MetAiBlockUpdated July 31, 2026
AI Discovery · Phase 1

Engagement Timeline

Every stage of your engagement, who owns each one, and exactly what is happening now. This page stays current as the work moves, so it is always the single source of truth.

2 of 9stages complete
22%

The two things that move this forward now

1
Book the discovery kickoffClient + MetAiBlock

Our first working session, the week of August 3. Pick the time that fits, and bring Janice if you would like.

Book the kickoff session
2
Name your operations point of contactClient + MetAiBlock

The person who knows the day-to-day systems. Janice is the natural fit, since she also owns the knowledge transfer work.

Full sequence

Stages run in order unless marked otherwise.

  1. CompleteJul 13, 2026

    Engagement scoped and agreed

    A landing page request became a full AI discovery engagement. Scope, price, and start date agreed on the call.

    OwnerClientMetAiBlock
    • Discovery scoping call held
    • Phase 1 agreed at $5,000
    • Start set for the week of August 3
  2. Complete

    Vendor setup and retainer funded

    Vendor onboarding sent with the invoice and W-9. The Phase 1 retainer is paid in full, so the budget is in place.

    OwnerClient financeMetAiBlock
    • Invoice issued and payable
    • W-9 provided for vendor setup
    • Retainer paid in full
  3. 3
    Up nextWeek of Aug 3

    Discovery kickoff session

    The working session that starts discovery. We align on goals, scope the walkthrough, and set the cadence for the phase.

    OwnerClientMetAiBlock
    Book the kickoff session
    • Session booked
    • Goals for the phase confirmed
    • Cadence set for the discovery phase
  4. 4
    Up next

    Operations discovery and mapping

    We learn how Liberty actually runs today: the tools in use, the manual steps, and what is slow, fragile, or at risk.

    OwnerClientMetAiBlock
    • Operations point of contact named
    • Inventory of tools the team uses daily
    • Current workflows walked through
    • Bottlenecks and risks surfaced
  5. 5
    Scheduled

    Retiring-role knowledge transfer

    Capture the knowledge tied to the upcoming retirement before it leaves, and plan how to automate what that role does.

    OwnerClientMetAiBlock
    • Critical knowledge and processes captured
    • Automation plan for the role drafted
  6. 6
    ScheduledDelivered during discovery

    AI roadmap

    The plan for what Liberty automates first, second, and third, ranked by impact and effort.

    OwnerMetAiBlock
    • Opportunities mapped and ranked
    • Roadmap delivered
  7. 7
    ScheduledTarget: by Labor Day

    Strategic-plan landing page

    The public page for the new 20-year Next Chapter plan, built to engage funders and the fellows.

    OwnerMetAiBlockClient
    • Content and message locked
    • Page designed and built
    • Live and reviewed
  8. 8
    Scheduled

    Cost analysis for board approval

    Future project costs scoped and packaged so the board can approve the next phases with a clear number.

    OwnerMetAiBlockClient
    • Future work scoped and priced
    • Board-ready summary delivered
  9. 9
    Scheduled

    Phase 2: monthly retainer

    Discovery converts into a monthly retainer sized to what it surfaces, so Liberty can budget it month to month.

    OwnerClientMetAiBlock
    • Scope set from the findings
    • Monthly retainer begins

Questions on any stage

If a stage needs a different owner or a different order, tell me and I will adjust the plan around how Liberty Fellowship actually works.

Email CharlesBook a time