Engagements
Specific, practical engagements for technical and organizational challenges. Based on 20+ years building systems, leading teams, and fixing what's broken.
Ready to work together?
Whether you're exploring fit or ready to start, here's how to engage:
Goal-Setting & Strategy
Clear goals and focused priorities using proven frameworks - Theory of Constraints, OKRs, and decision tenets.
OKR Design & Implementation
OKRs fail when they're just rebranded task lists. We'll help you design goals that actually drive outcomes - starting with shared vision, not your spreadsheet. We'll create focused objectives (5 or fewer), measurable key results with controllable inputs, and a quarterly review process that works.
Deliverables:
- Current goal-setting audit
- OKR design for one quarter (company and team level)
- Measurement framework
- Leadership workshops
- Quarterly review cadence
Prioritization & Constraint Analysis
You've got fifty priorities. Which means you have zero. Using Theory of Constraints, we'll identify the single critical bottleneck limiting your throughput. Then reduce focus to 1-2 real priorities. Build a roadmap that addresses actual constraints, not wishlist items.
Deliverables:
- Constraint identification workshop
- Prioritization framework
- Focused roadmap (actually focused)
- Stakeholder alignment sessions
Decision Tenets Development
Amazon uses tenets to hardcode team vision and preload decisions about tough conflicts. We'll help you create tenets that actually guide decisions - not platitudes that sound good in presentations. We'll test them against real tradeoffs you're facing.
Deliverables:
- Current decision-making assessment
- Tenet development workshops
- Documented tenet set with examples
- Application training
Engineering & Technical
Identify bottlenecks, optimize flow, and make technical debt visible and actionable.
Engineering Velocity Diagnostic
Where does your engineering time actually go? We'll implement a work visibility framework to categorize time: broken stuff, KTLO, coupling overhead, feature work, and future speed investments. Then identify the real bottlenecks killing your throughput.
Deliverables:
- Work histogram analysis (6 time buckets)
- Constraint identification using Theory of Constraints
- Throughput improvement roadmap
- Executive communication dashboard
Tech Debt Visibility Framework
Make tech debt measurable and communicable to non-technical stakeholders. We'll help you frame it as tax on throughput and defect likelihood - not just "engineering wants to refactor." Then build an effective prioritization framework.
Deliverables:
- Tech debt categorization system
- Impact assessment framework
- Executive communication templates
- Prioritization criteria
Agile/Kanban Transformation
Scrum fills capacity. Kanban optimizes flow. If your Scrum process is creating multitasking and local efficiency at the expense of throughput, it's time to switch. We'll help you design Kanban boards with effective WIP limits.
Deliverables:
- Current process assessment
- Kanban board design and WIP limits
- Team training and coaching
- Flow metrics dashboard
Technical Due Diligence
Pre-acquisition or investment assessment. We'll evaluate technical architecture, team quality, process maturity, and tech debt levels. Flag risks and identify opportunities. You'll get an honest assessment, not a sales pitch.
Deliverables:
- Technical architecture assessment
- Code quality and tech debt analysis
- Team structure and talent evaluation
- Process and velocity assessment
- Risk register with remediation roadmap
- Executive summary
Organizational & Team
Build effective cross-functional teams and diagnose organizational health.
Cross-Functional Team Structure Design
Design healthy multi-discipline pods (engineering, product, design, data science). Define role expectations, performance checklists, and collaboration patterns.
Deliverables:
- Pod structure design
- Role definitions and RACI matrices
- Team performance checklist
- Communication and decision protocols
Engineering Team Health Check
Rapid diagnostic of engineering team effectiveness. We'll interview engineers, review processes, analyze metrics, and identify friction points. You'll get quick wins and a 90-day roadmap.
Deliverables:
- Team interviews and survey analysis
- Process bottleneck identification
- Quick-win recommendations
- 90-day improvement roadmap
Ongoing Advisory
Fractional CTO-level guidance for companies without a full-time technical executive.
Monthly Technical & Strategic Advisory
Strategic technical guidance for companies without a full-time CTO or technical exec. Architecture decisions, vendor management, team structure, roadmap prioritization, and executive-level technical communication.
Typical scope:
- Architecture and technical strategy review
- Vendor and budget oversight
- Engineering leadership coaching
- Board/investor technical updates
- On-demand technical problem-solving
Ready to get started?
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