SCALING UP COACHING & BUSINESS VALUE BUILDING IN WESTERN CANADA

What a Coaching Engagement Looks Like:

• Step 1: Complete a Business Health Assessment
  This is a structured diagnostic that evaluates how well your company is positioned for growth. It looks under the hood of your business — across people, strategy, execution, cash, systems, and leadership — to identify strengths, bottlenecks, and hidden opportunities.

  It’s a blend of data, leadership insight, and pattern recognition drawn from proven growth frameworks including Scaling Up, Value Builder, and EOS.

  Rather than a generic survey, it’s a calibration tool: it aligns the founder, leadership team, and coach on the real state of the business so you’re not solving symptoms — you’re solving the right problems in the right order.

• Step 2: Turn Insights into a 12-Month Growth Roadmap
  Translate the insights from the business health assessment into a practical, actionable plan.

  We develop a 12-month Growth Roadmap that breaks your priorities into focused quarterly deliverables. This plan becomes the operating system for your coaching engagement — ensuring you’re not just reacting to problems as they appear, but proactively building the systems, structure, and habits that will accelerate your growth.
  

• Step 3: Coaching Kickoff - Aligning the Big Picture
  We begin the coaching engagement by bringing the leadership team together for focused Planning Day(s). This is where we align the long-term direction of the company and establish the foundation for disciplined growth.

  During this session, we clarify the big picture — who you are, where you’re going, and how you’ll get there. Together, we define or refine your core values, articulate your purpose, and identify the key people and capabilities required to move the business forward. We then set the framework for your Vision and BHAG, shape a compelling 3-Year Picture, and establish clear 1-Year goals and actions that support your strategic priorities.

  These Planning Day(s) ensure the entire team is aligned, energized, and united around a shared vision. Create the strategic “north star” that anchors all future decision-making and provides the focus, rhythm, and morale needed for the next stage of your growth journey.
  

• Step 4: Quarterly Workshop Rhythm - Driving Focus & Momentum
  Every 90 days, we come together for a structured Quarterly Workshop designed to review progress, reset priorities, and strengthen execution.

  During each session, we look back at the previous quarter — celebrating wins, resolving stuck points, and assessing what worked and what didn’t. With full clarity on the current state, we then identify the most important priorities for the next 90 days, ensuring the leadership team is focused on the few actions that will have the greatest impact.

  These workshops also include deeper dives into your biggest constraint or strategic challenge. Using Scaling Up tools and frameworks, we break down complex issues and provide practical guidance that helps the team make better decisions, build stronger systems, and move forward with confidence.

  This consistent rhythm brings discipline, alignment, and momentum to the organization — ensuring the work compounds quarter after quarter and your long-term strategy translates into meaningful, measurable progress.
  

• Step 5: Monthly Leadership Coaching - Driving Accountability
  These sessions create a regular strategic feedback loop — a place to integrate market shifts, competitive intel, customer insights, and operational learnings so your leadership team is always making informed, timely decisions.

  Each meeting breaks your 90-day priorities into smaller, achievable milestones to ensure steady progress. We address roadblocks early, refine direction when needed, and reinforce accountability so leaders stay aligned with what they committed to. This is where momentum is protected — where strategy becomes action, and action becomes measurable results.

  Monthly coaching provides clarity, consistency, and a trusted space for leaders to think strategically, adjust with purpose, stay disciplined, and remain focused on the work that truly matters for growth.