manager coaching digest | Practice scores, manager-to-team mapping |
| Next | Skills-gap plans from job roles | HRIS role sync, skills framework per customer |
| Next | Policy-to-course drafting | Access to each customer's policy library |
| Later | Admin help in the product | Help center export, ticketing integration |
| Later | Completion forecasting | Two terms of completion history per customer |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
APIs and architecture
ReadyCourse, enrollment and gradebook APIs exist and are versioned.
Data
Needs workPractice scores are stored, but manager-to-team mapping is only in a nightly CSV.
Permissions and tenancy
ReadyRoles are enforced per customer in the API; the AI can reuse them.
HRIS integration
BlockerJob roles are not synced today; skills-gap plans depend on adding it.
Model hosting
Needs workNo approved model endpoint yet; two options compared in the Pack.
Evaluation
Needs workNo test set; we propose 40 cases per capability, picked with your team.
04 · Recommended first build
Make practice measurable, and show managers who needs help.
Two capabilities that share the same data and need no HRIS change, so they can ship first: scored practice for client conversations, and the manager coaching digest.
| Capability | Cost to serve (illustrative) | Assumption |
|---|---|---|
| Scored practice (voice) | About $0.20–$0.45 per session | 4–6 sessions per learner a month |
| Manager coaching digest | About $0.01–$0.03 per manager a week | One digest per manager |
| Skills-gap plans | About $0.02–$0.05 per plan | Refreshed when a role changes |
- Voice practice cost depends on session length; a cap per learner keeps it predictable.
- Skills-gap plans wait on the HRIS sync; we would not start them before it exists.
- Customers may ask to switch AI off per institution; the plan includes that switch.
- Open question for you: include practice in every plan, or sell it as a paid AI tier?
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
What you keep
- 01Where AI fits across your product, with the buyer outcome, users and data for each
- 02The prioritized capability map, with what each one depends on
- 03The readiness review of your architecture, data and permissions
- 04Cost-to-serve estimates per learner, with the assumptions shown
- 05The recommended first build: 2–3 capabilities and why they come first
- 06A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Get a plan for your own product.
Bring the AI questions your customers are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.