Define before delivery.
Agree the baseline, source, metric, time horizon, client owner and attribution method before the intervention.
THE STONE COURSE OPERATING SYSTEM
An operating record
you can follow.
A productized advisory method: defined inputs, versioned outputs, explicit acceptance gates and an accountable owner. It is not a proprietary software platform.
- 01
Decide
A reasoned go, no-go or not-yet.
Exposure review, decision model and assumptions register. - 02
Build
Turn the decision into a launch plan.
Named owners, dependencies, milestone evidence and handoff. - 03
Operate
Make performance a repeatable discipline.
Monthly source reconciliation, cash outlook and bounded improvement. - 04
Investment Readiness
Create a decision-ready operating record.
Group economics, governance choices and diligence handoff.
SAMPLE OUTPUTS
See the work.
Not the proprietary formulas.
Illustrative shells only. No client data, outcomes or reusable calculation logic are disclosed.
RESULTS & EVIDENCE
Make the claim
only after the reconciliation.
No permissioned Stone Course case studies or verified firm-client ROI are published here yet. Prior executive experience is labeled separately.
Record the complete cost.
Separate collections from contribution benefit. Include advisory fees, implementation and other incremental costs without double counting.
Review before publication.
Reconcile sources, record limitations and obtain written permission. Zero, negative and unverified findings remain valid outcomes.
What belongs in a client outcome record?
Situation, baseline period, intervention, adoption evidence, comparison/counterfactual, incremental collections, contribution margin, verified savings, total incremental costs, net benefit, attribution limitations, reviewer and publication permission.
ROI = (attributable contribution benefit + non-overlapping verified savings − total incremental costs) / total incremental costs. Missing evidence produces “not established,” not zero or an assumed return.
A DEFINED NEXT STEP
Start with the decision.
A conversation to clarify fit, scope and the evidence needed next.