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PHASE 02 · ORGANIZE

Plan and architect

ORGANIZE turns a gap list into a program your team can run: owners, budget, sequence, architecture, dependencies, and an evidence plan. You leave with a plan that can be funded, assigned, and reviewed.

WHAT THIS PHASE ESTABLISHES

Turn an accepted baseline into an owned, funded, sequenced program. ORGANIZE makes the work purchasable and executable: owners, dependencies, architecture, dates, costs, decision gates, and a plan for evidence.

THE BUYER PROBLEM
The firm knows what is wrong but cannot turn the findings into a funded plan with accountable owners, a realistic schedule, and an architecture that will survive the target work.
WHO IT IS FOR

An SMB with an accepted ORIENT baseline, or an existing credible gap assessment, that needs a remediation program, architecture, resource plan, or prime and subcontract execution plan.

WHAT YOU LEAVE WITH

A funded, scheduled program: an owned roadmap sequenced the way evaluators score it, the architecture package, and work packages that each carry an acceptance condition.

STANDARD ARTIFACTS

What the phase produces.

The exact phase boundary and the client inputs are documented before work begins. These are the artifacts that define acceptance.

Accepted baseline normalization

Confirmed findings separated from assumptions.

POA&M and roadmap

Owners, dependencies, cost, and dates.

Architecture package

Boundary, shared responsibility, systems, and evidence structure.

Execution handoff

Work packages and their acceptance conditions.

Program architecture addenda

Access, document and CUI, and export-control design elements that are in scope.

Execution-procedure design

Process maps, the flow-down register, and closeout checklist design.

LIMITS THAT APPLY HERE

No phase guarantees an outcome.

NO GUARANTEE
ORGANIZE does not implement every control, guarantee a certification outcome, or replace the client's executive, accounting, legal, safety, or security accountability. No OORAH phase guarantees an award, a certification, an accounting approval, a safety certification, a legal outcome, revenue, or margin.
CURRENT CMMC POSTURE
CMMC Phase II (Level 2 and Level 3 third-party assessments) has been suspended since 2026-07-13 pending the Department of War reform review, and contracting officers were directed on 2026-09-03 to remove Phase II requirements from solicitations and contracts. Level 1 and Level 2 self-assessments, baseline NIST SP 800-171 Revision 2 compliance, SPRS, and the DFARS 252.204-7012 safeguarding obligation remain in force. CMMC work is quoted only after the current-posture check.

NEXT STEP

Ready for ORGANIZE?

Every engagement starts with a conversation about the route, not a price list. Tell us the target contract and where you think the gaps are.

A 30-minute introductory call. Bring the target solicitation and what you already know about your gaps.

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