Ways to work together.
Every engagement begins with understanding you and your business. Some leaders want one-on-one coaching. Others want their leadership team involved from the start. We'll choose the level of involvement that fits what you need, and I'm glad to tailor it.
Who I work with.
I work with CEOs and owners across industries. The challenges of leading a growing company, aligning a leadership team, making hard calls, and turning plans into results, look much the same whether you build homes or run a services firm.
For homebuilders and franchisors, I bring something more: decades of hands-on experience in both, with particular depth in custom and entry-level homebuilding.
Most of my advisory clients lead companies with roughly $10 million to $200 million in revenue. But size isn't a requirement: I've worked with smaller and larger companies, and what matters most is the fit. Executive coaching clients come from companies of every size.
Which advisory program fits?
Where every Impact engagement begins.
Who it's for: CEOs and owners who want an honest outside view of the business, with their leadership team involved from the start.
An experienced partner, month after month.
Whichever you choose, you leave with a working rhythm: the meetings, agendas, and follow-up that keep your team executing long after our work is done.
For CEOs and owners who want an experienced advisor and coach working with them one-on-one, starting right away, without the full diagnostic. We begin with short conversations with your key leaders, so our work starts from what your team sees, not just what you see.
- A starting snapshot: confidential conversations with people who work with you, two leadership assessments, and a review of your financials and plan
- Two working sessions a month with you, and direct access to me in between
- Coaching on running your Impact Rhythm
- The option to bring your leadership team in later
For CEOs and owners who want the whole picture: a clear read of the business, priorities the leadership team owns, and a rhythm that keeps them moving.
- Starts with the Clarity Diagnostic
- One-on-one sessions with you, monthly or twice a month
- Quarterly planning sessions with your leadership team
- Your Impact Rhythm: the meetings, agendas, and follow-up that keep your team executing
- Direct access to me between sessions
For companies where the work needs the whole leadership team, hands-on. For larger companies, it's scoped to fit.
- Leadership team sessions about every 30 days during the first 90 days
- Facilitation of your annual planning off-site
- Time on-site with you and your team
- Hands-on documentation of the one or two core processes that matter most
A specific need, a defined scope.
Sometimes the need is narrower, like a strategy day, a planning off-site, or an Impact Rhythm setup. Focused Engagements are scoped to that one piece of work, with a clear start and finish. And if none of these options fits exactly, I'll build one around what you need.
For owners and CEOs who want their leadership team to leave aligned on the year ahead. We start with dinner the evening before, spend a full day planning together, and I debrief with you afterward. You leave with the year's priorities, an owner for each, and the measures you'll track.
Scoped to your company.
Every engagement is scoped to your company, your goals, and the level of involvement you need. We'll discuss investment in our first conversation.
“I would argue that you cannot afford not to hire Jim if you are fortunate enough to have him as an extension of your leadership team.”
Not sure which fits? Let's talk it through.
The introductory call is free and typically about 30 minutes, longer when it helps. We'll talk about your priorities and whether we're a fit, and if I can help, I'll suggest where to start.