Talent

Advisory

Advisory and consulting for organisations that want their Chief of Staff capability to perform. We help you design the role, develop your people, and embed operating practices that turn strategy into delivery.

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Recruiting puts the right person in the seat. This is how you make the role work. We partner with leadership teams to design the Chief of Staff operating model, coach the people in it, and standardise the practices that keep delivery consistent as you grow.

What we offer

1.CAPABILITY DEVELOPMENT
Give your Chiefs of Staff the frameworks, playbooks and peer learning that strengthen their leadership and execution.2.OPERATING MODEL AND BEST
Design the Chief of Staff operating model and standardise effective processes across the organisation or portfolio, so delivery stays consistent.3.COACHING AND CAPABILITY BUILDING
One-to-one coaching and tailored development for Chiefs of Staff and the principals they support, building the skills to manage priorities and complex stakeholders.4.COACHING AND CAPABILITY BUILDING
Align methods between leadership and the wider business, so strategy translates into delivery you can measure.

How we work

1.DISCOVERY AND DIAGNOSTIC
We assess your current Chief of Staff capability, operating model and priorities.2.DESIGN
We build the operating model, frameworks and development plan around your context.3.EMBED
We implement the playbooks, run the training, and coach your people into the new way of working.4.SUSTAIN
Ongoing peer learning, knowledge sharing and advisory support that keeps standards high.

Sample Deliverables

  • Operating system and cadence
  • Cross-functional programme management
  • Roadmap and strategic planning
  • Chief of Staff playbooks and frameworks
  • Annual development and training calendar
  • Peer learning and knowledge-sharing platform

Who we work with

Private equity

Standardise operating best practice across the portfolio, develop Chiefs of Staff who drive value creation, and coordinate delivery between deal teams, operating partners and portfolio leadership.WHERE A CHIEF OF STAFF MAKES THE DIFFERENCE
  • Post-acquisition integration. Day one to 100 planning that balances systems and process with culture and change.
  • Strategic initiative implementation. Driving the programmes that create advantage and turn vision into value.
  • Rapid improvement programmes. Focused 30-60-90 day work that captures value early.
  • Leadership team enhancement. Clear decision-making and a sensible rhythm of business.
PROVEN RESULTSChallenge: Fragmented performance and reporting across investments. Solution: We implemented an operating system, coached portfolio leadership and built an acquisition playbook. Result: Full transparency on portfolio performance and 25% less time spent in admin meetings.

Family Offices

Design a Chief of Staff operating model that fits your governance, coach principals and Chiefs of Staff, and support continuity across generations.WHERE A CHIEF OF STAFF MAKES THE DIFFERENCE
  • Family governance and transition planning. Clear decision frameworks and succession that protect unity and continuity.
  • Investment committee and decision-making. Streamlined processes and better adviser coordination.
  • Multi-generational leadership development. Preparing the next generation for stewardship roles.
PROVEN RESULTSChallenge: Onboarding a first-time Chief of Staff with clear frameworks and coaching.Solution: We tailored our Chief of Staff Accelerator coaching to the role.Result: Eighteen months on, the Chief of Staff is fully integrated and delivering value across key initiatives.

Corporates and growth companies

Build the role from the ground up or up-level an existing function, so it supports decision-making and execution at pace.PART OF THE WIDER CSA OFFERINGConsulting and Advisory connects to the rest of the association. Develop your people through Executive Education and Competency Programmes, and recognise their standard with the Certified Chief of Staff®. Advisory is how you build the capability. Certification is how you prove it.

Why us

Led by experienced Chiefs of Staff

Every adviser has held the role and operated at a senior level before. They have run the meetings, built the cadences and carried the priorities you are dealing with now. You get practical guidance from people who have done the job, not theory from the outside.

Deep Expertise

Our advisers have held the title of COO and Chief of Staff across many sectors and stages of growth. They know where the role creates value and where it stalls. That judgement comes from real engagements, and we apply it to your context rather than a template.

Proven Framework

Our framework has been tested and refined across many company sizes, sectors and growth strategies. It gives your Chiefs of Staff a ready-made way to operate from the start, with the playbooks and cadences already in place. You are not building from a blank page, you are building on what already works.

Ready to Partner with Us?

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