Your Strategy — Clear, Documented, and Ready to Execute
A focused engagement that helps CEOs and business owners clarify their strategy, document it concisely, and build a 90-day action plan — with built-in accountability.
IS THIS YOU?
You might be thinking:
- "I know where I want to go — but I have not documented a clear path to get there."
- "My team is busy, but I am not confident we are all rowing in the same direction."
- "We are growing fast, and I need to make sure we are focused on the right priorities."
- "I have been meaning to do strategic planning for two years. I never have time."
- "I do not want a 50-page document that sits in a drawer. I want something I will actually use."
- "I need a thinking partner who will challenge my assumptions — not just agree with me."
If any of this sounds familiar, you are in the right place.
WHY STRATEGIC CLARITY SPRINT™?
Most strategic planning processes are bloated, slow, and produce documents no one reads. Strategic Clarity Sprint™ is different.
- CEO-focused first. We work together one-on-one before involving your team — so you build an honest, clear-eyed plan.
- Concise deliverables. A 2-page Strategic Summary and a 1-page 90-Day Action Plan. Not a binder.
- Accountability built in. A 30-day check-in ensures your plan does not sit on a shelf.
- Thinking partner with real-world depth. 3x Founder. Six years as a Vistage Chair. 13 years at Bose Corporation. Deep expertise in operational challenges, rapid growth, risk, and crisis.
TWO WAYS TO WORK TOGETHER
Strategic Clarity Sprint™
Includes:
- 6 sessions with CEO (6.5 hours total via Zoom)
- 2-page Strategic Summary
- 1-page 90-Day Action Plan
- 30-day accountability check-in
Ideal for:
- Companies with $2M–$15M in revenue where the CEO drives strategy
Strategic Clarity Sprint™ + Team Session
For CEOs who want to align their leadership team around a clear, documented strategy.
Includes:
- Everything in Strategic Clarity Sprint™
- CEO prep session for team presentation (1.5 hours via Zoom)
- Facilitated leadership team session (3 hours — in-person or Zoom)
- CEO wrap-up and accountability session
- 30-day accountability check-in
Ideal for:
- Companies with $15M–$75M+ in revenue with a leadership team that needs alignment
THE VALUE OF A FACILITATED TEAM SESSION
You cannot lead from the front and manage the room at the same time. Here is what you gain when I facilitate your leadership team session:
- You lead from the front, not the whiteboard. I manage room dynamics so you can be fully present as the leader — not juggling logistics.
- Deep strategic context without ramp-up. I spent five sessions with you building this strategy. I know the rationale behind every decision and can reinforce it when questions arise.
- A trained eye on the room. With six years facilitating CEO peer groups and over a decade of executive coaching, I catch resistance, confusion, or disengagement you might miss while presenting.
- Questions that surface real thinking. Your team may hesitate to challenge you directly. I draw out honest input — the kind that strengthens your plan before it hits reality.
- Productive conversation maintained. I prevent derailing, grandstanding, and tangents — keeping the session focused on outcomes, not politics.
- Your authority stays intact. The plan lands with clarity and confidence — because you delivered it as the leader, with a trusted partner managing the process.
OPTIONAL: QUARTERLY STRATEGIC REVIEW
- Ongoing strategic accountability. Someone who knows your plan and holds you to it.
- Thinking partner who remembers. No ramp-up time. We pick up where we left off.
- Quarterly discipline prevents drift. Keeps your plan alive and relevant.
- Protection for your investment. Ensures your strategic plan delivers results.
A strategic plan only works if someone holds you accountable to it.
Quarterly Strategic Review — 60-minute session with CEO via Zoom
WHO THIS IS FOR
- CEOs, Presidents, and Business Owners who are growth-minded and stretched thin
- Leaders who want a thinking partner, not a consultant who disappears
- Executives who want a clear, concise strategy — not a 50-page binder
- Companies from $2M to $75M+ in revenue
WHO THIS IS NOT FOR
- Leaders looking for a consultant to write their strategy for them — this is your strategy, built with you
- Executives who want a lengthy strategic planning document that looks impressive but never gets used
- Anyone not ready to be challenged on their assumptions
- Leaders who are not committed to executing what they build
YOUR THINKING PARTNER
READY FOR STRATEGIC CLARITY?
