The Designed to Scale Coaching Program:
Scale It Like You’ve Done It Before

The Organizational Physics Designed to Scale Coaching Program is for CEOs of expansion-stage companies who have a significant growth opportunity to capture. The program brings together strategy and execution. Using a combination of online software and coaching, we align the most important things in your business – the strategy, culture, structure, key processes, people, targets, key performance indicators (KPIs), and objectives and key results (OKRs). Then I coach you to drive strategic execution in a way that frees you from low-value activities, improves cross-coordination, and drives results.

Now, I’m not the first consultant to tell you how important it is to work on your business, not in the business, or to play to your strengths and free yourself from low-value activities. But I am the first to create a first-principles approach to accomplishing just that.

My methods are based on timeless and universal laws of physics, cutting-edge management theory, and my own first-hand experience in scaling fast-growing companies. The Designed to Scale Coaching Program is an ingenious way to collaborate, solve challenges, and build a more resilient organization.

The Big Picture

In a picture, this program guides you, step by step, to play to your strengths and passions while simultaneously leading your company from the Nail It stage of business development into the Scale It stage of business development, as shown in the picture below.

The Designed to Scale Coaching Program guides you, step by step, to play to your strengths and passions while simultaneously leading your company from the Nail It stage of business development to the Scale It stage of business development and beyond.

The Designed to Scale Coaching Program guides you, step by step, to play to your strengths and passions while simultaneously leading your company from the Nail It stage of business development to the Scale It stage of business development and beyond.

Here’s another picture and an alternative way to look at it. My job is to help you to drive your business up the lifecycle stages into a zone of growing revenues and profits (the dotted oval below). Then, from this position of strength, structure and prioritize the launch and development of new business units that will in turn go through their own lifecycle stages for sustained, profitable performance over time, like this:

How to create sustained, profitable performance.

How to create sustained profitable performance.

Is the Designed to Scale Coaching Program Right for You?

You’re an ideal client for this coaching program if you’re the CEO of an expansion-stage company in the early to post-Nail It stage of business development (typically $30M+ in annual sales and a Leadership Team of 7+) with a huge market opportunity to capture, if you could just execute on it swiftly enough and prevent the company from getting in its own way.

The ideal client also has some battle scars. You already realize that things are very different at scale and you’re headed into uncharted territory again. At the same time, you still have the desire and guts to execute on your vision. You just need the right support and insights.

Here’s an example. Below is a simple picture that contrasts how we’re conditioned to think about success versus what the journey of success is really like:

Real Success

If you’re wound so tight in the right arrow that you don’t have any extra capacity to think, learn, plan, and grow, then this program is not a fit for you. If you’re operating smoothly with no apparent problems, as in the left arrow, it’s not a fit for you either because you just won’t be open to change (no offense; it’s just human nature).

In order for there to be a good match, you need to have some pain or friction in the business, the stakes need to be high, and you must have the capacity and the commitment to invest in yourself and the business to make a transformative shift.

I Get What You’re Going Through

Although we haven’t met, if you’re an expansion-stage CEO, then I probably know what you’re going through.

Even though every situation is unique, some broad brush strokes are: You know the company needs to evolve how it operates but you don’t want to lose its entrepreneurial DNA or core values. It’s likely that some critical area isn’t functioning as well as it should to scale. There’s a sense that the company has outgrown its current structure and operating model, but it’s not perfectly clear yet how to solve this. You likely have some strong vertical functions and leaders but weak cross-coordination. It’s also likely that you have some low-value, energy-sucking activities that you must personally manage and you can’t wait to escape from. Or if not, you’re battle-tested and wise enough to know that you want to avoid these pitfalls in advance.

Why do I know this? Because I’ve been there myself. There’s nothing more exhilarating than leading a fast-growing company. There’s also nothing more frustrating than dealing with a business that has friction gumming up the wheels when the pressure to move fast is really on.

If you’re like me, then what you want above all else is certainty about what steps to take, in what sequence, and why. You seek a proven, systematic approach to organizational development that simultaneously lowers any sources of internal friction. And you desire to get back into your strengths and passions because you intuitively recognize that if you’re not at your best, then the business isn’t going to reach its potential.

I’ve designed an insightful and practical 12-week coaching program that does just that. But before I explain what it is and how it works, it’s important to first understand why I do what I do.

Why We Do What We Do

There are 2 big reasons why this approach to coaching creates systematic breakthroughs that lead to sustained business performance.

