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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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  1. Introduction

Who is this playbook for?

Spoiler alert, its for people in EE and those interested in the Advice Process

PreviousWhy we use the Advice ProcessNextUsing this Playbook

Last updated 2 years ago

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It’s for anyone that’s interested in the Advice Process – both inside Equal Experts and outside.

Inside EE?

A key reason this playbook exists is to support employees inside Equal Experts and provide an overview of the processes we use, so new starters can gain context and support. It’s also for old hands who want a refresher on how to do things (not everyone will need to run an AP regularly).

If you make decisions in your day to day job (which we all do) this will be relevant to you. It’s more than just seeking advice – it's about corporate governance (in an accessible, non-boring way, hopefully). It’s intended to help us manage ongoing change while continuing to run the company in an un-corporate way – and keep the network recognisably ‘us’ as we continue to grow.

Outside EE?

It’s our hope that this playbook might also provide a template or framework for any other people and/or organisations who are outside the Equal Experts network, who are looking for a real-world guide to implementing the Advice Process (or something like it). At the very least, hopefully some element of our experience may inform your own efforts. We have released this playbook under which means you can modify it and use it, even for commercial purposes, as long as you give credit and distribute under the same license.

Creative Commons Attribution-ShareAlike 4.0 International License