You already suspect
the gap exists.
The OEI Snapshot™
tells you exactly
where it is.
A structured 5-dimension operational intelligence diagnostic that identifies hidden execution instability, governance breakdown, reporting distortion, and transformation saturation, delivering a 10 to 12 page executive intelligence brief within the engagement timeline.
Scoped engagements · Intake assessment required
Five operational intelligence
dimensions.
The OEI Snapshot is not a PMO assessment, a maturity model, or an Agile evaluation. It measures the structural disconnect between leadership intent and execution capacity across five dimensions that every mid-market transformation environment produces, whether leadership sees them or not.
Strategic Saturation
- Initiative overload and priority density
- Competing transformation demand
- Priority change frequency
Governance Responsiveness
- Decision latency and approval friction
- How fast raised problems actually get resolved, not just escalated
- How clearly one accountable owner is named for each initiative
Execution Visibility
- How mature your operational tracking actually is
- Dependency transparency
- Leadership visibility gaps
Reporting Integrity
- False-green reporting risk
- Reporting distortion patterns
- How reliable stated confidence levels actually are
Organizational Sustainability
- Execution strain indicators
- Operational overload signals
- How much flexibility is left to absorb new demand
One scored brief.
One live review.
The Intelligence Brief
A 10 to 12 page document covering your OEI Composite Score, all five dimension scores with risk classification, and the specific findings behind each score, including escalation suppression, governance latency, and reporting distortion patterns before they become financial events. This is the primary output of the engagement.
- Five-dimension scoring with risk classification
- Overall OEI composite exposure rating
- The specific findings driving your exposure, named and explained
- One governance action recommended for the next 30 days
The Findings Review
A live working session where I walk through what the diagnostic found, answer questions directly, and help you prioritize what to act on first.
Built for leaders navigating complex transformation environments.
The OEI Snapshot is designed for mid-market tech-enabled organizations with 100 to 5,000 employees running active transformation portfolios. The diagnostic is most valuable when the executive sponsor already suspects the gap exists and needs intelligence, not reassurance.
You suspect executive reporting does not reflect actual operational conditions
Your transformation portfolio is growing faster than your intelligence infrastructure
You have invested in PMO, SAFe, or governance frameworks and still feel blind to execution risk
You are about to make a major transformation investment and need to understand current exposure first
Designed for
- COO Chief Operating Officers running multi-function transformation
- CTO Chief Transformation Officers managing portfolio exposure
- VPE VPs of Engineering navigating delivery and governance complexity
- HOD Heads of Delivery operating under competing executive demand
- CEO Founders and CEOs who feel the gap but cannot name it precisely
Organization size: 100 to 5,000 employees. Industry: B2B SaaS, tech-enabled services, professional services, digital enterprises.
Four stages. One clear intelligence picture.
Intake and Qualification
Submit the intake assessment. Criterion Partners reviews your environment and confirms fit within 3 business days. Engagement is scoped and contract finalized.
Discovery and Data Review
Executive intake session to map active initiatives, governance structures, reporting systems, and how your teams actually operate. Data collection begins here.
Intelligence Scoring
Your operational data is normalized and scored across all five dimensions using the OEI scoring framework. Risk patterns are identified and the specific findings behind each score are documented.
Executive Intelligence Review
Leadership receives the 10 to 12 page intelligence brief and a live review session focused on findings, intelligence priorities, and recommended next steps.
Not a consulting
engagement.
An intelligence
deliverable.
The OEI Snapshot is not an implementation roadmap, a governance reform plan, or a team assessment. It is an executive intelligence brief: a precise picture of where your organization's operational reality diverges from leadership's current understanding of it.
The brief stands on its own. There is no obligation to engage further. Organizations that act on the findings accelerate their own decision-making. Organizations that engage the Operational Executive Intelligence Layer close the gap structurally and sustainably.
What The OEI Snapshot Produces
An honest read, not reassurance
The diagnostic reflects what your data actually shows, not what leadership wants to hear.
Earlier risk visibility
Execution instability identified before it surfaces in lagging executive reporting.
Prioritization intelligence
The saturation and capacity data leadership needs to make informed portfolio decisions.
Governance clarity
Where decisions are stalling and why. Named, measurable, and actionable.
Scoped to your
organization.
How Pricing Works
The OEI Snapshot is priced to the size of your organization, the number of active initiatives, and how much operational data needs review. I confirm exact scope and pricing directly with you after the intake review, once I understand what your environment actually requires.
OEI Snapshot engagements are invoiced in three milestone installments: 30% at engagement start, 40% before intelligence interpretation begins, and 30% before the executive deliverable is submitted. This structure ensures the engagement is paced appropriately for your organization.
- Executive intake and discovery session
- 5-dimension operational data review
- OEI Intelligence Scorecard
- 10 to 12 page executive intelligence brief
- Live Findings Review session
No procurement process required. Intake response within 3 business days.
Everything you need to
decide with confidence.
What is the OEI Snapshot and how is it different from a PMO assessment?
PMO assessments evaluate process compliance and framework adoption. The OEI Snapshot measures the structural disconnect between what leadership believes is happening operationally and what is actually happening. The diagnostic signal is the intelligence gap itself: where leadership perception and operational reality diverge and by how much. That gap does not show up in PMO audits.
Who needs to participate in the engagement?
The executive sponsor participates in the intake session and the final Executive Intelligence Review. Operational data is gathered from existing systems, governance documentation, status reports, and reporting infrastructure. The engagement is designed to minimize demands on your team while maximizing the intelligence depth of the output.
How is pricing determined?
Engagements are scoped based on organizational headcount, number of active transformation initiatives, reporting system complexity, and how much operational data needs review. I confirm exact scope and pricing directly with you after the intake review conversation. Invoicing follows the 30/40/30 milestone structure.
What happens after the Executive Intelligence Review?
You have three options: use the intelligence brief internally to drive prioritization and governance decisions, commission a follow-on assessment in 90 days to measure change, or engage the Operational Executive Intelligence Layer for ongoing monthly intelligence and executive observability. There is no pressure. The report delivers standalone value.
What if my organization is already working with a consulting firm?
The OEI Snapshot is complementary to, not competitive with, most consulting relationships. It provides the intelligence layer that tells you whether your current transformation programs are producing the execution outcomes your consulting investments expect. Many sponsors find the Snapshot useful precisely because it validates or challenges what they are currently being told.
Is this available for organizations outside the technology sector?
The OEI Snapshot framework is applicable to any mid-market organization navigating complex transformation portfolios. Criterion Partners' current primary focus is the technology sector and tech-enabled services. Engagements in adjacent verticals are evaluated case by case through the intake process.
The gap will not
close on its own.
Submit your intake assessment. Criterion Partners will review your environment and confirm fit within 3 business days.