Our Approach

We recognize that a clear vision and a well-documented business plan, goals and objectives are critical elements of every organization’s success. But alone, they are not enough. A rock solid operational foundation, a consistent adherence to the execution plan including relevant policies, processes and procedures are the true critical success factors. We are intensely passionate about the processes and disciplines necessary to get things done and that is where we set ourselves apart.


#1 – Initiate

We never start an engagement without a plan.

  1. We pay close attention to your story: your history, your goals for the future, your immediate needs and your challenges.
  2. We openly and honestly communicate our thoughts and recommendations, establishing a trusted relationship at all levels of the organization, clearing barriers and building momentum for a successful partnership.
  3. We tailor our services to your organization’s needs and goals, documenting our recommendations with clear and achievable objectives for each portion of the engagement.

#2 – Execute

We execute from a blueprint that is maintained and leveraged to keep the team within scope, on target and at or below budget.

  1. We utilize a proven project management methodology and develop a comprehensive operational toolkit that defines resources, roles and deliverables; sets expectations and realistic timeframes to achieve the desired outcomes; and establish metrics to evaluate performance.
  2. We develop a communication plan that includes all stakeholders, defining our meeting and report structure.
  3. We assess risks and develop mitigation strategies that are reviewed continuously to avoid costly errors and support rapid corrective action.
  4. Then, we roll up our sleeves, establish project governance, assign resources and timelines to each task, and ensure transparency throughout.

#3 – Close Out

We wrap up each project only when totally completed.

  1. All corrective actions must be taken, lessons learned must be documented and the operational toolkit must be finalized for transition to the client team.
  2. We monitor, train and coach as necessary to drive extraordinary and lasting results.