why what how

When I start working with a new client, I start with the Why, What, How. Then I make improvements that are released once a month.

So If I was working with you, we would kick off with a 2 hour workshop (that I repeat with with you every 3 months), which establishes the roadmap for your Salesforce.com system, In particular you get these outcomes;

Why - alignment between your system and your company strategy.
What - a list of Initiatives to deliver on your strategy.
How - the roadmap of improvements to be made gradually over time.
I then take this information after the workshop and expand it into system “features” and “user stories” that talk about what you want the system to do for its users in plain language.