AI stalls at the pilot. Experience stalls at the seams. I help executive teams get past both.
Two practices for leadership teams: fractional AI strategy advisory — a roadmap tied to real
decisions — and customer experience design and innovation — a journey customers would choose
again. Each with the governance, sequencing, and investment narrative to survive contact with the board.
Why AI programs stall — and why experience programs stall the same way
Most enterprises are not short on AI activity. They are short on AI decisions — the small
number of consequential choices that would turn scattered experimentation into operating
advantage. Customer experience fails one level over, for the same reason: plenty of channel
activity, no agreement on the experience the business intends to deliver. Four patterns show
up almost every time, in both.
The path from pilot or prototype to operating advantage — and the four places it breaks
01
The portfolio is organized around technology and channels, not decisions and customers
AI initiatives are named after models, tools, and vendors; experience initiatives are named after channels and releases. Nobody can point to the business decision that gets clearer, or the customer moment that gets better, if the work succeeds.
02
Pilots and prototypes have no path to production
Promising proofs of concept and well-tested design concepts never acquire an owner, a budget line, or an operating model. The demo lands; the transition to something that runs the business never gets designed.
03
Governance and experience ownership arrive last
Data, risk, and responsible-adoption questions surface after commitments are made — and so does the question of who actually owns the journey end to end. Both stop the work at the most expensive possible moment.
04
There is no shared executive vocabulary
The board hears capability, the operators hear disruption, finance hears cost, and the customer is described five different ways in the same meeting. Teams are deciding against different pictures of the same program.
The leadership imperative isn't to start with technology. It's to start with the decisions
that move the business and the experiences customers actually feel — and then build the AI
and design capability that makes both faster, clearer, and worth defending.
Skip Vanderburg
Decisions named
The portfolio maps to a short list of business decisions and customer moments, each with an owner.
Roadmap sequenced
Work is ordered by value, feasibility, and risk — with an investment narrative attached.
Governance in place
Data, risk, responsible-use, and experience-ownership guardrails are designed in, not retrofitted at review.
Where I add value
Six solution areas — three in each practice
Advisory grounded in building the thing and designing the thing, not just recommending either —
across the operator, consultant, and founder seats. Most engagements start in one practice; the
useful ones end up drawing on both.
Practice one — Fractional AI Strategy Advisor
Making the decisions the business runs on faster, clearer, and defensible
For leadership teams with AI activity everywhere and AI decisions nowhere — where the constraint is the portfolio, the operating model, and the investment case, not the technology.
01
AI Strategy & Roadmaps
Connect AI investments to business decisions, portfolio priorities, measurable outcomes, and responsible adoption — sequenced so each phase funds the next.
02
Agentic Decision Intelligence
Design multi-agent approaches that synthesize evidence, compare scenarios, and improve executive decision velocity rather than adding another dashboard.
03
AI Governance & Board Communication
Stand up guardrails that survive contact with risk and legal, and translate complex AI choices into clear options and an investment narrative the board can act on.
Practice two — Customer Experience Design & Innovation
Deciding what experience you intend to deliver — then designing and proving it
For leadership teams whose experience is the sum of what each channel happened to build — where the constraint is intent, ownership, and evidence, not effort.
04
CX Strategy & Operating Model
Set the experience the business intends to deliver, then design the ownership, measures, and operating rhythms that make delivering it somebody’s actual job.
05
Customer Journey Reinvention
Research the journey customers really take, name the breakpoints that cost revenue and trust, and redesign the service across every channel and team that touches it.
06
Innovation, Prototyping & Product Experience
Apply human-centered design and emerging technology to create differentiated products and services — prototyped and tested with customers before they are funded at scale.
How the work is prioritized
Opportunities are ranked with established frameworks rather than intuition — RICE, MoSCoW,
Eisenhower, scenario planning, risk assessment, and resource optimization — and, on the
experience side, against evidence from customers rather than internal conviction. Either way
the roadmap can be defended line by line to finance, risk, and the board.
