Boldyn Networks — Phases 1 & 2 Project Plan

Global Messaging Project: Completing the Built on Bold System
📋 Prepared by: madeXus 📅 Updated April 12, 2026 🎯 Target Completion: May 22, 2026 📦 5 Delivery Batches
18
Total Deliverables
6
Completed
12
Remaining
5
Delivery Batches
Completed (6 of 18) Production (7) Playbook Integration (5)

Updated Timeline — Monday, March 30 → Friday, May 22, 2026

Batch 1: Build Mon Mar 30–Fri Apr 17
Review Mon Apr 20–Wed Apr 22
Batch 2: Build Mon Apr 13–Thu Apr 30
Review Fri May 1–Tue May 5
Batch 3: Build Mon Apr 20–Thu May 7
Review Fri May 8–Tue May 12
Batch 4: Build Mon Apr 27–Thu May 14
Final Revisions Fri May 15
Batch 5: Sessions Mon May 18–Fri May 22
Agency Build Client Review / Final Revisions Final Batch Delivery Live Sessions
⏱ Revisions, if any, are incorporated into the next batch delivery. Final Batch 4 revisions deliver Friday, May 15.

Batch 1 — Foundation & Process

Build: Mon Mar 30–Fri Apr 17 Review: Mon Apr 20–Wed Apr 22
⏱ Client review window: 3 business days after delivery. Revisions, if any, are incorporated into the next batch delivery.
Phase I — SOW #3: Marketing Rhythm Framework
I-2.2

Theme Selection Process Document

Standalone workflow template — how to apply the rubric. Step-by-step process for selecting and validating annual themes.

Objective Production
I-3.1

Planning Workflow (Annual Playbook Appendix)

Calendar and step-by-step checklist for annual planning cycle. Incorporates quarterly checkpoints and regional activation windows.

Objective Production
I-3.2

Core Templates

Regional/Local Campaign Brief, Master Content Calendar, Creative Brief, Asset Checklist. Standardized formats for global consistency.

Objective Production

Batch 2 — Enablement & Activation

Build: Mon Apr 13–Thu Apr 30 Review: Fri May 1–Tue May 5
⏱ Client review window: 3 business days after delivery. Revisions, if any, are incorporated into the next batch delivery.
Phase I — SOW #3: Marketing Rhythm Framework
I-1.3

Audience Toolkit

Slide deck tailored for different internal audiences — executive, regional marketing, commercial teams. Adapts the framework narrative per stakeholder.

Interpretive Production
I-3.3

Activation Guide

How regions tailor themes without breaking global narrative. Expression guardrails, do's/don'ts, regional adaptation examples.

Interpretive Production
I-5.1

Onboarding Materials

Decks and PDFs for new and existing staff. Bundled with Activation Guide and Creative Standards for unified enablement package.

Objective Production

Batch 3 — Content & Thought Leadership

Build: Mon Apr 20–Thu May 7 Review: Fri May 8–Tue May 12
⏱ Client review window: 3 business days after delivery. Revisions, if any, are incorporated into the next batch delivery.
Phase I — SOW #3: Marketing Rhythm Framework
I-4.1

Thematic Thought Leadership Guide

Best practices for TL content — format, tone, author selection, distribution strategy. Aligned to Built on Bold expression system.

Interpretive Production
I-4.2

Asset Templates

Recommended formats for posts, articles, and presentations aligned to themes. Includes layout specs, character counts, and visual standards.

Objective Production

Batch 4 — The Built on Bold Playbook

Build: Mon Apr 27–Thu May 14 Final revisions: Fri May 15
⏱ Final revisions deliver Friday, May 15, 2026.
Phase II — SOW #4: Operationalization & Strategy Session
II-3.1

Internal Playbook — "Built on Bold"

The anchor deliverable. Comprehensive written guide integrating all framework elements — onboarding, FAQs, troubleshooting, expression system, regional application. V2/V3 decks (delivered Mar 11) serve as foundation.

Objective Playbook
II-1.1

Commercial Input Model

Process for collecting sales input without bottlenecks. Integrated as Playbook chapter — how commercial teams feed into the marketing rhythm.

Collaborative Playbook
II-1.2

Internal Sales Campaign Materials

Onboarding deck for commercial teams. How to speak about the Built on Bold system to clients and prospects.

Interpretive Playbook
II-2.1

Localization Guide

How regional teams adapt global themes within boundaries. Expression flexibility framework — what bends, what doesn't.

Interpretive Playbook
II-3.2

Final Onboarding Materials

Finalized decks, PDFs, and video walkthrough scripts. Complete enablement package for new stakeholders joining the Built on Bold system.

Objective Playbook

Batch 5 — Train-the-Trainer

Sessions: Mon May 18–Fri May 22
Phase II — SOW #4: Operationalization & Strategy Session
II-3.3

Train-the-Trainer Sessions & Materials

Up to 3 virtual sessions for 5 Boldyn stakeholders (max 6 hours total). Walking the team through the complete Built on Bold system so they can train others internally.

Interpretive Production

✅ Completed Deliverables (6 of 18)

✅

I-1.1 Global Marketing Rhythm Framework

R2 (Oct 22) + R3 Final (Nov 4, 2025)

✅

I-1.2 Internal Narrative / Playbook

Executive overview, strategic imperatives, framework rationale

✅

I-2.1 Proposed Themes (Annual H1/H2)

Calendarized themes with strategic rationale

✅

I-2.3 Theme Selection Criteria (Rubric)

Global applicability, commercial relevance, brand alignment

✅

II-2.2 Approval / Feedback Workflow

Defined review and consistency workflow

✅

II-4.1 In-Person Strategy Session

1.5-day session, Newport Beach — completed

Project Investment

$83K
$10K
$10K
$103K Total Engagement
$83K Original Scoped Services (SOW #3 + SOW #4) $10K Change Order $10K Agency Investment

A Note on How the Work Operates

On fixed-fee engagements, clients engage us for our expertise and point of view. The work operates across two dimensions:

Interpretive elements — tone, feeling, and expression — are shaped collaboratively.

Objective elements — structure, build, and the creative and strategic architecture — are shaped by the Agency grounded in experience, training, and proven discipline. Any changes here will impact cost and timeline.

For clarity, each deliverable is tagged as Interpretive or Objective.

Updated April 12, 2026 — Phases 1 & 2 Project Plan. 18 deliverables across 5 batches. Updated timeline targets May 22, 2026 completion. Each deliverable tagged as Interpretive or Objective per the engagement's operating dimensions.