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How an engagement
unfolds.

A four-phase arc from diagnostic to handover — fixed scope, senior staffing, and a 90-day check-in after we leave.

I.

The engagement arc.

The same spine on every mandate — the depth varies with the problem, the discipline doesn't.

Phase A · Diagnostic

Map the real constraint

We find where performance is actually blocked — usually somewhere different from where it hurts. Primary interviews, floor time, raw data; never a recycled deck.

  • Stakeholder and operator interviews
  • Document, data and process audit
  • Draft constraint map with early findings
Phase B · Analysis

Quantify the options

Findings are costed, stress-tested by a principal who didn't gather them, and reduced to the decisions that matter.

  • Baseline metrics and options analysis
  • Adversarial internal review
  • Mid-point readout — bad news arrives here, not at the end
Phase C · Design

Build the artifact

The recommendation becomes something runnable: a plan, a system, a cadence — sized for the people who will own it.

  • Written decision document with rejected alternatives
  • Named internal owner for every element
  • Implementation sequence and cost model
Phase D · Handover

Prove it runs without us

We train owners, supervise the first operating cycles, then leave. A 90-day check-in is included in every fee.

  • Owner training and written runbooks
  • Supervised first cycles
  • 90-day verification visit
The mid-point readout is where we earn the fee. Surprises at final delivery mean the process failed.
House rule · Phase B
Staffing
1–3 senior consultants; the person who pitched does the work
Pricing
Fixed scope & fixed fee; retainers by request only
Cadence
Weekly written status; readouts at mid-point and close
Confidentiality
NDA before any data exchange; materials returned or destroyed at close
II.

What we need from you.

Three commitments that make the difference between a report and a result.

Requirement 01

A named sponsor

One executive with authority to decide — not a committee. Someone who can say yes to both the diagnosis and the fix.

~1 hour per week
Requirement 02

Access to reality

Operators, floor time and raw files — not curated summaries. The quality of the answer is set by the quality of the access.

Open doors
Requirement 03

An owner for the handover

A person inside the organization who will run the system after we leave. If that seat is empty, filling it becomes part of the work.

Named by Phase C
III.

Questions we hear often.

Typically within two weeks of a signed scope. Urgent diagnostics — a stalled reorganization, a supply disruption — can often start sooner. Write to us with the timeline you're facing.

Yes. Diagnostics benefit from being on-site, but analysis and design travel well. Travel is priced transparently in the written scope — never buried in the fee.

From start-ups writing their first operating plan to mid-size companies restructuring for scale. The constraint matters more than the headcount.

You get it in writing, with the reasoning — at the mid-point readout, not the final invoice. Sometimes the right deliverable is a smaller scope, a different question, or a documented case for leaving things alone.

Phase A starts
with a paragraph.

Describe the situation in plain language. A principal replies within two business days.

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