The job.
What you want to improve, what needs to be understood and the work I will carry.
For owners and leadership teams
I help you work through a business problem or change. We agree the job, who is involved and what a useful result would look like.
Growth, pricing, operations, people. Corporate work starts with an inquiry. We agree the scope and quote before work begins.
Work with meWhat you want to improve, what needs to be understood and the work I will carry.
Who provides the information, makes decisions and puts the work into practice.
What your company will receive, how it will be used and when the assignment is complete.
My background includes sourcing, negotiation and international operations. For a product business, manufacturer, importer or distributor, the question may be a supplier change, a larger order or moving work across borders.
Read my account of visiting valve manufacturers and the manufacturer-checking guide. These show the context and approach; technical qualification and regulated work require the appropriate specialists.
Looking for individual support? One-to-one work is $1,500/month, every two weeks, month to month. Corporate work is quoted separately.
Illustrative example
The company wants a new CRM because quotes receive little follow-up.
In this example, staff are waiting for the owner to approve unusual terms. The software may still need work, but the approval process needs attention first.
Write down which quotes staff can send, which need approval and who follows up. The owner approves the limits; the team tests them.
Follow the next quotes. Can people act? What still waits, and why? Use that evidence to decide the next change.
Change and programme work
A plan can cross sales, operations and management while nobody owns the handoffs. Discuss a defined change assignment with Stan: what needs to happen, which teams are involved and who can remove a blockage.
The scope can name the sequence, meetings, decisions, working documents and follow-through Stan will carry. Your sponsor keeps the agreed company decisions and assigns staff time.
Illustrative: sales starts using a new delivery promise. Try it on a small set of orders, trace exceptions and check whether delivery can keep it. A signed-off document is only the beginning.
Agree who accepts the work, what evidence shows it is usable and who takes it over. Direct staff management needs an explicit operating role; it is not assumed in a consulting assignment.
Use the project brief, then discuss the change. Scope, timing, fee and any travel are quoted separately.
What do you want to accomplish? Add what you have tried, who is involved and what you need help with. You do not need to solve the problem before we speak.
Tell me what you want to accomplish and where you need help. We discuss fit, then agree the work, fee and responsibilities.
No. The first piece of work can be to investigate the question and define what needs to happen next.
We agree the output before work begins. It may be a comparison of options, a plan or a working document your team can use.
All corporate work starts with an inquiry and a separate quote. The fee depends on the assignment, responsibilities and time involved.
Yes, when agreed in the scope. I am based in Sacramento and work with companies across the United States and beyond. Travel is agreed separately.
You retain authority and your team carries its agreed work. Direct operating responsibility requires a separate agreement. Legal, tax, accounting and investment services are not provided.
A practical guide to the work, responsibilities and limits.
Questions to consider before committing to a project.
Tell me what you want to accomplish and where you need help.