B2B Services (National)

A national B2B services company was functioning in reactive mode. Priorities often shifted mid-week, resulting in a backlog of tasks, and leaders struggled to maintain a shared understanding of what was most important. Vision Strategies was brought in to implement a straightforward weekly operating rhythm, clarify ownership of tasks, and develop a simple scorecard that made progress and obstacles visible in one centralized location.

We implemented a 30-minute weekly leadership check-in, supported by a one-page scorecard that tracked priorities, owners, due dates, blockers, and decisions. On Mondays, we locked in the weekly plan, mid-week checkpoints helped clear any blockers, and Fridays confirmed delivery and reset commitments. Within 90 days, our output increased by 36%, and carryover work decreased by 40%, replacing weekly chaos with a predictable operating rhythm and tighter execution. RESULTS: 36% increase in output within 90 days, 40% reduction in carry over work, on time delivery became consistent through a weekly cadence and scorecard.