VisionVolve · Engage
Engagement Configuration Draft · Working document

Dr. Max — Day 0 (current reality)

For internal VV use, then negotiation with client. Generated 2026-09-02 from current platform state.
1. Executive summary

What this engagement is

ArchetypeElevation
Duration6 months core + 12 months long-tail
Engagement structureInterim CAIO (Michal) + VV delivery (Anton + consultants)
Indicative value€240K – €375K (18-month horizon)

Amplify an existing internal AI lead — capability exists but lacks authority, scope, or executional discipline. Partner extends, never replaces.

Today's diagnostic

8 active obstacles · 5 critical/large VaR. Cumulative delay if unresolved: 34–84 weeks. Illustrative € exposure: €1.5M–€4.8M across 6 measured obstacles.

To fill before client conversation
  • Primary VV win: reference engagement / methodology validation / pharma vertical entry / Penta relationship — which one anchors this?
  • Primary client win: compliance / capability foundations / PE-exit story / measurable operational benefits — your read of what Dr Max is really buying?
2. Six methodology tracks · current vs target

The 6 dimensions of progress

Every AI transformation moves on 6 tracks simultaneously. Track 3 (AI Operating System) is the backbone — it multiplies progress on every other track. Without it, the others are uncoordinated.

TRACK PROGRESS TOWARD M6 TARGET Track 1: Opportunity Pipeline 0% Track 2: People 0% Track 3: AI Operating System 0% Track 4: Value Chain Coverage 0% Track 5: Risk & Compliance 0% Track 6: Value & Reporting 0%
Track 1 Opportunity Pipeline 0%
funnel · Target: Gate 2 fired ≥ 1×
0 mechanisms stood up
4 to stand up
3 active obstacles
0/9 authorities granted
Track 2 People 0%
stock-and-flow · Target: 5–8 D2+ sponsors, 3–5 B2/B3 champions
0 mechanisms stood up
2 to stand up
1 active obstacles
0/7 authorities granted
Track 3 AI Operating System 0%
BDN (backbone) · Target: L4 Coupled (target M6)
0 mechanisms stood up
4 to stand up
6 active obstacles
0/17 authorities granted
Track 4 Value Chain Coverage 0%
funnel · Target: L2 Two-spined
0 mechanisms stood up
1 to stand up
1 active obstacles
0/6 authorities granted
Track 5 Risk & Compliance 0%
BDN · Target: L4 Managed (regulated)
0 mechanisms stood up
5 to stand up
2 active obstacles
0/4 authorities granted
Track 6 Value & Reporting 0%
BDN · Target: L3 P&L-linked
0 mechanisms stood up
3 to stand up
0 active obstacles
0/6 authorities granted

Cross-track couplings (methodology)

3. Active obstacles by track

What threatens which dimension

Each row is an active obstacle; columns are the 6 tracks. Cells colored = obstacle threatens that track.

T1 T2 T3 T4 T5 T6 O-001 Pipeline Stall at Gate 2 ● ● O-003 Risk Function Disengaged ● ● O-008 VV Commercial Capture ● O-010 Heavy-Gate Decision Drift ● ● O-013 Sponsor Escalation Stalled ● ● O-014 Multi-Market Parity Drift ● ● O-015 Vendor Stack Fragmentation ● O-022 AI Act Compliance Stalled ●
4. Engagement structure

Co-leadership, not consultant-client

This is not a typical outside-in consulting engagement. It is a co-leadership pattern: Michal (interim CAIO) sits inside Dr Max leadership; VV (Anton + consultants) operates as the delivery arm Michal recruits. Commercial trails are independent.

VV roles

Client-side counterparts

Unknown / open questions on counterparts

Commercial split + recusal protocol

5. Commercial structure

Four-tier compensation

Tiers are independent — each negotiated and invoiced separately to keep the structure clean.

