We Help Companies Define, Communicate, and Execute Strategy

A proprietary set of tools and team coaching for defining, communicating and executing great business plans

For Better Alignment, Communication, and Collaboration

We assist Leaders and Executives to create powerful annual business plans.
We coach managers and teams to deliver projects efficiently and effectively
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For Business Owners

Retain Partner, Investor and Creditor Confidence

Greater Transparency with:

  • Control of the strategic narrative to your investors and creditors with a coherent, connected plan.
  • Demonstrated trust and good faith with regular project plan updates and plan reviews.

Attain Long Term Growth And Stability

An Holistic View with:

  • Strategic navigation of your company through business threats and opportunities.
  • Regular and systematic monitoring, evaluating and adjustments to changing circumstances.
  • Partnerships between management and employees meeting financial goals and overcome business challenges together.
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For Companies Taking on Debt

Gain the Support And Confidence Of Your Banker

Greater Transparency with:

  • Invitation to your banker to support your business plans.
  • Clear and credible tactical and strategic requirements for funding.
  • Relationships with your banker based on trust and good faith.

Attain Long Term Growth And Stability

An Holistic View with:

  • Strategic navigation of your company through business threats and opportunities.
  • Monitoring, evaluating, and real-time adjustments to changing circumstances.
  • Partnerships between management and employees meeting financial goals and overcome business challenges together.
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For CFO's and Strategy Advisors

Convert Advice to Successful Action

Effective Planning with:

  • Coherent strategic narrative that links financial objectives to planned actions and initiatives.
  • Buy-in and participation in the plan from the executive team, management, and the workforce.
  • Monitor, evaluate and adjust to changing circumstances.

Attain Long Term Growth And Stability

Clearer Visioning with:

  • Focus and clarification of your company’s current state and future vision.
  • Verification that your financial projections are realistic and achievable.
  • Strategic navigation of your company through business threats and opportunities.
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For New Buyers of Companies

Gain Trust and Cooperation from your new workforce

Effective Planning with:

  • Strategic navigation of your company through business threats and opportunities.
  • Monitoring, evaluating, and real-time adjustments to changing circumstances.
  • High adaptability to new knowledge, experience, and changing circumstances.

Realize Your Long Term Vision

Efficient Execution with:

  • Do you have a strategic vision for your new company?
  • Are you concerned about your new workforce’s ability to work with you on this new vision?
  • Would you be open to new ways of getting things done?

Our Engagement Model

Facilitation and Consultation with Executive Team

  • Current State
  • Future Vision
  • Long Term Objectives

Strategy Mapping Workshops, Data Collection, and Tactical Planning

  • Market Position
  • Product
  • Operations
  • Sales & Support
  • Medium Term Goals
  • Strategies
  • Initiatives

Collaborative Planning, Communication, and Training

  • Project Charters
  • Team Formation
  • Lean-Agile Training
  • Workforce Buy-In

Project Management Assistance, Leadership, and Process Coaching

  1. Leadership
  2. Teamwork
  3. Individuals
  4. Planning
  5. Execution
  6. Evaluation

Facilitation of Retrospectives and Process Improvement Planning

  • Short-Term Results
  • Project Evaluations
  • Iterative Adjustments
  • Corrective Actions

How It Works

We spend time with you and your executive team to help you pull your business plan together.

We then train and coach your workforce over a 12 month period.

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The Balanced Hoshin System

The Balanced Hoshin System is a combination of strategy, tactics, project management, and process improvement.

Business plans are created collaboratively by owners, their management team, line managers, and the workforce.

Projects are executed with hands-on assistance by our coaches and trainers in monthly and quarterly iterations–with evaluations and adjustments after each.

Strategic work is integrated with operational day-to-day tasks, so short term targets are not met at the expense of longer term goals.

More Effective Rollouts
for Companies Running on EOS

A Visual Communication Tool and Collaborative Coaching to Manage Your EOS Rollout

We've added the powerful Balanced Hoshin framework to EOS, while retaining the EOS purity of implementation.

Visual Communication

Based on proven methods of “Hoshin Kanri”, a Japanese Lean Management term that translates to “Strategy Deployment”

Collaborative Rollout Coaching

We assist your Leadership Team with cascading L10 and Rock execution throughout the organization

Communicate The Vision

Vision is Truly “Understood By All”

  • Compelling coherent strategic narratives to link company objectives to strategies and rocks.
  • Buy-in and participation to the EOS transformation from the whole organization.
  • Universal transparency across processes, issues, rocks, measureables and Level 10’s.

Realize The Vision

Vision is Reflected in the Work of Individuals

  • Partner with employees to meet financial goals and overcome business challenges.
  • Reliable and professional on-time delivery of strategic projects and tactical initiatives.
  • Adaptable to new knowledge, experience, and changing circumstances every week, month, and quarter.

Learn More

Contact Us

Next Steps

For more information about what we can do for your business, contact Dave and Paul  today!

Make An Appointment

Contact Us

Call us on (425) 605 7707 or use the form below to send us an email