Three phases.
One accountable team.
Every engagement — project or Portfolio Management — follows the same disciplined progression.
A structured diagnostic. We map your current state, interview your team, review your systems and financial data, and identify the top operating gaps.
Written diagnosis. Prioritized gap list. Recommended engagement scope. Named engagement lead.
We build and install. SOPs written. Cadence live. KPI pack built and validated. Systems integrated. Approvals matrix deployed and tested.
Live SOPs. Published cadence. Monthly KPI pack. Integrated systems and reporting. Trained team.
We run the cadence. You get monthly reporting, bi-weekly standing reviews, and quarterly strategic reviews. Every quarter we re-plan priorities together.
Monthly KPI pack. Bi-weekly review. Quarterly strategic review. Continuous SOP and playbook maintenance.
What runs underneath every engagement.
- Approvals matrix — spending authority tiered by dollar threshold.
- SLAs — one business day for routine requests; four business hours for urgent.
- Change orders — material changes to scope, timeline, or fee require written agreement.
- Monthly KPI pack delivered within 10 business days of month-end.
- Quarterly relationship review with the principal(s).
- Written exclusions — no legal, tax, accounting, or investment-advisory services.
Frequently asked
What does the Assessment cost?
It's a fixed fee that scales with engagement size. We'll quote it at your intro call.What if we don't continue after the Assessment?
You keep the diagnosis. No pressure, no penalty. That's the point.How big is the team assigned to my engagement?
It depends on scope. You'll always have a single named engagement lead and the specialist bench behind them, named at Assessment.How often do we meet?
Bi-weekly standing reviews at minimum. More frequent during Phase 2 installation. Your engagement lead is available between meetings for urgent items within SLA.