SERVICES

One tier. Everything included. Month-to-month. Pause anytime.

$5,000 / month

WHAT’S INCLUDED

A direct conversation that establishes where you are, what you are trying to improve, and where to focus first.

60-minute kickoff call

A guided next step every two business days

Specific, actionable, and adapted to your context. Some steps build directly on your feedback from the last one. Others run in parallel, so your progress never stalls.

Direct problem responses within two business days

Bring a specific challenge or decision at any time. I’ll respond with specific, actionable advice as the next step.

For deeper problem-solving or planning, based on the agenda you set in advance.

A 60-minute monthly working session

All templates, documents, and reference materials delivered during the engagement.

A shared OneDrive folder

PM, PMO, portfolio management, and service operations, all under one subscription.

All four domains covered

EXAMPLE STEPS

An IT Service Management Example

Step 1: Extract a list of the last 50 top-prority support tickets your team handled. Check each one against your written definition of what it takes to be a top-priority ticket. Count the mismatches.

Step 2: Using the list of 50 tickets, for each mismatch, find where the priority came from. Categorize each mismatch as one these:

  • Submitted as top priority and not changed

  • Submitted as a lower priority, then raised to top priority under pressure

  • Submitted as a lower priority, then raised to top priority by mistake

  • Submitted as a lower priority, then raised to top priority, appropriate for this ticket, but against the written definition of top priority

Step 3: Depends on the results of Step 2, but would focus on understanding and fixing the system, not blaming the people. It may involve adding a triage step in the process, or a quality check, or updating the written guidelines, or understanding the nature of the pressure.

Your steps will likely be different as they will be customized to your situation. For example, if you don’t have a documented definition of priorities, or if your pain points are in project management, etc.

THE ONE REQUIREMENT

Engagement

I can design the program. I can’t do the reps for you.

The guidance improves when you tell me how each step went. The feedback loop is what makes this work so well.

VALIDATE

Let’s talk about it

Book a 30-minute discovery call first. We’ll talk through your situation, confirm this is the right fit, and answer any questions about how the engagement works. If it is not the right fit, we I’ll tell you that too.