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Facilitator Guide

Band-to-Score Quick Reference

Band-to-Score Quick Reference#

PRINT THIS. Laminate. Keep at hand. Reference during scoring (target: 60–90 sec/decision).

V7.5 Scoring Stack:

  • Facilitator (per decision): Strategic Fit (-2/0/+2) + Execution Risk (-2/0/+2); ±3 only on red-flag
  • Peer (per decision): Most likely to succeed (top +1, bottom -1) + Greatest impact (top +1, bottom -1) + Most aggressive (read-only)
  • Round total: -6 to +6
  • Tail Risk dimension removed in V7.5; absorbed into red-flag triggers + peer ranking

1. FIVE INPUT BANDS (Worksheet Fields 4–8)#

BandOptions
Spend/CommitmentAbsorbable / Material / Transformational / Existential
Time-to-Impact0–3 mo / 3–12 mo / 1–2 yr / 2+ yr
Execution ComplexityLow / Medium / High / Very High
DependencyInternal / Vendor / Regulator-Union / Ecosystem
ScalePilot / Regional / National / Global

2. FIVE STRATEGIC ARCHETYPES (Worksheet Field 2 — Mandatory)#

ArchetypeDescription
Labor ReshapeWorkforce, talent, augmentation, headcount restructuring
Process ReinventionWorkflows, operational systems, end-to-end redesign
Customer/Product BetNew products, propositions, channels, markets
Defensive HardeningCompliance, security, capital discipline, risk reduction
Strategic SwingM&A, partnership, platform play, big bet

Use during scoring: Does the chosen archetype match the decision content? Is it well-fit to the industry's competitive position? Mismatched archetype → drag on Strategic Fit.


3. BAND-TO-SCORE TABLE (Drives Execution Risk)#

SpendTimeComplexityDependencyScaleTypical Exec Risk
Absorbable0–3moLowInternalPilot+2
Absorbable0–3moMediumInternalRegional+1
Material0–3moLowInternalRegional+1
Material3–12moMediumInternalRegional0
Material3–12moHighVendorNational-1
Transformational3–12moMediumVendorNational-1
Transformational1–2yrHighRegulatorNational-2
Transformational2+yrVery HighEcosystemGlobal-2
Existential2+yrVery HighEcosystemGlobal-3

Quick rule: Absorbable + 0–3mo + Low = +2. Each band downgrade shifts score down ~0.5–1.0.


4. RED-FLAG TRIGGERS (Unlock ±3 Exception)#

Red-FlagBand TriggerAction
Timeline MisalignmentGlobal + 0–3mo (no pilot)Offer narrower scope or +3mo timeline
Overcommitted ComplexityTransformational + Very High + Ecosystem + <12moPropose pilot phase; lower complexity
Regulatory ConstraintHealthcare + no FDA plan; Finance + no fair-lending; Law + no bar compliancePush back hard; require safeguards
Unhedged CatastropheAutonomous + no rollback; AI legal work without attorney reviewRefuse to score until hedged
Existential BetExistential + 2+yr + Very High + EcosystemReframe as narrower scope OR accept -3
Archetype Mismatch in CrisisIndustry in Crisis picks pure-growth archetypeAuto -2 Strategic Fit

When fired: Stop. Ask participant to reframe (narrower scope / longer timeline / lower spend / hedges). Reframed credibly → unlock +3. Not reframed → -2 to -3.


5. SCORING DECISION TREE (60–90 sec per decision)#

  1. Specificity check (5 sec): Industry / Archetype / WHO / WHAT / WHERE / WHEN / HOW + bands clear?
    • If >2 missing OR archetype mismatch → ask for clarification, don't score yet
  2. Red-flag check (5 sec): Any combo from Section 4?
    • If YES → challenge; reframe or accept ±3
  3. Score (50 sec):
    • Strategic Fit: -2 / 0 / +2 (or ±3 on red-flag)
    • Execution Risk: -2 / 0 / +2 (or ±3) — use band table
  4. Wait for Peer Ranking (after step 7+8 of round flow):
    • Most likely to succeed: top +1, bottom -1, others 0
    • Greatest impact: top +1, bottom -1, others 0
    • Aggressiveness: read-only
  5. Post total: "Strat Fit + Exec Risk + Peer Success + Peer Impact = [n]/6"

6. WORKED EXAMPLES#

Example 1: Retail Demand Forecasting (Process Reinvention)#

Decision: "Deploy AI demand forecasting to 500 stores; existing vendor; 90 days." Archetype: Process Reinvention ✓ (workflows + operational systems redesign) Bands: Absorbable + 0–3mo + Low + Vendor + Regional

Scoring:

  • Strategic Fit +2: Captures margin-defense opportunity vs. Amazon; well-chosen archetype.
  • Execution Risk +1: Bands suggest +1 (proven tech + vendor partnership).
  • Peer ranking pending (will resolve after read-aloud + ranking).

