We start by building a clear picture of how the business is operating today and where execution is breaking down. This includes leadership interviews, reviewing current goals and priorities, mapping how decisions get made, and identifying where work stalls across teams. We look at your operating cadence, communication norms, handoffs, and performance visibility so we can separate symptoms from root causes and identify the highest-leverage fixes.

Deliverables

• Assessment summary with key constraints, opportunities, and root-cause themes

• Execution friction map highlighting the biggest breakdown points

• Baseline KPI and reporting snapshot with visibility gaps

• Focused 90-day priority plan with owners and timeline

Next, we design the operating system that matches your stage and goals. We translate strategy into an operating plan with clear priorities, ownership, and decision paths. We define the leadership rhythms that keep the team aligned, establish the communication structure that reduces noise, and build the metrics and reporting needed for confident decision-making. The goal is a system that is simple enough to use, strong enough to scale, and clear enough to reduce founder dependency.

Deliverables

• Quarterly operating plan and priority map

• Role clarity and ownership model, including decision paths

• Leadership cadence and meeting architecture, including agendas and norms

• KPI framework with dashboard structure and reporting cadence

• Cross-functional workflow standards for core workstreams

Then we put the system into action. I embed part-time with your team to roll out the cadence, support leaders as they shift how they operate, and remove friction in real time. We tighten cross-functional handoffs, establish repeatable workflows, and make reporting and accountability practical, not performative. This phase is focused on adoption and follow-through so the system becomes the way the company runs, not an initiative that fades.

Deliverables

• Operating cadence running consistently across leadership and teams

• Dashboards and reporting live, with clear owners and rhythms

• Implemented workflows, templates, and operating docs used in day-to-day work

• Action tracking and follow-through system that improves execution reliability

• Issue and risk log with resolution approach and escalation paths

Finally, we ensure the system lasts without ongoing dependence on me. We document how the operating system works, train leaders and managers to own the cadence and reporting, and clarify what “good” looks like so new hires and evolving teams can stay consistent. We also set a forward plan for continuous improvement, so the system strengthens over time instead of slipping back into reactive mode.

Deliverables

• Operating playbooks for cadence, reporting, and decision-making

• Documentation library of templates, standards, and workflows

• Leader enablement plan and handoff checklist

• Transition plan with ownership, next-phase priorities, and improvement roadmap