periodic update

Author: paruff

content/+/02 Areas/Areas MOC.md

@@ -4,7 +4,7 @@ up:
 
 
  - [[02 Areas/NDR/NCDESP|ESP]] sync with god
- -  [[Fawkes MOC|Fawkes]]
+ -  [[Fawkes MOE|Fawkes]]
  - [[Galope Board|Galope Board]]
  - [[02 Areas/Real Estate investment process/Real estate process|Real estate process]]
  -  [[Solar PV MOC|Solar PV System]]

content/+/Advisory + Product Strategy.md

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+---
+up: 
+related: 
+created: 2025-05-29 21:08
+---
+#  Advisory + Product Strategy: From Fawkes Platform to Thought Leadership
+
+_A flexible, education-focused approach leveraging your Fawkes platform and natural consultative style_
+
+## Executive Summary
+
+This strategy transforms your Fawkes platform and DevOps expertise into a sustainable advisory + product business that generates $50K+ Year 1, $100K+ Year 2 while building toward thought leadership. The approach mirrors your successful SAIC Dojo model: combining open source platform capabilities with educational delivery to solve real client challenges.
+
+---
+
+## Phase 1: Foundation & Learning (Months 1-6)
+
+_Build advisory understanding while launching platform-driven offerings_
+
+### 1.1 Advisory Role Education & Positioning
+
+**Understanding Advisory Types:**
+
+**Strategic Advisor (Recommended for You)**
+
+- **Time**: 4-8 hours/month per client
+- **Format**: Monthly strategic sessions, quarterly planning, ad-hoc problem solving
+- **Compensation**: $3-8K/month retainer or equity (0.25-1%)
+- **Value**: Respond to challenges, provide strategic guidance, leverage experience
+- **Perfect fit**: Your consultative style and broad industry learning interest
+
+**Fractional Executive (Optional)**
+
+- **Time**: 1-2 days/week per client
+- **Format**: Ongoing operational involvement
+- **Compensation**: $8-15K/month
+- **Note**: Might conflict with your travel/flexibility goals
+
+**Board Advisor (Future Goal)**
+
+- **Time**: 4-8 hours/quarter per company
+- **Format**: Quarterly board meetings, strategic guidance
+- **Compensation**: Equity-focused (0.5-2%)
+- **Requirements**: Established reputation, relevant scale experience
+
+### 1.2 Fawkes Platform Repositioning Strategy
+
+**Platform Evolution Plan:**
+
+- **Month 1-2**: Complete restructuring with focus on educational integration
+- **Month 3-4**: Create "Fawkes Learning Labs" - hands-on environments
+- **Month 5-6**: Develop assessment frameworks using platform data
+
+**Educational Integration (SAIC Dojo Model 2.0):**
+
+- **Interactive Learning**: Teams use Fawkes while learning DORA+ methodology
+- **Real-time Metrics**: Live feedback on NPS, feature adoption, value projection
+- **Cohort-based Discovery**: Groups work through actual challenges together
+
+### 1.3 Network Activation Strategy
+
+**Organic Growth Approach (Respects Your Style):**
+
+- **Monthly Coffee Chats**: 4-5 reconnection calls with network contacts
+- **Value-First Outreach**: Share insights about broader metrics philosophy
+- **Learning-Focused**: "I'm exploring advisory work, curious about your experience"
+- **No Sales Pressure**: Focus on relationship nurturing and learning
+
+**Content Sharing Strategy:**
+
+- **Weekly LinkedIn Posts**: Share insights from client challenges (anonymized)
+- **Monthly Newsletter**: "Beyond DORA: The Full Value Chain" - 500-1000 subscribers target
+- **Quarterly Case Studies**: Deep dives into platform + education success stories
+
+---
+
+## Phase 2: Product Development & Advisory Launch (Months 4-9)
+
+_Launch core offerings while building advisory pipeline_
+
+### 2.1 Core Product Offerings
+
+**1. "DevOps Value Chain Assessment" ($15-25K)**
+
+- **Duration**: 2-3 weeks, 15-20 hours total effort
+- **Deliverables**: DORA+ metrics baseline, improvement roadmap, Fawkes implementation plan
+- **Differentiation**: Goes beyond DORA to include NPS, feature adoption, business value metrics
+- **Client Profile**: Engineering leaders wanting comprehensive view of delivery performance
+
+**2. "Fawkes Learning Intensive" ($8-15K per cohort)**
+
+- **Format**: 2-day workshop + 30-day implementation support
+- **Participants**: 8-12 engineering leaders per session
+- **Content**: Hands-on platform usage while learning metrics methodology
+- **Revenue Model**: Quarterly intensives, 4 per year target
+
+**3. "Strategic Advisory Retainer" ($5-8K/month)**
+
+- **Services**: Monthly strategic sessions, quarterly planning, ad-hoc problem solving
+- **Time Commitment**: 6-8 hours/month per client
+- **Target**: 3-4 clients maximum for work-life balance
+- **Focus**: Respond to challenges, provide strategic guidance
+
+### 2.2 Advisory Client Acquisition
+
+**Ideal Advisory Client Profile:**
+
+- **Company Stage**: Series A/B startups or growth-stage companies (50-500 engineers)
+- **Challenge**: Scaling engineering practices while maintaining quality
