Overall, I help businesses develop the operational systems, organizational capabilities, and strategies they need to succeed. Depending on the engagement, I may also drive execution and results. Here are a few key ways I can help you:
📌 Define or clarify and operationalize your core values, mission, vision, and purpose
📌 Design and implement an org structure with the business functions, roles, and metrics you need at every level to succeed
📌 Build and/or implement scalable systems, processes, and teams
📌 Research, develop, communicate, and execute viable growth strategies
📌 Ensure alignment, accountability, and effective collaboration across all business functions
📌 Guide your business to long term sustainable growth, profitability, and impact
Typically, I work with clients in one of the following ways:
1️⃣ Inside your business, working with your team as a Fractional COO or Integrator™ for companies running on EOS®
2️⃣ Coaching you and your leadership team: implementing operational frameworks and tools, teaching you how to use them, and facilitating your ongoing progress 🚌💨
3️⃣ Coaching individual business leaders 1:1 or in group cohorts
Fractional Operations Leadership
To achieve breakthrough growth, business owners need two things:
1️⃣ An operational leader who understands how to align an entire organization around a strong vision, strategy, and plan.
2️⃣ The right operational infrastructure, leadership skills, and organizational habits to execute on strategy and hold people accountable for delivering results.
Fractional leadership can offer exceptional value. As a Fractional COO or Integrator™ for companies running on the EOS®, I will accelerate your growth by bringing years of executive leadership experience, knowledge, and skills to your company — along with a proven business operating system — at a fraction of the cost of a full-time exec. You’ll get all the incremental horsepower you need to jumpstart your company’s next-level growth without having to pay for excess bandwidth.
Fractional COO
As a Fractional COO, I bring the structure, focus, and discipline your organization needs to transition from chaos to order, confusion to clarity, and stagnation to steady growth. Here are a few examples of how I do that:
- Clarifying and operationalizing your company’s vision, purpose, mission, core values, and core focus
- Defining clear goals and breaking them down into actionable roadmaps with clearly defined milestones
- Developing, implementing, optimizing, and enforcing standard operating procedures
- Reengineering business processes for efficiency and aligning them with the right software tools, setup, and automation
- Restructuring the company org chart and redefining business functions, teams, and roles
- Hiring new employees and getting them up to speed
- Ensuring knowledge transfer, business continuity, and smooth transitions as new employees come and others go
- Developing meaningful KPIs/OKRs at the company, team, and individual levels
- Establishing and maintaining all necessary meeting cadences and formats
- Clarifying expectations for each communication channel, and ensuring message alignment across every level of the organization
- Coaching up members of your leadership team
- Identifying, defining, and solving root cause problems on a regular basis
- Discovering innovation, optimization, and growth opportunities that align with your values, capabilities, and market position
- Developing strategies to capitalize on these opportunities and executing them
Fractional EOS® INTEGRATOR™
As a Fractional Integrator™ for companies running the Entrepreneurial Operating System (EOS®) management framework, I’ll help you move from stagnation to traction. Here are some ways I can make that happen:
- Complementing you, the visionary CEO, and taking ownership of essential business functions, freeing up your time for your highest and best use, whatever that may be
- Aligning your leadership team on vision, values, goals, strategy, and core focus
- Making sure you have the right people in the right seats and holding them accountable
- Developing meaningful metrics for each function, keeping regular score, and driving continuous improvement and optimization
- Identifying, discussing, prioritizing, and solving issues on a continuous basis
- Documenting, streamlining, standardizing, and communicating your core business processes
- Owning and executing key quarterly rocks and ensuring others do the same
- Gaining traction for your entire company through discipline, practice, and as well as skilled conflict resolution, meeting facilitation, and coaching
Business Leadership team Coaching
I’m a certified System & Soul (S2) coach. S2 is a next-generation business management framework with a powerful tool set that enables founder-led businesses to transition to scalable, senior leadership team-led businesses, ready and aligned for breakthrough growth.
System & Soul builds on the process strengths of earlier frameworks, but distinguishes itself in the following ways:
1️⃣ Culture-building. The ideas and tools for engineering a healthy culture are built into the S2 framework itself. Other popular management frameworks don’t address culture-building in all its nuance and complexity.
2️⃣ It’s flexible. You can customize it, adapt it, and plug in pieces from other sources without “breaking” it. By comparison, other frameworks can be rigid and unforgiving.
3️⃣ It grows with you. System & Soul is Lean and open source, so it will continue evolving, innovating, and improving over time. By comparison, other frameworks are static, so you may outgrow them as your business grows.
If you’re exploring business management frameworks for the first time, struggling with your existing framework, or looking to find a new one, I’d be happy to explain the S2 model and tools and discuss how S2 compares to other available frameworks.
Free diagnostic
🔗 Click here to complete a five-minute diagnostic questionnaire that will tell you where your business stands today in terms of the System & Soul operational standard. The goal is 90% or better, which means you’re well on your way to sustainable breakthrough growth.
You’ll get an instant email copy of your diagnostic results, which may yield valuable insight in itself. If you’d like to discuss your results with me, schedule a free consultation, and we’ll dig into the details and explore potential next steps.
1:1 Leadership Coaching
I also work as a 1:1 coach with Founder CEOs, Operations Leaders, and Nonprofit Executives seeking to maximize their leadership effectiveness and organizational impact. I can help no matter what industry you’re in. What matters most is that you have a growth mindset and a desire to grow, are honest with yourself and others, and willing to be vulnerable, learn, and try new things. As long as that’s the case, we’re likely to accomplish a lot together and have fun doing it!
1:1 coaching operates on a rolling quarterly calendar and is customized to meet you where you’re at, address your specific needs, and provide as much structure and accountability as you need to deliver the outcomes you seek.
Let’s Talk – Free exploratory call!
The easiest way to see if we hit it off is to set up a free exploratory call. We’ll get acquainted with each other, talk about where you are now and where you want to go, and explore possible next steps. There’s no risk to you, so go ahead and book a call with me today!