Project Charter & Roadmap Sprint
The clarity you need in two days, not two months.
STEP ONE
Everything else starts here.
Most people reach for a tool, or someone to execute day to day. But a tool doesn't build a plan, and no one can run a plan that isn't there yet. Even once the plan exists, if nobody's catching what's about to go wrong before it does, or keeping everyone accountable for their piece, it's an explosion waiting to happen, not a project moving forward.
That's what the ninety minutes are for. Before I build anything, we get the goal, the timeline, the risks, and the real constraints on the table together, in writing. Whether what you're bringing me is one bounded project or a business with a lot going on and no single view of where any of it stands, it starts the same way: with a charter we both agree to before either of us touches a plan.
Four parts, one package,
back in two business days.
All of it comes out of that single ninety-minute interview.
No prep needed on your end… think of it as project therapy… I ask, you spill.
You leave with the plan on paper: the goal, who decides, what could go wrong, and what comes next.
Projects stall when those live in someone's head, and this gets them out before any money is spent.
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The one-page version: what this is, why now, the recommended path, and the key dates, budget, and top risk at a glance. Hand it to a partner or bookkeeper and they're caught up in two minutes. See an example.
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The agreement on what you're actually doing: the goal and what done looks like, how success is measured, who decides and who does what, your timeline and budget, and the assumptions and risks worth naming now instead of finding out halfway through. See an example.
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How it gets done: the phases in order, the dates that matter, what depends on what, the risks by phase, the decisions coming up, and how changes get handled, plus a list of what to gather or decide before we start. See an example.
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My honest read on what life after the charter looks like and how it would run, so you decide with real information instead of a guess. The scope, pricing, and delivery shape for that next step come as their own document, kept separate from the charter itself, so the diagnostic work never doubles as a sales pitch. See an example.
The examples are sample client projects, but the deliverables and completed work are exactly what you'll receive.
What this isn't: the detailed project plan, with the dashboards and reporting views we'd actually run the work from. That's built during the one-week intensive that follows, the real project-space buildout. Your start date is scheduled first come, first served, since I only run one client through the intensive at a time. This is the charter and the direction — enough to see exactly how I'd run the work, and decide whether you want me to. It's delivered as-is; no revisions are included.
The Investment
$737 → $237
Flash sale price, September 28–October 2 only.
The year is closing out; get real clarity on the project you've been sitting on now, so it's not still hanging over you when 2027 starts.
Cancellation & rescheduling
Payment is non-refundable.
Rescheduling is free, based on what's open on my calendar for your session.
No-shows forfeit the session; I may offer a reschedule depending on the circumstances, but payment is never refunded.
Not sure this counts as “a project”?
Bring it anyway.
If it feels less like a project and more like a pain point, you’d be amazed… that can be run like a project too.
Most of the work is defining the real goal underneath it; the result you'd actually recognize if you got it.
And if you've got a lot in motion and you're not sure any of it counts as "a project"— trust me, it does. Bring the messiest one.