If you are ready to clarify your strategy, document it concisely, and build a plan you will actually execute — the next step is a conversation.
The Impact
Clients Experience
Strategic insight, clarity, and actionable guidance that turn complex challenges into lasting results.
"Nancy is a consummate professional and a wonderful person. She always strives to improve the lives of those around her. She is a giver in every sense of the word. She is organized an excellent communicator, and a great listener. I recommend her easily with all the confidence in the world."
"Nancy had great depth and experience. What struck me the most, was her willingness to thoughtfully and purposefully give of herself to others. I have sought Nancy's counsel on a number of topics. In every instance, she has been responsive, knowledgeable, effective, empathetic, and kind. That's a rare combination for which I am thankful."
"Nancy made an immediate impact. She was authentic, interpreted the situation and my needs quickly and accurately, and provided valuable insight, perspective, and guidance."
"Nancy is intuitive, an excellent listener, and gently guides you to a place of strength and equilibrium. I am eternally grateful for her insight, talent, and ability to hone in on the crux of an issue. She is my 'go-to' coach and cheerleader and I guarantee that your life will be better with Nancy in your corner."
"I wholeheartedly recommend Nancy for any company managing internal issues, experiencing growing pains, or simply looking for another perspective in order to move their company to the next level."
"I can honestly say that I have grown tremendously this past year in my role because of the work we have done together. You will get much more than a coach with Nancy — you will gain a lifetime colleague."
"Our work together has been transformative. She provided me with excellent resources and is an exceptionally trusted advisor."
Nancy is an exceptional leader and advisor who helps CEOs, boards, and teams collaborate effectively, remove blind spots, and build strong, future-ready cultures.
Nancy’s thought leadership always offers clear, actionable insights that shift perspectives and spark meaningful impact.
Nancy guided my transition to the executive suite with clarity and confidence. A true master of messaging and leadership.
Nancy’s coaching combines insightful questioning, strong accountability, and unwavering support—helping me lead with confidence and focus.
Nancy brings clarity, context, and perspective. Thanks to her leadership and curation of peers, I’ve grown as a leader, manager, and family man.
Nancy listens intently, offers grounded insight, and brings unique crisis leadership experience that makes her an exceptional coach.
With empathy and strategy, Nancy helped me navigate difficult business challenges and align my career to my true passions. She’s my go-to coach.
Nancy quickly discerned my needs and delivered insightful, actionable guidance that created immediate results.
Nancy deeply understands human dynamics, helping me grow as a leader and avoid costly missteps. Her guidance is invaluable.
Nancy has been instrumental as a mentor and advisor—steadying our fast-growing firm and helping us make smarter, stronger decisions.
Nancy’s leadership talk left a lasting impression. She inspired ways to strengthen leadership at work, at home, and in life.
Nancy engaged and inspired our Women’s Empowerment luncheon with practical takeaways and authentic lessons in leadership.
Nancy’s executive coaching was transformative, blending straight talk, innovative insights, and practical tools to sharpen my leadership.
Nancy is empathetic, insightful, and generous with her knowledge. Every conversation leaves me better equipped to lead.
Nancy blends business acumen with human understanding, making her a trusted advisor for leaders navigating growth or crisis.
In under an hour, Nancy helped me reframe my career path with clarity and courage. Her perspective changed my trajectory.
Nancy is a beacon of calm and clarity, guiding entrepreneurs through growth and high-stakes challenges with care and wisdom.
Working with Nancy challenged and pushed me to grow both personally and professionally. She’s a coach and a lifelong colleague.
Nancy transformed communication and accountability in my family-owned businesses, making us both more effective and profitable.
Nancy’s knowledge, perspective, and professionalism have strengthened my leadership and supported my business growth.
The Impact
Clients Experience
Strategic insight, clarity, and actionable guidance that turn complex challenges into lasting results.