1) The Value of Getting in Your Genius Zone

You create the most enterprise value from the inside out. Identify your genius zone, commit to working in it, and then design everything to support that.

You’ve probably realized by now that a core tenet of what I teach is that everybody should strive to play from their strengths and passions, and especially leaders. After ten years of entrepreneuring and searching for models and frameworks that make the complex simple, I ultimately realized that while I was a pretty good visionary-style CEO, I am an absolute genius at coaching.

I’m not saying this to be boastful. The fact is that everybody is a genius at something. My “thing” just happens to be coaching, teaching, and collaborating with smart, talented, ambitious entrepreneurs. CEO coaching, combined with the design and process of this program, allows me to bring my whole self into my work with my clients and access deep sources of creativity, passion, and intuition. When I’m in the flow, it’s pretty fricking awesome and I try to spend as much time in that zone as possible.

I love coaching because it doesn’t even feel like “work” to me, even though I’m always working. I get to be in my genius, really listen to my clients, guide them over or through obstacles, and develop deep friendships. Clients love it because they get the support and perspective of a true expert who’s in that rarified air of doing what they’re truly called and meant to do. When it works, it’s a win-win, energy-adding combination for everyone involved. We all want more of that.

I bring this up to point out that you are a genius at something too. And as a CEO, if you design your business in the right way (and I’ll show you how), you leverage your strengths and passions to scale the business and create the most enterprise value and a positive impact for everyone involved. In fact, unless you’re scaling from your genius zone, your business isn’t going to truly scale.

2) It Works!

I spent a long time trying to find the best ways to teach and integrate what an expansion-stage CEO needs to know and do in order to scale their business. I’ve found that the right combination is a mix of online collaboration and alignment tools, plus the support of one-on-one coaching. The software provides the framework to follow and your coach provides the accountability, perspective, and reinforcement. It’s a powerful one-two combination that systematically eliminates obstacles and catalyzes the next stage of business growth.

I would be in another field if I couldn’t see the visible and measurable results of coaching with my clients. As much as I enjoy coaching, we must be able to translate core concepts into business velocity, growth, and results. This program drives fast results, which is why I love it.

  • A $40M biotech start-up was struggling with management execution and coordinating across multiple geographies and product lines. The founder was a thought leader with a research background who definitely understood the technical side of his business. He was also a first-time CEO, however, and he was naturally overwhelmed with internal operational issues at scale, despite having a COO to support him. By better defining the next stage strategy and implementing a new organizational structure and design, this same CEO took the business to more than $100M in sales in under three years, with very lucrative margins. As of this writing, he has received two competing multi-billion ($B) buyout offers.
  • A $150M publicly traded consumer goods company was attempting to seize a new market opportunity but found itself going up against much larger, well-funded competitors. It had to innovate new product offerings while bringing together a complicated supply chain and distribution model. Of course, it also had to maintain and improve GMP quality standards. Using Organizational Physics, the company redesigned its structure, accelerated its execution speed on the new opportunities, won several best-in-category awards, and grew to become the number 1 or 2 competitor in its categories. The company is now valued at more than $1B and they are expanding into new international markets from a very strong foundation.
  • A five-year-old venture-backed start-up was growing fast and had reached 300 employees. But as it grew, its internal execution got more complex and things started to bog down. Inside the company, one part of the business was fighting against the other. There was also a lot of conflict between members of the founding team and new senior-level hires brought in to help the company scale. As a result, sales were flattening. By implementing Organizational Physics, this company created a new structure with clarified roles and responsibilities to support the expansion strategy. They also implemented an improved management execution process to bring the structure alive. The results? Internal infighting plummeted, velocity increased, and revenues were up 60% within 9 months.
  • A $15M a year venture-backed start-up was struggling with focusing its strategy and attracting new senior leadership. Working with the CEO and leadership team, we put in place a quarterly 1-page strategic execution summary that clarified the strategy, accountabilities, 90-day-, 1-year-, and 3-year-priorities, and the core ideology. We also redesigned the organizational structure, put in place a new management process, and helped to recruit and integrate a VP of Sales and a VP of Operations. Three years later, the company more than tripled its revenues and is on track to hit $100M in sales.. At the same time, the company founder and CEO went from spending 10% of his time in his Genius ZoneTM to spending over 80% of his time in that zone.
  • A 5-year-old company had been losing money since its inception. It had a strong culture but was suffering from customer turnover and too many competing priorities, with no way to manage them effectively. In three months we implemented a new go-to-market strategy, restructured the company for clearer accountability, and streamlined the decision-making and product development processes. The result? The company reached cash flow profitability for the first time and is on track to reach $50M in sales and 30% EBITDA this year.
  • A 9-year-old venture-backed software-as-a-service (SAAS) firm with $10.5M in sales in 2013 was stalled in its expansion strategy. Sales were growing but not nearly fast enough. After six months of searching, the company was 0 for 3 on making critical key hires including a Director of Engineering, a COO, and a VP of Marketing. The board was getting impatient and making rumblings about replacing the founding team. The founders themselves were feeling ambivalent about the business. In three months, we realigned the founding team and helped them rediscover their original passion. We created a new environment for faster execution and uncovered the real market opportunity. The result? The company found and hired three new A+ executives and its momentum is accelerating. Its forecast is to more than double sales in the coming year.
  • The regulatory market changed radically on a $35M Inc. 500 Fastest Growing CompanyTM. Using the the Strategic Execution Coaching Program, we identified and executed on a new pivot strategy. While its two largest competitors went bankrupt, our client had their most successful quarter ever. In addition, the founder freed himself up significantly from his old role of managing daily operations to his new role of creating new marketing campaigns and developing new markets (two things that he loves to do and add the most enterprise value to the business).
  • A $30M medical device manufacturer engaged Organizational Physics. The company was having a hard time making the leap from a founder-led organization to a well-coordinated execution machine with multiple global offices. One year later, with the founder operating still as CEO but now much more in his Genius Zone and with the a structure and management process to support it, the company doubled in size to $60M. At the same time, it increased its operating profit margin and management capacity. Soon after, it received a $240M+ buyout offer, scoring a very high return for its shareholders.
  • A 20-year old software company had gone through a very challenging period and sales were flat. Its legacy product quality had suffered as a result. At the same time, the market was changing and it had to innovate to capture a closing market window. We clarified the strategy, put in place a new structure and management process, and built a new product management system. Within nine months, the company had transformed its product quality on its legacy product to meet client expectations. Simultaneously, the company scoped and launched a new innovative product that sets it up for success for the next generation. Revenues were up 18% within 12 months. More importantly, the culture has pride and is excited for the future.

