How Donna leads a new executive role.
A repeatable operating pattern — from listening to strategic roadmap — designed to build executive trust, deliver measurable wins, and set the stage for durable transformation.
Listen, assess, and map ownership.
Meet the executive team, frontline operators, product leaders, and top customers. Map current KPIs against enterprise outcomes. Identify the Ownership Gaps™ — where departmental responsibility ends and enterprise accountability disappears.
- Executive & cross-functional stakeholder interviews
- Operational assessment across resolution, cost, and experience
- Competitive Intelligence and market landscape audit
- Voice-of-Customer and voice-of-operator baseline
- AI readiness snapshot — governance, workflow, data, ownership
Align, prioritize, and deliver quick wins.
Translate the assessment into an executive-aligned roadmap. Deliver two or three visible quick wins that establish credibility, unlock team energy, and prove the operating model. Close the highest-leverage Ownership Gap first.
- Executive alignment on outcome ownership
- Two-to-three quick wins delivered with measurable impact
- Messaging, positioning, or workforce model refresh
- Competitive battlecards and enablement rollout (PMM/CI roles)
- Governance updates to align KPIs with enterprise outcomes
Ship the strategic roadmap.
Publish a 12-month strategic roadmap tied to business outcomes — not activities. Establish cadence, ownership, and reporting so the operating model compounds after the first quarter and AI investments land on operationally ready ground.
- 12-month roadmap tied to revenue, cost, and CX outcomes
- Operating cadence and outcome scorecards live
- AI readiness plan sequenced against operational maturity
- Talent plan and cross-functional operating model published
- Executive dashboard rolled out to CEO / CRO / COO