Strategy
Implementation
Compliance
Growth
🔍 Strategy
Healthy growth starts with a solid strategic plan. A solid strategic plan starts with strategic alignment. Our innovative discovery process quickly identifies gaps in your “organizational identity”, your team’s capacity for change, and process maturity for each significant element of your business. Each assessment is designed to work independently. However, the best results come from a “3D view” of the current state of the organization. Our proprietary discovery process delivers fast, actionable insights with minimal disruption to your business, so your team is strategically aligned before strategy deployment.
OII: Reveals how leadership sees the business and classifies it into one of 16 organizational identities - great for aligning teams and clarifying strategic intent.
OCC: Measures your organization’s capacity for change across 51 cultural indicators - ideal for planning transformation, growth, or M&A readiness.
OMI: Assesses operational maturity across Strategy, Implementation, Money, and People - helps uncover execution gaps and prioritize operational improvements.
A solid strategic plan starts with strategic alignment.
Organizational Identity Index (OII)
Understand who you are before deciding where to go.
The OII provides a fast, powerful lens into how your leadership team perceives the business - its purpose, tendencies, and decision-making DNA. With just one response, it classifies the organization into one of 16 business types across Strategy, Implementation, Resources, and People. This assessment is:
✅ Low-effort: Takes 2-3 minutes to complete.
🎯 Ideal for: Strategic alignment, leadership development, and M&A compatibility.
📈 Results include: Business Type Profile, Team Alignment Maps, and Communication Guides.
OII is used to diagnose hidden cultural and strategic assumptions before they stall your growth.
Organizational Change Capacity (OCC)
Measure your organization’s ability to pivot before you attempt change.
The OCC reveals how well your business can sustain change by assessing 51 mindset-level indicators across 5 core areas we refer to as “CHIRP”: collaboration, horizon, integration, reliability, and proactivity.
🔄 Built for: Change initiatives, cultural transformation, DEI, and executive onboarding.
💡 Highlights: Change-supporting vs. hindering behaviors, “Role Models” vs “Lone Wolves”.
🧩 Outputs: Individual and team-based change capacity scores with actionable recommendations.
The OCC helps leaders design achievable change strategies that match the culture you actually have versus the future culture you hope for.
Operational Maturity Inventory (OMI)
Move from strategy to execution - systematically.
The OMI is the backbone diagnostic tool in our strategic alignment process, offering a comprehensive maturity assessment across four critical domains we call “SIMP”: strategy, implementation, money, and people.
🧠 Data-rich: Evaluates 47 elements of your business on a scale of 1-5 tied to operational success.
⚙️ Used for: Due diligence, strategic planning, performance gaps, and leadership coaching.
📊 Deliverables: Journey Readiness Score (JRS), Visual Symmetry Maps, and targeted action plans based on prioritizing what is most important to you.
OMI enables leaders to spot gaps early, prioritize improvements, and build repeatable systems that scale based on a quantitative, current-state maturity ranking.
🔄 Implementation
12-Tool Business Management System
Our 12-Tools Methodology is the most effective and efficient means for immediate and sustainable transformation. Simple, highly visual communication tools provide guidance for each process owner to grow from daily chaos to a simple and sustainable approach to process mastery. In short, we teach leaders how to define, design, and manage their teams, resulting in processes at peak performance (PPP).
Management System in a Box
This approach has been the backbone of our services while acting as the baseline for various industry and ISO global standards for compliance. It is a straightforward toolset and methodology that any organizational leader can customize and maintain to fit their business needs. Each tool is built using the Microsoft Office Suite of products that most leaders already know how to navigate (i.e., Word, Excel, and PowerPoint). This organizational model provides the framework for mastering all the business processes you and your team manage.
Compliance & Beyond
We’ve developed an extremely effective 12-Tool Methodology framework and business model that has been refined for decades. Founding partner and technical advisor Professor James Thompson developed this system as a streamlined and effective Quality Management System (QMS) for ISO global standards and compliance. After working with hundreds of companies over the past 20+ years, we began to see how these tools are applicable for incorporating business planning, strategic marketing, and back-end support processes to drive full organizational excellence & best practices.
⚙️ Compliance
Navigating compliance requirements can be rough. We work with you to make compliance feel like part of your day‑to‑day, never a chore. We believe in the approach we call “competitive compliance” through these specific stages:
10 Steps to Compliance Deployment Plan
Step 1 - Gap assessment
Step 2 - Implementation planning & action assignments
Step 3 - Deployment of Management System Architecture (12 Tools)
Step 4 - Documentation creation & modification
Step 5 - Organization training & development
Step 6 - Internal auditing & program development
Step 7 - Management review facilitation & improvement
Step 8 - Readiness review
Step 9 - Guidance during 3rd-party auditing
Step 10 - Assistance with closure of post-audit findings
By weaving compliance into the culture of how you operate your business (we call this a “business management system”), you build strong habits, reduce surprises, and reinforce your brand’s promise to customers and regulators alike.
📈Growth
Real growth comes from small, steady steps, built on a foundation that converts strategy into daily activities. Our approach to growth is all about:
Designing for scale: Create a compact, fit‑for‑purpose lean business management system (BMS) and knowledge management system (KMS) that flexes as you change or add people, products, or markets.
Optimizing process performance: Map, test, and refine your core workflows so every handoff is smooth, every delay is spotted, and every customer touchpoint shines.
Capturing & sharing best practices: Set up living playbooks and knowledge hubs so lessons learned travel with the team, even as people come and go.
Driving continuous improvement: Use real‑time dashboards, agile teams, and collaborative communication to collect and prioritize the lessons we learn every day.
Empowering people: We believe in the inherent value of everyone on the team. Give every person a clear understanding of what is expected, along with the resources needed to be successful, and the sky is the limit. By teaching all players how to use simple tools to stay on track - or to manage change in a controlled way - every team member sees how their contribution impacts the journey to the next milestone.
With systems built for both speed and stability, you’ll unlock new opportunities while preserving what makes you unique, day after day, year after year. Contact us to set up a call to explore how our approach can increase flow and decrease friction.