This is how we stack Rocks with you.
The mechanics, not the philosophy. An honest read, and the actions and decisions that build value, expressed in ninety-day Rocks, whether you work in a group or in a private engagement.
Every engagement starts with the RockStack Assessment.
The RockStack Assessment is an honest read on where your business stands today. It scores your personal readiness and the intangibles that set your business’s value. We turn those scores into a plan.
You walk away with:
- Written scores for the current readiness of you and your business
- A clear view of where the business still depends on you
- A prioritized list of your first Rocks
- A read on the execution system you run today
What makes a business valuable, not just profitable.
Your people.
A leadership team that makes the calls you would make, and key roles with someone ready behind them.
Your customers.
Revenue that recurs, customers who stay, and no single account that could sink the year.
Your systems.
Systems and processes that move your business forward, whether you’re in the building or not.
Your reputation.
A brand that makes it easier to win customers, hire employees, and bring on suppliers.
Beneath all four sits your personal readiness: what you want from the business, and what you want for your life beyond it. Value gets built faster when you know where you’re headed.
The work runs ninety days at a time.
A Rock is a single priority your team commits to for ninety days and finishes before the next one starts. The idea traces to Stephen Covey: put the big rocks in the jar first, or the small stuff crowds them out. EOS turned it into a discipline.
Each quarter, you commit to a small number of Rocks. Two Rocks finished beats five started.
Any execution system works, as long as it has:
- Quarterly objectives (Rocks) tied to what matters most
- One person accountable for each Rock
- A ninety-day cadence with checkpoints along the way
- Measures that show whether the outcome changed
If you already run EOS, RockStack works alongside it. If you don’t have anything yet, consider implementing EOS or a similar system.
Use as much or as little as fits your business.
Your Assessment results point to specific RockStacks: sets of Rocks, each with its own playbook and templates, built to fill your biggest gaps, reduce the risks that hold down your value, and strengthen the business as an asset.
Each Rock is a quarterly deliverable with monthly milestones that line up with your coaching sessions.
RockStacks are optional. The method works with or without them.
Your advisors, on one playbook.
Most owners already have some good advisors: a financial advisor, a CPA, an estate attorney. They rarely work as one team.
On your advisory team, your financial advisor is often the quarterback. Your CPA, attorney, and other specialists play their positions. As your coach, I make sure every player runs the same playbook and contributes to the win.
If there’s a gap on the team, I’ll introduce you to advisors I know and trust. When you’re ready to acquire, finance growth, or plan a transition, the right specialists join at the right time.
Every year, the business is measured.
Once a year, the RockStack Assessment is re-run against the same baseline you started with. Finished Rocks show the plan is moving. The re-assessment shows where the business got stronger, where it still depends on you, and where to focus next.
Every month, progress is measured. Every year, the business is re-assessed.
One method. Two ways to run it.
Same Assessment, same Rocks, same standard of work. What changes is the setting. Which fits you is part of the first conversation.
Work the method in a room of business owners, with one-to-one coaching between meetings.
Work the method in a private engagement, directly with your coach.
Start where you are.
Start with a conversation
Thirty minutes, no pitch. We’ll talk about which path fits you.
Take the Readiness Check
Twelve questions, about five minutes. It’s not the RockStack Assessment, but it’s low investment and may surprise you.
Join us at an event
Be our guest at gatherings of business owners around Tampa Bay.