Our Process

Any fool can make something complex, it takes a genius to make something simple. – Pete Seeger

The ability of your product development business to grow and scale is directly dependent on the infrastructure you have in place to support that growth.

The startup phase of your company was an exciting time, especially when you began to get traction and developed a loyal following for the product you are so passionate about creating. Many companies skip over the typical “growing pains” during those first few years because they are running on sheer adrenaline, making the most of the resources they have, and solving problems on an ad-hoc basis so that they can keep moving forward.

Business is fun … until the cracks begin to appear

However, as the business grows, there comes a point when the growth of the company outpaces the build-as-you-go infrastructure and cracks start to appear.  The sales team is still flying, but ‘us’ vs. ‘them’ issues start to develop because what they promised the customer is not being delivered by operations.  Custom orders that were easy in early days now are getting delayed in bottlenecks, customer issues are dropping in the gap leading to both up-happy customers and friction within your team, and planning and forecasting become more guess work that numbers based.

Functional or falling apart?

At this point, the CEO finds themselves walking a knife’s edge between functional and falling apart daily with the business, which creates a huge amount of pressure when trying to guide the company and maintain the desired growth trajectory.

While the clients we work with and the projects we face vary greatly, the underlying challenges tend to be similar. Over time, we have developed our own standard, time tested process with our approach to new projects which works to address the concerns of our clients.

A Simple Process, Generating Big Results

Our proven process involves four simple steps, which roll out in the following manner.

Step 1: The 90 Minute Meeting

During this initial, complementary meeting, we simply enter a dialog to determine if we are on the same page and ultimately if there is a fit. During this meeting, an overview of EOS® will be presented along with details of the processes and tools used, leaving you with the first of the EOS tools for your use regardless of whether we decide to move forward.

Step 2: Getting Focused

The goal of the first full day session is to give your leadership team the tools to clarify who is responsible for what, set priorities, improve communication, resolve issues, and track critical numbers. Your team will then be able to leverage these tools right away for the next 30 days to experience real improvement.

Step 3: Building the Vision

The Vision Building™ process is split over two sessions, separated by an additional 30-day break, allowing you to experience improvement and traction during the process. The vision building process leverages the tools to clarify your vision, starting with who you are, why you exist, what you do and where you are going.

Based upon this clarified (or newly defined) vision, we will move on to clarify your marketing strategy, your long-term picture, your 1-Year Plan and your priorities for the next 90 days.

Step 4: Achieving Traction

At this stage, the focus is all on execution – working together to master the tools and processes as well as addressing any new issues. Every quarter, we will spend a day evaluate the performance of the team, refocus, set priorities for the next 90 days, and resolve any issues that might impede progress.

Then, on an annual basis, we will meet for two days to work on the health of the team, update the vision, and plan for the next year and next quarter.

The Result

The result of this process is a healthy, focused leadership team leading a business that makes continual progress towards achieving the vision.

The Timeline

The objective of this process is to get you as comfortable as possible, as soon as possible, so that you can run the business in a predictable, sustainable manner. Typically, this means around the 24-month mark, your team will be transitioning to run the quarterly and annual planning events internally.

Our objective is not to embed ourselves into your business to make you dependent upon us. Our goal is to teach and coach your team to the point where they are capable to continue forward on their own.

Ready to Get Started?

The first step in the process is an initial consultation with you and your leadership
team to explain the tools and the process as well as answer any questions you might have.

Lets have a conversation about your business and see if we can help you move forward.

The most dangerous phrase in the language is ...

we've always done it this way
- Rear Admiral Grace Hopper -


Don't just take our word for it, see what others are saying …