SHIFT EXECUTIVE ADVISORY
Get the Right Level of Support for the
Decision in Front of You
Some decisions need a fast, independent view. Others require deeper review, structured options, or continued executive support. SHIFT Executive Advisory gives leaders direct access to experienced, objective counsel—matched to the urgency, complexity, and duration of the situation.
Choose from three levels of support:
Rapid Access Executive Advisory for one urgent, clearly defined concern
Focused Executive Advisory for a complex but defined issue that needs document review and a clear recommendation
Full Sustained Executive Advisory for broader, recurring, or cross-functional concerns that require continued guidance
Clear process
Confidential handling
Direct executive counsel
No long-term commitment unless the work requires it
VIDEO OVERVIEW
When the Decision Matters, Clarity Matters More
Important decisions are rarely difficult because you lack information. More often, the challenge is knowing what truly matters, what you may be overlooking, and what each choice could mean for the business.
In this short executive masterclass, Prof. Richard Cruz shares how he approaches complex decisions, challenges assumptions, and helps leaders see their options, risks, and trade-offs more clearly.
This is not a presentation about our services. It is a brief look at the thinking and perspective you can expect when working with SHIFT Executive Advisory.
Watch the 3–4 minute executive perspective.
FOR HIGH-STAKES EXECUTIVE DECISIONS
Built for Leaders Carrying Decisions That Cannot Be Left Unexamined
CHOOSE THE RIGHT ADVISORY PATH
Three Levels of Support. One Clear Next Step.
HOW THE PROCESS WORKS
A Clear Process from Selection to Action
WHAT YOU CAN EXPECT
Advisory Designed to Produce Clarity—not More Noise
Engagement Details At A Glance
ENGAGEMENT TERMS AND CONDITIONS
Important Terms Before You Proceed
Rapid Access and Focused Executive Advisory are confirmed only after successful booking, full payment, and acceptance of the required terms.
Full Sustained Executive Advisory begins only after the scope, proposal, working arrangement, and payment terms are agreed.
Fees cover only the service and outputs stated for the selected engagement.
The client must provide complete, accurate, and relevant information within the required timeframe.
Advice will be based on the information available at the time of review.
Material information that is missing, inaccurate, or submitted late may affect the quality or scope of the advice.
Focused Advisory documents must be submitted at least three business days before the session.
Information is handled according to the accepted Confidentiality Commitment and Data Privacy Notice.
The Internal Engagement Owner must identify any staff members authorized to provide information or receive formal outputs.
Any owner-only confidentiality instructions or wider-team restrictions must be declared in the preparation intake.
If a separate non-disclosure agreement is required, its status must be declared before confidential documents are shared.
The cancellation and rescheduling policy presented and accepted during booking applies to Rapid Access and Focused Advisory sessions.
A request to change an appointment is not confirmed until the revised schedule is formally accepted.
Late or incomplete preparation may limit what can be addressed or may result in rescheduling under the accepted policy.
Advisory services provide assessment, counsel, decision support, and the written outputs stated for the selected service.
Execution or implementation is not included unless it is expressly stated in a separate written agreement.
Requests outside the confirmed scope may require a new engagement or a revised proposal.
The client retains responsibility for all final decisions, approvals, actions, and consequences.
SHIFT does not guarantee a specific commercial, financial, legal, operational, or organizational result.
Recommendations are professional advisory views based on the agreed scope and the facts available at the time.
