A focused install that equips your team to run a 60 to 75 minute monthly meeting anchored to a single frozen operating rule in a specific operating context, two conservative actions, and weekly verification from your existing report or saved view using the exact field or column label.
Sponsor‑ready Agenda that sets purpose, sequence, timing, roles, and pre‑work for a 60 to 75 minute monthly meeting.
Numbers Pack template that pulls the same three metrics the same way, from the same report or saved view and field or column label, on the same day each week, with explicit thresholds and drift controls.
Decision Output sheet that records the frozen rule, owners, two conservative actions, exception handling, and the binary success signal for the quarter.
Verification standards that define the exact report or saved view and field or column label, the read day and time, what red means, how to escalate, and when to Stop. Missing or late data is treated as red.
Mid‑sized companies with a named internal sponsor, a reliable existing report or saved view and field or column label for weekly verification, and the capacity to run two conservative actions for 90 days. Typical sponsors are CFOs, Finance Directors, or Commercial Finance leads.
One working session up to 2 hours to install the Agenda, Numbers Pack, and Decision Output sheet. Weekly verification snapshots continue inside your team from the same report or saved view and field or column label.
$3,500 plus GST.
Sponsor owns the cadence and the frozen rule. Finance is the named Verification owner, pulls the same report or saved view and field or column label on the same day each week, and flags red. Field Owner runs the two conservative actions and reports exceptions. Verification is from the agreed existing report or saved view only. Manual adjustments are not accepted. Missing or late data is treated as red.
Business strategy and execution support only. Not financial product advice, accounting advice, or legal advice.