At a launch, start with the Executive Retreat or a keynote for the new team.
When a result is behind, start with the Review or the Retreat.
The Executive Retreat costs $25,000 and puts eight leaders, counting the CEO, on site for two days, with $2,500 for each leader above eight, up to ten.
Every participant completes the Five Traps Diagnostic beforehand and has one private interview during the two days, 60 minutes each for a team of eight.
The team takes the priority test and the Helium Stick, a live coordination exercise.
Then it rebuilds a real delayed decision or missed milestone.
At a launch without one, it rebuilds a recent decision behind the new plan, such as how its top priority was chosen.
An exercise becomes a finding only when company records back it up.
A written result of one to two pages follows in 10 business days, then a readout on site.
The 90-Day Intensive costs $75,000 and follows a Retreat when the evidence supports it.
It runs on three site visits of two to three days each and a weekly CEO call of up to 45 minutes.
I install one priority with three to five measures, a weekly 60-minute Business Plan Review, written decision rights, a 15-minute daily stand-up for the people who need daily coordination, a safe way to call Red and the Hot Wash, a short, blame-free review after a miss.
Each new routine replaces a named existing meeting or report.
An internal Steward and two alternates run it after I leave, with a monthly Hold Score to the CEO and the Operating Partner.
The Portfolio Execution Risk Review costs $8,500, covers one company by video and takes about four weeks.
I read the plan, board materials, leadership reporting and the records of work that slipped, and I interview up to six people, including the Operating Partner and the CEO, in 45-minute video calls.
You get a short report on the risks the evidence supports and a 30-minute call to walk through it.
A keynote costs $10,000 in Florida and runs 60 to 90 minutes for a board, an investment committee, a group of operating partners or one leadership team.