The Team Behind Fulcrum
Fulcrum is a collective of operators, strategists, and specialists brought together to help leadership teams turn strategy into sustained execution.
Our Core Team
Joe Reed
CEO, Principal & Managing Partner
How We Work Together
We don't deliver a plan and disappear. We facilitate clarity, build the systems, and provide execution support for 6-12 months—ensuring your strategy actually translates into operational reality.
Typical engagement structure:
- Month 1: Strategic and operational planning facilitation—clarify priorities, identify leverage points, design execution systems
- Month 2: Systems installation—optimize tech stack, document workflows, establish accountability structures, onboard execution capacity
- Months 3-12: Ongoing execution support—bi-monthly check-ins, quarterly planning sessions, real-time troubleshooting, and operational assistance (40+ hours/month available)
The engagement is customized based on where you're starting and what you need. Some clients need full strategic planning from scratch. Others have a plan but need operational systems to execute it. The process adapts—the commitment to execution doesn't.
We measure progress through quarterly reviews, adjust systems based on what's working, and stay involved until your team can maintain momentum without us.
The Collective
Fulcrum builds execution teams around the specific needs of our clients—aligning strategy, operations, and specialized expertise to the moment the business is in. As priorities shift, the team evolves with them.
Integrated Execution Plan
Every engagement begins with a clear integration plan that connects strategic priorities to operational focus, decision ownership, and execution cadence. This plan becomes the backbone to which all future work aligns.
Team Assembled Around the Plan
Based on the plan, Fulcrum assembles a focused execution team—drawing from core leadership and specialized partners as needed. The team is built for the work at hand, not forced into a predetermined structure.
Execution Managed Over Time
As execution unfolds, Fulcrum manages coordination, sequencing, and adjustments—ensuring the right people are involved at the right moments, and momentum holds as conditions change.
Our Strategic Partners
When specialized expertise is required, we collaborate with experienced professionals we trust to operate within Fulcrum-led plans and execution rhythms.
Tom Brown
Jarrod Spalding
Darleen Priday
Harmeet Kaur
Jason Ott
Ben Harris
Kent Murawski