For Operational Leaders
Compelling
Clarity

Transforming operational leaders into executive advisors. Not through tips or templates, but through a repeatable system you'll reach for before your next executive conversation.

The Problem
Every organization has them. Leaders who know the business inside and out. But when they present to executives, the depth of their knowledge works against them.

The problem is rarely confidence. It's rarely polish. It's that most of them were never given a system for thinking like an advisor. They default to showing what they know instead of filtering for what matters most to the person across the table.

More data rarely helps. More slides rarely help. What tends to work is understanding the psychology of how executives actually listen, and building your preparation and presentation around that psychology.

The gap between a reporter and an advisor is rarely talent. It's more often a system nobody taught you.
The System
Four gates. Each one filters your thinking before you ever open your mouth.
The 4-Gate system is how you prepare. It transforms raw expertise into executive-ready insight by forcing your data through four filters. Each one removing what doesn't belong and sharpening what does.
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Different

Filter your data. Stop showing what they already know. Only bring what's uniquely yours to the room.

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Relevant

Frame their questions. Build an agenda around what they've been wondering about, not what your department wants to report. Connect your evidence to their priorities.

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Urgent

Flag what can't wait. Make the clock visible. Name what can't wait and why it can't. With judgment, not alarm.

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Impact

Build your recommendations. Dig for root causes and develop options with honest tradeoffs. Hand them the keys to a decision.

The Presentation
The 4 Gates build your thinking. SERVE is how you deliver it. Five moves that turn preparation into a presentation executives can't ignore.
S
Surprise
Open with what you're NOT showing and why. The audience immediately knows this isn't a typical update.
E
Engage
Frame the conversation around questions they've been wondering about. It feels like someone read their mind.
R
Reveal
Make visible the connections between your data and their goals. The insight is less about the numbers and more about what they mean.
V
Voice
Demonstrate judgment. "My concern is..." carries weight because you were selective about when you said it.
E
Empower
Hand them the keys to a decision. Two thoughtful paths, each with honest pros and cons.
You are in service to your audience.
The Workshop
Two days. Eight hours total. A virtual workshop built on hands-on exercises, not lectures.
Day 1
4 Hours
Respect their time. Honor their priorities.
The Baseline

Capture current habits before any teaching. Draft a presentation under time pressure, then reveal default patterns.

Gate 1: Different

Filter your data. Remove what they already know. The K/U/UA Information Tagging System and the Information Diamond exercise.

Gate 2: Relevant

Connect your filtered data to executive goals. The Diamond Matching Game. What didn't match gets cut.

Day 2
4 Hours
Name the risk. Deliver the decision.
Gate 3: Urgent

Make time pressure visible and defensible. The More / Less / Miss Framework. Craft advisory language: "My concern is..."

Gate 4: Impact

Build recommendations with the Compelling Bets Framework. Root cause diagnosis and no-budget solutions.

The SERVE Arc

From preparation to presentation. Question-Based Agenda design. Putting it all together: prep to delivery.

The Journey
Learn. Apply. Return.
Step 1
Days 1–2
The Workshop

Learn the 4-Gate System and the SERVE Arc. Two days of hands-on exercises and a repeatable system you can use the very next time you present.

Step 2
Weeks 2–4
Practice

Apply it under real pressure. Run your data through the 4 Gates. Prep a real presentation with the workbook. Practice advisory language on a live concern. Build a recommendation with honest tradeoffs.

Step 3
Day ~30
Return & Report

The cohort reconvenes. What did you try? What shifted? What surprised you? Where did old habits pull back? Stories, not grades. Coaching, not compliance.

The workshop teaches the system. Mastery is a journey. When you reconvene, the conversation shifts from theoretical to what actually happened.
If your leaders have the expertise but struggle to land it at the executive level, the issue may not be what they know.

Tell me what you're working on. In 30 minutes, I'll show you what I see.

Book a 30-Minute Call