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The Synergy Engagement Blueprint™

Transformation succeeds when strategy and execution finally speak the same language. The Synergy Engagement Blueprint™ is a five-step framework that anchors every Synergy BMC engagement - whether the focus is digital transformation, PMO optimization, or organizational change leadership. It’s structured, flexible, and designed to deliver clarity and value early, while laying the groundwork for lasting capability.

 

Who Participates: Typically five (5) to eight (8) key stakeholders (can scale higher), including executives, project sponsors, steering committee members, department heads, PMO leaders, change agents, or transformation stakeholders.

Engagement Step

Step 1

Discovery & Diagnostic

Step 2

Clarification & Calibration

Step 3

Strategic Findings & Roadmap

Step 4

Collaborative Strategy Workshop

Step 5

Follow-Up Coaching Sessions

Activities and Deliverable

The official engagement begins with a tailored digital assessment that uncovers misalignment, identifies capability and maturity gaps, and surfaces early indicators of what’s helping (or hindering) transformation. This step flexes depending on the service focus: Digital Transformation, PMO, or OCM.

A structured follow-up session to walk through findings, validate insights, clarify contradictions, and align understanding across leadership. This ensures nothing gets lost in translation and that everyone is grounded in the truth.

A three-part deliverable: 

  1. An executive summary assessment report tailored for senior leadership

  2. A comprehensive assessment report that includes detailed findings and prioritized recommendations

  3. A roadmap for action.

An interactive working session to align around strategy, prioritize initiatives, pressure test the roadmap, and gain shared ownership of next steps. Ideally conducted in person for optimal energy and clarity.

Three focused coaching sessions tailored to support momentum, remove blockers, and coach leaders through execution challenges. Coaching can focus on individuals, teams, or functional areas depending on need.

Time Commitment

Each digital assessment takes approximately 20–40 minutes per person.

60-minute session in person or via web-conference if travel is an issue

This is a Synergy BMC-produced set of artifacts delivered within 5–7 business days of Step 2 completion. Designed to be reviewed by sponsors, steering committees, and department leads responsible for execution.

Depending on the team size, scope, level of complexity, and stakeholder availability, the session length is between 2 and 4 hours.

Three sessions totaling 6 to 8 hours over 4 to 12 weeks

Why It Works

This isn’t a cookie-cutter playbook. The Synergy Engagement Blueprint™ is designed for leaders who want real traction, not just activity. It gets to the truth quickly, builds organizational confidence, and paves the way for more profound transformation,  whether the engagement stays focused or scales further.

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