The SystemWhy operating system isn't just theory—it's installed through focused, practical sessions that build momentum step by step. Each step clarifies direction, reduces daily friction, and leaves you with a growing sense of control and forward progress. Whether through intensive retreats or guided video sessions, the process adapts to your pace.

How to implement SystemWhy BOS.

For organizations ready to move beyond incremental growth and into a total systemic transformation. Our Full Implementation track is an immersive, facilitator-led experience designed to install the SystemWhy framework at the highest level of your leadership team. Through a series of intensive Executive Retreats, we don’t just hand you the tools—we lead the excavation and alignment of your purpose, people, and performance systems. This is the fastest path to transforming a high-functioning group into a synchronized force, resulting in a quiet confidence that radiates from the boardroom to the front line.

Module 1: Purpose

Two-Day Executive Retreat

You will achieve unified leadership alignment on your organization's core "why," vision, and decision-making filters, resulting in a clear Big Important Goal, OKRs, and an established operating rhythm via the Big Room. You will walk away with a shared clarity that quiets conflicting priorities—decisions start feeling aligned and purposeful.

Align leadership around purpose, direction, and operating principles.

• Clarify why the organization exists and how it wins

• Establish decision-making frameworks

• Design the operating cadence and change plan

Prep: Complete the Evaluation Tool and Trust Tool (these often reveal quick insights into untapped potential).

Tools Covered:

• Evaluation Tool

• Trust Tool

• Why Tool

• Vision Tool (including Big Important Goal & OKRs)

• Big Room (Obeya) Setup

• Meeting Pace Tool

• Change Management Tool

• Synthesis: Collect notes → Facilitator synthesizes → Group alignment & implementation plan.

Module 2: People

Two-Day Executive Retreat

You will achieve a high-performing team structure with defined responsibilities, core values, effective delegation, and talent attraction strategies, leading to reduced hiring risks, stronger culture, and higher employee engagement.

Design the people system that supports execution.

• Roles, responsibilities, and accountability

• Hiring and talent systems

• Delegation and engagement design

Prep: Use our tool to calculate the cost of a bad hire.

Tools Covered:

• Customer Journey Map

• Responsibility Chart

• Core Values & Expectations Tool

• Delegation Tool

• Talent Attraction

• A-Player Finder (Scorecard & Spark Questions)

• Employee Engagement

• Discussion Synthesis: Collect notes → Facilitator synthesizes → Group alignment & implementation plan.

Module 3: Performance

Two-Day Executive Retreat

You will achieve measurable execution excellence through purpose-aligned KPIs, problem-solving disciplines, streamlined processes, and standard operating procedures, enabling faster improvements and predictable results

Install the performance and execution system.

• KPI architecture aligned to purpose

• Problem-solving and continuous improvement

• Process ownership and systemization

Prep: Analyze KPIs matching your Why Tool

Tools Covered:

• KPIs as Purpose + Leading KPIs

• Problem-Solving Culture

• Adapted Scrum Lite Tool

• Disagreement Rules

• Lean Tools

• Systems Champion Appointment

• Standard Operating Procedures

• Optional: Value Stream Mapping (one process)

• Synthesis: Collect notes → Facilitator synthesizes → Integrate into Big Room/Scoreboard

Module 4: Promotion

One-Day Executive Retreat

You will achieve compelling external messaging and prioritized marketing/sales strategies that authentically reflect your purpose, driving better lead generation, closing rates, and market positioning. Building on the internal systems from prior modules, this shorter retreat turns your purpose outward—often sparking excitement about how clearly your message now resonates.

Align messaging, marketing, and sales systems with purpose and performance.

• Clear positioning and messaging

• Marketing system design

• Optional advanced courses

Prep: Complete Marketing Options Tool

Tools Covered:

• Marketing Options

• Mantra Tool

• Premise Tool

• Lean Marketing

• Sales Tool

Quarterly Review, Alignment, and Results Meetings

Sustain momentum: These sessions review performance, adjust priorities, and reinforce discipline. They keep the system alive, turning early wins into habitual progress, with a quiet confidence in sustained results.

