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The Partnership Roadmap

How you can work with Verta 

Phase 1: Diagnosis & Blueprint (Defining the Approach)

  • Your Touchpoints: A CEO/Team Leader Intro Session and confidential Organizational Assessment (interviews with key stakeholders).

  • Focus: We don't guess - we diagnose your growth complexity, current friction points, and unique culture. 

  • Outcome: We collaboratively select the best approach for your company that outlines specific services (Strategy, Execution, and/or Team Alignment) that will deliver the biggest impact.
     

Phase 2: Embedded Service Delivery (The Core Work)​​

  • Your Touchpoints: Workshops & Facilitation with your leadership team and focused implementation sessions based on the key areas of focus we outline in the previous step.

  • Focus: We execute the work defined in the Blueprint, delivering support across the areas you need most:

    • Strategy & Roadmap: Co-creating your actionable 12-24 month plan.

    • Execution Systems: Installing the tools and accountability structures for reliable progress.

    • Team Alignment: Building the culture and clarity necessary for high performance.

  • Outcome: A complete, implemented operating system. You walk away with a unified strategy and the installed execution mechanisms required to enforce alignment and track progress.

Phase 3: Ongoing Support (Keep the Momentum)​​

  • Your Touchpoints: Monthly or Quarterly Strategy Execution Consultations with the CEO and/or Leadership Team.

  • Focus: Continuous assessment, rapid adaptation, and protecting the gains you've made.

  • Outcome: You receive ongoing Strategy Execution Assessments and recommendations. This ensures your systems remain current and your growth is sustained and predictable over the long term.

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