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Planning Board Notes

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operations

Operations that run without you in the room.

The work you have built today should still run in five years without your daily attention. We design the systems, rituals and metrics that make that possible — without grinding the soul out of your team in the process.

Schedule Free Consultation

What it is

Real systems. Not a wiki page.

Operations work usually fails one of two ways. Either it produces a beautifully documented system nobody actually follows, or it grinds the team into compliance until the best people leave. Both are expensive. We have learned to avoid both.

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Lumin's operations engagements are designed for businesses that have outgrown their original way of working — usually around $20M to $200M in revenue, where founder-led decision making has stopped scaling but the muscle memory is still there. We rebuild the operating system around the work that actually generates value, and we do it with your team, not to them.

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By the end you have an operating rhythm your leadership team trusts, processes that document themselves, and a small set of metrics that tell the truth about how the business is running. The kind of operations that let you take a real vacation.

DELIVERABLE 01

Process map of how value flows

Every step from a customer's first signal to cash in the bank. Where work is done, where it waits, where it leaks, where it gets re-done.

DELIVERABLE 02

Operating rhythm redesign

The set of meetings, reviews and decision points that actually move the business. Most companies have twice as many meetings as they need and half the decisions they should.

DELIVERABLE 03

Cost-to-serve audit

An honest look at which customers, products and channels are paying for themselves and which ones are quietly funded by the rest. Decisions follow.

DELIVERABLE 04

Org and accountability map

Who owns what, who decides what, who is consulted, who is informed. Drawn at the level of decisions, not job titles.

DELIVERABLE 05

Metric set for the leadership team

Five to seven numbers that tell the truth about how the business is running. The rest go in the appendix where they belong.

DELIVERABLE 06

Quarterly health check

For the first year, we run a one-day operating review with your team each quarter. Course-correct early, before the small things become structural.

What is included

What you actually leave with.

Professional Headshot

Case study

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Halverson & Co.

Twelve hours of meetings back, every week.

A 180-person professional services firm. The leadership team was in meetings nine hours a day and decisions were getting slower, not faster. We rebuilt their operating rhythm in twelve weeks.

12 hr

Saved per leader, weekly

38%

Faster decisions on big calls

FAQ

A few common questions.

  • Eight to twelve weeks of active work, then quarterly check-ins for the first year. The bulk of the change actually happens in the first six weeks once the team sees what is possible.

  • Less than you think. Our discovery is built around shadowing real work, not pulling people into interviews. We expect about three hours per leader, per week, during the active phase.

  • Rarely. Most operating problems are not tooling problems. When they are, we name a partner who can implement and step out of their way.

  • Even better. We work alongside them and leave the work in their hands. The goal is to make them stronger, not to replace them.

Related services.

Collaborative Team Meeting

02

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strategy

Business Strategy

Decide what to do and what to stop for your business.

Explore
Team Presentation Meeting

03

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growth

Market Expansion

Take the strategy somewhere else, somewhere new.

Explore

Want to know if we are right for you?

The fastest way to find out is a conversation. Bring your hardest unanswered question — we will spend ninety minutes on it, no deck, no charge.

Schedule Now
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