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 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: 15-32K monthly recurring
  • 2-3 Assessment Projects: 30-75K quarterly
  • 4 Learning Intensives: 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: 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: 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.