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Levels of Engagement
CANOPY
Level 1
The canopy is the frontline of energy transformation for a tree, influencing all downstream activity. It also signals early warning signs of inefficiency or misalignment in a business.
Role Equivalent: Strategic Operations Advisor
Role Equivalent: Strategic Operations Advisor
︎ 3-6 mo.
︎ Surface Complexity—Assessment & Direction
TRUNK
Level 2
+ Level 1
The trunk gives structure, strength, and alignment—this phase focuses on supporting standardization, deeper process refinements, and KPI tracking.
It connects the roots (foundation) to the canopy (execution), ensuring long-term sustainability.
Role Equivalent: Strategic Operations Director
︎ 6-12 mo.
︎Medium Complexity—Structured Planning & Scalability
ROOTS
Level 3
+ Level 2
+ Level 1
The roots anchor and sustain the entire tree — they also form lasting relationships with the microbes and fungi within the soil they’re planted into.
They absorb resources (data, financial insights, process optimizations) and prevent instability, ensuring a strong, resilient company structure.
Role Equivalent: VP Operations, Fractional COO
︎ 12+ months
︎Advanced Complexity—Execution & Integrated Restructuring
