How I Work

I partner with founders as a fractional COO, embedded in your operations 2-3 days per week for 6-12 months. I don't just advise—I build. I work directly with your team to establish the operational infrastructure that turns vision into execution, then transfer ownership so it runs without me.

The Three Pillars of Operational Excellence

Commitment

Clarity and alignment so every role connects to the mission

This is where scattered priorities become focused direction. I work with you and your leadership team to clarify strategic goals, establish decision-making frameworks, and ensure everyone in the organization understands how their work directly impacts the success of the vision. When people see their meaningful contribution, commitment follows.

What you get:
  • Strategic priorities with clear success metrics
  • Decision-making frameworks and accountability structures
  • Vision-to-execution mapping across the organization
  • Communication plans that cascade clarity through the team

Communication

Seamless information flow so alignment holds and work gets done

This is where fragmented information becomes operational clarity. I build the operating rhythms, visibility tools, and communication infrastructure that keep teams informed and aligned—without you being the bottleneck. Visibility creates accountability, and accountability drives execution.

What you get:
  • Weekly, monthly, and quarterly operating cadence
  • KPI dashboards and progress tracking systems
  • Meeting protocols that drive decisions and action
  • Cross-functional handoff processes that prevent dropped balls

Capability

The right people, in the right roles, with the right tools to execute with confidence

This is where organizational structure meets execution reality. I evaluate your team against growth goals, identify gaps, optimize roles, and ensure people have the systems, processes, and tools needed to deliver on your strategic priorities.

What you get:
  • Organizational design aligned to your strategy
  • Role clarity and accountability frameworks (RACI, job descriptions)
  • Systems, processes, and tools that enable execution
  • Hiring priorities and team development plans
  • Performance management systems with clear expectations

My Five-Step Process

Five Steps to Operational Excellence

This framework guides how I work, but I adapt to what your organization needs most. Some clients need a heavy focus on financial systems. Others need team restructuring. I prioritize based on what will have the biggest impact on your ability to execute.

How We Work Together

I'm embedded in your operations 2-3 days per week, which typically includes:

Regular Touchpoints

Ongoing Execution

The rest of my time is spent doing the work—building systems, implementing solutions, coaching your team, managing projects, and executing on the operational priorities we've agreed on.

What's Included

Every engagement includes:

  • Strategic partnership with you as CEO/Founder
  • Embedded operational leadership across all functions
  • Implementation of the Three Pillars framework
  • Systems design and infrastructure build-out
  • Team development and leadership coaching
  • Financial planning, forecasting, and P&L management
  • Documentation and knowledge transfer so operations sustain without me
  • Unlimited email/Slack support during business hours

Plus: The Clarity Kit (included with every engagement)

  • 2-week Discovery Diagnostic to identify quick wins and critical gaps
  • "What to Expect" team communication guide
  • Leadership toolkit (meeting templates, decision frameworks, accountability systems)
  • 30 days of post-engagement support

Typical Timeline

Months 1-3: Foundation

  • Discovery and assessment
  • Build Commitment pillar (clarity, alignment, decision frameworks)
  • Begin Communication infrastructure (operating rhythms, dashboards)

Months 4-6: Build-Out

  • Complete Communication pillar (systems, tools, processes)
  • Build Capability pillar (org design, team development, hiring)
  • Financial systems and forecasting models

Months 6-9: Integration

  • Anchor all three pillars into sustainable operating rhythm
  • Transfer ownership to your leadership team
  • Ensure systems run without me driving them

Months 9-12: Transition

  • Oversight mode—your team owns operations
  • Optimization and refinement
  • Handoff and post-engagement support planning

Every engagement is different. Some clients need me full-force for 6 months, then lighter support. Others need 12 months of embedded work. We adjust based on your needs and progress.

Ready to Build Operational Clarity?

Let's start with a 60-minute discovery call to discuss where your operations are breaking down and whether fractional COO partnership is the right fit.

Schedule a Discovery Call