How we work together
Three ways to engage — in either practice, or both
Scoped to the decision — or the experience — in front of you, from a single executive session to
ongoing advisory alongside your leadership team. Each format runs as AI strategy work, as customer
experience design work, or as one engagement covering both.
Starting point
Executive Briefing
A working session with your leadership team: a shared, non-hype view of what AI can and cannot do in your operating context, an honest read on the experience customers get today — and where the real constraint sits.
Current-state read on the AI efforts already underway
Where decisions — not tools — are the bottleneck
The journey as customers actually experience it, breakpoints named
Where experience ownership falls between the seams
A short list of candidate opportunities across both, ranked
Written summary the team can circulate internally
Investment$ fixed fee
Focused engagement
Strategy & Design Sprint
A defined engagement in one of two shapes — an AI Strategy Sprint producing a roadmap tied to business decisions, or a CX Design Sprint producing a reinvented journey with prototypes customers have actually seen. Both prioritized with established frameworks rather than intuition, and sequenced against real capacity.
AI · opportunity assessment and prioritization across the portfolio
AI · operating model and governance guardrails
CX · journey research and the experience the business intends to deliver
CX · redesigned service blueprint and tested prototypes
Sequenced roadmap with investment narrative and success measures
Board-ready readout and executive summary
Investment$ project fee
Ongoing
Fractional Advisor
Retained advisory alongside your executive team as Fractional AI Strategy Advisor, as Fractional CX & Innovation Leader, or as one seat covering both — the senior perspective in the room, without adding a full-time role or a consulting bench.
Standing counsel to the CEO, CIO, CTO, CPO, or CX leader
Portfolio and vendor decision support ahead of commitments
Experience and design review before the build is committed
Board-ready communication for both agendas
Working sessions with the teams doing the delivery and the design
Investment$ / month
Engagements are typically sized after a short scoping conversation; the briefing is often the
fastest way to establish which practice the real problem sits in, and whether a sprint or a
retained relationship is the right next step. Travel and expenses billed at cost.
Focus sectors
Where this work lands hardest
The advisory approach is industry-agnostic, but five sectors carry the combination of decision
complexity, regulatory weight, data fragmentation, and customer-experience stakes where getting
past the pilot — and past the disjointed journey — matters most.
Insurance
Carriers & brokers
Underwriting, claims, and distribution each run their own experiments. The portfolio view — what to fund, in what order, against which loss-ratio outcome — is missing, and the policyholder feels every seam between them at exactly the wrong moment.
Opening move · A single prioritized roadmap across underwriting, claims, and service, with a governance layer above it — and the claim journey redesigned end to end, because that is where trust is won or lost.
Healthcare
Providers & payers
Clinical and administrative AI advance on separate tracks, and governance questions — privacy, clinical accountability, model oversight — arrive after the pilot has already been promised. Meanwhile the patient navigates access, scheduling, and billing as three unrelated companies.
Opening move · Separate the decisions that carry clinical risk from the ones that don't, sequence accordingly — and treat access-to-outcome as one designed journey rather than three handoffs.
Financial Services
Banking & capital markets
Model risk management and regulatory expectation set the pace, and ambitious AI programs stall waiting for a defensible control story. On the front end, onboarding and servicing experiences are still assembled from products rather than designed around customers.
Opening move · Build the governance and evidence trail into the roadmap rather than bolting it on at review — and redesign onboarding around the customer’s goal, not the product catalog.
High Tech
Software & platforms
No shortage of capability — the constraint is prioritization. Too many credible AI bets, too little agreement on which ones earn engineering capacity this year, and a product experience that has accumulated more surface than intent.
Opening move · Rank the portfolio with explicit frameworks so the trade-offs are visible and arguable — then prototype the two or three experience changes that would move adoption before writing the rest of the plan.
Manufacturing & Industrial
Operations & supply chain
Operational data is abundant and fragmented; AI initiatives cluster at the plant level and rarely aggregate into an enterprise capability. The dealer, distributor, and end-customer experience is usually somebody’s side responsibility.
