Tactic: The Quarterly Radar Review
🎯 Strategic Intent
To maintain a forward-looking posture for the client by using AI-driven foresight and the Socratic method to update the technology roadmap every 90 days.
🧠 The 7-Step Foresight Workflow
Use the Foresight Accelerator (LLM) as an expert colleague:
- Input Context: Client’s current stack, market position, and recent wins.
- Identify Trends: Select 2-3 emerging trends (e.g., Generative AI in Customer Ops).
- Socratic Dialogue: Engage in iterative questioning to explore the implications of those trends.
- Forecast Impact: Determine the specific effect on the client’s P&L and market cap.
- Risk Analysis: Identify new threats (security, technical debt) introduced by these trends.
- Strategy Synthesis: Incorporate insights into the living Tech Roadmap.
- Sounding Board: Pressure-test your final recommendations with the model before the CEO meeting.
🛠️ The Impact Filter (Decision Tool)
Every new initiative proposed during the Radar Review must pass the Impact Filter:
- Purpose: What does this fundamentally accomplish?
- Importance: Why is it crucial now?
- Ideal Outcome: What does the finish line look like?
- Best vs. Worst: What is the gain of action vs. the cost of inaction?
- Success Criteria: What 3 things must be true for this to be a “Win”?
📍 Maintenance Task
- Update the Dashboard: Immediately following the Review, update the Technology Project Dashboard with the new priorities, categorized by (De-risk | Unclog | Scale).
Source: Prepare to Serve - The Foresight Accelerator-Summary, Serve - The Functional Technology Framework - Impact Filter-Summary, Serve - The Functional Technology Framework - Technology Project Planner-Summary