What Other CEOs are Saying

“I am grateful for being introduced to Lex and Organizational Physics. Using Lex’s coaching, we are transforming a super successful FinTech company for a new level of scale that is both scary and audacious. For me and my leadership team, this approach creates a new way to assure role clarity, mutual accountability and organizational momentum. Putting these concepts into practice has yielded positive results from the get-go. Highly recommended for anyone who wants to transform their organization for outsized success.”
– Vijay Sondhi, CEO at Network Merchants (NMI)

“A year on after the Organizational Physics Strategic Execution Coaching program, we have managed to achieve our ambitious goals and employee engagement within the business is equally high. Between finding the book, connecting with the author and now having a coach engaged on the growth stages of the company, our time with Lex comfortably goes down as the best investment we have made during our transition into scale at Yoco.”
– Katlego Maphai, Co-founder & CEO, Yoco

“In my experience, Lex Sisney is a genius when it comes to organizational structure — how to design a business so it can grow with the right people in the right seats with a structure that “pushes authority down” whenever possible. Our company is in a totally different place than it was before our work with Lex. Our digital products division had a $2 million positive swing in its bottom line in just one year’s time. And our leadership team now consists of an engaged group of 13 people (many of whom were promoted to their new roles during the restructuring process) with a very high level of commitment, clarity, and “shared consciousness.”
– Tami Simon, Founder & CEO, Sounds True

“When we hired Lex, our company was 5 years old with 300 employees. We had never taken a hard look at how our functions were laid out or who was responsible for what. Lex’s framework, Organizational Physics, gave all of us a lens to think about how we could make our structure better support our strategic objectives. During a 2-day offsite, Lex helped the entire team discover what was holding us back and where we really wanted to focus our energy. Finally, he helped us implement a decision-making process that has freed us to make big decisions and move faster. My hope was that he would help us accelerate our velocity and he did exactly that — just nine months later our revenue is up 60%. The kind of work that Lex does is not easy but it is well worth it.”
– Issac Oates, CEO, Justworks