Opening move · Identify the recurring enterprise decisions the plant data should be feeding, build toward those — and give the aftermarket and service experience an owner and a design.
Sector framing is a starting point, not a template. Every engagement begins with your operating
context, the AI work already in flight, the experience your customers get today, and the decisions
your leadership team is actually trying to get right.
Background
Built across the operator, consultant, and founder seats
Thirty-five years translating emerging technology and human-centered design into enterprise
strategy, products, customer experiences, and operating advantage — at Fortune 500 companies,
global consultancies, enterprise software firms, and as a founder of both a digital experience
agency and an enterprise AI company. Two decades of it spent leading customer experience design
and innovation, which is why the two practices come from one career rather than two business cards.
0
Years across enterprise technology, customer experience design, and AI
0
Beta customers validating agentic decision intelligence at Prioriti AI
0
Published books on generative AI, decision intelligence, and prioritization
0
Years leading customer experience design, innovation, and service reinvention
Selected experience
Prioriti AI — Founder & CEO; agentic decision intelligence and generative prioritization
Brillio Design Studio — Head of Design; built the Silicon Valley experience-design practice
The Social Café — Founder & Chief Experience Officer; digital experience and innovation agency
Siebel Systems & Mercury — Executive technology and innovation roles
The Coca-Cola Company — Engineering and development leadership
Writing & thought leadership
Illuminating Pathways — decision intelligence and generative AI for enterprise prioritization (2024)
The Future of Generative AI: Creating Tomorrow
The Rise of Decision Intelligence
Executive speaker, Practical Journey to AI; featured expert, The Catalyst by Softchoice
Creator and host, Illuminating Pathways podcast
Let's talk
What decision — or what experience — are you trying to get right?
If your team is weighing where to invest in AI, trying to move from pilots to something that
actually runs the business, or looking hard at a customer experience that no longer holds up —
a short conversation is usually the fastest way to find out whether I can help. Either practice,
or both.
An illustrative plan for a briefing run with a seven-person leadership team. Real engagements
are shaped around your operating context — treat this as the shape of the work, not a fixed script.
Format half-day or full-day, on site or remoteElapsed ~3 weeks end to endRoom 5–10 executivesInvestment fixed fee
Three phases
Milestones
Week −3
Scoping call completeSponsor names the decision in play, the room, and what would make the day a waste of time.
Sponsor + advisor
Week −2
Materials receivedAI inventory, current strategy artifacts, and any prior business cases in hand.
Client
Week −1
Interviews done, agenda lockedFour to six conversations complete; agenda and attendee list confirmed.
Advisor
Day −2
Pre-read circulatedThree pages: what we heard, what looks true, what the session has to settle.
Advisor
Day 0
Briefing heldRanked shortlist and named owners produced live, in the room.
Everyone
Day +3
Draft summary to sponsorWritten record plus the ranked list, ready for one revision pass.
Advisor
Day +5
Final pack deliveredCirculatable internally as-is. Engagement closes or a next step is scoped.
Advisor
Dates are relative to the session. A full-day format usually adds one interview and one extra day of drafting.
Task
Week −3Week −2Week −1Session weekFollow-up week
Day 0
09:00
Frame the day
The decision in play, what this session will and won't settle, and how disagreement gets handled.
Output Agreed question the day has to answer
09:20
Non-hype baseline
What the technology can and cannot do in this operating context — worked through your examples, not vendor demos.
Output Shared vocabulary the board, operators, and finance can all use
10:00
Current-state read
What the interviews and document review surfaced about the AI work already underway — played back and corrected live.
Output Agreed picture of what is actually in flight
10:40
Break
10:55
Deep dive: one live initiative
Full-day only. Take the most contested initiative in the portfolio apart — what decision it serves, what would have to be true, what it is waiting on.
Output A worked example the team can apply to the rest
10:55
Decision mapping
Where decisions — not tools — are the bottleneck. Name the consequential choices, their owners, and what currently slows each one down.
Output Short list of business decisions, each with an owner
12:20
Working lunch
11:40
Opportunity shortlist
Candidate opportunities scored against value, feasibility, and risk — in the room, with the trade-offs visible and arguable.
