Advisory
Maintaining structural integrity as the company grows.
As a business grows, people change, markets change, customer acquisition changes, processes break and management requirements change. New constraints appear. Advisory helps leadership see those changes while they're still small — and keeps the structure strong enough to hold the next stage of growth.
IThe engagement
A cadence the business can hold.
Monthly
Infrastructure Evaluation
Working session with the owner and leadership team.
Scorecard review
Leading indicators, trend lines, and what they mean.
Financial and KPI review
Margin, capacity, pipeline and cash.
Quarterly
Predictability Review
Re-score the nine drivers and confirm the constraint.
Priority review
Close out the quarter's priorities and set the next three.
Owner dependence review
What still requires the owner, and what shouldn't.
Annually
Annual planning
Direction, capacity, investment and the growth plan.
Constraint history
Where the constraint has moved over the past year.
Business value review
Transferability, durability of profit, optionality.
IIWhat it protects
The constraint moves. The work has to move with it.
Strengthen one structure and the weak point relocates to the next one. Advisory exists so the business notices that in the same quarter it happens — not two years later when the numbers finally say so.
Start here
Establish the baseline first.
Advisory engagements begin with a Predictability Assessment so every review has a number to compare against.