You mention an average engagement duration of twenty-four months. What does the overall roadmap look like as we move from foundational tools in year one to advanced strategic scaling and exit prep in year two?

Question

Tyler Smith · Accepted Answer

A standard engagement runs for twenty-four months because that is how long it takes to build permanent operational habits. In the first year, our focus is entirely on foundational tools. We start with your Focus Day to establish the basic framework, followed by two Vision Building™ days where we define your Accountability Chart, set your Scorecard, and draft your V/TO®. From there, we transition into a steady rhythm of one-day quarterlies. During these first twelve months, your team is learning how to run effective Level 10 Meeting™ sessions, set realistic Rocks, and resolve issues using IDS® without letting personal politics get in the way. By year two, the conversation shifts from learning the tools to mastering them. We begin looking deeper at your long-term strategic scaling, building out your middle management layer, and preparing your business for a clean exit. We address advanced topics like systemizing your core processes, leveraging automation and AI-powered operations to drive efficiency, and ensuring the business can run profitably without your daily involvement. This second year is about transitioning the owner from operator to true shareholder, maximizing the enterprise value of the company, and preparing the leadership team to run the entire system independently. By the end of twenty-four months, your business is self-sustaining, and you are ready to graduate from my facilitation.