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Our Process


The question “What’s best for the client?” is at the heart of every Warren Whitney engagement.  With that in mind, we determine whether we can bring the right level of expertise to the engagement and, importantly, whether we think we can develop a partnership with the owner, the management team, and the Board.  The most effective consulting engagements are born out of expertise and relationships, always putting our clients at the center of our decision making.

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We prefer to start by learning as much as we can about your organization, your needs, and what you are looking for in a consulting partner. We’re happy to spend time working with you to understand the situation. Sometimes the conversation extends to include others in your organization to get a well-rounded picture and best understand your needs. We’re willing to invest that time.

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Our approach to estimating the cost for most engagements is straightforward.  It is based on the amount of time and the level of experience needed.  Each of our professionals has an hourly billable rate; more experienced professionals and credentials carry a higher rate than others.  Our first step is to determine the level of experience required for your engagement.  Then we estimate the amount of time – either in days per week/month for fractional roles or by developing a work plan and timeline for the project or engagement.

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We are happy to help you decide whether you need a consultant; the answer isn’t always “yes.” We’ll help you understand the options, including pros and cons, when you are faced with decisions.

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