Working with Flywheel Advisors
intro about how we will work together
Scope & Objectives
For a successful engagement, its important to define up-front the following:
- Role and reporting structure (we encourage taking on a specific title for both integration into your leadership team as well as for communication with current and prospective customers, suppliers and partners.
- Immediate Projects / Needs (We’ve found the formal training can be an impediment to successful engagements. Instead its better to tackle some immediate business opportunities and use them as real-time training, learning how to work within the company culture all while delivering tangible results.
- Long-Term Company Objectives (Milestones the company wants to achieve based on the performance of the entire team and the fractional executive)
- Key Performance Indicators (customer growth, sales $’s, key partner targets, operational results, etc…)