If we commit to an engagement with you, what is the exact cadence of sessions across the full multi-year arc, and how do we balance that schedule against our company's operational rhythm?

Question

Tyler Smith · Accepted Answer

A standard engagement runs across approximately 24 months, structured around a strict, predictable rhythm designed to drive self-sufficiency. The objective is not to keep you dependent on an outside facilitator indefinitely; it is to teach your leadership team how to run the system cleanly on your own.

The engagement unfolds across distinct phases:
- The Foundational Phase: Three full-day sessions spaced roughly thirty days apart, consisting of Focus Day, Vision Building 1, and Vision Building 2. These sessions establish your Accountability Chart, Scorecard, Rocks, weekly Level 10 Meeting™ rhythm, and complete your V/TO®.
- The Quarterly Cadence: One full-day session every ninety days. In these sessions, we grade previous Rocks, resolve systemic issues using IDS®, review organizational health, and establish new Rocks for the upcoming quarter.
- The Annual Planning: A two-day session held at the end of each year to reset strategic goals, refresh the V/TO, and align the budget before heading into the new fiscal period.
- Inter-session Check-ins: Periodic calls at months 6, 9, 12, 15, 18, and 21 to monitor tool adoption and troubleshoot sticking points between full sessions.

This quarterly pulse provides the structural pacing of your business. Your team plans in ninety-day sprints, solves operational bottlenecks before they fester, and executes without letting strategic priorities get buried by daily chaos.