Output Ranked shortlist with scoring rationale
14:00
Governance and guardrails
Full-day only. Where data, risk, and responsible-use questions will surface, and what has to be designed in rather than retrofitted at review.
Output Guardrail questions attached to each ranked item
14:45
Investment narrative
Full-day only. How the top two or three items get explained to finance and the board — the story, the measure, and the ask.
Output Draft narrative for the leading opportunities
12:20
Next steps and owners
What happens in the next thirty days, who owns each item, and what would justify a sprint or a retained relationship.
Output Named owners and a thirty-day list
12:50
Close
Read-back of what was decided, and confirmation of what lands in the written summary.
Output Agreement on the record before anyone leaves
Times are illustrative. Remote sessions run in two shorter blocks on consecutive days rather than one continuous sitting.
Four deliverables, all inside five working days of the session
Current-state read
3–5 pages · delivered Day +3
An honest account of the AI efforts already underway — what is running, what stalled, what was quietly abandoned, and why.
What good looks like Someone who missed the session reads it and recognizes their own organization in it.
Decision bottleneck map
1 page + appendix · delivered Day +3
The short list of consequential decisions, who owns each, and where each one actually slows down — data, authority, evidence, or nerve.
What good looks like Every named decision has one owner, and that owner agrees they own it.
Ranked opportunity shortlist
Scored table · delivered Day +5
Six to ten candidates scored on value, feasibility, and risk, with the rationale attached to each line so the ranking can be argued with rather than accepted on faith.
What good looks like Finance can challenge any row and get a defensible answer from the scoring, not from the advisor.
Written executive summary
2 pages · delivered Day +5
The circulatable artifact: what was decided, what was ranked, who owns what, and what the next thirty days look like — in the team's own language.
What good looks like It goes to the wider org without a covering explanation.
Everything is delivered as editable files as well as PDF. Nothing is locked in a format only the advisor can update.
Who should be in the room
Executive sponsorCEO, CIO, CTO, or CPO — whoever owns the decision in play
Required
Business line leadersTwo or three P&L owners the work would actually touch
Required
Data or platform leadCan speak to what the data will and won't support today
Required
Risk, legal, or complianceSurfaces the guardrail questions before commitments, not after
Required
Finance partnerPressure-tests the investment narrative while it is still cheap to change
Valuable
Delivery leadOwns whatever moves in the thirty days after the session
Valuable
Five to ten people. Below five the ranking lacks the arguments that make it useful; above ten it stops being a working session.
What we need from you
0 of 7 ready
This checklist is just for thinking it through — nothing is saved or sent anywhere.
How we'd know the briefing worked
Decisions named3–5 decisions
A short list of consequential business decisions exists, each with a single named owner who accepts it.
Shortlist agreedTop 3 ranked
Leadership leaves agreeing on the top three opportunities and, more importantly, on why the others sit below them.
Shared vocabularyOne picture
Board, operators, and finance describe the program the same way a week later — tested in the follow-up call.
Guardrails surfacedBefore commitment
Data, risk, and responsible-use questions are attached to ranked items while changing course is still cheap.
Momentum30-day list moves
At least one item on the thirty-day list has visibly progressed by the follow-up conversation.
Next step is clearYes or no
The team can say plainly whether a sprint, a retained relationship, or nothing further is the right call.
Measures are agreed with the sponsor during scoping, so the day is judged against what you wanted from it.
Illustrative sample. Scope, agenda, and deliverables are set with you during a short scoping conversation.
Start a conversation
Sample project plan · Focused engagement
Strategy & Design Sprint
An illustrative eight-week sprint across a multi-business-unit portfolio, shown here in its
AI Strategy Sprint shape. The CX Design Sprint runs the same sequence with design
activities in place of portfolio ones — customer research instead of opportunity intake, service
blueprinting instead of architecture review, prototype testing instead of technical feasibility —
and lands a reinvented journey rather than a portfolio roadmap. The four-week version of either
narrows the scope rather than compressing the method.
