| Phase | Road map | Action Item / Action It | Optimization | Dynamic |
| Convergent | Focused | Negotiated | Heads up | In a Nutshell |
| Diversity | Elephant in the room | BUZZWORD BINGO (free square) | Flexibility | Leadership |
| Profit[ability] | Heavy lifting | Cross Sell | High-Level | Soup to nuts 24/7 |
| Ramp Up | Expectations | 30,000 foot view | Partner | Ownership |