Course — Leading Logistics Engagements

8-module course on the practitioner side of running logistics and intralogistics consulting engagements. Where Course 3.2 covers business development and sales, Course 3.3 covers delivery excellence, team leadership, and practice building. Intended for engagement managers and practice leaders.

Module Map

#	Module	Wiki Page
1	Engagement Kickoff & Charter	Engagement Kickoff and Charter
2	Scope, Schedule & Budget: The Triple Constraint	Scope Schedule and Budget Management
3	Change Orders, Deliverable QC & Steering Committees	Change Orders Deliverable QC and Steering Committees
4	Stakeholder Leadership & Executive Communication	Stakeholder Leadership and Executive Communication
5	Running Design Reviews & Managing Expectations	Design Review Management
6	Conflict, Account Development & Industry Marketing	Conflict Resolution and Account Development
7	Building & Leading Technical Teams	Building and Leading Technical Teams
8	Operations Strategy, In-House Pivots & Practice Building	Operations Strategy and Practice Building

Key Frameworks from This Course

• Charter-first rule: Signed charter before any billable work; includes explicit out-of-scope list
• EVM: SPI = EV/PV; CPI = EV/AC; EAC = BAC/CPI — budget flag at 15% variance
• BLUF: Lead with the recommendation; analysis supports, not precedes, the conclusion
• CO discipline: No out-of-scope work without a signed change order — especially critical on fixed-fee engagements
• RAG protocol: Amber = mitigation plan required; Red = escalation + recovery timeline required
• Trust ladder: 4 levels of delegation from “do and report back” to “decide and implement”
• Psychological safety (Edmondson): Team learning and performance correlate with ability to speak up safely
• Practice health: Revenue/consultant >$300K, utilization 70–80%, win rate >35–40%, NPS >50

Prerequisite / Companion

• Course - Logistics Consulting (3.2) — covers the sales cycle and proposal writing that precedes engagement delivery