+- **Leadership**: CTO or VP Engineering open to strategic guidance
+- **Compensation**: Mix of cash retainer ($3-5K/month) + equity (0.25-0.5%)
+
+**Acquisition Strategy:**
+
+- **Network Warm Introductions**: Leverage your 1400 connections systematically
+- **Content-Driven Leads**: Prospects find you through educational content
+- **Partner Referrals**: Build relationships with VCs, executive recruiters
+- **Speaking Opportunities**: Position as expert at DevOps/CTO events
+
+### 2.3 Platform Commercialization
+
+**Fawkes-as-a-Service Development:**
+
+- **Community Edition**: Free, open source, drives adoption
+- **Professional Edition**: $500-2000/month, enhanced analytics and support
+- **Enterprise Edition**: $5-15K/month, custom integrations and advisory support
+
+**Revenue Timeline:**
+
+- **Months 4-6**: Complete platform restructuring
+- **Months 7-9**: Launch community edition, build user base
+- **Months 10-12**: Launch professional edition with paying customers
+
+---
+
+## Phase 3: Scale & Systematic Growth (Months 7-12)
+
+_Build repeatable systems and expand influence_
+
+### 3.1 Advisory Practice Maturation
+
+**Target Advisory Portfolio:**
+
+- **3-4 Strategic Advisory Clients**: $5-8K/month each = $15-32K monthly recurring
+- **2-3 Assessment Projects**: $15-25K each per quarter = $30-75K quarterly
+- **4 Learning Intensives**: $8-15K each per quarter = $32-60K quarterly
+
+**Advisory Skill Development:**
+
+- **Executive Coaching Training**: Enhance strategic conversation skills
+- **Board Dynamics Course**: Prepare for future board positions
+- **Industry Analysis Skills**: Develop perspective on market trends and competitive dynamics
+
+### 3.2 Educational Content Systematization
+
+**Content Production Schedule:**
+
+- **Weekly**: LinkedIn thought leadership posts
+- **Bi-weekly**: Technical blog posts with Fawkes integration examples
+- **Monthly**: "Beyond DORA" newsletter with case studies and insights
+- **Quarterly**: Major research pieces or industry analysis
+
+**Educational Platform Development:**
+
+- **Fawkes Academy**: Online learning platform integrated with open source tool
+- **Certification Program**: "DevOps Value Chain Analysis" certification
+- **Community Building**: "Fawkes Practitioners" Slack/Discord community
+
+### 3.3 Industry Presence Building
+
+**Speaking Circuit Strategy:**
+
+- **DevOpsDays**: 2-3 local events, focus on "Beyond DORA" messaging
+- **CTO/Engineering Leadership Events**: 1-2 strategic appearances
+- **Webinar Series**: Monthly educational webinars using Fawkes platform
+
+**Partnership Development:**
+
+- **Tool Integrations**: Connect Fawkes with popular DevOps tools
+- **Consulting Firm Partnerships**: License methodology to implementation partners
+- **Educational Institution Relationships**: Guest lectures, curriculum development
+
+---
+
+## Phase 4: Thought Leadership & Scale (Months 10-18)
+
+_Establish industry authority while maintaining lifestyle goals_
+
+### 4.1 Open Source Leadership
+
+**Fawkes Platform Evolution:**
+
+- **Community Growth**: Target 1000+ active users
+- **Contributor Ecosystem**: 10-20 active contributors
+- **Industry Adoption**: 3-5 case studies of significant organizational implementations
+
+**Methodology Open Sourcing:**
+
+- **"Value Chain DevOps" Framework**: Open source methodology documentation
+- **Assessment Templates**: Free, standardized assessment tools
+- **Implementation Playbooks**: Step-by-step guides for different organizational contexts
+
+### 4.2 Educational Impact Scaling
+
+**Academic Partnerships:**
+
+- **University Curriculum**: Develop DevOps coursework using Fawkes
+- **Research Collaboration**: Partner on studies of value chain metrics effectiveness
+- **Student Projects**: Sponsor capstone projects using platform
+
+**Industry Education:**
+
+- **Master Class Series**: Deep-dive educational programs for practitioners
+- **Train-the-Trainer**: Certify others to deliver your methodology
+- **Conference Workshop Track**: Develop signature educational content for major events
+
+### 4.3 Advisory Practice Evolution
+
+**Board Position Preparation:**
+
+- **Board Training**: Complete formal board governance training
+- **Executive Network**: Build relationships with board-level executives
+- **Industry Expertise**: Develop deep knowledge in 2-3 specific verticals
+
+**Selective Client Expansion:**
+
+- **Enterprise Clients**: Take on 1-2 larger scope advisory relationships
+- **International Opportunities**: Explore global advisory opportunities
+- **Cross-Industry Application**: Apply DevOps insights to adjacent industries
+
+---
+
+## Revenue Projections & Milestones
+
+### Year 1 Target: $50K+
+
+**Revenue Breakdown:**
+
+- **Advisory Retainers**: $20-30K (2-3 clients × $5-8K/month × 6-8 months)
+- **Assessment Projects**: $15-25K (2-3 projects)
