Get a Complete Business Roadmap by a Top Operating Executive

To succeed in business, it’s dangerous to get stuck in the day to day minutia. You need a big picture — a vision and strategy for the future. But it can be difficult for busy leaders to focus on strategies when they’re overwhelmed by the immediate demands of running a business. They spend most of their time down in the trenches, rather than surveying the horizon and making plans to boldly win far more than competitors.

Assuming that your business is dedicating adequate resources to big-picture thinking, how many of those plans have been put into action versus sitting on a shelf? Even with a plan in hand, developing strategic blind spots along the way is also a threat. Problems don’t only arise from the risks you understand or don’t understand. The biggest danger may be from those things you don’t see coming at all. Periodically having an outside expert assess your business can eliminate these blind spots and bring greater overall clarity about what’s working, what isn’t, and how to improve.


What is an Operational Roadmap?

Before an organization builds, expands, or renovates, a master blueprint is needed. An operational roadmap from the InterimExecs RED Team is an assessment of your business that sets strategic priorities and formulates an action plan to achieve your biggest goals. If additional resources are needed to execute, we can then rapidly deploy an interim executive or executive team.

Your Company's Health Report

Doctors give patients an annual physical to establish health baselines and detect problems before they are serious. An ounce of prevention is worth a pound of cure, as the saying goes. Taking a bit of precaution now, when a problem is still small, is easier than dealing with a full-blown crisis. So why don’t we approach business the same way?

When you’re focused on the day-to-day, you can lose sight of the big picture questions that will drive your organization forward. Is everything running smoothly and optimally? What can be improved? What KPIs should you have in place to best track operational and financial performance? Is your organizational design fast and efficient?

We created a business roadmap tool for owners, investors, and management teams to get a clear assessment of their company and operations. Think of it as a health checkup for your business, performed by a top operating executive who can identify areas for improvement, develop an action plan, and deliver results.


Interviews with key senior management (CEO, CFO, COO, etc.), select members of the team, and customers take place along with research and review of data and analytics. An executive or team analyzes key metrics from financials and sales, unique IP, markets, brand awareness, risks, regulatory issues, competitive outlook, and operational flags.


The result of a deep dive into everything from finance and accounting to operations, marketing, IT, and sales is a clear view of what’s running optimally and what can be improved. In a health snapshot, a company receives a fresh outside perspective on areas that include strategic vision and alignment, business governance, operational execution, information technology, people and capabilities, culture, performance trajectory, and financial viability.


From a health snapshot comes an operational roadmap which outlines areas of opportunity and prioritizes which initiatives should be tackled first across sales, marketing, and information technology.

Request Your Operational Roadmap

Find out how the RED Team can help you achieve big results in the year ahead

Interims are not consultants. You are accessing the power and brainpower of boots-on-the-ground operators, who have a wealth of experience working with companies that span across size and industry. We don’t like big binders that end up sitting on a dusty shelf. A TASC business assessment provides an outlook of a company that points to results and how to get there fast.

– Robert Jordan, CEO, Association of Interim Executives

Not Just Advice. We Mean Action.

We all know the story. A company pays thousands (or millions) of dollars to get advice packaged up in a pretty report by a consulting company’s fresh MBA. And then…nothing happens. Maybe it’s a lack of resources, but ultimately, no one actually executes on the plan.

The RED Team consists of interim executives who have run, grown, and turned around businesses. While this experience lends itself to creating a strong roadmap, the true strength of interims is that they can be engaged to make the plan a reality. For organizations stretched for internal resources or wanting to speed up the timeline so they don’t sit stagnant, a project-based or interim executive can be a powerful solution.

Dick Lindenmuth

“The company had lost $6 million in the last year. We presented a financial and operational business assessment to the investors and owners, and then engaged in implementing the plan. Three months later we were cash flow positive.”

Dick Lindenmuth Interim CEO
Damon Neth

“In a business assessment we bring to light processes, efficiencies, organizational needs and challenges and map those to the structure of an organization. These are high value, quick hits that are designed to move the football incrementally down the field.”

Damon Neth Interim CIO, CTO

True Operators Deliver Strategy and Implementation

  • Align the team, partners, owners, boards and employees
  • Grow sales and expand markets globally
  • Fix what is stuck, stalled, shutdown or stagnant
  • Maximize the value of a current or future transaction
  • Optimize profit, systems and processes
  • Create a new product, process, spinoff, JV or new company

A Low Risk Way to Engage

With your operational roadmap in hand you will know if you have the right team in place to implement. Need more resources? You can instantly access rapid executive deployment (RED) to seamlessly move into execution mode where your interim executive or RED team carries out the plan.

Philippe Lavie

“We always go through an assessment to figure out what is going on within the organization from a revenue generation standpoint. We can quickly look at how they’re organized, how they function and if there are any constraints within the function of sales.”

Philippe Lavie Interim CSO
Michelle Barnes

“I find a lot of times organizations don’t really know why they’re in the situation they are. They just know they’re in a bad situation. I work with the staff, the board and some of our major funders to figure out what is really happening and present it back to the board.”

Michelle Barnes Interim CEO