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Strategic analysis session

Before you fix,understand.

You can feel the friction—the bottlenecks, the stalled initiatives, the decisions that take too long. Before you invest in fixing, invest in understanding. The right diagnosis costs far less than the wrong solution.

Why Diagnose First?

Most companies skip straight to solutions. That's why most initiatives fail. Understanding the problem costs far less than fixing the wrong one.

74%

of AI initiatives fail because they skip the diagnostic step.

BCG, 2024

70%

of success depends on people and processes—not technology.

BCG, 2024

$90K+

saved by one client who almost hired for a problem they didn't have.

Charter Oak Case Study

Two Diagnostic Tracks

Growth Friction Diagnostic

You can feel something's wrong. Good people are burning out on coordination, not output. Decisions take longer than they should. The playbook that got you here stopped working.

This 4-week diagnostic surfaces the structural friction hiding in your operations: the patterns that have become invisible because you've been living with them so long.

How It Works

01

Discovery

Week 1

"Observe where work actually happens"

  • Pain point inventory
  • Friction patterns
02

Analysis

Week 2

"Quantify impact, identify root causes"

  • Cost mapping
  • Dependency analysis
03

Synthesis

Week 3

"Prioritize by impact and feasibility"

  • Friction map
  • Prioritized roadmap
04

Delivery

Week 4

"Present findings and next steps"

  • Executive presentation
  • Implementation guide

What You Get

Friction Map

Visual representation of where work stalls, who carries what, and what's creating drag.

Prioritized Roadmap

2-4 highest-impact fixes, ranked by effort and return. Not 12—the ones that actually matter.

Executive Presentation

60-minute walkthrough with your leadership team. Clear next steps, not vague recommendations.

Quick Win Identification

Problems that can be fixed in the next 30 days with resources you already have.

Case Study: Midwest Logistics Company

3 weeks → 4 days

New hire onboarding time

11

Undocumented processes captured

67%

Reduction in "quick questions"

$180K

Annual productivity recovered

The situation: A 45-person logistics company was struggling with new hire productivity. Average time-to-competency had stretched to three weeks, and turnover in the first 90 days was climbing. Leadership was convinced they needed a Training Director.

What we found: The diagnostic revealed that eleven critical processes existed only in the heads of four senior employees. New hires weren't undertrained—they were on a scavenger hunt, interrupting experienced staff dozens of times per day to learn basic workflows.

The real problem: This wasn't a training gap. It was a documentation gap masquerading as one. The company was about to spend $90K+ annually on a role that wouldn't have solved the underlying issue.

The outcome: Instead of hiring, they invested in documenting those eleven processes. Onboarding dropped from three weeks to four days. Senior staff reclaimed hours previously lost to "quick questions." The $180K in recovered productivity paid for the engagement many times over.

Investment

Starting at $8,000

Typical engagement: $10,000 – $12,000

Scope depends on:

  • Number of workflows analyzed (2–5)
  • Interview depth and stakeholder count
  • Post-diagnostic support needs

Guarantee

If we don't surface actionable friction you weren't aware of, we refund half the fee.

Timeline: 3–4 weeks depending on scope

Quick Fit Check

This works if...

  • +You can describe symptoms but not the root cause
  • +Good people are burning out on coordination, not output
  • +You're evaluating AI investments but want clarity before committing
  • +Leadership is excited about AI but the team is skeptical

This isn't the right fit if...

  • -You already know exactly what's brokengo straight to Build
  • -The issue is product-market fit, not operations
  • -You're looking for validation, not truth
  • -You need ongoing operational leadershipthat's Transform

What Happens After Diagnosis?

A diagnostic engagement ends with a clear roadmap. Most clients move to Build: targeted engagements that solve the specific problems we identified.

Before you fix, understand.

One conversation. We'll figure out which diagnostic fits your situation, or whether there's a different place to begin.

Start a Conversation