"Nancy is a consummate professional and a wonderful person. She always strives to improve the lives of those around her. She is a giver in every sense of the word. She is organized an excellent communicator, and a great listener. I recommend her easily with all the confidence in the world."
"Nancy had great depth and experience. What struck me the most, was her willingness to thoughtfully and purposefully give of herself to others. I have sought Nancy's counsel on a number of topics. In every instance, she has been responsive, knowledgeable, effective, empathetic, and kind. That's a rare combination for which I am thankful."
"Nancy made an immediate impact. She was authentic, interpreted the situation and my needs quickly and accurately, and provided valuable insight, perspective, and guidance."
"Nancy is intuitive, an excellent listener, and gently guides you to a place of strength and equilibrium. I am eternally grateful for her insight, talent, and ability to hone in on the crux of an issue. She is my 'go-to' coach and cheerleader and I guarantee that your life will be better with Nancy in your corner."
"I wholeheartedly recommend Nancy for any company managing internal issues, experiencing growing pains, or simply looking for another perspective in order to move their company to the next level."
"I can honestly say that I have grown tremendously this past year in my role because of the work we have done together. You will get much more than a coach with Nancy — you will gain a lifetime colleague."
"Our work together has been transformative. She provided me with excellent resources and is an exceptionally trusted advisor."
Nancy is an exceptional leader and advisor who helps CEOs, boards, and teams collaborate effectively, remove blind spots, and build strong, future-ready cultures.
Nancy’s thought leadership always offers clear, actionable insights that shift perspectives and spark meaningful impact.
Nancy guided my transition to the executive suite with clarity and confidence. A true master of messaging and leadership.
Nancy’s coaching combines insightful questioning, strong accountability, and unwavering support—helping me lead with confidence and focus.
Nancy brings clarity, context, and perspective. Thanks to her leadership and curation of peers, I’ve grown as a leader, manager, and family man.
Nancy listens intently, offers grounded insight, and brings unique crisis leadership experience that makes her an exceptional coach.
With empathy and strategy, Nancy helped me navigate difficult business challenges and align my career to my true passions. She’s my go-to coach.
Nancy quickly discerned my needs and delivered insightful, actionable guidance that created immediate results.
Nancy deeply understands human dynamics, helping me grow as a leader and avoid costly missteps. Her guidance is invaluable.
Nancy has been instrumental as a mentor and advisor—steadying our fast-growing firm and helping us make smarter, stronger decisions.
Nancy’s leadership talk left a lasting impression. She inspired ways to strengthen leadership at work, at home, and in life.
Nancy engaged and inspired our Women’s Empowerment luncheon with practical takeaways and authentic lessons in leadership.
Nancy’s executive coaching was transformative, blending straight talk, innovative insights, and practical tools to sharpen my leadership.
Nancy is empathetic, insightful, and generous with her knowledge. Every conversation leaves me better equipped to lead.
Nancy blends business acumen with human understanding, making her a trusted advisor for leaders navigating growth or crisis.
In under an hour, Nancy helped me reframe my career path with clarity and courage. Her perspective changed my trajectory.
Nancy is a beacon of calm and clarity, guiding entrepreneurs through growth and high-stakes challenges with care and wisdom.
Working with Nancy challenged and pushed me to grow both personally and professionally. She’s a coach and a lifelong colleague.
Nancy transformed communication and accountability in my family-owned businesses, making us both more effective and profitable.
Nancy’s knowledge, perspective, and professionalism have strengthened my leadership and supported my business growth.
Are You Ready to Upgrade to Your Next Level of Professional Success?
We Have a Larger Vision Than Most
Clients regard Capistran Leadership as a trusted confidant. They’re known for their unique ability to provide significant depth to address even the most complicated challenges and opportunities. Their main objective is to provide a number of tried-and-true solutions that enable their clients to move the needle of progress forward in a timely and meaningful way.
Our Programs
Our programs are at least 6 months long. After the first contract, over 95% of our clients choose to stay with us. We have a longstanding proven track record of delivering high-quality services and solutions.
Clarity. Confidence. Strategic Precision.
Private counsel for executives at critical inflection points.