Council Forums

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Council Forum: Council Forums include monthly Fractional CEO one-on-one monthly strategy sessions.

Council Forums

Level 1 – $1,350/mo   

Level 2 - $3,000/mo   

Minimum three-month commitment, option to renew or opt out after three months. Due to the confidential nature of these forums, no auditing or guesting is available.

Private strategy session with a written growth summary to define your direction and clarify priorities.

Includes a 12-month Execution Roadmap

A detailed Gantt Chart identifying who, how, what, when, why, where and codependency

Project Fee

Comprehensive written 15 - 50 page strategy with 1, 3, 5 year growth goals. Includes Financial forecast, Personnel hiring firing policies and procedures, quarterly reviews, candidate interview and qualifying evaluations. KPI's, processes and systems to build a firm that runs itself and not partner dependent.

Project Fee

The Matrix Gives the Structure 

The Matrix Identifies “What You Have” 

Classification tool.
It shows what type of work the firm does and how it fits into the overall practice architecture.

Output

• Visual map
• Strategic Categorization
• High-level view
• Static Framework

Matrix Reveals:

1. The firm's identity
2. How work aligns to purpose
3. Balance (or imbalance) of practice types
4. Whether the practice architecture is built for scale

Low detail — macro-level classification.

Project Fee

The Diagnostic Deepens the Insight

The Diagnostic Identifies “What to Do”

Assessment tool.
It analyzes how that work performs financially, operationally, and strategically.

Diagnostic Worksheet:

• Data-rich analysis
• Detailed insight
• Decision-Making Tool
• Dynamic Evolving

Diagnostic Reveals:

1. True profitability
2. Pricing issues
3. Delegation gaps
4. Bottlenecks
5. Operational inefficiencies
6. Strategic misalignments

High detail — micro-level performance data.

Project Fee