COMMERCIAL STRUCTURE · INDICATIVE €240K – €375K OVER 18 MONTHS T1 Advisory €90K T2 Delivery €90K range €60K – €120K T3 Exit bonus €40K T4 Benefits realization €88K range €50K – €125K TIMING Months 1–6 (T1 + T2) M6 (T3) M+6 / M+12 (T4)
T1 — Advisory time

Michal as CAIO (1/4 FTE @ €2,000/day × 5 days/month = €10K/mo) + Anton + 1–2 consultants on advisory rota (~20h/mo @ €250/h = €5K/mo). Capped, invoiced monthly.

€15,000/month
€90,000total over 6 months
T2 — Delivery scope

Workshops at €2,400/day (60K CZK/day). Analysis, PoCs, reports invoiced separately. Indicative envelope: 6 workshops + 4–8 analysis pieces. Scope ladder: must / should / nice.

€2,400/workshop day
€60K – €120Kindicative envelope
T3 — Exit-criteria bonus

€40,000 target paid at M6 if methodology-defined exit criteria satisfied. Weighted partial payout (e.g., 65% met → €26,000). Independently observable from platform.

WtCriterion
20%Heavy Gate 2 fired ≥ once
15%AI Council met monthly for ≥ 4 consecutive months
20%Track 3 (AI OS) at L4 maturity
20%Track 5 (Risk & Compliance) at L4 maturity
15%AI conformity assessment (L3-329) operational
10%≥ 2 of 6 markets running cross-market sync forum
T4 — Benefits-realization tail

Two long-tail packages tied to measurable Dr-Max-side business benefits, paid 6 and 12 months after engagement closes. Designed jointly during M0–M2 with Kateřina + CFO Bornemann; locked at M2.

€25–50KM+6 package
€25–75KM+12 package

Pre-condition: measurement plumbing operational by M3 for any benefit selected.

6. Per-track deep-dive

What moves each track forward

1
Opportunity Pipeline
funnel · 0% · target: Gate 2 fired ≥ 1×
Active obstacles threatening this track
  • O-001 · Pipeline Stall at Gate 2 HIGH
  • O-003 · Risk Function Disengaged HIGH
  • O-010 · Heavy-Gate Decision Drift HIGH
Mechanisms (L3) that move this track

0 stood up · 4 not stood up

Authorities (L1) that gate this track

0 of 9 granted at current state. L1-101, L1-102, L1-106, L1-107, +5 more

2
People
stock-and-flow · 0% · target: 5–8 D2+ sponsors, 3–5 B2/B3 champions
Active obstacles threatening this track
  • O-013 · Sponsor Escalation Stalled HIGH
Mechanisms (L3) that move this track

0 stood up · 2 not stood up

Authorities (L1) that gate this track

0 of 7 granted at current state. L1-116, L1-117, L1-118, L1-119, +3 more

3
AI Operating System
BDN (backbone) · 0% · target: L4 Coupled (target M6)
Active obstacles threatening this track
  • O-001 · Pipeline Stall at Gate 2 HIGH
  • O-008 · VV Commercial Capture HIGH
  • O-010 · Heavy-Gate Decision Drift HIGH
  • O-013 · Sponsor Escalation Stalled HIGH
  • O-014 · Multi-Market Parity Drift HIGH
  • O-015 · Vendor Stack Fragmentation MED
Mechanisms (L3) that move this track

0 stood up · 4 not stood up

Authorities (L1) that gate this track

0 of 17 granted at current state. L1-101, L1-102, L1-103, L1-104, +13 more

4
Value Chain Coverage
funnel · 0% · target: L2 Two-spined
Active obstacles threatening this track
  • O-014 · Multi-Market Parity Drift HIGH
Mechanisms (L3) that move this track

0 stood up · 1 not stood up

Authorities (L1) that gate this track

0 of 6 granted at current state. L1-105, L1-109, L1-113, L1-126, +2 more

5
Risk & Compliance
BDN · 0% · target: L4 Managed (regulated)
Active obstacles threatening this track
  • O-003 · Risk Function Disengaged HIGH
  • O-022 · AI Act Compliance Stalled HIGH
Mechanisms (L3) that move this track

0 stood up · 5 not stood up

Authorities (L1) that gate this track

0 of 4 granted at current state. L1-115, L1-124, L1-126, L1-130

6
Value & Reporting
BDN · 0% · target: L3 P&L-linked
Mechanisms (L3) that move this track

0 stood up · 3 not stood up

Authorities (L1) that gate this track

0 of 6 granted at current state. L1-110, L1-111, L1-122, L1-123, +2 more

7. Sequencing — what to do when

Top 7 prescribed actions

Rule-based recommendations from current platform state. Cadence-organized.

