The Offering
Plan. Do. Fix. Advise. Workshop.
Every engagement starts with a workshop. From there the path takes one of four forms — depending on whether you need direction, an operator embedded, a problem solved, or an advisor on call.
Plan
Evidence and direction before action — assessment and strategic planning.
Operational Assessment
3–4 weeks
Owners who want an evidence-based picture of the business before spending a dollar on change.
- 15-area operational health score (0–100)
- Department report cards and process maturity review
- Risk heat map and top risks register
- Prioritized roadmap with a 90-day action plan
Strategic Planning & Roadmap
4–6 weeks
Leadership teams that need a 1–3 year plan the whole company can repeat.
- The COMPASS Method™: MDMP discipline plus Hoshin Kanri deployment
- Breakthrough objectives cascaded to annual priorities
- KPI architecture tied to an executable plan
- Resource and sequencing decisions made explicit
- Communication cascade to every level
Do
Embedded operational leadership that runs the work with your team.
Fractional COO
Engagement-based
Companies that need an experienced operator to run a defined scope of work — without a full-time executive hire.
- Defined-scope engagement with clear deliverables and exit criteria
- Owns the operating rhythm, scorecard, and execution for the engagement
- Mentors your emerging operations leaders and transfers capability
- Scales up or down based on the work, not a permanent seat on the org chart
Fractional Chief Transformation Officer
Engagement-based
Organizations that need a broken process, system, or way of working fixed — without hiring someone to run daily operations.
- Uses Lean Six Sigma to diagnose waste, variation, and root causes
- Builds and leads the change roadmap from current state to future state
- Implements process improvements with the people doing the work
- Installs controls, measures results, and transfers ownership before exiting
Fix
Defined-scope engagements that eliminate a specific problem.
Operational Breakthrough Sprint
4–12 weeks
One acute operational problem that needs to be solved now.
- Focused diagnosis of a single broken process or function
- Root-cause elimination, not symptom management
- Implemented with your team, not handed off in a binder
- Measurable result before the engagement closes
Wingman Operational Reset
6 months
Businesses where the chaos is systemic, not localized.
- Full operational assessment as the foundation
- Process, structure, and accountability rebuilt in sequence
- Leadership coaching through the change
- 90-day action plans executed in two cycles
Advise
An experienced operator at your table, on an ongoing cadence.
Executive Advisory
Monthly retainer
Owners who want an experienced operator on call for the decisions that matter.
- Structured monthly sessions with the owner or leadership team
- Direct access between sessions
- Accountability on the plan built in your workshop
- Tiered membership to match your cadence
Advise Membership Tiers
Navigator
- Monthly advisory session
- Quarterly plan review
- Email access between sessions
Commander
- Bi-weekly advisory sessions
- Leadership team participation
- Direct phone access
Wingman
- Weekly cadence with the owner
- On-site days each quarter
- Full access — closest thing to having me on staff
Workshop
The entry point — facilitated sessions that align the team in the room.
Wingman Waypoint
COMPASS Strategic Planning Workshop
A 1–3 year COMPASS plan: priorities cross-referenced to metrics and owners, phase-tagged tasks, and a Waypoint follow-up schedule.
Wingman War Room
Operational Excellence / Kaizen Workshop
A prioritized improvement backlog with quick wins already in motion.
Wingman Command Center
Executive Operating System Workshop
A working operating system: cadence, scorecard, and accountability map.
Wingman Formation
Leadership & Team Alignment Workshop
An aligned leadership team flying in formation, not as solo pilots.