• Review performance

• Adjust priorities

• Reinforce system discipline

Investment:

Executive retreats are $4,000 per day, which includes licenses for use of SystemWhy tools across the company. Quarterly Executive Meetings and Reviews are $3,000 per day. Embedding an implementer starts at $7,000 per month. Additional Consulting is $300 per hour.

Prices exclude travel/expenses. Custom packages available.

Full Enterprise Installation

Guided Small Business Track

or growing teams ready to move beyond owner-dependent 'hustle' and into a scalable professional operation, we provide the framework to install your business operating system at your own pace. Each session starts with a 60-minute strategic video call; then, between sessions, your team completes tool-guided internal meetings—discussing and self-implementing the tools as a group. This is where the real alignment emerges. On our follow-up calls, we dive into your work, refine it together, and set you up for the next tool. This creates a steady shift from scattered priorities to quiet confidence in your direction.

All Sessions include a 60 minute video conference and a license to use the SystemWhy tools in your business.

Session 1: Purpose

Prep: Complete Evaluation Tool & Trust Tool (these foundational assessments often highlight quick opportunities).

• Evaluation Tool review

• Trust Tool scoring & implications

• Why Tool (customer-centric mission)
  
  

Session 2: Purpose

Prep: Review KPI Options Tool

• Vision Tool (Big Important Goal, OKRs, milestones)

• Big Room (Obeya) planning & layout

Session 3: Purpose

Prep: Read Meeting Pace Tool and note your preferences

• Meeting Pace Tool (customize daily/weekly/quarterly rhythms)

• Change Management Tool (urgency, resistance, wins)

Session 4: People

Prep: Draft initial Customer Journey Map

• Customer Journey Map review & refinement

• Core Values & Expectations Tool

Session 5: People

Prep: Keep track of all the tasks you do.
Delegation Tool (quadrants & action plan)

• Talent Attraction & A-Player priorities

• Employee Engagement strategies

Session 6: Performance

Prep: Rate KPIs with our tool and write 2-5 of the organization's current problems

• KPIs as Purpose + Leading KPIs

• Problem-Solving Culture

Session 7: Performance

Prep: Make a list of people who enjoy systemizing

Lean Tools Crash Course (Levels 1 & 2)

• Adapted Scrum Lite

• Systems Champion

• Systemized Procedures

Session 8: Promotion

Prep: Complete Marketing Options Tool (rate effectiveness/cost)

• Marketing Options

• Mantra Tool

Session 9: Promotion

Prep: List 3-5 premise ideas

• Premise Tool

• Messaging Tools

Unlike traditional BOS consulting that requires $5,000+ full-day commitments, our Guided Track is $350 per session. Pay only as you progress, ensuring the system is actually being adopted by your team before you move to the next tool.

For college programs ready to move beyond 'grinding' and into elite-level synchronization, we provide the framework to install a professional operating system at your own pace. We don’t just give you tools; we guide your staff through the debate and alignment necessary to build quiet confidence in your program’s direction. While we provide the navigation, your staff performs the heavy lifting—discussing, debating, and installing the framework in the gaps between sessions. This process ensures you strengthen your program's autonomy while building a culture that is truly your own.

All Sessions include a 60-minute video conference and a license to use the SystemWhy tools in your team sport.

Session 1: Purpose

Prep: Evaluation Tool and Trust Tool

• Evaluation Tool

• Trust Tool

• Why Tool

Session 2: Purpose and Performance

Prep: Analyze KPIs that match your Why Statement.

• Big Room (Obeya)

• KPI as Purpose

• Leading KPIs

Session 3: People

Prep: List what you expect from players.

• Core Values Tool

• Employee Engagement

Session 4: Performance and Promotion

Prep: Submit Problems

• Problem-Solving Culture

• Premise Tool

Each session is $350. Pay as you go.

Guided High-Level Athletic Coaching Track

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Let's talk about your business.