Phase 1: Assess
• Understand organizational context, priorities, and constraints
• Review leadership structure, operations, and current initiatives
• Clarify expectations with executive leadership and board stakeholders
Phase 2: Diagnose
• Identify root causes of challenges and bottlenecks
• Assess alignment between strategy, structure, and execution
• Highlight risks, gaps, and opportunities
Phase 3: Plan
• Define clear priorities and success metrics
• Develop a practical, phased action plan
• Align leadership roles, accountability, and timelines
Phase 4: Execute
• Drive execution of agreed priorities
• Support leadership decision-making and team coordination
• Adjust approach as conditions evolve
Phase 5: Review & Stabilize
• Measure progress against objectives
• Institutionalize improvements and best practices
• Prepare organization for transition, continuation, or exit