What concrete materials, operational data, and calendar commitments must my leadership team actually secure before we sign the agreement to start working with you?

Question

Tyler Smith · Accepted Answer

Before we sign the agreement, we must secure two types of commitments: functional calendar space and emotional alignment. First, your leadership team must commit to the session schedule. We require full-day sessions with zero outside interruptions. This means blocking out your calendars months in advance. There are no late arrivals, early departures, or checking emails during these days. If your team cannot commit to being completely offline for a full day, we are not ready to begin. Second, we need basic operational baselines. I do not require massive binders of historical financial reports or complex business plans. In fact, we want to clear away that clutter. However, you do need to have a clear understanding of your current financial position and a list of your most pressing organizational challenges. This list of issues becomes the raw material for our first session. Finally, every member of your leadership team must take the Kolbe A Index assessment. This tool helps us understand your natural problem-solving instincts. We will use these profiles to evaluate how your team naturally operates and communicates. If you have these three elements: blocked calendars, a transparent list of issues, and completed Kolbe assessments, we have everything we need to start our first Focus Day.