Engagements

Three Ways I Work With Founders and CEOs

The right shape of engagement depends on where you are in the gap. These are the three shapes I work in most often. The conversation is the place to figure out which one fits your situation.


01
Retainer

Fractional Chief Technology Officer

This is the engagement founders and CEOs ask for most often. I operate as the fractional chief technology officer for your business, embedded in the leadership cadence you already have. I attend the meetings a CTO would attend. I own the decisions a CTO would own. I hire, evaluate, and sometimes replace the technical people who need to be hired, evaluated, or replaced. I review every vendor proposal before you sign it. I write and present the technology sections of your board materials.

The engagement is typically a multi-month commitment. The first conversation establishes whether it is the right fit, whether the timing is right, and what the initial scope should be.


02
Four-Week Diagnostic

The Ninety-Day Plan

Not every situation calls for a fractional executive. Some founders need a written execution plan and the confidence that the plan is defensible. The Ninety-Day Plan is a four-week engagement that produces that document.

Delivered through a five-stage method I call Signal, Score, Sequence, Staff, and Safeguard. The output is a written plan that inventories the initiatives and decisions in front of you, evaluates each against a defensible rubric, prioritizes them into a sequenced roadmap, specifies the staffing and governance required to execute, and installs success criteria and kill-switch triggers before any vendor contract is signed.

01
Signal
02
Score
03
Sequence
04
Staff
05
Safeguard

Many Ninety-Day Plan engagements become the foundation for a fractional retainer afterward. Some end with the plan itself, which is exactly what the founder needed.


03
Decision Document

The Investment Memo

When a specific technology investment requires a board-grade recommendation, the Investment Memo delivers it. A written document, structured around five gates — Thesis, Options, Cost, Risk, and Recommendation — that a founder or CEO can put in front of a board, a lead investor, or a CFO without needing to defend it line by line themselves.

01
Thesis
02
Options
03
Cost
04
Risk
05
Recommendation

Commissioned standalone when the moment requires it. Delivered as part of a fractional retainer when a specific decision rises to that threshold.


The right engagement is rarely obvious from the outside. That is the point of the first conversation.

What Happens Next

The first step is a thirty-minute conversation.

No pitch, no fee, no deliverable expected on your side. You describe the situation. I tell you whether I can help.

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