Skip to Content


Posted on

What is this Stage

The Approach Stage is where one looks to distill what was learned during conversations that occurred during the Discovery Session. This is a customized approach to accelerate and progress towards the goal or problem statement.

At the end of this stage you should have the following outcomes:

  • Key Residency Assumptions selected
  • Approach to achieve Key Residency Assumptions created/shared
  • Written Contract for work between interested parties

Who Participates

Here are those who need to be included during this stage:

  • Red Hat
    • Engagement Lead
    • Architect
    • Business Development Manager
    • Territory Services Manager
    • Sales Account Team
  • Customer
    • Stakeholders (those with “skin in the game”)
    • Project Sponsor

Default Route

While there is not right or wrong way to complete this Stage and satisfy each of the Waypoints, here are a set of default practices that will complete all the Waypoints inside this stage:

  • Whiteboard Session
  • Google Drive Collaboration
  • SOW & Legal

Which Waypoints they particularly support completion of are found in the following diagram.

default route