Fractional COO Engagement Options and Scope
Practical engagement formats for installing an operating rhythm that reduces chaos and increases follow-through. This document outlines what is included, what is not, and what each option is designed to achieve.
How I work
- Listen. The most important step is asking questions, listening, and truly understanding the current business posture.
- Diagnose. Clarify the constraint and the few metrics that matter.
- Design. Define the operating rhythm: cadence, SOPs, owners, and review loops.
- Implement. Install the workflows and train the team to run them.
- Reinforce. Use regular KPI review to keep the system alive and improving.
The core deliverable is an operating rhythm: clear ownership, documented execution, accountability loops, and a small set of decision-grade metrics. The exact format changes based on urgency, team maturity, and the amount of implementation support you want.
My work is anchored in real operating systems that have been implemented repeatedly: cadence, SOPs, visibility, and reinforcement. The emphasis is on what the team will do weekly, not what they will “plan to do someday.” There is also an emphasis on motivating the team to embrace new systems and become the new norm.
Is this consulting, coaching, or operations?
Functionally, it is Fractional COO work: reduce chaos, install cadence, create SOPs, improve follow-through, and build operational visibility. Some engagements include growth operations, but the through-line is systems and execution.
Engagement options
Ops Diagnostic (clarity fast)
Best when the team is busy, priorities are shifting, and you need to identify the constraint and define the plan.
30-day Sprint (fix a specific bottleneck)
Best when you have one clear pain point: dropped leads, fulfillment chaos, onboarding gaps, reporting blind spots, or recurring fires.
90-day Operating System Install (build durable execution)
Best when the business needs consistent execution, delegation, and measurable weekly progress across multiple areas.
Fractional COO Retainer
Best when you want a steady operating rhythm and an outside operator to keep execution tight, metrics honest, and priorities realistic.
If you need a format in between, the most common hybrid is: Ops Diagnostic, then a 30-day Sprint, then 90-day install or ongoing cadence.
My Commitment
What I will do
- Turn operational confusion into a clear operating rhythm with owners, cadence, and metrics.
- Build SOP-driven execution so work does not rely on memory or constant supervision.
- Create practical pipeline and follow-up systems that prevent dropped leads.
- Make reporting decision-grade and consistent, without vanity dashboards.
- Stabilize execution during growth or transition periods.
What I will not do
- Graphic design, brand identity work, or UI/UX-heavy initiatives.
- High-volume customer service or repetitive admin task execution.
- Full-time coverage or corporate-style time control.
- AI integration services or building AI features as the engagement focus.
- Work that depends on long, consensus-heavy approvals and slow decision cycles.
Your Commitment
- A single accountable decision-maker for priorities.
- Access to current tools, reports, and team members relevant to the scope.
- Willingness to enforce cadence: meetings, scorecards, and follow-through.
- Openness to process discipline, even when things are busy.
My role is to build the system and help you run it until it becomes normal. Your role is to protect the cadence and keep decisions moving.
Proven impact
Hard outcomes across revenue, operational scale, and transaction readiness.