Understand. Build. Transfer.The Charter Oak Method.
We don't sell services—we solve operational problems. Every engagement follows the same principle: diagnose before you fix, build systems that last, and hand over capability you keep.
The Charter Oak Method
Every engagement follows the same principle: understand before you act, build systems that last, and transfer capability so you don't need us forever. Three stages, calibrated to where you are.
Diagnose
"I sense something's wrong but can't name it"
Before you fix anything, understand what's actually broken. Our diagnostic engagements surface the patterns hiding behind symptoms, whether operational friction or AI readiness gaps.
Duration
2-4 weeks
Investment
Starting at $8,000
- +Friction map or readiness scorecard
- +Prioritized roadmap (2-4 items, not 12)
- +Executive presentation with clear next steps
Build
"I know what's broken. Help me fix it."
Targeted engagements that solve specific operational problems. Decision bottlenecks, tribal knowledge, documentation systems, strategic execution, team alignment. Each with fixed scope, fixed price, and specific deliverables.
Duration
3-8 weeks
Investment
Starting at $8,000
- +Systems that run without ongoing support
- +Documented processes your team owns
- +60-day implementation guarantee
Transform
"I need ongoing operational partnership"
Embedded operational leadership for companies that have outgrown their infrastructure. Part-time presence, full-time thinking. Build the systems, develop your people, and eventually work ourselves out of a job.
Duration
3+ months
Investment
Retainer
- +Decisions happen without you
- +Strategic work actually moves
- +Operations run when you're not there
Where Should You Start?
Most companies start with Diagnose, but if you already know what's broken, you can skip ahead. Find your situation below.
"Growth feels harder than it should be"
Something's creating friction but you can't pinpoint it.
"Every decision runs through you"
Your team waits on approvals. You're a bottleneck.
"Best people are single points of failure"
Critical knowledge lives in heads, not systems.
"Need ongoing operational leadership"
Too much for sprints. Not ready for a full-time hire.
Not sure which fits your situation?
Let's Figure It Out TogetherHow We Work Differently
Every engagement starts with understanding
We have proven methods, but your situation shapes how we apply them. We diagnose before we prescribe—never the other way around.
We build systems, not dependency
Our goal is infrastructure your team owns and operates. If you need us forever, we failed.
Proof over promises
Quantified deliverables. Specific timelines. Case studies with real metrics. We demonstrate value, we don't assert it.
Want to see our methodology first?
Learn Before You Engage
Our courses teach the same frameworks we use in engagements. See how we think, then decide if you want us to apply it.
Explore Our CoursesReady to start?
Every engagement begins with a conversation. We'll understand your situation, identify where you are in the journey, and determine the right starting point.
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