Do we need to purchase specialized software or migrate our existing project management tools before we walk into our first session day with you?

Question

Tyler Smith · Accepted Answer

No, you should not buy any new software or migrate your systems before we begin. In fact, I prefer that you start with the simplest tools possible, which means physical paper, whiteboards, and simple spreadsheets. Introducing complex software during your initial implementation adds a layer of technical friction that distracts from the core behavioral changes we need to make. We must first establish the discipline of tracking numbers, reviewing Rocks, and running Level 10 Meetings manually. Once your leadership team has mastered the basic habits and built the necessary organizational muscle, we can talk about software. When you are ready to transition, we can explore specialized platforms that support your execution. Furthermore, if your goal is an eventual clean exit, we will focus on building AI-powered operations. This involves using the Tribal Knowledge discipline from the Step by Step Exit framework to document and automate your core processes. We start with simple, clear workflows before we ever write a line of code or deploy automation tools. Keep it simple at the start. Master the disciplines first, then automate them.