“Lex and Organizational Physics took us from a $150 million dollar start-up to a $1.5B business. Our start-up had grown quickly from just me and my co-founder working in a basement to $150M valuation. But we had grown so fast that we had outgrown our structure, management processes, and lacked a strategy to keep growing. Lex gave us sound principles, led a major company restructuring, changed the way we meet, think, and make decisions, and gave us the tools to become a “Unicorn.” I’d say Lex’s help is invaluable. But in our case it was worth a billion dollars! If you’re dealing with similar complexities in scaling your own business, I highly recommend speaking with him.”
– Adam Miron, Co-founder & Chief Brand Officer, HEXO

“Lex is a trusted and wise counselor who has found a way to apply the laws of thermodynamics to any business or organization. His framework is like an efficient machine code that is useful in any environment. Lex has helped us simplify our organizational structure, dramatically improve intra-company communication, and operate more effectively. Perhaps most importantly, Lex has helped us to find better ways to serve clients. This has contributed to a near doubling of revenue and company size in 12 months.”
– Michael Chambers, CEO, Aldevron

“In my opinion, the effectiveness of a framework is dependent on its ability to endure long after the facilitator is gone. The principles Lex has developed not only endure; they’ve become self-reinforcing. And the tools and mental models that I’ve picked up working with Lex will be permanent fixtures in my toolbox. Form follows function is a “sticky” idea that Lex brings to life like no other. And it helps that he’s a great guy who’s fun to work with!”
– Daniel Needham, President and Chief Investment Officer, Morningstar Investment Management

“The results of collaborating with Organizational Physics have been transformational. We have a much flatter organization with a highly energized management team. We executed “entropy reduction projects” that greatly increased the quality of our products and responsiveness to our customers. We also redefined the markets for our products from a $60M niche market to a $300M+ market with potential for further growth. Lex has a unique blend of experience, critical thinking, tools and boundless energy. If you want to grow your business, energize your people, build a great culture and have fun while doing it, then I highly endorse and recommend Lex Sisney.”
– Bob Reback, CEO, Cimetrix

“As a leader, is your team organized and aligned to perform optimally for your company? Are your key players in a structure where they can succeed for themselves and for you? Do they want to? Does everyone know the game plan, how they fit into that plan, and how to succeed as an organization? Lex and Organizational Physics will give you a proven framework to optimize your company and ensure that you can execute more seamlessly and powerfully to achieve your goals faster and get results you previously only dreamed of. Don’t take chances. Don’t learn the hard way. You don’t have time. Get the answers that have helped hundreds of leaders worldwide improve the performance and happiness of their organizations from a proven innovator who gets real results with real companies like yours everyday.”
– Justin Bellante, CEO, BioIQ

“Lex offers great strategic guidance and an outside perspective that helped move my organization to the next level. Lex led an executive team offsite for my company and also worked with me in advance to help guide me in refining my vision and goals for the company. During the offsite, the team was given the opportunity to assess our current competitive, operational, innovative and financial situation. It was a safe place for them to voice their opinions and an unusual chance for me to hear candid input. From there, the team worked together, with the help of Lex’s well thought out process, to decide what our priorities would be moving forward. We also created a new structure, metrics, and an improved decision making process. The result was a plan that was clear and the team was committed to making it happen. We did it again a year later to hone our skills and further build our team. The model works! The company has since grown more than 30% and our culture has never been stronger.”
– Jean Thompson, CEO, Seattle Chocolates

darrenlitt“Lex is a wizard at organizational structure and design. Prior to working with Lex, our organizations had inefficient structures that grew more complex with each new hire, yet Lex helped us reorganize our teams around basic, easy-to-grasp principles. Today as we hire, we reference Lex’s “four forces of management” framework to make sure we’re hiring the right people for the right roles. In other words, if you want your organization to run more smoothly, you need a sound structure to build from. You should learn from Lex.”
– Darren Litt, Internet/Mobile Entrepreneur

Lex is a master of organizational design, leadership team dynamics and talent assessment. After reading his books Organizational Physics and How to Think About Hiring, and being impressed with his advanced thinking on organizations, we engaged Lex to help us optimize the organization structure of our growth stage healthcare software company, Kareo. Lex helped us improve our organization structure, align responsibilities and key metrics to the right leaders, and tune up our leadership meetings. Our work with Lex has led to faster and more effective execution with increased role clarity and accountability.
– Dan Rodrigues, Founder & CEO, Kareo.com

“Lex provides insight and guidance that you could only get from someone who’s walked in a CEO’s shoes. His method, Organizational Physics, is a no-nonsense approach to building a solid structure that allows for scalability and success. All you need is a business with potential and Lex will provide you with the tools your company needs to get to the next level and beyond.”
– Kelly Foy, CEO, Elite Meetings International, Inc.