Subtotal so far: +3/4 from facilitator. Peer ranking will adjust ±2.


Example 2: Healthcare FDA Diagnostic AI (Customer/Product Bet)#

Decision: "Initiate FDA pre-submission for radiology AI; 12-month clinical validation; will engage FDA early." Archetype: Customer/Product Bet — borderline (could also be Process Reinvention; new clinical product justifies the choice) Bands: Material + 3–12mo + Very High + Regulator + Pilot

Red-flag check: Regulator-dependent + 3–12mo. Plausible because participant is proposing pre-submission + validation (not full approval). FDA pre-submission is a real pathway.

Scoring:

  • Strategic Fit +1: Strategic value (clinical AI is high-impact); archetype defensible.
  • Execution Risk -1: Regulator + Very High complexity is hard, but pre-submission + pilot scope mitigates.
  • Peer ranking pending.

Subtotal: 0/4 from facilitator. Peer ranking will adjust.


Example 3: Law AI Brief Drafting (Process Reinvention)#

Decision: "Deploy AI-assisted brief drafting across litigation practice group; mandatory attorney review on all output; bar rule compliance assessment per jurisdiction." Archetype: Process Reinvention ✓ Bands: Material + 3–12mo + High + Regulator (bar rules) + Regional

Red-flag check: Bar rules dependency + Regional + attorney review = plausible. The mandatory attorney review is the key safeguard.

Scoring:

  • Strategic Fit +1: Addresses client efficiency demands; bar compliance proactive.
  • Execution Risk -1: Bar rule complexity + High complexity, offset by attorney review + limited scope.
  • Peer ranking pending.

Subtotal: 0/4. Peer ranking decides direction from here.


7. PEER RANKING REFERENCE (Step 8 of Round Flow)#

After all decisions are read aloud:

StepActionTime
1Each participant privately writes rankings on Success and Impact (1 = best). Cannot rank own industry.~3 min
2Facilitator publicly polls "Most aggressive" (show of hands), tally on flip chart~2 min
3Facilitator aggregates Success + Impact rankings; identify top and bottom~1 min (parallel)
4Open discussion of rankings ("Why top? Why bottom?")~10 min

Score impact:

  • Most likely to succeed: top of group +1, bottom -1, all middle 0
  • Greatest impact: top of group +1, bottom -1, all middle 0
  • Most aggressive: read-only — discussion fuel, no score

8. INDUSTRY WATCH-OUTS (Calibrate Strat Fit + Watch for Red-Flags)#

IndustryStrat Fit TypExec Risk TypWatch For
Retail00Aggressive personalization → brand backlash; >15% labor cut + no transition
CPG00DTC bypass → retailer retaliation; AI content + no review
Healthcare Provider0-1Diagnostic AI + no FDA pathway; physician adoption gaps
Healthcare Payer+10>70% auto-denials + no human review; MLR limits
Finance+1-1Autonomous trading + no circuit breakers; AI underwriting + no bias audit
Consulting+10>40% junior cuts + no pipeline; client confidentiality gaps
Law+1-1AI work + no attorney review; bar compliance; >30% associate cuts
Manufacturing00>30% headcount cut + no union/severance
Logistics+10Full AV fleet + no regulatory pathway; driver/union resistance
Big Tech+2+1Antitrust scrutiny; AI lab/model dev OUT OF SCOPE
SaaS+10Pricing change + <6mo + no customer plan

9. COMMON ERRORS TO AVOID#

ErrorFix
Vague band mappingRequire all 5 bands clear before scoring
Archetype mismatch (worksheet says Defensive Hardening but decision is M&A)Ask participant to reconcile or change archetype
Band override ("Exec Risk +2" but bands suggest -1)Bands drive Exec Risk score, not preference
Missing red-flag (Global + 0–3mo slips through)Reference Section 4 every time
Conflating industriesEach industry scored on its own criteria

10. SCORING RANGE INTERPRETATION#

Round TotalInterpretationAction
+5 to +6Strong (70%+ success expectation)Accept; reinforce in outcome narration
+1 to +4Acceptable (50–70% success)Accept; monitor
-2 to 0WeakReflect mixed result in next outcome narration
<-2Poor; red-flag firedReflect material setback in next outcome narration

PRINT. LAMINATE. SCORE BRISKLY. PEERS DRIVE THE LEARNING.