14-Day Turnaround Diagnostic
A board-ready diagnostic sequence for technology companies facing missed numbers, runway pressure, stalled initiatives, or integration failure.
Boards, PE operating partners, CEOs, CFOs, CTOs, and CIOs facing urgent operating risk.
Use this when the business has missed targets, lost operating control, or needs an outside operator to separate symptoms from root causes before the next board meeting.
What to inspect before the next operating call
Stabilization facts
The first pass is not a strategy workshop. It is the fact base needed to stop drift.
Liquidity
13-week cash forecast, covenant status, collections risk, vendor exposure, and near-term debt or payroll constraints.
Revenue
Pipeline coverage, renewal calendar, churn risk, customer concentration, forecast accuracy, and accounts at risk.
Delivery
Critical initiatives, backlog age, missed milestones, customer commitments, and delivery capacity against the current plan.
Leadership
Decision rights, meeting cadence, owner map, open executive seats, and founder or key-person dependency.
Constraint diagnosis
The goal is to find the operating constraint that management keeps describing as separate problems.
Metric conflict
Where finance, sales, delivery, and engineering dashboards disagree on the same business reality.
Control failure
Where the company lacks a single accountable owner, decision rule, or inspection cadence.
Technical drag
Where architecture, security, data, or release quality is creating commercial or cash impact.
Board narrative
What can be said credibly in the next board update, lender call, or sponsor operating review.
Turn the resource into operating work
- 01
Day 1-2: collect the facts
Pull the cash, revenue, delivery, technical, people, and governance evidence before assigning cause.
- 02
Day 3-5: isolate the constraint
Separate the primary operating constraint from secondary symptoms and political narratives.
- 03
Day 6-8: build the owner map
Assign decision rights, escalation paths, cadence, and accountable owners for the next 30 days.
- 04
Day 9-11: quantify exposure
Translate the constraint into cash, EBITDA, customer, timeline, and valuation risk.
- 05
Day 12-14: set the operating mandate
Deliver the board-ready action plan, decision requests, and first operating scorecard.
Where this work sits
Performance Improvement
Revenue, margin, delivery, technical debt, and operating-system improvement for technology firms with stalled growth or compressed EBITDA.
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Open guideCommon questions
Is a 14-day diagnostic enough time for a turnaround plan?
It is enough time to identify the constraint, quantify exposure, and set the first operating mandate. Full turnaround execution usually runs longer, but the diagnostic prevents another quarter of unfocused debate.
What evidence is required before the diagnostic starts?
Cash forecast, revenue forecast, board pack, project list, org chart, customer list, renewal calendar, and any technical risk register. The first week fills gaps where those materials do not exist.
Who should participate?
The CEO, CFO, CTO or product/engineering lead, CRO or sales leader, and the sponsor or board owner who can approve decisions.