+- **Learning Intensives**: $10-20K (2-3 cohorts)
+- **Product Revenue**: $5-10K (early Fawkes Professional subscriptions)
+
+### Year 2 Target: $100K+
+
+**Revenue Breakdown:**
+
+- **Advisory Retainers**: $50-70K (3-4 clients × $6-10K/month × 12 months)
+- **Assessment Projects**: $30-50K (4-6 projects)
+- **Learning Intensives**: $25-40K (4-6 cohorts)
+- **Product Revenue**: $15-30K (Fawkes subscriptions + certifications)
+
+### Year 3 Projection: $150K+
+
+**Revenue Expansion:**
+
+- **Board Positions**: $25-50K (1-2 positions)
+- **Platform Revenue**: $40-60K (growing subscription base)
+- **Educational Products**: $30-50K (certifications, courses)
+- **Advisory Premium**: $50-75K (established reputation commands higher rates)
+
+---
+
+## Implementation Timeline & Action Steps
+
+### Month 1-2: Foundation Setting
+
+**Week 1-2:**
+
+- [ ] Complete Fawkes platform restructuring plan
+- [ ] Design "Beyond DORA" methodology framework
+- [ ] Create advisory service descriptions and pricing
+
+**Week 3-4:**
+
+- [ ] Launch monthly coffee chat outreach program
+- [ ] Begin weekly LinkedIn content creation
+- [ ] Develop assessment framework templates
+
+**Week 5-8:**
+
+- [ ] Complete first Fawkes Learning Lab prototype
+- [ ] Launch "Beyond DORA" newsletter
+- [ ] Identify 10-15 potential advisory prospects from network
+
+### Month 3-4: Product Development
+
+**Key Deliverables:**
+
+- [ ] Complete DevOps Value Chain Assessment methodology
+- [ ] Finish Fawkes Learning Intensive curriculum
+- [ ] Launch advisory services with first 1-2 clients
+
+### Month 5-6: Market Validation
+
+**Key Milestones:**
+
+- [ ] Complete first assessment project
+- [ ] Deliver first learning intensive
+- [ ] Validate advisory model with initial clients
+- [ ] Gather feedback and refine offerings
+
+### Quarterly Reviews
+
+**Quarter 1:** Product-market fit validation **Quarter 2:** Revenue model optimization **Quarter 3:** Scale preparation and system building **Quarter 4:** Growth acceleration and next phase planning
+
+---
+
+## Success Metrics & KPIs
+
+### Engagement Metrics
+
+- **Advisory Clients**: 2-3 in Year 1, 3-4 in Year 2
+- **Assessment Projects**: 2-3 per quarter by end of Year 1
+- **Learning Intensive Participants**: 50+ total by end of Year 1
+- **Network Activation**: 50+ meaningful conversations in Year 1
+
+### Platform Metrics
+
+- **Fawkes Users**: 100+ by Month 12, 500+ by Month 18
+- **Community Size**: 200+ practitioners by Month 12
+- **Content Engagement**: 1000+ newsletter subscribers by Month 12
+- **Speaking Opportunities**: 6+ per year by Year 2
+
+### Business Metrics
+
+- **Monthly Recurring Revenue**: $10K+ by Month 12
+- **Client Retention**: 80%+ advisory client retention
+- **Referral Rate**: 50%+ new business from referrals
+- **Thought Leadership**: Industry recognition, media mentions
+
+---
+
+## Risk Management & Contingencies
+
+### Market Risks
+
+**Risk**: Economic downturn affecting advisory spending **Mitigation**: Focus on ROI-demonstrable offerings, flexible pricing models
+
+**Risk**: Platform adoption slower than expected **Mitigation**: Strong educational component drives adoption, multiple revenue streams
+
+### Operational Risks
+
+**Risk**: Time management with multiple advisory clients **Mitigation**: Clear boundaries, systematic processes, selective client acceptance
+
+**Risk**: Platform development complexity **Mitigation**: Phased approach, community feedback, focus on core value proposition
+
+### Competitive Risks
+
+**Risk**: Larger players entering DORA+ space **Mitigation**: Open source strategy, educational differentiation, network effects
+
+**Risk**: Advisory market saturation **Mitigation**: Vertical specialization, unique methodology, relationship-based growth
+
+---
+
+## Long-term Vision Alignment
+
+This strategy directly supports your broader goals:
+
+**Thought Leadership Path**: Open source platform + educational content creates industry influence **Community Connection**: Maintains deep ties to DevOps practitioners and leaders **Lifestyle Flexibility**: Advisory model supports travel and life enjoyment goals **Educational Impact**: Combines platform development with knowledge sharing **Industry Contribution**: Creates tools and methodologies that help entire industry
+
+The approach builds systematically from your current strengths while introducing new capabilities gradually. Each phase reinforces the others: platform development supports educational content, which drives advisory opportunities, which provide case studies for further platform development.
+
+Most importantly, this strategy respects your natural consultative style—responding to client challenges rather than pushing predetermined solutions—while building the systematic business development needed for sustainable growth and industry impact.