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CoEfficiency Partners works collaboratively with companies like yours to reduce the friction that slows progress. That friction shows up in different ways in different companies at different times. Reducing those friction points is what we do, and where we got our name.
How we can help depends on where you’re at: defining your WHY, WHAT and high level HOWs; framing and cascading your strategy through the company; clarifying your optimal structure and the people in it; identifying the systems, technology and processes needed; or adding to your tactical toolkit.
Let’s talk and see how we can help you reduce the friction in your business.
Strategy
Cascading your high level strategy through the entire company, ensuring understanding, alignment and engagement, then helping the team choose their “How” can be challenging.
Structure
There is an optimal structure for any set or subset of strategic choices. How will the various elements of your company work together to achieve your goals?
Tactics
mplementing your set of strategic choices will require certain systems, technology and processes. If you have adjusted your strategic path, one or more of these may need adjustment as well.
About Page Content
I have over 25 years of multi-disciplinary experience in manufacturing, construction, leisure and entertainment, and I bring that unique suite of perspectives to positively affect the people and businesses I work with.
I have an analytical and logical mindset, tempered by creativity and an entrepreneurial outlook. I am driven by curiosity – genuinely seeking to understand different perspectives, constraints and opportunities, and synthesizing those into “the better answer”.
With a background in entertainment (I may have an arts degree), I understand the importance of knowing your audience. Experience in construction and manufacturing has given me a deep understanding of the operations of a business, from smaller shops to 9 figure businesses operating across the country and around the world. I found people struggled switching between strategy and tactics and learned about the importance of supporting the people around you. I’ve led and supported teams of teams across disparate locations, divisions, departments and disciplines.
Those experiences have repeatedly confirmed that it all starts with the WHAT. They are the foundation for the ClarityCascade, which defines the high level WHAT and empowers the team to execute (the “HOW”), leveraging the talent in the organization, achieving operational excellence and creating sustainable growth. Clarity brings Unity. Unity brings Capacity. And Capacity brings Agility.
I bring that foundation to my work with my clients, and I’ve been fortunate to be able to:
- Improve culture, engagement and results across the organization through the ClarityCascade
- Transition branches from a sole proprietor mindset to one ready to scale through the use of Archetypes
- Re-architect multiple processes to improve turnaround, standardization, coverage and efficiency
- Employ technologies to improve insight and streamline workflow
- Provide leadership during crises; from shut-down to recovery
When there is a specific area of the business that needs particular focus or the project needs additional capacity, I rely on a network of people that can join the team as needed.
Values
I believe that we all have a set of core values, whether defined and written down or not. We will sometimes miss the mark because we’re human, but we should aspire to and work towards those higher standards whether we’re at home, with our friends or at work. Here’s the values I aspire to:
Fun – we enjoy the work we do, and seek to foster a positive environment with the people we work with.
Integrity – we do what we say and are accountable for our actions
Collaboration – we believe that “buy-in” should be a distant second to collaboration focussed on aligning the plan with the goals and needs of the business, employees, customers and other stakeholders
Trust – we seek to build trust by communicating with clarity, acting with integrity, and demonstrating we are trustworthy through our actions
Excellence – we continuously seek to improve what we do and how we do it, with an eye towards surpassing expectations
Approach Page Content
Why Growing Companies Get Stuck
Most growing companies don’t fail because they lack ambition, market opportunity, or hardworking people. They get stuck because they hit barriers that working harder can’t solve.
These barriers show up in three ways:
Lack of CLARITY – The team doesn’t know exactly where you’re trying to go or why. Everyone’s working hard but pulling in different directions.
Lack of UNITY – You have a vision, but your team hasn’t truly bought in. Initiatives get half-executed, and you find yourself constantly re-explaining decisions.
Lack of CAPACITY – Even when everyone agrees on direction, you don’t have the right systems, structure, or capabilities to execute. Those bottlenecks hold you back from success.
The result? The owner becomes overwhelmed. Growth creates chaos instead of scale. Opportunities get missed. Good people get frustrated.
