Strategy & Advisory for
Organizations
The Problem
You’ve built a great product or service and hired a solid team, but every day the Leadership Team is pulled into operational crises: budget overruns, missed deadlines, misaligned priorities. With 15‑250 people, those fires quickly drain energy and keep the team from the big‑picture work that drives growth or impact. While AI tools are increasing business velocity, the team’s intellectual horsepower is held back by the lack of practical operational frameworks.
The Solution
As your organization’s Strategist and Advisor we work with you to:
Align the leadership team around crystal‑clear mission, and measurable objectives.
Install decision frameworks and leading business indicators that surface problems before they become emergencies.
Create people‑evaluation processes that keep talent motivated, accountable, and growing.
Build a strong, unified culture so every employee pulls in the same direction.
What Working Together Looks Like
Over a 6-month, step‑by‑step Management Operating System (MOS) implementation, we embed:
Annual Planning: Company and/or Team-wide Mission, Vision, Values alignment and 1-year, 3-year and 1-year targets
Quarterly Rocks: 90-day work sprint goal‑setting, leading indicator KPI review, objective team evaluation
Quarterly Conversations: Process health, culture pulse, personnel engagement
Weekly MOS Meeting: Data reviews, team recognition, blockers, drive to decisions
Continuous Improvement: Scorecards, SOP libraries, company-wide skills and leadership workshops, 1:1 Leadership Team executive coaching
Your Leadership Team is buried working in the business; together we create the operating discipline that lets them step back to work on the business.
What You Gain
Strategic Alignment: Leadership Team and employees understand and are working toward the 10-year North Star, 3-year Waypoint, 1-year Roadmap, resulting in fewer "shiny object syndrome" distractions.
Execution Discipline: Quarterly Rocks, weekly MOS meetings, and leading-indicator KPI scorecards enable the Leadership Team to focus on their strategic work instead of fire-fighting.
People First Leadership: Values alignment, neuroscience-based executive coaching and EQ development workshops build a strong company culture, enabling the whole team to thrive and do their best work.
Self-Sustaining System: Leading business indicator dashboards & Standard Operating Procedure (SOP) library enable the Leadership Team to trust the process and ensure autonomous Management Operating System operation.
The Outcome
1. You gain confidence that the Leadership Team is making the right day‑to‑day decisions, and is able to focus on strategic initiatives, new markets, and long‑term vision.
2. The Leadership Team is focused what’s most important for the business, and the Management Operating System is fully self-sustaining.
3. The business is on track for sustainable, long-term performance that’s aligned with its Vision and Values.
Why the Management Operating System (MOS)?
The success of MOS lies in its 3 key pillars:
A field-tested, simple and effective operations system and methodologies implementation,
1:1 Executive Coaching for the Leadership Team, and
Professional development workshops for employees.
This approach to company operations is based on the successful EOS model developed by Gino Wickman, with the addition of organizational psychology tools developed by Wharton professor Adam Grant, neuroscience-based management theory from Simon Sinek, as well as other modalities proven as the #1 predictors of team success in studies at Google and other high-tech firms.
MOS has been successfully implemented with Executive and Leadership Team coaching and employee-wide workshops and training at companies in the aerospace, tech and non-profit sectors.
Upleveling The Entire Organization
Interactive Team Workshop: Search Inside Yourself
An inspiring and highly interactive, business-focused introduction to mindfulness-based emotional intelligence skills. These skills are proven to create psychological safety and inter-personal connection, the #1 predictors of team success according to multiple studies. Originally developed at Google, Search Inside Yourself teaches practical mindfulness, emotional intelligence and leadership tools to unlock your team’s full potential at work and in life.
Search Inside Yourself is taught both online and in-person in over 50 countries. The program takes an evidence-based approach combining neuroscience, attention-training and emotional intelligence, and provides practical tools that can be applied immediately in life or at work.
We start with a foundation of mindfulness, and build the core emotional intelligence domains that lead to outstanding Leadership: Empathy, Motivation, Self-Management, Self-Awareness, Awareness of Others and Relationship Management.
This program is highly experiential and includes individual and small group exercises. It can be delivered as a 60 or 90 minute interactive Keynote, or a 1 or 2 day highly experiential Program. It is customizable for your audience needs, and suitable as a stand-alone presentation or integrated into a conference or off-site.
Interactive Team Workshop: Effective Teaming
A workshop on practical skills to build an environment based on trust and psychological safety, which multiple studies show leads to improved team performance.
Based on neuroscience, mindfulness and behavioral research, this highly interactive program offers practical interpersonal skills grounded in attention training, growth-oriented mindsets and collaborative behaviors, to improve team performance. This training will help employees and your Leadership Team to:
Deepen self-awareness and learn how individual thoughts and behaviors impact team dynamics
Expand awareness of self and others
Build effective and non-reactive communication skills
Generate a culture of trust and inclusion
Cultivate a prosocial mindset of humility and curiosity
Promote team interactions that create a learning community
Optimize team engagement, agility, and effectiveness
This interactive 3.5 hour workshop can be delivered as an in-person workshop or as live online training.
Interactive Team Workshop: Adaptive Resilience
Adaptive resilience is the ability to recover from adversity, adapt and thrive. For employees, this workshop builds the capacity to be productive, resourceful, and creative while dealing with changing circumstances or adversity.
This interactive program uses a mindfulness-based approach to build the behaviors, mental habits, and practices that promote personal resilience while growing a culture of resilience within teams and organizations. This 3-part program can be delivered as an in-person workshop or as live online training.
Interactive Team Workshop: Building High EQ Technical Teams
Bridging the gaps between human emotion, science and engineering this 30 minute workshop uses humor and everyday technology to introduce and explain the neuroscience behind, and pillars of, emotional intelligence: Self-Awareness, Self- Management, Social Awareness and Relationship Management. By bringing these pillars together into a suite of tools to build psychological safety in organizations, leaders at all levels can dramatically improve morale, teamwork and motivation for individuals and teams in any technology-based industry.
Raise your team’s EQ and give them practical, tangible tools to succeed.
To move your business forward, your Leadership Team needs to be aligned, able to discuss difficult issues effectively, and drive towards decision and action.
Do they currently have:
Forward-looking indicators of every aspect of the business - finances, customers, operations, staff, stakeholders?
Clear roles, responsibilities and accountability for their work??
A decision making framework that enables fast resolution of day-to-day operational problems, as well as the Brutal Facts facing the business?
A clear understanding 10-year North Star, 3-year Picture and 1-year Goals of the business?
A framework for ensuring everyone is getting the most important work done this Quarter?
A way to tie company culture to hiring, performance evaluation and peer elevation that fully engages your employees?
A culture of psychological safety that encourages diverse perspectives, communication and collaboration?
If the answer to any of the above questions is “no” or “I’m not sure”, let’s talk.