Length 4–8 weeksFormat remote, with 2–3 on-site working daysInvolves sponsor, steering group, 8–15 contributorsInvestment project fee
Four phases
Milestones
Week 1, Day 1
Kickoff heldSponsor and steering group agree the decisions in play and how the sprint will be judged.
Joint
End of Week 1
Decision set agreedThe short list of business decisions the portfolio has to serve, signed off in writing.
Sponsor
End of Week 3
Opportunity inventory completeEvery candidate normalized into a comparable form — nothing left in someone's head.
Advisor
Mid Week 4
Mid-sprint checkpointKill list agreed, late additions accepted, scoring assumptions challenged while it is still cheap.
Joint
Week 5
Sequencing workshopLeadership sequences the ranked candidates against real capacity, in one room.
Joint
End of Week 6
Draft roadmap agreedSequence, guardrails, and investment narrative reviewed by finance and risk.
Joint
Week 8
Board-ready readout deliveredFinal pack handed over, owners named for the first ninety days.
Advisor
A four-week sprint keeps all four phases and every milestone — it narrows the portfolio in scope rather than skipping steps.
Workstream
Week 1
Frame
Kickoff, sponsor alignment, and the initiative inventory started in parallel.
Lands Decision set and the sprint's own success measures
Week 2
Discover
First half of the interviews, plus data and risk constraint mapping.
Lands Raw opportunity long-list
Week 3
Discover
Remaining interviews and deep dives on the initiatives already in flight.
Lands Normalized, comparable candidate set
Week 4
Assess
Scoring workshops against value, feasibility, risk, and capacity — then the mid-sprint checkpoint.
Lands Ranked candidates and an agreed kill list
Week 5
Sequence
Sequencing workshop with leadership, then capacity and dependency modelling against real teams.
Lands Draft sequence with dependencies exposed
Week 6
Sequence
Operating model, governance guardrails, and the investment narrative — reviewed with finance and risk.
Lands Draft roadmap, pressure-tested
Week 7
Land
Readout drafting and a full rehearsal with the sponsor, including the questions the board will ask.
Lands Draft board pack
Week 8
Land
Final readout to the executive team, handover pack, and the ninety-day owner list.
Lands Board-ready roadmap and executive summary
Week 1
Frame & discover
Kickoff and inventory in the first days, then six to eight interviews inside a narrowed scope — usually one business unit or one decision area.
Lands Decision set and raw opportunity long-list
Week 2
Assess
Normalization and scoring run together, with the checkpoint held at the end of the week rather than mid-phase.
Lands Ranked candidates and kill list
Week 3
Sequence
Sequencing workshop, capacity modelling, guardrails, and the investment narrative in a single compressed week.
Lands Draft roadmap with guardrails
Week 4
Land
Finance and risk review early in the week, readout rehearsed and delivered at the end of it.
Lands Board-ready roadmap and executive summary
Standing rhythm either way: a 30-minute sponsor check-in each week, and a steering-group session at the end of each phase.
Four deliverables, built through the sprint rather than written at the end
Opportunity assessment
Scored model · 10–25 candidates · Week 4
Every candidate in the portfolio normalized and scored on value, feasibility, risk, and capacity — with the rationale and assumptions attached to each line.
What good looks like A skeptical business-line leader can challenge their own ranking and get an answer from the model, not from the advisor.
Operating model & guardrails
Model + decision rights · Week 6
Who decides what, where data and risk review sit in the flow, and the responsible-use guardrails designed in alongside the sequence rather than retrofitted at review.
What good looks like Risk and legal recognize their own requirements in it and stop being a late-stage veto.
Sequenced roadmap
Phased plan + narrative · Week 6–8
The ranked work ordered against real delivery capacity and dependencies, with an investment narrative and success measures attached to each phase so every phase can fund the next.
What good looks like Finance can see what the first phase costs, what it returns, and what the second phase depends on.
Board-ready readout
Readout + 2-page summary · Week 8
The pack the sponsor presents, rehearsed against the questions the board will actually ask, plus a two-page summary that circulates without a covering explanation.
