Workshops & Advisory
Start with Alignment. Move with Clarity. Lead with Confidence. Every meaningful improvement begins with shared understanding. We work directly with leadership teams to align priorities, clarify decision paths, and establish the pacing and structure required for responsible modernization. Our workshops and advisory programs create the conditions for decisive progress — without disruption.
Our Engagement Packages
Leadership Alignment Workshop
Entry Engagement — from $15K
Purpose: To align leadership around where the organization is today, what needs to change, and how to move forward in a sequenced, achievable way.
Format: Live session(s) with executive leadership and key operational stakeholders.
We Cover:
- Current operating environment and workflow realities
- Leadership priorities and constraints
- Role clarity and decision-rights pathways
- Change tolerance and pacing readiness
- Where modernization and technology will / will not create value
Outcomes:
- Unified leadership direction
- Shared executive language and framing
- Defined priorities for the next 30–90 days
- Confidence in sequencing and execution pacing
Modernization Activation Sprint
30–90-Day Implementation Window — from $25K
Following the Alignment Workshop, we partner with the leadership team to begin stabilization and modernization work in a controlled, measurable way.
Focus Areas May Include:
- Workflow cleanup and coordination reduction
- Operating rhythm and communication structure
- Role clarity and execution accountability
- Early automation or AI readiness evaluation
- Pricing and cost-to-serve efficiency review
Outcomes:
- Reduced friction and clearer execution pathways
- Improved decision cadence and follow-through
- Stabilized operating environment
- Foundation for responsible technology adoption
Executive Advisory & Strategic Foresight Retainer
Ongoing Engagement — from $3K per month
We advise leadership teams as they navigate modernization, growth, and change. This engagement provides decision support, pacing governance, and strategic clarity over time.
Included:
- Monthly advisory sessions with the leadership team
- On-call strategic guidance for emerging decisions
- Quarterly Strategic Foresight Briefings (market, pricing, tech trends)
- Modernization sequencing and recalibration
Outcomes:
- Sustained modernization momentum
- Reduced risk and organizational strain
- Consistent alignment across leadership
- Long-term operating stability and profitability
Our Engagement Sequence
Phase
Purpose
Outcome
Align
Establish clarity and direction
Shared understanding of priorities and path forward
Activate
Execute stabilization and modernization work
Reduced friction and improved execution capacity
Sustain
Provide ongoing advisory and foresight
Long-term performance and alignment
How to Begin
We start with an Alignment Call to review your current environment, leadership priorities, and performance goals. From there, we recommend the best starting point — a Workshop, Activation Sprint, Advisory Retainer, or a custom blend of all three.