Discovery and Planning: clarity before commitment
Discovery and Planning is the paid first step of every Cirrico partnership. It aligns your organisation, builds a board-ready investment case, and shapes a three-year Salesforce partnership - deliberately low commitment and high clarity, with no big ask upfront. It starts from £4,000, depending on the size of your charity and the scope we agree together.
From £4,000
The starting investment
2 to 4 weeks
The typical duration
7 deliverables
All yours to keep
3 months
To first go live once programme work begins
How does Discovery and Planning work?
Step one
Align
Workshops with your leaders connect mission to outcomes, then to Delivery Success Goals and the measures behind them - the Cirrico Align Model.
Step two
Discover
We review your systems, data and processes with the people who use them every day.
Step three
Shape
Together we shape a phased three-year roadmap, with a first go live inside three months of programme work starting.
Step four
Propose
You receive a board-ready investment case with the numbers, the assumptions and the level of effort.
Artificial Intelligence readiness is now part of every Discovery and Planning
Every Discovery and Planning engagement now looks at Artificial Intelligence alongside the rest of your roadmap: whether your data is ready, which use cases are worth doing first, what would need to be true before anything connects, and which tool fits. You do not have to decide to “do Artificial Intelligence” to get this. It is part of the plan.
Readiness check
Data quality, permissions, policy and skills, scored candidly.
Use case shortlist
The five to ten things worth doing, scored for value and risk, with the ones to avoid named.
Version one policy
A two-page Artificial Intelligence policy and acceptable use rules, written for you.
Tool recommendation
Agentforce Coworker, wider Agentforce, Claude, Copilot or not yet, with the reasons.
Want the Artificial Intelligence part on its own?
A focused Artificial Intelligence Discovery and Planning takes one to two weeks, starts from £4,000 and produces the four outputs above plus a roadmap and a decision. Start with Explore, a two-hour session at no cost to you.
What you receive
A Discovery Summary Pack with insights
Delivery Success Goals and candidate measures
A level of effort estimate with assumptions
A board-ready investment proposal
A phased three-year roadmap
A Programme Proposal
A Managed Service Partnership Proposal
Artificial Intelligence readiness assessment and use case shortlist
Version one Artificial Intelligence policy
Typical use cases
Fundraising growth and supporter journeys
Marketing personalisation and engagement
Programme delivery and impact measurement
Grantmaking
Operating model, finance and reporting alignment
Artificial Intelligence readiness and first use cases
A candid word
Discovery and Planning is complete in its own right - you keep every deliverable, and most charities continue because the case is clear, never because they are locked in. And if we are not the right fit, we will say so quickly and point you somewhere useful.
Who you will work with
These are the people who will answer, not a sales queue.
Dan Blackwell
Founder and Chief Executive Officer
Leads Discovery and Planning and stays accountable across every partnership.
Raj Sitladin
Nonprofit Specialist
Builds the partnership and the business case with you from the very first conversation.
Talk to Dan and Raj about Discovery and Planning
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