Senior Advisory
Score each dimension. Expand for full signal guidance. All three disqualifiers must be Strong Fit for an overall Strong Fit result.
Disqualifier
Adjustable
Is this the right moment for strategic counsel?
Strategic transitions require a specific readiness: the presence of real complexity, access to the person who can act on counsel, and a leadership posture that can be challenged. The absence of any of these is a walk-away condition — no adjustable factor compensates for a missing disqualifier.
Prospect Context
For the report
Used to personalize both your internal assessment and the client-facing summary.
Discovery Notes
What you actually heard
The presenting problem. What surprised you. What you believe is underneath it.
Fractional Chief of Staff
Score each dimension. Expand for full signal guidance. All three disqualifiers must be Strong Fit for an overall Strong Fit result.
Disqualifier
Adjustable
Is this leader ready for an operational partner?
Fractional CoS requires three conditions that cannot be manufactured: a genuine displacement problem, a leader who will actually grant access, and a felt and named strategy-execution gap. When those conditions are present, the adjustable dimensions shape scope and structure — they do not determine whether to engage.
Prospect Context
For the report
Used to personalize both your internal assessment and the client-facing summary.
Discovery Notes
What you actually heard
The presenting problem. What surprised you. What you believe is underneath it.
Fractional People & Talent
Score each dimension. Expand for full signal guidance. Both disqualifiers must be Strong Fit for an overall Strong Fit result.
Disqualifier
Adjustable
Is this a people infrastructure problem — or something else?
People infrastructure work requires two things above all: a systemic challenge — not a single event — and leadership that genuinely believes people systems are a mission variable. Everything else informs scope, phasing, and entry point.
Prospect Context
For the report
Used to personalize both your internal assessment and the client-facing summary.
Discovery Notes
What you actually heard
The presenting problem. What surprised you. What you believe is underneath it.