Sound familiar? You’re not alone – and you’re not stuck forever.
When You’re Clarity Stuck
If your team doesn’t know exactly where you’re going or why, you’re dealing with a Clarity problem. This shows up when everyone’s working hard but pulling in different directions, priorities keep shifting, and you find yourself constantly re-explaining the same vision.
The root cause is usually that you have a clear vision but it hasn’t cascaded through the organization in a way that creates real alignment. Your team isn’t incompetent – they’re just operating without the clear “WHAT” they need to make good decisions.
Our collaborative approach helps you define that WHAT clearly, then work with your team to cascade it through every level of the organization. When everyone understands not just the goal but how their work contributes to it, you get alignment instead of confusion.
When You’re Unity Stuck
You have a clear vision, but your team hasn’t truly bought in. Initiatives get half-executed, people seem to go through the motions, and you’re pushing everything uphill wondering why nobody seems as committed as you are.
The problem isn’t your vision – it’s that your team didn’t help create the HOW that is needed to achieve your WHAT. When people receive strategies instead of co-designing them, you get compliance at best, resistance at worst. They’re executing “your” plan, not “our” plan.
Our ClarityCascade process helps transform the WHAT into HOWs. We facilitate the design process, involving your team in determining how to achieve your vision. When they help create the strategy, they own it – and people execute what they own.
When You’re Capacity Stuck
Everyone understands the direction and supports it, but you don’t have the right systems, structure, or capabilities to execute. Capacity problems often stem from success – the informal approaches that worked at $2M break down at $10M. The structure that helped you grow to $10M doesn’t work at $40M. You need structure, but you’re afraid of bureaucracy. You need systems, but you don’t want to lose agility.
It can be challenging to implement these changes with a team that feels buried by the day to day. We help you and your team implement.
How We Get You Unstuck
a) Step 1: Diagnose Why You’re Stuck
Before prescribing solutions, we need to understand what’s actually keeping you stuck. Is it a Clarity problem (unclear direction), a Unity problem (team not owning the vision), or a Capacity problem (missing systems/structure)?
Most stuck owners think they know the problem, but symptoms can be misleading. Through our diagnostic process, we identify the root cause so we can fix what’s actually broken, not just what feels broken.
Want to get a sense of what type of stuck you might be dealing with? Take our quick assessment to identify whether you’re facing Clarity, Unity, or Capacity gaps. [DIAGNOSTIC]
b) Step 2: Design Your Way Forward Together
We don’t drop solutions on you.
Instead, we design your future together with your team. Why? Because people commit to what they help create. When your team co-designs the solution, it becomes “ours” instead of “his” – and that’s why it actually gets implemented.
This collaborative approach also leverages knowledge your team has that you might not. They know operational realities, customer feedback, and process bottlenecks that inform better solutions.
The ClarityCascade Process
Our proven methodology ensures clarity flows through your entire organization:
Define the WHAT – We start by establishing your high-level goals (the “WHAT” for your organization).
Identify the HOWs – Together, we determine the first-level strategies needed to achieve those goals.
Cascade Through the Organization – Those HOWs become WHATs for the next level down, that creates their HOWs, and so on through the organization, creating a comprehensive plan where everyone understands their role in achieving the overall objective.
Build Commitment at Each Level – Because each team helps design their portion of the solution, they own it and execute it.
This isn’t just strategic planning – it’s collaborative design that creates unity and builds capacity throughout your organization.
