Step 1: Initial Conversation (30 minutes)
We’ll discuss what’s actually happening inside your organization—where execution is working, where it’s breaking down, and where complexity is starting to slow progress.
I’ll ask targeted questions around portfolio priorities, decision-making, and operational alignment to understand the root causes—not just the symptoms.
This is a direct, practical conversation to assess whether there’s a meaningful fit.
Step 2: Define Scope & Engagement Model
If there’s alignment, we’ll define what support looks like based on your organization’s stage and needs.
Some teams require foundational governance and decision frameworks; others need to refine existing operating models or address specific points of friction.
We’ll align on:
- The problems we’re solving
- The scope and structure of the engagement
- Timeline and level of involvement
- What success looks like
Step 3: Embedded Partnership
I work directly with your leadership team to design and implement the structures needed to support effective R&D execution.
This may include portfolio prioritization, governance design, resource alignment, and cross-functional operating models—built in a way that fits your organization rather than adding unnecessary complexity.
The focus is on creating practical, usable systems that improve clarity, speed, and execution.
Step 4: Transition & Independence
As the organization stabilizes and the operating model is in place, I transition out of the day-to-day.
Your team retains full ownership, with the tools, structure, and clarity needed to operate effectively and scale.
The goal is not dependency—it’s a system that continues to work without me.