STRATEGY EXECUTION & OPERATIONAL EXCELLENCE

WE FIX
WHAT'S BROKEN.
THEN WE LEAVE.

We enter clean, execute with authority, and exit without dependency. The goal is to leave things stronger than we found them.

NON-NEGOTIABLE

ENGAGEMENT PRINCIPLES

01

Outcomes Before Activity

Work is defined by results, not hours, decks, or visibility.

02

Bounded By Design

Every engagement has explicit entry, exit, and success criteria.

03

Authority Precedes Execution

If authority is unclear, outcomes will be unclear.

04

Leverage Matters

We do not accept work that permanently trades leverage for busyness.

05

Shared Accountability

Client and firm responsibilities are explicit and enforced.

06

Simplicity Over Ceremony

Governance exists to enable speed, not slow it down.

HOW WE WORK

STANDARD ENGAGEMENT PHASES

Every engagement follows a disciplined process. We enter clean, stay bounded, deliver real outcomes, and exit without dependency.

Engagement Phases Flow
0

Operational Reality Check

Purpose: Establish whether there is a real execution problem and whether it is worth solving together.

Problem framing discussion
Early operating signals and friction points
Decision and ownership check
Access and data reality check
RULE

If authority, intent, or readiness is missing, the engagement does not proceed.

1

Execution Diagnostic

Purpose: Establish a shared, unsanitized view of reality.

Operational and system diagnostics
KPI and reporting noise analysis
Decision flow and ownership mapping
Constraint and entropy identification
RULE

No solutioning before reality is agreed.

2

Design & Commitment

Purpose: Convert insight into executable commitment.

Target-state operating design
Execution roadmap definition
Ownership, cadence, and escalation setup
Risk and dependency mapping
RULE

No execution begins without ownership and commitment.

3

Execution & Stabilization

Purpose: Deliver change that holds under real operating conditions.

Hands-on execution support
Decision facilitation and escalation
Issue resolution
Performance tracking against defined metrics
RULE

Shank Strategy Ops may lead, co-lead, or advise — depending on authority granted.

4

Transition & Exit

Purpose: Ensure durability without dependency.

Knowledge and capability transfer
Process and decision documentation
Final outcome review
Optional next-phase recommendations
RULE

If the client still needs us for the same problem, the engagement failed.

ENGAGEMENT OPTIONS

MODELS OFFERED

📐

Fixed-Scope Projects

Use when: Scope is clear, outcomes are defined, duration must be controlled.

TYPICAL USES
  • Diagnostics
  • Operational resets
  • Targeted execution interventions
🔄

Retainer-Based Advisory

Use when: Authority exists but priorities evolve. Leadership needs continuity, not capacity.

TYPICAL USES
  • Ongoing strategic guidance
  • Decision support
  • Priority evolution
GUARDRAIL

Retainers are reviewed regularly for leverage vs. load.

Fractional Executive Leadership

Use when: Temporary authority is required. Outcomes demand decision ownership.

TYPICAL USES
  • Interim leadership
  • Transformation leadership
  • Crisis management
GUARDRAIL

Fractional roles must increase control and optionality — not recreate past grind.

CLARITY

WHAT WE ARE NOT

Staff augmentation
Open-ended advisory
Execution without authority
Strategy without ownership

If a client needs bodies without accountability, the engagement is declined.

NON-NEGOTIABLE

CLIENT RESPONSIBILITIES

Without these, outcomes are not possible. We are explicit about what clients must provide for engagements to succeed.

Executive Sponsorship

A senior leader who owns the outcome and can remove blockers.

Timely Access

Access to people and data when needed, not gated or delayed.

Clear Decision Rights

Explicit authority to make and enforce decisions.

Willingness to Act

Commitment to act on findings, not just receive reports.

THE ANCHOR

EXIT PHILOSOPHY

Shank Strategy Ops measures success by:

Reduced chaos
Increased client control
Durable systems and decisions
Clean exits without dependency

The goal is not to be needed forever.

The goal is to leave things stronger than we found them — and move on deliberately.

READY TO START?

REQUEST A REALITY CHECK

If you have a problem worth solving, this is a low-commitment first step to determine whether a real execution issue exists and whether it's worth discussing further. No commitments are made at this stage.

What happens next?

  1. 01.We review your inquiry within 48 hours
  2. 02.If there's potential fit, we schedule a discovery call
  3. 03.We assess readiness and define engagement scope

Minimum 10 characters. The more context you provide, the better we can assess fit.

Successful engagements require clear ownership and the ability to remove blockers. This does not need to be finalized at this stage.

This form is used to assess initial fit. No commitments are made at this stage.