Free Guide and 10-Question Diagnostic
The High-Stakes Initiative Operating System Pinpoint where your initiative is exposed before the results do it for you.
The four-step method a former New York Life and Capital One executive uses to deliver initiatives like yours in life insurance distribution, plus the 10-question diagnostic that shows where yours is at risk before it costs you millions, a year of work, and your credibility.
The situation
You’re good at running your part of the business. That’s why you’ve been handed something heavier: a new product, platform, or channel that’s supposed to produce real growth.
The people you answer to signed off, and your name is on it.
And you’ve done the sensible things: a project manager, strong people on the working team, and a cadence of status meetings.
Every week the status report shows all green, but you don’t fully believe it.
Your instinct is right. There are issues and concerns your team isn’t surfacing, and there’s a real chance they derail the initiative somewhere down the line.
What’s Inside
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The 10-question diagnostic.
Ten statements about your initiative. Check every one that’s true and you’ll see where the exposure sits.
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What your score means.
Three score bands, each with the cost attached and how long it stays invisible.
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Three things the conventional playbook gets wrong.
Why a project manager, more one-to-many communication, and better product work don’t close this gap.
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The four-step sequence.
The four things every initiative needs, in the order the work has to happen, and what it costs you to skip each one.
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One thing to do right now.
A few hours of conversations that will tell you more about the actual state of your initiative than the last six weekly reports did.
Who This Is For
This is for you if
- You’re a sales or operations leader in life insurance distribution with a high-stakes initiative on your plate
- Your vision of success includes shipping the initiative and delivering the in-market results in the business case
- You want to surface lurking issues and address them head-on, before they derail your initiative
- You’re open to candid feedback and direct conversations
This is not for you if
- You want recommendations before anyone has diagnosed what’s actually going on
- You want to ship a thing and don’t care about delivering business outcomes or what happens after it’s in market
- You’re looking for someone to just drive milestones and produce status reports
- The initiative doesn’t have committed budget or executive sponsorship behind it
About Ross
I’ve built and led product, marketing, credit, and sales enablement teams, first at Capital One and then for ten years at New York Life. Initiatives tend to break in the handoffs between those functions. I’ve sat on every side of them, so I can usually find the problem and fix it directly.
I’ve also built and sold two businesses with my own money, one in direct-to-consumer publishing and one in direct-to-consumer medical device sales. Launch discipline is different when every dollar is yours.
JD from Harvard, MBA from Wharton.
Get the Free Guide
Sixteen pages on where high-stakes initiatives break down and the four steps that can keep yours on track. The 10-question diagnostic tells you exactly where you stand in just a couple of minutes.