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  • The Advice Process
  • Introduction
    • What is the Advice Process?
    • Why we use the Advice Process
    • Who is this playbook for?
    • Using this Playbook
  • Background
    • Overview
    • The principles to get behind
    • AP Benefits
    • Adoption Pains
    • The Advice Process protocol
    • Pirate or navy?
  • How the AP works
    • Step-by-Step Guide
    • Concept creation
    • Confirming the decision maker
    • Advice & Analysis
    • Making the Decision
    • Measuring the Decision
    • Learn and complete the AP
    • Governance for long-running initiatives
  • Run your own AP
    • Where to Start
    • Constraints
    • Tracking the Advice Process
  • AP Housekeeping
    • Documents, Tools & Meetings
    • Advice Process Learning Group
  • Even more AP
  • Get in Touch
    • How to contribute
    • Licence
  • Contributions
  • Our Playbooks
  • Equal Experts
  • Licence
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Last updated 11 months ago

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We really hope you found this playbook useful. If you want to chat about its contents – whether you’ve implemented the Advice Process in your organisation, or are interested in doing so – we’d love to hear from you.

Visit to find the current version of this playbook, and others focused on different areas of our business. Find updates, templates and other information or get in touch at if you are interested in working with us contact us at helloUK@equalexperts.com.

Follow us on Twitter @EqualExperts or find us on LinkedIn.

We’d like to say a massive “Thank You!” to our colleagues and clients, the brilliant hive mind whose wisdom and experience has made this into what it is.

This book is dedicated to you, and all the colleagues and friends who put up with our poorly designed, painfully scattered earlier attempts at implementing the Advice Process… It’s a journey...

Version 1.0 - 08/2019

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