The Strategy Department

Thought Leadership

When the plan is right but the client isn’t ready 

By Alicia Darrow and Cass Moore

Every consultant has experienced it. A client asks for advice, agrees with the recommendation, then slowly drifts back to what they were doing before, while still paying for advice they have decided not to use. Rarely is it because the strategy was wrong, but because execution requires something more challenging than a good plan. It requires accountability, commitment and focus. 

Over time, we’ve learned to recognize the signals early. The strategy isn’t usually the problem. Focus begins to drift, competing priorities take over, and teams gradually return to familiar ways of working. It is what happens when an organization has not yet decided that focus matters more than momentum. 

Early in a consulting career, the instinct is to soften the advice in the hope it will be easier to accept. We have felt that pull ourselves. But advice that’s easier to accept is often easier to ignore, delaying the very outcome the client hired us to achieve. 

What we do instead is name what we are seeing, directly, while there is still time to course correct. If a client is distracted by shiny object syndrome, has too many initiatives competing for the same hours, or has dropped the consistency we recommended, we say so. Anyone can tell a client what they want to hear. Our responsibility is to tell them what they need to hear. 

Sometimes that conversation is the turning point and reveals a harder answer: not every client is a fit for the way we work, and that is not a failure on either side. It is a mismatch between what an organization is ready to do and what the engagement requires. Better to know that early than discover it six months into a retainer. 

This is why a discovery call matters as much as the work that follows, because it’s what tells us whether trust can be built and if there’s someone inside the company championing it. 

We lead with generosity, but we’ve learned that generosity without boundaries isn’t sustainable. Protecting our time means preserving the capacity to say yes where we can make the greatest impact. When trust, commitment, and accountability are present from the beginning, difficult conversations become easier, better decisions follow, and meaningful change becomes possible.