“Working with Lex is making a HUGE difference in the growth of my business. He has developed powerful frameworks to view the entire business lifecycle that are extremely practical. I am able to move much faster, make decisions quickly and chart both near and long term because of our work. Lex is a great compass and sounding board. Lex is an extremely accomplished Entrepreneur and very humble, a combination that I admire immensely. I am grateful for the opportunity to have Lex as a trusted advisor/friend/mentor and coach.”
– Seth Epstein, Emmy Award-Winning Producer and CEO of LosYork

“Lex, in seven months of executive coaching with you I have added an equivalent of $87 million in assets under management, and increased billable fees by 40%. I have discovered where my power comes from and experience more confidence, clarity, and an ability to view my life almost constantly in a positive way. Our engagement has been successful beyond my imagination, and I could not have achieved any of that success without your guidance. Thank you.”
– Kelly Smith, CEO, Certis Capital Management, Inc.

“In the midst of our pursuits, we too often fail to step back and ask obvious but important questions. What really am I trying to accomplish? How do I define success? Where am I expending energy and not seeing a return? Organizational Physics helps answer those questions by providing a framework for breaking down your business (and life) to its functional core. In a wonderful marriage of Eastern and Western philosophies, science and art, Lex’s revelatory approach allows you to assess your circumstances and take decisive action. It is impossible not to reap massive rewards from spending time with Lex – and, having worked with him, I can say without fear of overstatement that humanity would benefit if everyone followed the principles he puts forth.”
– Ophir Tanz, CEO, GumGum

“The Organizational Physics model, and Lex’s coaching through it, helped me to understand how to match our product with the right customers and the right internal resources. This enabled me to build consensus at a challenging time, while winning some key deals through a product repositioning. Lex was always helpful and positive. His experience as a CEO really made a difference. He usually understood my perspective quickly and accurately. I will always keep Lex’s tools in my toolkit.”
– Ed Stevens, CEO, Shopatron

jeremyames “When leading an Inc. 5000 fastest growing company, you know the importance of hiring the right people. The steps Lex describes in How to Think About Hiring, combined with the assessments contained within the PSIU Talent Management Suite, have helped us revolutionize our hiring process. The results, when compared to our earlier methods, are tremendous. We’re clear on the type of person that would be most successful in the new role. We then use the report as a guide for doing a deep dive in our interview process. This is helping us ensure that the people we hire are both successful and happy in their new positions. As far as I’m concerned, it’s a game changer.”
– Jeremy Ames, President, Guidant Financial

“When it comes to organizational structure and design, Lex is both guru and a sherpa! What do I mean? After leading the successful merger of two of the leading companies in our industry, I knew that I needed some help integrating two different companies and cultures into one and to supercharge our overall growth. Lex is a leading thinker on organizational structure and design and helped my entire team to see the need and benefit of changing how we operate in a new reality (the guru). Then he helped us to integrate the new structure, roles, and management processes and make it all work well together (the sherpa). The result is that we now have one integrated company and culture that is executing more quickly on its strategy. We could not have done it nearly as fast or as well without Lex’s guidance.”
Vicki Kroviak, CEO, Monte Nido & Affiliates

davidnilssen I think the ONE essential requirement for an entrepreneur’s success is the capacity for introspection. Coaching with Lex helped me recognize – even after 10 years in my business – that the successful entrepreneur knows his or her own strengths & weaknesses, and builds his role in the business around them. As our business grew, I kept getting pulled into fires that were outside of my “genius zone” and thus took a lot of energy from me. If you have a great team and yet haven’t learned how to get out of the way, they will also experience energy drains and stress, and your business won’t perform to potential. This was my own challenge.

This program helped me create an organizational structure that could best support my strengths and place our team members in roles consistent with their own “genius,” where they could the most successful. Lex also helped us design a leadership team meeting structure that has significantly increased our capacity to make good decisions, implement them quickly, and communicate effectively. In addition, we’ve developed better practices for hiring, with a 19% increase in employee happiness (verified through TinyPulse) year after year. I could not provide a more enthusiastic recommendation of Lex or Organizational Physics.

– David Nilssen, CEO, Guidant Finanical

For a more in-depth look, see Case Studies.

