Our Approach

A Flexible, Proven Process for Solving Complex Problems

When you work with Strategic Advice, every engagement starts with a simple step: we ask executive sponsors, customers, and partners to define what success looks like. Their input sets the direction and shapes the priorities, keeping the work focused on objectives that truly move the needle.

From there, you get senior-level guidance from people who’ve been through the same challenges. We don’t do junior hand-offs, and we don’t rely on generic playbooks. Our process delivers reliable results—grounded in stakeholder insight, tailored to your goals, and designed to meet the unique challenges of your ecosystem.

Here’s what that looks like in action:

  • A glowing incandescent light bulb placed among colorful sticky notes on a surface, with a blurred background of circular bokeh lights.

    1. Situational Analysis

    We begin with a clear view of the landscape—naming goals, identifying obstacles, and understanding the context. More often than not, this first step brings unexpected clarity. Even without a solution, framing the problem is a powerful first step.

  • Two hands holding puzzle pieces in front of a backlit group of people, symbolizing teamwork or collaboration.

    2. Qualitative Research

    To get to the heart of the matter, we talk to the people who live it—your customers, your team, your partners, and industry experts. These conversations reveal what the data can’t: motivations, pain points, and hidden truths that unlock smarter decisions.

  • Close-up of a hand placing a piece in a colorful jigsaw puzzle on a table.

    3. Solution Modeling

    This is the fun part, where we translate insights into tailored, outcome-focused strategies that are specific to your situation. Our solutions are grounded in expertise and designed to drive meaningful progress. If we’ve done the job well, there should be an aha! moment where the optimum path forward reveals itself without ambiguity.

  • People collaborating in assembling colorful puzzle pieces with a cityscape background.

    4. Execution Planning

    A great strategy means nothing without follow-through. We help you develop roadmaps and playbooks that are pragmatic, resilient, and designed for real-world execution by the people who will bring them to life. We also coach leaders as they work toward their objectives, helping them stay aligned and empowered.

Our process isn’t rigid or one-size-fits-all. It adapts to your needs.

Whether you’re starting from scratch or already midstream, each step builds on the last, turning insight into action in a way that’s both strategic and practical. It’s a proven, adaptable approach that works across a wide range of business challenges. Whether you’re starting fresh or already deep in the work, we meet you where you are and help you move forward with clarity, confidence, and momentum.