Agree on the owner’s goal
Clarify what should become better, who should participate, what remains confidential and what information is needed.
A focused 14-day starting point
Find what is costing the business and limiting its value.
See where profit, risk, decisions, relationships and critical knowledge remain concentrated, then decide what deserves action first.
See how the business really works
Talk with selected people, review available information and trace where profit, risk and important work are concentrated.
Prioritize what matters
Separate inconvenience from issues with real financial, continuity or owner consequences.
Choose the next actions
Review the findings and leave with clear priorities and a practical 90-day roadmap.
A contained scope
Focused work that fits around the business.
- Work fits around normal operations.
- Sensitive plans remain discreet.
- Existing documentation becomes part of the operating evidence.
- The engagement ends with a decision about what happens next.
What you receive
A clear view of the problem and what to do next.
Executive situation statement
The decision being supported, current operating exposure, and agreed boundary.
Seven-dimension scorecard
A structured assessment with evidence-confidence levels and supporting observations.
Dependency map
Where decisions, relationships, workflows, information, and knowledge still stop.
Priority findings
The few dependencies that deserve leadership attention first and why.
90-day roadmap
Sequenced actions, accountable owners, evidence requirements, and proposed tests.
Executive readout
A direct discussion of facts, unknowns, choices, and the recommended next decision.
A practical next step
Decide whether a 14-day diagnostic is the right starting point.
Bring the situation. Leave with a clearer view of what is costing you, what is creating risk and what to do next.