How I Help
Four ways to work together.
Each solves a different problem.
Start where you are. Engage deeper when the situation calls for it.
The Lineup
Four engagements.
One discipline.
Each engagement delivers a finished outcome on its own. No model is a prerequisite for the next. Pick the one that fits your moment.
Calibrate
Diagnose where the CEO and leadership team are out of alignment. A clean read of what's working and what isn't.
- CEO private diagnostic
- Leadership half-day alignment
- Strategy assessment summary
Clarify
Define the real problem, the key choices, and the logic behind them. Fast clarity before committing to a full plan.
- Problem statement
- Possibility Set
- Strategy Cascade (As-Is)
- What Would Have To Be True
- Business Model Canvas (As-Is)
- CEO Summary
Build
Create a complete, validated strategy with a 12-month operating plan. Evidence, stress testing, and a board-ready package.
- Core Problem Definition
- Possibility Sets
- Strategy Cascade (To-Be)
- Validated Business Model
- Focused Operating Plan
- Stress Testing
- Board-ready Package
Sustain
Implement strategy as an ongoing discipline. Cadence of quarterly resets, monthly reviews, and continuous adaptation to signals.
- Everything Created in Build
- Quarterly Strategy Resets
- Monthly Leadership Reviews
- Continuous Signpost Updates
- Strategy Governance
- Quarterly Strategy Arcade Sessions
- Annual Strategy Refresh
How They Relate
Four distinct engagements. One shared method.
Each engagement is a complete piece of work. Calibrate isn't a lite version of anything. It solves a real problem (team alignment) on its own. The same is true for each of the other three.
All engagements share a common approach. If you engage with Calibrate and find the problem runs deeper, Clarify picks up where Calibrate left off. Build can absorb prior work. Sustain can follow any of the above.
You never pay twice for the same thinking.
1 Day
6 weeks
4 months
12 Months
Not sure where you fit?
Many clients start with a Calibration because it gives both of us an honest read before committing to a deeper engagement. If you already know you need Clarify or Build, the Fit Call will confirm it. Either way, the conversation is the start.