What good looks like The sponsor presents it themselves and does not need the advisor in the room.
Handover includes the scoring model itself, so the ranking can be re-run next quarter without starting over.
Who the sprint involves
Executive sponsorWeekly 30 minutes; owns the decision set and presents the readout
Required
Steering groupThree to five leaders; one session at the end of each phase
Required
Business line leadsInterviewed in weeks 2–3, then in the sequencing workshop
Required
Data or platform leadGrounds feasibility scoring in what the data actually supports
Required
Risk, legal, or complianceShapes the guardrails in week 6 instead of blocking in month six
Required
Finance partnerReviews the investment narrative before it reaches the board
Required
Delivery lead or PMOSupplies the real capacity picture the sequence is modeled against
Valuable
Sprint coordinatorClient-side; schedules interviews and chases materials
Valuable
Total client time is roughly 25–35 person-hours across eight weeks, most of it in interviews and two workshops.
What we need from you
0 of 8 ready
Nothing here is saved or sent — it is a way to see whether the sprint is worth starting yet.
How we'd know the sprint worked
Portfolio ranked100% scored
Every candidate in the portfolio carries a score and a rationale — including the ones that were quietly avoiding comparison.
Roadmap fundedPhase 1 approved
The first phase clears the funding conversation on the strength of the narrative, without a second round of analysis.
Guardrails acceptedRisk signs off
Risk and legal endorse the governance model rather than reserving the right to revisit it later.
Capacity is realNo phantom teams
Every sequenced item maps to a delivery team with named capacity, not to an assumption about hiring.
Sponsor owns itPresents solo
The sponsor takes the readout to the board without the advisor in the room and answers the questions themselves.
It survives the quarterRe-run at 90 days
The scoring model is used again by the client's own team at the next planning cycle.
These are agreed with the sponsor in week 1, so the sprint is judged against what you wanted from it.
Illustrative sample. Scope, cadence, and deliverables are set with you during a short scoping conversation.
Start a conversation
Sample project plan · Ongoing
Fractional Advisor
An illustrative first year of a retained relationship, in either practice or both. A retainer is
a rhythm rather than a project — the first ninety days establish it, and everything after that is
the rhythm running against whatever the business is actually deciding, and whatever it is about
to put in front of customers.
Commitment typically 3–5 days a monthTerm quarterly, rollingReports to CEO, CIO, CTO, CPO, or CX leaderInvestment monthly retainer
Four phases
Milestones
Week 1
Engagement charter agreedWhat the retainer is for, who it serves, and how success will be judged at the first review.
Joint
End of Month 1
Baseline portfolio readAn honest picture of the AI work in flight, delivered before any recommendations are made.
Advisor
Month 2
Cadence runningWeekly check-in, monthly portfolio review, and delivery working sessions all in the calendar.
Joint
Month 3
First board cycle supportedNarrative shaped, pack reviewed, and the sponsor rehearsed before the board sees it.
Advisor
Month 3
90-day value reviewFirst explicit continue, re-scope, or stop decision against the agreed measures.
Sponsor
Month 6
Half-year re-scopeFocus reset for the next two quarters — often narrower and deeper than the first six months.
Joint
Month 12
Annual renewal decisionContinue, hand over to an internal leader, or close out — with the handover pack either way.
Sponsor
A retainer that is working should get less necessary over time, not more. The reviews exist to test that honestly.
Workstream
Week 1
Portfolio review
Ninety minutes with the leadership team: what moved, what stalled, what changed underneath the plan, and which decisions are now in front of them.
Output Updated decision list with owners
Week 2
Working sessions
Time with the teams doing the delivery — architecture, data, and the trade-offs that only surface when something is actually being built.
Output Unblocked decisions at the delivery level
Week 3
Decision & vendor support
Whatever is about to be committed to: a platform choice, a partner, a build-versus-buy call, a headcount case. Pressure-tested before signature, not after.
