01
Understand what is actually there
Not the plan, not the org chart, and not what the last report said. The business as it runs on a normal Tuesday.
Every business arrives carrying something different. We start there.
Not the plan, not the org chart, and not what the last report said. The business as it runs on a normal Tuesday.
Most things can wait. A few cannot. Getting that distinction right is usually where the value sits.
A recommendation nobody acts on is not worth much. We stay involved long enough for the change to settle.

Most businesses we meet are not short of information. They are short of an honest read on which parts of it matter. That is the bit we are good at, and it is usually where an engagement starts.
A short note is plenty to start. What the business does, and what is currently getting in the way.