[ APPROACH ]
What’s an iOP?
(independent Operating Partner)
An Operating Partner is a proven business leader with a successful track record of creating high growth in Revenue, Profit, and Valuation within a variety of organizations.
Their sole objective is to catalyze Revenue, Profit & Valuation by partnering in-the-trenches with the CEO and C-suite to drive ongoing strategic + operational unlocks.
An iOP shows up as:
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Fractional Executive
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Sparring Partner
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Consultant
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Coach
WHY "INDEPENDENT’’?
Not being beholden to the board or investors,
nor subject to org politics and agendas
allows higher levels of confidentiality
and removes bias in partnership.
Your Swiss Army Knife
(Efforts our iOPs have recently led)
Strategy
• Exit Strategy Planning
• Product Strategy Development
• Market Positioning
• Strategic Offsite Facilitation
• Market/Segment Diversification
• Category Creation Design
• Fiscal Year Growth Planning
• Quarterly Goal-Setting
• Public Co. Divestiture Planning
• Fundraising Strategy
• Chapter 11 Restructuring
• M&A Strategy
• AI Strategy & Implementation
• Change Management Strategy
Revenue
• Account Planning Implementation
• Customer Journey Mapping
• GTM Strategy
• ICP Analysis & Definition
• Churn Reduction Programs
• Sales Process Diagnostics
• Cust Success Process Diagnostics
• Sales/Deal Qualification
• Rev Operations & Dashboarding
• Offer Design and Testing
• Commercial Packaging Redesign
• Forecasting Refinement
• Sales Conference Keynote Speaker
• Content Generation Program
• Revenue Scenario Analysis
People
• Executive Talent Sourcing
• Corporate Communications
• Leadership Dev Programs
• 1:1 Executive Coaching
• Key-Hire Candidate Vetting
• Blind Reference Checks
• Cultural Transformation
• Org Design & Re-Design
• Company Values Definition
• Team Diagnostics
• Conflict Management Facilitator
• Talent Assessments
• Interview Design & Scoring
• Succession Planning
Operations
• Post-M&A Integration
• Profit Improvement Planning
• Work Mgmt Implementation
• Process Engineering
• Operational Scorecards
• Operating Model Redesign
• Change Management Lead
• Vendor RFP & Vetting
• Monthly Biz Review Design
• Daily Scrum Master
• M&A Diligence
• Board Meeting & Deck Prep
TOOLKITS
We leverage nearly 100 best-in-class frameworks in creating structured Strategy & Execution solutions across a breadth of areas.
Below are a few of our favorites
Strategic Planning
and Formulation
Rumelt Strategy Chain to McKinsey 3 Horizons and over 10 other models
Market
Positioning
Category Pirates / Play Bigger for creating signal in a noisy market
Change
Management
ADKAR for sustained change organizationally
and individually
Strategy
Execution
Hoshin Kanri turns big vision into monthly accountability
Product Mgmt
Dev & Launch
Pragmatic Institute decades of leadership in Product excellence
Organizational & Conflict Dynamics
Lencioni 5D + Karpman Triangle to reduce outcome-limiting friction
Organizational
Strategy
Collins Good-to-Great
diagnostic & model for exceptional org design
Operational
Excellence
Agile to Lean/Six Sigma, Theory of Constraints to Kaizen, and so forth
Executive
Diagnostics
The Leadership Circle quantitative, qualitative, & normative assessments
Revenue
Systems & Process
Winning by Design, the very best in systematic revenue frameworks
Continuous
Improvement
The Deming Cycle & PDCA iterative design/mgmt method
Org-Wide Talent
Optimization
Predictive Index for customized & scalable hiring & managing plans
PROCESS
We work backward from an outcome,
$10M+ in value, clearly stated and thoroughly explored. Diagnostics + other heuristics are used to determine core issues and to select most relev.ant protocols
We design Strategy first, and then we install Executional accountability.
We scale from individual execs to org-wide levels, typically starting with the CEO, followed by direct reports, then working downward.
In its fullest extent, there’s a cadence of work-sessions…
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Quarterly Strategic Refinement
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Monthly Outcomes Accountability
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Weekly Executional Coaching
…in both group & individual formats.
The result is measurably greater + accelerated outcomes