Adler & Slate

Strategy & operations advisory · Chicago

Strategy only works when it shows up in the operating rhythm.

Adler & Slate helps mid-size companies turn priorities into a working cadence: clear OKRs, leadership meetings that end in decisions, and reporting your executives actually trust.

Services

Senior operating support, without a full-time hire

For leadership teams that have outgrown founder-style decision making but aren’t ready to staff a full strategy office.

Ongoing

Fractional chief of staff

A senior operator embedded with your leadership team on a schedule that fits your needs.

  • Leadership agendas, pre-reads, and decision tracking
  • Weekly and monthly operating reviews
  • Cross-functional follow-through on priorities

Project

Strategic planning & OKRs

Turn the annual plan into objectives and key results each team can own.

  • Planning process and leadership offsite design
  • Company and team OKRs with clear owners
  • A quarterly scoring and reset routine

Project

Portfolio governance

See every initiative in one place and put money and people where they matter most.

  • Initiative inventory, health tracking, and risk reviews
  • Decision rights and approval paths
  • Reprioritization based on KPI trends and ROI

Project

AI-enabled operations

Automate the reporting and manual workflows that slow your operating rhythm down.

  • Automated status and KPI reporting dashboards
  • Workflow mapping before any tool is chosen
  • AI and automation built around your existing systems

Approach

We build the rhythm, run it with you, then hand it off

  1. Diagnose

    Interviews with leaders, an inventory of current initiatives, and a review of the KPIs you already track.

  2. Design

    The cadence, OKRs, decision rights, and reporting your team will use, sized to how you actually work.

  3. Run

    We lead the first planning and review cycles alongside your leadership team and adjust as we go.

  4. Hand off

    Documented routines, dashboards, and a trained internal owner, so the rhythm keeps running without us.

Results

Outcomes from prior engagements and operating roles

50

strategic initiatives governed through one portfolio cadence

$3M

redirected to higher-impact work in four weeks after a portfolio review

33%

faster initiative delivery, from six months to four

160 hrs

saved each month by automating a finance workflow

44 days → 4 hrs

customer complaint resolution time after a process redesign

$100M+

program portfolio managed across 11 partnerships in 9 markets

Results reflect work delivered by our team before and during Adler & Slate engagements. Client names are kept confidential.

Who we work with

A good fit if this sounds familiar

  • Leadership meetings end without clear decisions or owners.
  • There are more initiatives than people, and no clear way to choose.
  • OKRs get set in January and forgotten by March.
  • Executive reporting takes days to assemble by hand.
  • The CEO is the only person holding the full picture.

Experience behind the work

Engagements are led by a Chicago Booth MBA, PMP, and Lean Six Sigma Black Belt with 15+ years across management consulting, operations leadership, and enterprise risk advisory.

Industry depth in financial services, fintech, and energy, working directly with C-suite leaders.

Contact

Tell us what’s getting in the way

Send a short note about your leadership team and the problem you’re trying to solve. We’ll get back to you to set up a conversation.