How We Work Together
Every engagement is tailored to your specific situation, but our process generally follows five phases:
a) Discovery & Diagnosis
We listen for the symptoms of being stuck, then use our diagnostic framework to identify whether you’re dealing with Clarity, Unity, or Capacity gaps (or a combination). This isn’t guesswork – we have specific tools to pinpoint what’s actually keeping you stuck.
b) Collaborative Design
Working with your team, we design solutions together. If it’s a Clarity issue, we facilitate the process of defining and communicating your direction. If it’s Unity, we help your team co-create the strategy so they own it. If it’s Capacity, we work together to identify the systems and structure you need.
c) ClarityCascade Implementation
We guide the process of cascading your strategy through the organization. Each level determines their “HOWs” to achieve their “WHATs,” creating comprehensive alignment from top to bottom.
d) Building Foundations
As solutions get implemented, we provide support and coaching to ensure momentum continues. We help you build the capability to maintain and evolve what you’ve created together.
e) Ongoing Support
Some clients benefit from ongoing support as they continue to grow and face new challenges. We’re available for strategic coaching, team development, or additional capacity as needed.
What Makes This Different
We start with diagnosis, not assumptions. Every stuck company is stuck for different reasons. We identify your specific barriers before designing solutions.
We design with you, not for you. Your team helps create the solution, which means they’re committed to executing it rather than resisting it.
We build capability, not dependency. Our goal is to strengthen your team’s strategic thinking and execution ability, not create reliance on us.
We focus on sustainable results. Because your team owns the solution they helped design, it continues working long after our engagement ends.
The Bottom Line
If you’re feeling stuck despite working harder than ever, the problem probably isn’t effort – it’s Clarity, Unity, or Capacity. We help you diagnose which one, then design your way forward together.
The result? You grow revenue while working less, because your team is aligned, engaged, and capable of executing without everything running through you.
Ready to get unstuck? Let’s talk about what’s keeping you there.
Curiosity & Creativity
Generally, I approach my consulting work as a series of mysteries that need to be solved. This is because, firstly, if they weren’t a mystery you would have found the right course forward, and we wouldn’t have this chance to work together. Secondly, it helps me avoid applying “what worked last time” type solutions. Rigorously applying a fresh set of eyes, especially in the early stages, is important, even if in the end we select a path or solution that has worked somewhere else before.
I seek to help clients achieve their goals by being innately curious about all aspects of the business and taking a creative approach that applies design thinking to strategy.
My curiosity naturally pulls me to ask questions to better understand and give attention to all facets of your business – from business development, sales & marketing, and finance & admin to design & engineering and operations. Then I work with you to think creatively about the challenges you face and find new solutions.
Together, we synthesize the needs of the customer to the goals and capabilities of the organization and ensure that your path forward solves the challenges in ways that will last.
the Cascade
The key ingredient to success (and a key ingredient to how I work) is to begin by defining the “What” – the goal – and the first level “How”s – the big picture steps needed to achieve those goals, and communicating them to the team to ensure everyone has clarity on the overall objective.
Those steps become “What”s for the groups at the next level of the organization, and that process cascades through the organization until there is a comprehensive plan to achieve those original high level “What”s.
Synthesizing a strategy and its implementation is a cascading and iterative set of discussions that starts with some big picture thinking – what are the key goals of the overall organization? The answer to that question informs the next question: what structure is best suited to achieve that strategy? And finally, what resources are needed to support that structure? We dig into these questions as we cascade the strategy through the organization.
Strategy Coaching
As you develop your strategy you will involve various people in your company, many of whom do not do strategy on a regular basis. They will need to shift gears. That shift leverages your team’s creativity and brings innovative solutions to the question “How are we going to achieve our goals?”
That starts with your leaders communicating their goals (their What) with clarity. There is a difference between communicating operational objectives and communicating strategic ones. It is also important to tailor the message so it is focussed and relevant for each audience.
Structure Development
Whether you think of it as “having the right people in the right seats on the bus” or as some other metaphor, the right structure will provide clarity to the team and allow the company to achieve more than they would if it the structure wasn’t aligned to the strategy.
Part of structure development is discussing the tradeoffs between the different ways that a company can be structured, both the positive benefits and the costs of making any changes.
Tactical Design
Once strategy and structure are clear and well communicated, the next set of choices is centred around ensuring the right resources are available. In some cases existing systems and tools will work well, in others they may need adjustment. Or, as is often the case, new tools, systems, processes or technology will be needed to support the strategy and structure.
