Choosing an engagement

Process problem, delivery problem, or both?

Most organizations know something is wrong before they know what kind of help it needs. This page lays out the three shapes of engagement side by side so you can arrive at a conversation already knowing which one you're describing.

Three shapes of engagement

  • Focused Lean Six Sigma
  • Project & Program Delivery
  • Hybrid — Improve and Deliver

The three shapes

They solve different problems. Buying the wrong one is expensive.

A process engagement asks why. A delivery engagement asks how and when. A hybrid does both because the answer cannot be installed without building something.

The process is the problem.

Focused Lean Six Sigma

A defined process is underperforming — too slow, too variable, too costly, too error-prone — and nobody can prove why. The work is diagnosis, evidence, and a controlled change to that process.

The work is the problem.

Project & Program Delivery

The direction is already decided. What's missing is disciplined delivery: scope held, dependencies surfaced, decisions forced on time, and honest status across a portfolio of moving parts.

You can't fix it without also building it.

Hybrid — Improve and Deliver

The improvement requires a system change, a new role structure, a site rollout, or a vendor. Redesign and delivery run together, each governed on its own terms, under one accountable owner.

Comparison

The same ten questions, answered three ways.

Focused Lean Six Sigma

The question being answered
Why is this process performing the way it is, and what change moves the number?
Typical trigger
A metric is off and the explanations conflict. Rework, overtime, backlog, escapes, cycle time.
Primary output
A validated process change with a control plan and a re-measured baseline.
How progress is measured
Process performance against a documented baseline.
Who is mostly involved
The people who run the process, plus a finance partner for validation.
Governance style
DMAIC gates — evidence before change.
Shape of the effort
Concentrated on one process or value stream. Scope-led, not calendar-led.
Sustainment
Owner named, control plan with limits and response actions.
Choose this when
You know where it hurts but not why, and you need proof before you spend.
Don't choose this when
The real constraint is a stalled program, not process performance.

Project & Program Delivery

The question being answered
Can we get this delivered, in the right order, without surprises?
Typical trigger
Multiple workstreams, hard dates, a system go-live, or a program that has lost its thread.
Primary output
Delivered scope, a governed plan, clean decisions, and a defensible status picture.
How progress is measured
Milestones, decision throughput, risk burn-down, benefit realization.
Who is mostly involved
Sponsors, workstream leads, vendors, and functional owners.
Governance style
Predictive where dates and dependencies are fixed, adaptive where the answer is being discovered.
Shape of the effort
Ongoing through the life of the work.
Sustainment
Handover into the operating rhythm and benefit tracking.
Choose this when
You know what to do and need it landed without drama.
Don't choose this when
Nobody has established whether the planned change is the right one.

Hybrid — Improve and Deliver

The question being answered
What has to change, and how do we install it across the operation?
Typical trigger
A transformation, an integration, a site consolidation, or a PE value-creation plan.
Primary output
A redesigned process that is actually running, plus the controls that hold it.
How progress is measured
Both — delivery milestones on the build, process measures on the outcome.
Who is mostly involved
Operations, delivery, IT or vendors, and the leaders accountable for the outcome.
Governance style
Two operating rules in one program, reported honestly rather than blended.
Shape of the effort
Phased — diagnosis first, then build and rollout, then sustainment.
Sustainment
Standard work, control plan, and the measure wired into an existing management review.
Choose this when
The fix and the build are the same effort and splitting them would break it.
Don't choose this when
The problem is contained to a single process — a focused engagement is cheaper and faster.

Signals

What it sounds like inside the business.

If more than one column sounds familiar, that usually points to hybrid — and it is worth saying so early rather than discovering it halfway through.

Focused Lean Six Sigma

  • The same defect or delay keeps coming back
  • Overtime is structural, not seasonal
  • Two functions disagree about the cause and both have data
  • You need a business case before you fund a bigger change

Project & Program Delivery

  • Status is green until it isn't
  • Decisions sit unmade for weeks
  • Dependencies across teams are discovered late
  • Benefits were promised but nobody is tracking them

Hybrid

  • The improvement needs a system, vendor, or new role to exist
  • A change has to land across multiple sites or teams
  • A value-creation plan has both operational and delivery commitments
  • A previous transformation stalled after the pilot

If you're still unsure

You don't have to pick correctly before the first call.

Describing the symptom is enough. The shape of the engagement is a conclusion of the first conversation, not a prerequisite for it — and it is written down before any work starts.

Start the conversation

Let's talk about what needs to move.

A short conversation about the outcome you need, the constraint in the way, and whether we are the right partner for it.