Designing the Playbook | Nick Lachniet

A Leader's Toolkit for Transformation

The Front Door to Innovation

A standardized intake process ensures all new initiatives are captured, triaged, and aligned to strategic priorities before significant resources are committed.

Objective Prioritization Frameworks

To move beyond gut-feel decisions, I implement objective scoring models like DVF or RAID. The framework is tailored to the organization, but the goal is always to deliver outstanding experiences, de-risk investments, ensure we're working on what matters most, and communicate decisions effectively within the organization.

The Master Execution Brief

This brief is an example of a repeatable process that creates a single source of truth for every project. While tailored to the context, it consistently defines the core charter to ensure all partners are aligned from the start.

Blueprints in Action

Abstract image representing retail strategy

Signet Jewelers: A Two-Phase Transformation

For America's largest jeweler, I led the innovation team to define their end-to-end customer service blueprint at the height of the pandemic. This work was done in parallel with launching their first-ever virtual sales and service capabilities, which mobilized associates to engage with customers from home during lockdown. I pioneered an agile CX strategy definition framework that enabled the team to quickly ideate, validate, and prioritize concepts for this new reality, rapidly building a backlog that fundamentally changed how customers engaged with their digital properties.

My Key Actions:

Partnered with SVPs of CX & XD to define new org structures
Authored foundational playbooks for the CX & Product organizations
Onboarded all new Product Directors & Managers
Mapped back-of-stage impacts to Operations, HR, and Change Management
Mapped technical architecture (CMS, PIM, CDP) to drive prioritization
18+
$100M+
Product Teams Scaled From 2
In Follow-On Work

The success of the customer blueprint directly led to a new mandate: transform the in-store employee experience. This involved creating a second end-to-end blueprint for internal tools, starting with a project to decouple their legacy Point-of-Sale system.

My Key Actions:

Authored the Employee Experience (EX) Blueprint
Spearheaded the "single pane of glass" POS modernization initiative
Designed the new training simulator for store associates
99.6%
On Time
On Budget
POS Training Time Reduction
Delivery
Execution

The success of the employee blueprint enabled me to build relationships with their CHRO, CSPO, COO, CMO, and the presidents of their brands (Jared, Kay, Zales, and Banter by Piercing Pagoda). I became the connector within the client's organization, ensuring cross-functional alignment across stakeholder groups to effectively go-to-market and go-to-field.


Abstract image representing healthcare retail

Walgreens: Building a Culture of Prioritization

Walgreens' innovation teams were operating in a reactive mode, struggling to align their work to the company's broader strategic pillars. I collaborated directly with executive leadership, conducting interviews to fine-tune and define their highest-level strategic pillars. I then led the work to decompose those pillars layer by layer into quantifiable KPIs and OKRs, which could be leveraged within a DVF framework to prioritize innovation initiatives from across the organization. In addition to building the framework, I owned the socialization plan and communication strategy to generate excitement, brand the initiatives, and build the momentum needed to drive them home.

My Key Actions:

Led Account & Program Management over strategy and pilot teams
Authored the Innovation & Product Management Playbook
Coached product teams on the new prioritization framework
2
50+
100%
Pilots Launched in 3 Months
Cross-Functional Team
On Time & On Budget

The playbook provided a common language and process for innovation, enabling teams to make smarter, faster decisions and clearly communicate the "why" behind their work to leadership. The two pilots—an express drive-thru lane and a digital health assistant—demonstrated the framework's effectiveness in tackling both physical and digital transformation challenges.