Benefits of the Designed to Scale Coaching Program

This is a tailored program that is customized to your individual needs and delivers benefits like:

Working More from Your Genius Zone

  • Identify your Genius Zone and maximize the time you’re spending in it
  • Eliminate energy-draining activities and relationships from your life and work
  • Experience greater success and happiness across the board

Making the Complex Simple

  • Gain deep insight into the fundamental principles that govern your business, team, strategy, and execution
  • Create a common lens so that the entire company buys into what needs to happen next
  • Deploy a proven system to keep everyone on the same page, hold people accountable, and drive better results

Clarifying and Communicating the Right Strategy

  • Know which strategy to choose and how to avoid critical mistakes
  • Identify the top strategic imperatives for the business and business units
  • Structure your business so that it supports the chosen strategy

Aligning the Team

  • Create a Strategic Execution Summary to share with the entire company
  • Define the core ideology and make it come alive
  • Clarify who is accountable for what

Reducing Internal Friction

  • Sniff out and eliminate energy drains that harm execution
  • Improve the company’s ability to adapt to changing market conditions
  • Drive increasing levels of success by systematically reducing friction

Managing Others More Easily

  • Easily understand the style, strengths, and weaknesses of anyone and know how to influence them better
  • Align people into the right roles
  • Know what to expect from an individual or a team even before the work begins

Designing the Organization to Scale

  • Design the organizational structure and accountabilities to support the strategy
  • Know the talent gaps and how and when to fix them
  • Tell who’s in the right role and who’s not

Tracking Monthly and Quarterly Performance

  • Utilize a monthly dashboard report that shows how the company is performing to plan
  • Set targets and KPIs that focus organizational attention on the most important things
  • Track quarterly, annual, and 3-year performance in a structured way

Executing Powerfully

  • Increase organizational momentum
  • Implement the right decision-making tools and balance competing demands
  • Have clear delegation and accountabilities

Increasing Your Confidence and Peace of Mind

  • Gain mental clarity and peace of mind in all areas of your life
  • Always know what to do next (and well before everyone else)
  • Improve your relationships at home and at work

What’s Included In The 12-Week Program

You will receive a complete online tool set, coaching, assessments, and expert perspective on scaling your team, business, and products to drive overall success and to create clarity and accountability throughout the team. Think vivid clarity, a proven sequence, and faster execution towards all of your personal and professional goals.

While this is a custom program tailored to your needs, there are some high-level objectives that must be completed in sequence, since each level builds on the one before it.

Objective 1: Strategic Clarity | Weeks 1 and 2
The structure must support the strategy, and not the other way around. Our objective in this stage is to clarify and align on the next-stage strategy through the following:

  • Recognizing your genius zone and how much time you’re spending in that zone today.
  • Understanding where and why entropy is showing up in the business and how to address it quickly.
  • Identifying the three-year Strategic Imperatives and Annual Goals that will drive the business forward to its next lifecycle stage.
  • Creating a 1-Page Strategic Execution Summary and key visual maps to facilitate team-wide clarity and focus.
Objective 2: Scalable Structure | Weeks 3 to 5
How something is designed determines how it performs. Our second objective is to design and implement a new scalable organizational structure through the following:

  • Determining the Key Process Cycles for Strategic Execution, the Customer Journey, Product Development, and the Employee Journey to provide the relevant inputs for the new structure.
  • Designing the right organizational structure for scalability, faster execution, and improved cross-functional coordination.
  • Defining the accountabilities, style, purpose, and key performance indicators for all organizational functions and sub-functions.
  • Creating the implementation and communication plan to roll out the new structure in a way that promotes buy-in and limits disruption.

Objective 3: Role Fit | Weeks 3+ ongoing
People energize roles in the structure. Our third objective is to place the right people into the right roles through the following:

  • Identifying the optimal role fit for each team member using PSIU Assessments and other tools.
  • Clarifying new hire priorities, creating job descriptions for new roles, and launching the PSIU New Hire Assessment process.
  • If needed, we will interview the top 1 to 2 candidates for key new senior-level hires that were missing or collapsed in the prior structure.
  • Consolidating reporting lines in a way that balances the number of your direct reports, builds resilience, and lowers execution risk.

This stage may take more time if you need to make some key open hires and integrate them into the new structure.

