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The  Business Leader's Dilemma

Being a business owner or leader is the American dream. Endeavors like discovering a new technology or marketing an innovative service are rewarding and exciting. There are also distinct advantages of being a business owner including freedom to pursue your own interests, control and flexibility of schedule, and the potential for financial independence.

Whether you have years of experience or are just beginning your journey in the marketplace, all business leaders face unique challenges. While the advantages of being a trailblazer in business can be exciting, there will be challenges along the way. No matter how long you have been in business, trying to establish a brand, adjusting to the competition and keeping your business profitable are a never ending battle.

Business leaders need to balance the requirements of building a business and managing a business. Establishing a vision and being an evangelist for the business requires a much different skillset than managing the day to day minutia of business operations. The business owner often tries to wear both hats and in doing so is not successful with either.


The OCEO system is designed to build the foundation of a business by identifying core objectives, establishing key performance indicators, aligning goals and expectations and providing visibility and accountability throughout the organization. It will have an immediate impact on the success of a business and can be implemented quickly and cost effectively. 

The successful implementation of the OCEO system provides immediate lift and scale. It is based on the premise "what is measured improves and what is measured and reported on improves faster". The establishment of guardrails, objectives, key performance indicators and a cadence for review are vital to your success. The establishment of an annual Plan of Record that cascades down from leadership to the individual contributor brings clarity and direction to the entire organization. It ensures the troops are all marching in the same direction.


Once the Plan of Record is established, it needs to be communicated and posted in a visible fashion so that the entire team can monitor progress. Employees want to see the company be successful and will rally behind clear objectives. Employees also want to be successful themselves. We are all coin operated and need clear direction to meet and exceed expectations.


The OCEO Business Operations Foundation is the byproduct of 100's of strategic plans, annual and quarterly business reviews in front of a C-level audience. During these reviews, every key performance indicator of the business was reviewed, discussed, defended and adjusted. The establishment of the Plan of Record process is difficult to create from scratch. Our advisors have the tools, templates, and experience to lead your organization through the process. 

The appraisal consists of a deep dive review of every aspect of the business within the following categories. Throughout the review, assignments are captured and plans are established to address challenges within the business. Agendas and templates are provided to lead the team through the process.

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the OCEO Business Operations Foundation

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Competitive landscape,

financial targets, growth drivers,

invest / divest priorities,

dependencies, organizational review​

Operations Plan

Cross departmental interlock sessions (Marketing

to  Sign, Implementation to Value, Customer Success)

Top line priorities for go to market, product roadmap &

execution, customer success

M&A success and high performance culture, operating budgets

Plan of Record

Establish the overall business framework (guardrails)

Supports the operations plan and cascades down from leadership to

the individual contributor Objectives

KPIs with clear accountability and reporting cadence

Return & Report

Executive dashboards (single source of truth)

Quarterly Financial Review (QFR) / Quarterly Business Review (QBR)

​C-Level, Board of Director and Financial Analyst updates

Enterprise Risk Management process

Workstream Categories

  • Financial Review

  • Strategy

  • Technology (Roadmap)

  • Marketing to Lead (Pipeline)

  • Lead to Quote​

  • Quote to Cash

  • Cash to Implementation

  • Implementation to Customer Success

  • Retention (Customer & Revenue)

  • Regional Performance (GEO's)

  • Staff Operations

  • Employee Engagement

  • Reporting & Dashboards

  • Org Structure



Complete rollout of the OCEO system including a full week of onsite counseling




Complete package of the tools and templates that enable the OCEO


Included in Foundation



Weekly in office advisory sessions to ensure the ongoing success of the OCEO system

$1,000 per day



Ongoing access to an on-call advisor remotely or onsite

Monthly retainer

based on engagement


Talk to an Advisor Today

Contact us to speak with one of our advisors. We provide a free consultation to see if theOCEO is a good fit. You can expect absolute confidentiality and we won't drive you crazy with sale pitch emails or phone calls.

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