Output Written position on the pending commitment
Week 4
Narrative & monthly note
The story of the program brought up to date — for the executive team, and in a form the sponsor can forward internally without editing it first.
Output One-page monthly note
Weekly
Standing sponsor check-in — 30 minutes, same slot
Week 1
Narrative first
Before the pack exists: what is the board being asked to believe, what will they challenge, and what evidence answers it. Portfolio review folds into this.
Output Agreed board narrative and the three hard questions
Week 2
Evidence assembly
Working sessions turn into evidence gathering — what the delivery teams can actually stand behind, and what should be left out rather than overstated.
Output Defensible numbers and a short list of what not to claim
Week 3
Pack review & rehearsal
The sponsor presents it to me first. I ask the questions the board will ask, in the tone they will ask them, and we fix what does not hold.
Output Rehearsed pack, revised where it broke
Week 4
Board meeting & follow-through
Board cycle lands. Afterwards: what was actually decided, what was deferred, and what that means for the sequence next quarter.
Output Post-board decision log and revised priorities
Weekly
Standing sponsor check-in — 30 minutes, same slot
Board months usually run one quarter in four. Urgent items are handled between sessions rather than waiting for the next slot.
What a retainer actually produces
Standing counsel
Weekly 30 minutes · plus escalation
A senior AI perspective available to the CEO, CIO, CTO, or CPO in the week the question arises — not a scheduled opinion delivered a month late.
What good looks like The sponsor calls before making the decision rather than after making it.
Decision & vendor support
Written position · ahead of each commitment
Platform choices, partner selection, build-versus-buy, and headcount cases tested against the portfolio before signature — including the option of not committing yet.
What good looks like At least one expensive commitment a year is avoided, delayed, or renegotiated.
Board-ready narrative
Quarterly cycle · pack + rehearsal
The story of the program in language the board can act on — shaped before the pack is built, rehearsed against the questions they will actually ask.
What good looks like The board asks better questions, and the sponsor answers them without me.
Working sessions with delivery
Monthly · with the teams building it
Time with the people actually delivering, so the advice at the top stays connected to what is true at the bottom — and so the trade-offs reach the executive team intact.
What good looks like Delivery leads raise constraints early because they expect to be heard.
Plus a one-page monthly note the sponsor can circulate as-is, and a running decision log kept across the engagement.
Who the retainer works with
Executive sponsorWeekly 30 minutes; owns the relationship and the renewal decision
Required
Leadership teamMonthly portfolio review; the room where sequencing actually changes
Required
Delivery leadsMonthly working sessions; keeps the advice connected to what is real
Required
Data or platform leadConsulted ahead of platform and vendor commitments
Required
Risk, legal, or complianceLooped in on governance changes rather than told afterwards
Valuable
Finance partnerQuarterly, around the board cycle and investment cases
Valuable
Board or investor contactOccasional, when the narrative needs testing outside the company
Occasional
Internal successorThe person who should eventually not need this retainer
Valuable
Client time is roughly 6–10 person-hours a month, most of it in sessions that would happen anyway.
What we need from you
0 of 8 ready
Nothing here is saved or sent — it is a way to see whether a retainer would work in your environment.
How we'd know the retainer is earning its place
Called before, not afterAhead of the call
Consequential decisions reach me while they are still decisions, rather than arriving as things to be explained afterwards.
Commitments tested100% of major ones
Every significant platform, partner, or headcount commitment gets a written position before signature.
Board conversation improvesSponsor presents solo
The board engages with trade-offs rather than with technology, and the sponsor carries the narrative without me in the room.
Sequence holdsQuarter over quarter
The roadmap survives contact with reality — changed deliberately when facts change, not abandoned quietly.
Capability growsSuccessor named
Someone internal is visibly taking on the perspective the retainer supplies, and doing more of it each quarter.
It ends wellBy design
The right outcome is eventually not needing a fractional advisor. A renewal that happens by default rather than by decision is a failure.
Measures are agreed in the engagement charter in month one and tested at every quarterly review.
Illustrative sample. Cadence, focus, and commitment are set with you during a short scoping conversation.
Start a conversation