THIS WEEKBEFORE M0NEXT 30 DAYSBEFORE PILOT 7 high-severity obstacles firing — engagem… Pre-stage 30-min CEO briefing before M0 Stand up L3-329 (AI conformity assessment … Negotiate 3 authorities during M0 Charter cross-market sync forum (L3-326) Confirm Luca Demarchi still in seat (or id… Engage 3 named-but-inactive peers
  1. 7 high-severity obstacles firing — engagement risk profile is elevated
    This week · AR + Michal
    When 5+ HIGH-severity obstacles fire concurrently, the engagement is structurally fragile. Consider whether this is the right week to commit to M0, or whether to invest 1–2 weeks in pre-mitigation.
    Evidence: 7 obstacles with severity=high are currently active
  2. Pre-stage 30-min CEO briefing before M0
    Before M0 · AR · resolves O-013
    Sponsor is not actively driving (Board state = Aware). M0 will not get the air cover it needs unless the CEO arrives pre-aligned on what is at stake.
    Evidence: L0.board_state = Aware · O-013 (Sponsor Escalation Stalled) is active
  3. Stand up L3-329 (AI conformity assessment process) within 30 days
    Next 30 days · CIO + GC · resolves O-022
    EU AI Act pressure is Months_3_to_6 and the conformity assessment process is not yet stood up. The legal exposure window is closing; this is a hard deadline, not a soft target.
    Evidence: L0.ai_act_deadline_pressure = Months_3_to_6 · L3-329 state = not_stood_up · O-022 (AI Act Compliance Stalled) is active
  4. Negotiate 3 authorities during M0
    Before M0 · AR + Sponsor · resolves O-001, O-003, O-008
    3 L1 authorities are currently Out and are gating active obstacles. These are the actual horse-trade items for the M0 conversation.
    Evidence: Authorities to negotiate: L1-108, L1-129, L1-113
  5. Charter cross-market sync forum (L3-326)
    Next 30 days · IAL · resolves O-014
    Multi-market engagement with no cross-market sync mechanism. Markets will diverge (different vendors, different decision cadences) within the first quarter unless the sync is stood up early.
    Evidence: L0.multi_market = true · L3-326 state = not_stood_up · O-014 (Multi-Market Parity Drift) is active
  6. Confirm Luca Demarchi still in seat (or identify successor)
    This week · AR
    CIO is the structural reporting line for the Internal AI Lead and the convening counterparty for Track 3. If the seat changes during the engagement, the AI Council charter has to re-anchor.
    Evidence: people.CIO notes flag tenure uncertainty: "Per 2024 sustainability report; tenure UNCERTAIN — possible move to Bata Group.…"
  7. Engage 3 named-but-inactive peers
    Before M0 · AR · resolves O-001, O-003, O-008
    Leonardo Ferrandino, Thomas Bornemann, Luca Demarchi are named in the org but not yet engaged on AI matters; obstacles depend on their activation.
    Evidence: peer.CEO (Leonardo Ferrandino) is named=true, active=false · peer.CFO (Thomas Bornemann) is named=true, active=false · peer.CIO (Luca Demarchi) is named=true, active=false
8. Authority asks for the Interim CAIO seat

What Michal needs to function

5 Must-have authorities for an Elevation engagement. 0 Nice-to-have as upside.

Must-have (engagement cannot deliver without)

Information

Hiring

Communication

9. Open questions for client

Need direct confirmation