For Internal Use Only

Tools built to
support the work.

Working instruments for client preparation, discovery, and delivery. Each one is built to support your thinking—not replace it. Filter by service line or open any tool directly.

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Fractional CoS

Advisory

People & Talent

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Culture & Climate Signal Tracker

People & Talent Fractional CoS

A persistent observation log for what you notice in an organization's culture. Signals accumulate across sessions. Patterns surface at three observations. Generates a culture memo.

Decision Brief Generator

Fractional CoS Advisory

Prepare leadership to make good decisions. Enter the question, options with tradeoffs, your recommendation, and risks—generate a one-page brief ready for a board meeting.

Engagement Health Check

All Service Lines

Mid-engagement diagnostic across seven weighted dimensions. Score at 30 days, 90 days, or any point where something feels off. Generates a memo and recommended action.

Organizational Fit Assessment

Fractional CoS Advisory People & Talent

Discovery conversation tool for Advisory, CoS, and P&T engagements. Scores five dimensions and generates an internal report with client-facing summary.

Organizational Rhythm Builder

Fractional CoS Advisory

Design the operating cadence for the organizations you serve. Input context and coordination challenges—get a complete proposed rhythm across five cadences for week two.

People Infrastructure Audit

People & Talent

Assess eight infrastructure domains on a four-point maturity scale. Produces gaps, a sequenced build plan, and scope recommendation—the foundational document for a P&T engagement.

Priority Triage Tool

Fractional CoS Advisory Coaching

Score up to ten competing priorities across five dimensions. Assigns each to a quadrant, ranks the list, and generates a prioritized action map with key observations.

Proposal Builder

All Service Lines

Generate scoped, print-ready proposals for all four service lines. Enter what you heard—get a complete proposal with payment structure, terms, and acceptance block.

Referral Tracker

Business Development

Track where clients come from and manage the referral pipeline by status. Pipeline table, referral source cards with conversion data, and a thank-you radar.

Scenario Planning Framework

Advisory Fractional CoS

Three-scenario thinking for leadership decisions. Define the critical uncertainties, build three scenarios, and surface what the organization can decide now with confidence.

Sliding Scale Calculator

All Service Lines

Calculate the right investment for any engagement. Enter org type, budget, and qualifying factors—get a recommended rate with discount breakdown.

Stakeholder Mapping Tool

Advisory Fractional CoS

Map stakeholders across complex decisions. Score each on power, legitimacy, and urgency. Assigns salience tiers and engagement strategies with specific briefs for priority stakeholders.

Starting Point Session Guide

Executive Coaching

Coaching intake prep and live conversation companion. Run the Starting Point conversation by section and close with a package direction.

Values & Leadership Identity Inventory

Executive Coaching

A live empathy interview guide. Ask the questions directly in conversation. Captures values, competing commitments, and what the leader is carrying. Generates a coaching profile and session plan.

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