For growth-stage leadership teams
You ship updates to the thing you sell every sprint. The org chart, the decision rights, the operating rhythm — that's been running on the same version since you were 50 people. I rebuild it to fit your stage, like the product it is.
Let's Talk
What I Do
Most growth-stage companies bolt new tools (AI included) onto broken processes and call it transformation. I rebuild the foundation first — the structure underneath that turns offsite intentions into how the business actually runs day to day. Across vision, alignment, organizational clarity, and operational infrastructure.
Engagements
01
Across the Viewpoint Stack™
A structured assessment that pinpoints exactly where the operating system is breaking down — and what to fix first.
Learn More →02
Org Clarity + Op Infrastructure
Hands-on design and rollout of the operating infrastructure that turns strategy into how the company actually runs.
Learn More →03
Vision + Leadership Alignment
A facilitated planning engagement that takes leadership teams from misaligned interpretations of direction to one shared, accountable plan.
Learn More →When you need more than a project
The Framework
Four layers, each load-bearing for the next. Vision sets direction. Alignment turns it into shared agreement. Organizational Clarity translates that into how teams operate. Operational Infrastructure makes it the day-to-day system. When something's broken, the Stack tells you which layer needs the work — not just which symptom is loudest.
See the full breakdown →
BY THE NUMBERS
COST
REDUCTION
Achieved through Six Sigma Value Stream Mapping and lean operating implementation.
See case study →FEATURE
DECISION
VELOCITY
From 10-hour cycle to 1-hour self-service workflow for pricing, staffing, and solution decisions.
See case study →REVENUE GAP
CLOSED
Deployed to establish a new business development process heading into 2026.
See case study →FUNCTIONS
BUILT FROM
SCRATCH
PMOs, product orgs, and portfolio functions — built right the first time.
See case study →Selected Engagements
From misaligned strategy to one agreed picture of priorities.
Facilitated a leadership team through resetting shared strategic direction for a struggling Vacation Rentals business — turning misaligned interpretations of strategy into one clear, agreed plan.
Read Case Study →Cycle time cut from 14 days to 6.
An agile rollout inside Product Design — earned through Value Stream Mapping, a pilot on the biggest waste source, and five cross-functional squads built on the VFQ framework.
Read Case Study →$27M ACV at risk → cross-functional ops in 4 months.
Designed and stood up a Direct-to-Operations function from scratch — functions, roles, decision rights, operating rhythm — turning a fractured account model into a coordinated delivery system.
Read Case Study →What clients say
Katie built an amazing AI application to help us complete a structured and detailed analysis of potential automation efficiencies in preparation for a RFP submission for one of our healthcare clients. The level of detail she created enabled me and the operations team to set clear and timebound operating goals and guide our tech strategy for delivering on our goals.
VP, Service Delivery — Series B Healthcare Tech
Katie's support, structure, and vision was invaluable to us being able to launch our new process on time. The overall process is complex and involves many cross-functional teams. Katie expertly navigated all of those dynamics. When we realized we couldn't get it all done, Katie helped create a successful plan forward that allowed us to break the work into increments.
VP, Strategy — Series B Startup
We had taken various swings at documenting our client lifecycle in the past year but Katie's involvement brought a level of clarity and structure to something that is so impactful across the company. Her ability to take complex ideas and translate them into easy-to-understand graphics and summaries allows us to focus on key questions and decisions while not getting bogged down in the complications.
Growth Operations Leader — Series B Startup
How I Work
I treat every operating model the way a great product leader treats a build — designed with intention, iterated with discipline, and always in service of the people who depend on it.
I work with a limited number of clients at a time. You get real attention, not a junior team member.
I work inside your leadership team — in your meetings, your Slack, your reality — not from the outside looking in.
I thrive in fast-moving, high-growth environments where ambiguity is the norm and the answer is usually "we need to build that."
I'm not here to produce decks. I'm here to make sure the right things get built, aligned, and executed.
Contact
Currently accepting a limited number of new clients in 2026 — let's see if we're a fit.
Let's Talk katie@viewpointadvisorygroup.com