Objective 4: Strategic Execution (“Leadership Team”) Training | Weeks 4 to 8
Process brings structure alive. Our fourth objective is to create a smooth and sustainable strategic execution process that drives improved cross-coordination, velocity, and problem-solving through the following:

  • Determining the right Leadership Team composition for the next stage of growth.
  • Providing Leadership Team Process training to you and two in-house facilitators from your company who will help you to launch and facilitate the new process.
  • Designing and implementing the new Dashboard Metrics for shared insights and data-driven decision-making.
  • Establishing shared operating agreements and implementing a Type 1 and Type 2 decision-making system for improved delegation and accountability.

Objective 5: Cascading Objectives | Weeks 8 to 12
We’ve built the new F1 car. Our fifth objective is to drive it fast by reducing internal entropy and creating company-wide alignment through the following:

  • Measuring the current level of organizational entropy and coaching you to align the Leadership Team to work together and reduce it quickly.
  • Creating team-wide clarity and alignment on the long-range strategic priorities, then cascading these into annual goals and quarterly objectives and key results (OKRs).
  • Collaborating (as needed and requested by you) with the owners of key business functions in the areas of Product, People, Production, or Go to Market, to design their sub-teams and key process cycles.
  • Reinforcing the principles learned in this program to ensure sustained high performance as the company continues to scale.

Who I Coach With

My coaching clients are expansion-stage businesses (typically $30M+ in annual sales with a leadership team of 7+) that have an opportunity to grow significantly. My guarantee is that when you deploy this coaching program, your organization will not only scale — it will also have improved coordination, execution speed, and a more aligned culture. What’s more, you’ll experience greater clarity and confidence in your role as CEO.

The Designed to Scale Coaching program focuses on coaching “backstage” only and exclusively with you the CEO, your designated Leadership Team facilitators (these will be members of the Leadership Team or others you elect), and optionally your key partner (e.g., your co-founder, a trusted lieutenant, an advisor), to design the company to scale and launch the new structure and Leadership Team model with limited internal disruption. There’s an art to doing this that I have learned over more than a decade. And as mentioned, if there’s a particular need to work with a key functional head or two to help them design their own areas for scale (like Product, People, Production, etc.) than that’s in scope too.

However, in this 12-week program, I am not working “onstage” with your broader team. If there’s a need for me to engage and train directly with the full management team, then that becomes a workshop and it is out of the scope of this program. In any case, this initial 12-week Designed to Scale Coaching program is a prerequisite for doing any additional or future work together.

Timing and Duration

After doing this program hundreds of times, I can say that three months seems to be the right length of time to integrate the foundation within your business and set it up for long-term success. However, this timing is an approximation based upon scheduling, access, ability to integrate new concepts, unforeseen events, etc. The spirit of this approach is to equip you with all of the coaching, tools, perspective, and support needed to execute powerfully on the chosen strategy.

If we need to go a bit longer than the 12-week estimate, it’s no problem. Speed matters but we coach to the objectives, not to the calendar.

What Can Realistically Be Accomplished in 12-Weeks

It’s actually possible to accomplish a lot in about a quarter if we determine that we have a mutual fit. This includes a measurable reduction in internal friction (entropy), vivid role clarity and alignment, improved team-based decision making, a clear roadmap for new hire priorities, a better language and shared insights across the team, and an architecture and model able to scale. Additionally, you and your team will notice that some long-standing, seemingly intractable problems are finally being resolved, and there is renewed energy, clarity, and commitment.

Our measures of success include:

  • Top-line revenue growth and execution speed
  • Total entropy reduction
  • Leadership teamwork, role fit, and alignment
  • Ability to scale the core business line while launching and growing a new business unit
  • Time spent working from your genius zone
  • Your personal feedback during coaching sessions

Furthermore, the approach we took is infinitely scalable. As your business doubles or triples in size, or identifies new markets and opportunities to capture, and it needs to evolve again, well, you’ve already built the foundation, principles, and experience to do that in a way that’s been proven.

What Happens After the 12-week Program is Over

At the conclusion of this program, we will have already laid the foundation for scaling your company and you will have already seen exemplary results. Beyond that, you may request periodic spot coaching, or help with interviewing a senior-level hire for the new structure. You may request a Strategic Alignment and Cascading Objectives Workshop in person with your management team. Or, you may not need help any more because you’ve got this now. That’s by design!

My Philosophy

If you’re considering coaching with us, I’d like you to know up front that there are five main principles that guide our approach.

