Boykin Advisory logo Boykin AdvisoryEnterprise Transformation Advisory Services
Go it alone — properly equipped

The Self-Serve Operating Kit

Don’t need an advisor right now? Fair. The kit is the same working system our engagements install — the assessment, the instruments, the role checklists — packaged for a founder or operations lead to work through at their own pace, in their own workspace.

What’s inside

Not a course. The instruments themselves.

1

The Operating Snapshot

Enter your company’s vitals; the method’s own rules return your fracture pattern, the likely first move, a 90-day install plan, benchmark comparisons, and pre-filled draft instruments. Deterministic — same facts, same answer, no black box.

2

Eight one-page instruments

Delegation-of-Authority matrix, decision log, weekly operating rhythm, unreachable protocol, 13-week cash view, data classification one-pager, intake list, first-domino scorecard. Each fits on a page on purpose: if it can’t, it won’t survive contact with a scaling company.

3

Nine role checklists

CEO, HR, Finance, Operations, Delivery, CIO, CTO, Business Development, Sales — every item an action with the evidence that proves it’s done. Hand each list to its owner as a 30-day self-audit; the gaps are the plan.

4

Your own HQ

Everything is delivered in a private workspace under your company’s name — your assessment record, the library, and a running cadence you install into your real calendar as actual meeting invites that carry their own agendas.

Honest fit

Who the kit is for — and who it isn’t.

A good fit if…

  • You have a founder or ops lead with the will to run a 90-day install personally
  • You want the discipline without a consultant in the room
  • You’re pre-revenue for advisory spend but past the point of winging it
  • You want to see the method’s teeth before considering an engagement

The wrong tool if…

  • The founder is the bottleneck and won’t self-administer the medicine — that’s exactly what the advisor-led work is for
  • You need someone to run the meetings, coach the reversions, and hold the standard — instruments don’t hold people accountable; people do
  • You’re facing an external clock (a rating, an assessment, a board date) with no slack for self-paced learning
The honest line: the content of an operating playbook is not the hard part — adoption is. The kit gives you everything except the person who makes it stick. Plenty of disciplined teams only need the former. If you start the kit and discover you need the latter, everything you’ve done carries straight into an engagement — nothing is wasted.

The kit is a one-time purchase, currently offered to founding clients.

Ask about it on a fit check — ten minutes, no pressure, and a straight answer on whether the kit or an engagement (or neither) fits where you are.

Book a fit check

Or email info@boykinadvisory.com with “Operating Kit” in the subject.