PREPARATION GUIDE

Preparing for a
TalentGuard Discovery Conversation

The TalentGuard discovery conversation is designed to understand your workforce priorities, current processes and desired outcomes. No formal preparation is required. The questions below can help make our discussion more relevant to your organization.

Area 1

Your Business Priority

What prompted your organization to explore a solution now?

What business outcome are you hoping to achieve?

Area 2

Your Current Approach

How are skills, career development, succession or workforce readiness managed today?

Where does the information currently live?

Area 3

Initial Scope

How many employees, roles, business units or locations may be included?

Are you considering a pilot, phased rollout or enterprise-wide initiative?

Area 4

Technology Environment

Which HRIS, LMS, LXP, ATS or talent systems are currently in use?

Are there integration, security, hosting or single sign-on requirements we should understand?

Area 5

Success and Timing

What would a successful outcome look like for your organization?

Is there a target date, business initiative or organizational event driving the timeline?

Optional

Helpful Materials

You may wish to bring a representative job description, competency model or current process example.

Please do not send sensitive employee information in advance.

You do not need to have every answer before the call.

Our conversation will help clarify your priorities, identify the appropriate scope and determine whether TalentGuard is a strong fit for your organization.

WHAT TO EXPECT

How long	30 minutes.
What kind of call	A conversation, not a demo. We are working out whether there is a fit in both directions. A demonstration follows separately if there is.
Who joins from TalentGuard	A solutions lead, and a technical lead where systems or integration are likely to come up.
Who to bring	Whoever owns skills, roles or job architecture. Add someone from HRIS or IT only if integration and security are already on your list — otherwise a first call works fine with one person.
Preparation required	None.

Book the conversationOr read on to see what we’ll cover.

THE OTHER DIRECTION

What you can ask us

This works in both directions. These are the questions we would want answered if we were on your side of the call.

—	What happens if our job descriptions are not in good shape? Does that stop us before we start?
—	What data do you actually need from us, and when?
—	How much time does this take from our team, not yours?
—	Who approves a role standard, and what does the audit trail actually look like?
—	Where would you tell us not to use TalentGuard?

AFTER THE CALL

What you are starting, and what you are not

IF THERE IS FIT

We come back with a scoped proposal — usually a 90-day Accelerator covering 25 to 50 roles, so the first commitment is bounded.

IF THERE IS NOT

We say so on the call. We would rather tell you now than six weeks into a procurement process.

EITHER WAY

Nothing is signed, nothing is committed, and no data changes hands. This is a conversation.

Thirty minutes. No preparation required.

Bring whatever you have. The questions above are there to make the conversation useful, not to be completed in advance.

Book the conversation Build the internal case first

NOT READY TO BOOK YET

Build the internal case first.

Most people who reach this page need a number for someone else before they can move. Our business case page works a worked example end to end — five cost pools for a 5,000-employee organization, three scenarios, and the arithmetic behind every figure, so you can substitute your own numbers and defend the result in a budget conversation.

THE ARITHMETIC

Every figure derived on screen, line by line. Nothing to take on faith and nothing you can’t check by hand.

HONEST CATEGORIES

Cash saved and capacity recovered reported separately. Risk named, and deliberately left out of the total.

SIX INPUTS

A short list of what to gather and who in your organization already has it. Five of the six exist internally today.

Open the business case
No form, nothing gated. The only figure it can’t supply is our price — that comes from the call above.

Preparing for a TalentGuard Discovery Conversation