How We Work
The specific format of how I work with you is as unique as your situation, but generally falls into 5 phases:
In some cases I provide ongoing support, which is tailored to the needs of the business and the people involved.
Initiation
often over coffee, or perhaps at your place of business, our initial meeting serves as a “get to know you” meeting, and to allow us to determine if and how I can help.
If I can help, I’ll draw up a proposal or a sketch of a potential path forward – often a staged engagement rather than a long term commitment, depending on your specific needs.
Once we have a framework for how we will work together (and once I sign any paperwork you require – NDA, etc.), we move forward.
Discovery
Discovery gives me an opportunity to really learn about your business from you and your team and synthesize that discovery into a full picture.
Design
the design process begins with the big picture and cascading that through the organization as each area determines their best path to achieve their portion of the overall goal.
This phase is often iterative, going back for further discovery as we develop and detail your path forward.
Implementation
Once design is complete, the implementation plan can be created. This is also iterative and cascades through the organization, which ensures that the full capacity of the organization is pulling on the same rope towards the same set of goals.
Continued Support
Structure
Who
Nationwide Equipment Rental Company, with two regional hubs and four smaller operations.
The Challenge
One of the smaller operations had a flat organizational structure, where all 15 employees reported directly to the facility manager. The manager was overwhelmed, and the company anticipated significant growth in this location.
Each location historically operated semi-independently, managing their operations as they saw fit. The specific operation in question had a flat structure, with all 15 staff members reporting to a single manager who was already over capacity. The region was also on the verge of significant growth, which further highlighted the unsustainable nature of the current structure.
Our Approach
We collaborated with the national team and the local manager to address this challenge. We started by defining the high-level goals for the operation (the “WHAT”) and identified three distinct areas within the business, each contributing to the overall goal in unique and definable ways (the “HOWs”). These operational “HOWs” became the “WHATs” for each of those areas.
Next, we identified leaders for each area and met with their teams, clearly outlining the cascading goals – from the overall company, to their operation, and their specific area – emphasizing how each team’s work supported the broader objectives. I then guided each leader in working with their team to answer the question, “How do we achieve our WHAT?” by identifying the necessary people, processes, and technologies to ensure success.
Results
The changes led to a re-energized team, reflected in the highest scores on the national engagement survey. Revenue improved by 25% from FY22 through FY24, and employee capacity increased due to better engagement and lower stress levels. Customer service also saw significant improvements, all while the business gained the necessary structure, people, and processes to scale effectively.
Next Steps
The success of this transition and the change management initiatives provided a replicable model that was subsequently implemented in a second operation. This work also laid the foundation for defining Hub, Branch, and Satellite Archetypes across the entire business.
Strategy
Who
Custom Manufacturer of Construction Products
Overview
This company, led by a visionary owner, is at the forefront of integrating advanced manufacturing technologies into the construction industry. With significant growth on the horizon, the business needed to establish a better structure, processes, and technologies to fully capitalize on this potential.
The Challenge
With growth on the horizon, it became clear that the existing organizational framework was not sufficient to support this expansion. The owner needed a clear strategy and an execution plan that could effectively scale the business from its current level to handle a much larger volume of work.
Our Approach
Starting at the top, I collaborated closely with the principal to define the overarching goals (the “WHAT”) of the business. We then developed the initial “HOWs” to support these objectives. This strategic framework was workshopped with each team, ensuring that these goals cascaded down through the organization, one level at a time.
This work culminated in a comprehensive plan, structured using agile project management principles, which emphasized iterative progress and flexibility. This approach ensured that the strategy was not only clear and unified but also adaptable to the dynamic needs of the business.
Results
The outcome was a well-defined strategy paired with a robust execution plan. This positioned the business to take on double its previous workload, expanding from $30 million to $70 million in construction projects. Additionally, the growth of in-house manufactured products increased from $5 million to $12 million, all while maintaining the company’s innovative edge.