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12-Month Advisory (Quarterly Retainer)
Real implementation with accountability.
Outcome: a complete, working Strategic Plan with quarterly execution.
Scope covered: mission, vision, goals, culture, SWOT, KPIs, marketing, operations, team, and financial projections.
Sprint 1: Direction and Diagnosis
Focus: mission, vision, culture, SWOT, top goals.
What happens: short interviews, quick client and competitor scan, review of recent proposals. We clarify our mission and vision, codify our values and culture, and conduct a firm-wide SWOT analysis to surface opportunities and risks. We draft three to five firm goals for the next three years.
Deliverables: one-page Mission, Vision, Values; SWOT summary; draft 3-year goals with success criteria.
Sprint 2: Market and Positioning
Focus: positioning, marketing plan, pipeline.
What happens: define ideal clients and sectors, sharpen the value narrative, and build confidential case briefs that show outcomes without breaching NDAs. We establish a simple marketing calendar and maintain discipline, including clear Go or No-Go criteria and executive-level outreach.
Deliverables: positioning statement, two case-brief templates, 12-month marketing calendar, pursuit checklist.
Sprint 3: Operations and Team
Focus: operations playbook, roles, culture in practice, KPIs.
What happens: map SD, DD, CD, and CA responsibilities, refine QA and QC checkpoints, align BIM standards, and set resource and utilization targets. We confirm the org design, leadership lanes, hiring and training needs, and succession pathways. We choose a small set of operating KPIs and wire a simple scorecard from BQE CORE.
Deliverables: Operations Playbook, RACI by phase, hiring and training plan, and KPI scorecard.
Sprint 4: Financials and Execution
Focus: fee model, budget and projections, execution rhythm.
What happens: create a fee and packaging framework that moves you off rate comparisons, then build a 12-month budget and 3-year projections for revenue, margin, staffing, and cash. We establish a quarterly cadence, checkpoints, and reviews to ensure the plan is managed, not shelved.
Deliverables: fee framework, 12-month budget, 3-year financial projections, quarterly execution calendar.
Retainer: Billed quarterly
Cadence each sprint:
One leadership session per month (90-minutes)
Two working sessions every two weeks (1-hour each)
Email support
Sprint review with next-quarter priorities. (1-hour)
Real implementation with accountability.
Outcome: a complete, working Strategic Plan with quarterly execution.
Scope covered: mission, vision, goals, culture, SWOT, KPIs, marketing, operations, team, and financial projections.
Sprint 1: Direction and Diagnosis
Focus: mission, vision, culture, SWOT, top goals.
What happens: short interviews, quick client and competitor scan, review of recent proposals. We clarify our mission and vision, codify our values and culture, and conduct a firm-wide SWOT analysis to surface opportunities and risks. We draft three to five firm goals for the next three years.
Deliverables: one-page Mission, Vision, Values; SWOT summary; draft 3-year goals with success criteria.
Sprint 2: Market and Positioning
Focus: positioning, marketing plan, pipeline.
What happens: define ideal clients and sectors, sharpen the value narrative, and build confidential case briefs that show outcomes without breaching NDAs. We establish a simple marketing calendar and maintain discipline, including clear Go or No-Go criteria and executive-level outreach.
Deliverables: positioning statement, two case-brief templates, 12-month marketing calendar, pursuit checklist.
Sprint 3: Operations and Team
Focus: operations playbook, roles, culture in practice, KPIs.
What happens: map SD, DD, CD, and CA responsibilities, refine QA and QC checkpoints, align BIM standards, and set resource and utilization targets. We confirm the org design, leadership lanes, hiring and training needs, and succession pathways. We choose a small set of operating KPIs and wire a simple scorecard from BQE CORE.
Deliverables: Operations Playbook, RACI by phase, hiring and training plan, and KPI scorecard.
Sprint 4: Financials and Execution
Focus: fee model, budget and projections, execution rhythm.
What happens: create a fee and packaging framework that moves you off rate comparisons, then build a 12-month budget and 3-year projections for revenue, margin, staffing, and cash. We establish a quarterly cadence, checkpoints, and reviews to ensure the plan is managed, not shelved.
Deliverables: fee framework, 12-month budget, 3-year financial projections, quarterly execution calendar.
Retainer: Billed quarterly
Cadence each sprint:
One leadership session per month (90-minutes)
Two working sessions every two weeks (1-hour each)
Email support
Sprint review with next-quarter priorities. (1-hour)