Block CXO Platform
Strategic Advisory (Small Business)
Focused advisory support that includes an initial Strategic Planning Session, identified KPIs and success factors, and Monthly Financial Review sessions
Includes the base service, plus Actionable Analytics and Insights, a Bi-Weekly update call, and a working session each Quarter to assess Strategic progress.
Block style engagement modeled after Board Advisory roles – provides an initial assessment, monthly debriefs, and a Quarterly report to coincide with Board Meetings.
Activities that make up successful engagements
Strategic Planning Session
Working session focused on creating and implementing the Company’s Strategy, incorporating operational and financial goals and objectives.
Identify Focused KPIs
The Company’s Strategy should include ‘what success looks like’ –these critical success factors are then measured by a core set of defined KPIs.
Monthly Financial Review
Designed to go beneath the surface of the numbers, identifying trends, successes, opportunities, areas to watch, and recommendations / takeaways to consider.
There is truth in the concept of ‘paralysis by analysis’ –we identify advanced data points that truly drive the business, measure them, and recommend a plan of action.
Bi-Weekly Tactical Check-In
One-on-one session to discuss current events and recent activities, while providing real-time financial guidance for tactical decision making.
Quarterly Strategy Update
Workshop to reassess the current state of the Strategy, evaluating both operational and financial performance, and recalibrating as needed.
Deep Dive Assessment
of the operational and
financial state of the business, formalized in a presentation to the requesting stakeholders.
Monthly CXO Debrief
Summarized recap of the Company’s operational and financial performance including visuals, narratives, insights, and recommendations.
Quarterly Board Report
Comprehensive ‘Board’ style management presentation that includes financials and KPIs to highlight trends, opportunities, and areas to watch.