Strategy & Operating Model
Strategy • Cadence • KPIs- Company objectives mapped to initiatives
- One-page operating model and owner matrix (RACI?)
- Quarterly/weekly rhythm and reviews
Businesses & Government Agencies
Advisory and hands-on execution for businesses and government agencies—strategy to tactics.
I help teams design strategy and deliver the work to make it real: Cybersecurity (NIST CSF)? governance, public-sector contracting units (SLED/IDIQ)?, operations playbooks, SOPs? & document management, training enablement, knowledge base (KB)?, AI knowledge bot (RAG)?, GRC?/BCDR?, commercial discipline, contract negotiations, and AI automation for operations.
Deliverables drill down from company objectives to role-based daily tasks with ownership (RACI?), timelines, and runbooks? your team can maintain.
Focus areas
- Strategy design and operating cadence?
- Cybersecurity governance aligned to NIST CSF?
- Public-sector contracting units (SLED/IDIQ)? & pursuit discipline (Go/No-Go?)
- SOP development, document management, training, and knowledge base (AI bot)?
- GRC?/BCDR? foundations with evidence organization
- Commercial discipline (pricing, rate card? hygiene, CPQ?)
- Contract negotiation support
- AI automation for operations
Services
Outcome-oriented, scoped packages or ad hoc consulting (hourly or daily). Combine as needed.
Role-Based Task Design & RACI
Tasks • Owners • Runbooks- Break objectives into role-level daily/weekly tasks
- Define ownership with RACI? and success measures
- Create role runbooks? and checklists
Cybersecurity (NIST) Governance
Policy • Roles • Practices- NIST CSF?-aligned policy starter set
- Roles & responsibilities mapping
- Control inventory and improvement plan
Public-Sector Contracting Unit
Pursuit • Teaming • Artifacts- Pursuit calendar and Go/No-Go? criteria
- Teaming approach and proposal discipline
- Artifact organization for common requirements
Operations Playbooks
Delivery • Handoffs • Escalations- Services catalog and SKU hygiene?
- Handoff and escalation paths
- Backlog and utilization practices
SOPs, Training & Knowledge Base (AI Chatbot)
SOPs • Training • KB & AI- SOP/runbook templates, drafting, and version control
- Document management: taxonomy, metadata, retention & governance
- Enablement: role-based training plans, checklists, and microlearning
- AI knowledge bot (RAG)? with SSO/RBAC? and answer citations
GRC & BCDR Foundations
Policy • Tabletop • Evidence- Minimal-viable governance documentation
- Tabletop exercise? guide
- Evidence pack organization
Commercial Discipline
Pricing • SKU • Guardrails- SKU hygiene & approval workflow?
- Rate-card? and discount guardrails
- CPQ? review cadence and exception handling
Contract Negotiations (Support)
Prep • Redlines • Options- Issue list and fallback positions
- Redline organization and communication plan
- Decision log for leadership
AI Automation for Operations
Scope‑first • Platform‑dependent- Feasibility & guardrails: APIs, permissions, data handling
- Pattern catalog: retrieval/Q&A, summarization, validations
- Artifacts: flow design, runbooks, rollback & monitoring
Engagement Types
Diagnostic Workshop
Working session- Capture constraints and current state
- Define measurable outcomes
- Concise plan with next steps
Scoped Sprint
Fixed deliverables- Deliver artifacts and runbooks
- Weekly working cadence
- Clear handoff and documentation
Fractional Advisory
Ongoing support- Operating cadence? and reviews
- Issue triage and coaching
- Periodic artifact updates
Ad Hoc Consulting
Hourly or Daily- Rapid Q&A and decision support
- Targeted working sessions
- Optional on-call blocks
Process
01 • DiscoverAlign on goals, constraints, and scope.
02 • PlanOne-page plan + role-based task map (RACI?).
03 • ExecuteHands-on build and runbooks? with weekly cadence.
04 • Embed & HandoffTraining, knowledge-base rollout (AI bot), checklists, and clean transition to your team.
Glossary
Quick definitions of terms used on this site.
- NIST CSF
- The National Institute of Standards and Technology Cybersecurity Framework — a structure of functions (Identify, Protect, Detect, Respond, Recover) used to assess and improve cybersecurity risk management.
- GRC
- Governance, Risk, and Compliance — how an organization sets policies, manages risk, and meets regulatory/contractual obligations.
- BCDR
- Business Continuity & Disaster Recovery — plans and procedures to keep critical operations going and recover after disruptions.
- SLED/IDIQ
- State, Local, and Education / Indefinite Delivery, Indefinite Quantity — public-sector markets and contract vehicles used for repeated task orders.
- SKU hygiene & approval workflow
- Clean, consistent catalog and controlled changes: standard names/versions; required fields (unit, UOM, cost, list, floor margin, tax/GL); vendor/contract mapping; lifecycle status. Changes—new items, price/discounts, bundles, sunsets—follow role-based approvals and are logged.
- Rate card
- A structured list of labor/product rates and discount rules used for pricing and approvals.
- Go/No-Go
- A pre-bid checklist and decision gate to determine whether to pursue an opportunity.
- Tabletop exercise
- Discussion-based rehearsal of incidents or scenarios to validate plans without impacting production.
- Operating cadence
- The recurring rhythm of reviews/meetings and accountabilities that keep strategy on track.
- CPQ
- Configure–Price–Quote software — tools that assemble offers, price them, and generate formal quotes with approvals.
- RACI
- A responsibility model defining who is Responsible, Accountable, Consulted, and Informed for each task/outcome.
- Runbook
- A concise set of step-by-step procedures for a role or scenario that standardizes execution.
- SOP
- Standard Operating Procedure — a step-by-step set of instructions that explains how to perform a routine process consistently.
- Knowledge Base (KB)
- A central, searchable repository for SOPs, policies, FAQs, and how‑tos—kept current with ownership and versioning.
- AI knowledge bot (RAG)
- A private chatbot that answers from your documents using retrieval‑augmented generation (RAG), returning citations and respecting access permissions.
- RBAC
- Role‑Based Access Control — granting permissions based on roles; pairs well with SSO.
- SSO
- Single Sign‑On — users authenticate once to access multiple systems, improving security and ease of use.
About
Advisor and operator focused on strategy-to-execution. Work spans business strategy, Cybersecurity (NIST CSF)? governance, public-sector contracting units (SLED/IDIQ)?, operational playbooks, SOPs? & document management, training enablement, knowledge base (AI bot)?, GRC?/BCDR? foundations, commercial discipline, contract negotiations, and targeted automation. Approach: clear scope, role-based tasks, and artifacts your team can maintain.