  1. Mastery Requires Mentorship. As a fourteen-year-old, I tried to learn meditation. As much as I could, I read books, listened to tapes, and practiced diligently, and guess what? I was not able to meditate. This entire process was frustrating and demoralizing to me, so I set it aside. Flash forward 15 years later. I am the CEO of one of the fastest-growing technology companies in the country. My mind is spinning in the stress and chaos and adrenaline. I think to myself that if I’m going to be an effective CEO, I need to master my own mental-emotional state. Now that the stakes are higher, I can justify hiring a meditation coach. The result? Immediate proficiency in just a few months and after some time, near mastery. But it would still be my monkey mind running my life and causing havoc on my business and team if I didn’t have a coach to guide me in learning the practice. If your business is mission-critical, you’ll need a scaling coach. Which takes me to point two.
  2. Coach from First Principles. What makes Organizational Physics unique in the world is that it is a meta-level framework for scaling a company. Every legitimate management theory, now and in the future, will fit into its architecture. The reason I can say this is that Organizational Physics was built upwards from first principles. If you go against these principles (and there are times you may feel you have to), you’re going to get some predictable results. But even so, the clarity of thinking that these principles reveal allows you to anticipate those downstream implications and avoid costly mistakes. When we’re coaching together, we always try to first touch on the principle and only then deploy the right tactics based on our shared experience. Which takes me to point three.
  3. Value Experience. Early in my CEO career, I didn’t put much value on experience. I valued energy, grit, drive, and passion over stodgy old experience. However, in time, I began to appreciate how valuable it is to have an expert in my corner who has seen my situation 100 times before but is still curious and open-minded about discovering what’s unique about me and this particular situation. I ended up paying more to be mentored by the best. Doing so not only accelerated my own development; it also saved me tons of time and money in the end. Since you are already the expert in your business and its industry, you likely don’t need more expertise in that area. Therefore, our goal in coaching together is to harness your domain expertise together with my expertise in scaling up hundreds of successful companies. Which takes me to point four.
  4. All Teachers Should Be Temporary. In coaching, I transfer my knowledge and experience to you so that you become proficient in these principles and we can see the results of our combined efforts immediately and sustainably. We do not aim to have a long-term coaching contract. Long-term friendships are always welcome. Coaching has been essential to me during transition phases in my life and career. In a normal phase, not so much. In summary, the coaching I provide is temporary. The benefits last a lifetime. Which takes me to the last point.
  5. Forum Confidential. Before I sold my last company, I was a member of the Young Presidents’ Organization (YPO). There is a principle of YPO Forum (forum is where a small group of CEOs get together monthly to share and hear perspectives on work-life issues) called “forum confidential.” If you know this term already, then you know what I mean. Forum confidentiality means that nothing is discussed outside of the forum. No matter what. Never with a spouse or fellow forum mate outside of the room. It’s a good way to reinforce that whether we coach formally or not, everything we discuss remains confidential. Our private forum remains private. It is important to emphasize this because making a breakthrough often requires an honest assessment of what is working and what isn’t.

What’s your investment?

Your investment is time, energy, and money.The money is simple. I price my services based on the value I deliver. After an initial call to determine if there’s a fit between us, and based on your individual situation and needs, I will craft a proposal for this program.

Your investment in time and energy is more significant. During the first six weeks of this program, you should expect to invest 3-4 hours per week. This includes coaching calls, reading, collaborating with your Leadership Team, and completing interactive exercises and assessments. Think of this initial time investment like a big up-front push to get things rolling, after which we ride the wave of that momentum and need to invest less time in the coaching program and more on your business.

What’s your risk?

The major risk isn’t really a risk at all but it just seems like it at first: You have to risk being open and reaching out for help. And when you think about it, you’ll realize that the world’s most successful, happy, and productive people get a lot of help. They know what they’re exceptional at and they create support systems around themselves so they can focus on that – and do it really well.

It’s the same thing here. I don’t pretend to know your business better than you do, or to be smarter or more creative. I do, however, have a proven, world-class framework to teach and share – and that’s why I love what I do. Plus, being on the outside of your business gives me perspective to help you gain more clarity. Finally, as mentioned, I treat your information with the strictest confidentiality because without trust, I’d quickly go out of business.

The other risks are money and time. It’s easy to mitigate this risk. My simple guarantee is this: If you follow my process, complete the exercises, and talk with me as scheduled and you’re not completely satisfied with the program after the first 30 days, I’ll refund your investment in full.

Schedule a Consultation

To learn if the Designed to Scale Coaching Program is right for you, schedule an introductory call. During the call we’ll discuss your needs, answer your questions, and jointly determine if the program is a good fit for you. To schedule your call, complete the form below: