To scale execution, you need people, processes, and tools. This step helps define who does what, how work flows, and which systems support strategy without creating bottlenecks.
Define Team Roles and Gaps
Map your current org structure and identify which roles are critical to deliver on strategy. Highlight capability gaps, prioritize hires or partnerships, and define what each function is responsible for not just by title, but by outcome.
Lay out how your company functions day to day. Define workflows, decision-making structures, meeting cadences, and execution rhythms that help teams move fast without breaking alignment.
Not everything should be built in-house. Identify external partners that support delivery: from tech tools to agencies. Clarify ownership, contracts, performance expectations, and risks of dependency.
Inventory your systems across teams and functions. Choose tools that reduce friction and integrate well. Assign ownership, eliminate duplication, and ensure your stack supports both growth and visibility.