The GPS for Your Team's Toughest Decisions
Your team agrees in meetings but nothing changes. Projects stall. Priorities shift weekly. Convoking4™ is a complete Decision Operating System—a System of Judgment that complements your Systems of Record.
"Collaborative, informed, and effective business decision-making through multiple targeted adaptations as required to Evolve."
The Cost of Poor Decision-Making
The inability to decide effectively is the single greatest threat to modern organizations.
Why High-Quality Decisions Are Never Accidental
They emerge from a deliberate system designed to overcome these four fundamental flaws.
Fragmented Reality
Decisions made in functional silos; critical perspectives ignored.
→ Plans collapse on contact with real worldSuperficial Insight
Raw data confused with genuine insight; vanity metrics chased.
→ Misinterpretations and celebrating wrong winsDisconnected Strategy
Disconnect between What (problem), Why (strategy), Who (stakeholders).
→ Cynicism; grand strategies with no daily connectionThe Action Gap
Decisions without clear action plans; accountability void.
→ "Death by a thousand meetings"—everyone agrees, no one actsSound Familiar?
These are symptoms. We solve the root cause.
"We Keep Having the Same Meeting"
Decisions get revisited endlessly. The same topics come back week after week because nothing was truly resolved.
"Everyone Agreed, Nothing Happened"
Your team nodded in the meeting, then went back to their desks and nothing changed. Agreement isn't the same as commitment.
"We're Always Fighting Fires"
You don't know what's actually broken until it's a crisis. There's no system to see problems before they explode.
The Root Cause
You Need a System of Judgment
Systems of Record (ERPs, CRMs) ask "Are we doing things right?" — but you need a System of Judgment that asks "Are we doing the RIGHT things?" That's what Convoking4™ provides.
One Complete System. Four Connected Parts.
Convoking4™ isn't just another tool—it's a complete Decision Operating System that takes you from chaos to clarity.
The Ecosystem
Your Decision Rulebook
The Health Check
Find What's Broken
The Workflow
Process Every Decision
The Results
Track What Matters
The Ecosystem sets the rules. → The Health Check finds problems. → The Workflow solves them. → Results prove it worked. → Learning Loop feeds back.
Interconnected Decision Centers
Convoking4 organizes decision-making through five interconnected Hubs, each serving a specific phase of the UADE cycle.
Stakeholder Hub
Map decision-makers, influence patterns, and engagement levels
Strategic Hub
Assess organizational health across 17 Dimensions; calculate Gap Scores
Collaboration Hub
Build consensus, resolve conflicts, create strategic narrative
Planning Hub
Define future state via backcasting; create milestones across 5 horizons
Execution Hub
Assign RAPID roles, score commitment, generate Plan Cards, track results
See Every Problem Before It Becomes a Crisis
Our Strategic Health Assessment scans your entire organization with 187 strategic questions across 17 dimensions. The result? A clear map showing where you're healthy, where you're at risk, and where you're in trouble.
Dimension Categories:
🎯 Identity & Direction
Identity & Purpose, Vision & Strategy
D1-D2 · 22 questions · 4 Vital Signs💪 Resources & Capabilities
Financial Health, Operations, Technology, Human Capital
D3-D6 · 44 questions · 8 Vital Signs🌍 Market & Environment
Legal, External Relations, Competition, Customer
D7-D10 · 44 questions · 8 Vital Signs🌱 Culture & Sustainability
Innovation, Risk Management, Sustainability & ESG
D11-D13 · 33 questions · 6 Vital Signs👔 Governance & Leadership
Trust, Leadership, Stakeholders, M&A Readiness
D14-D17 · 44 questions · 6 Vital SignsThe Assessment Framework
📋 The 17 Dimensions
Each dimension covers a critical area of organizational health.
Every Question Is a Bridge
Every one of the 187 questions in the Strategic Health Assessment is designed as a bridge between where you are now and where you need to be.
Each question captures the current state, the desired future, and identifies the appropriate adaptation process needed to close the gap.
"SURVIVAL challenges need reactive bridges. THRIVING opportunities need evolutionary bridges. We ensure you're building the right bridge for each situation."
Score (1-10)
Priority Score
Target + Horizon
Current State
Honest assessment of present reality
Desired State
Clear definition of the future
The Gap
Quantified distance to close
Adaptation Process
HOW to cross the bridge
Know WHERE You Are and WHAT Type of Work Is Needed
Traditional maturity models describe WHERE you are. Our Six Adaptation Types describe WHAT KIND OF DECISION you need to make.
SURVIVAL
STABLE
IMPROVEMENT
SUCCESS
TRANSFORMATION
THRIVING
Core Principle: The type of adaptation required depends on the nature of the gap, not just its size. A small gap in a SURVIVAL area may require more urgent attention than a large gap in a THRIVING area.
Automatic Priority Ranking
Every gap is automatically scored and prioritized. The formula weighs the distance between your current and desired state against the strategic importance of that dimension.
Higher Gap Scores = Higher Priority. The system automatically surfaces what needs attention first.
Example: Decision Speed ★
When Do You Need to Get There?
Every gap has a Target Horizon—the timeframe for reaching your desired state. The system creates backcasting roadmaps accordingly.
H1: Immediate
H2: Short-Term
H3: Medium-Term
H4: Long-Term
H5: Legacy
Backcasting: Plan from the Future
"If we want to be HERE in the future, what must we do NOW?" The AI generates milestone chains working backward from your target state to today's first action.
Every Initiative Through Our Proven Process
Simple projects go fast. Complex ones get more rigor. Nothing falls through the cracks. The Triage Gate routes automatically.
UNDERSTAND
See the Full Picture
Steps 1-2.5
Start with where you want to end up. Define where you are today, where you're going, and how complex the journey is.
Current State → Future State → Triage GateALIGN
Get Real Buy-In
Steps 3-4
Find the root cause with 5-Whys analysis. Get stakeholder feedback. Build a strategic narrative everyone believes in.
Root Cause → Strategic StoryDECIDE
Commit for Real
Steps 5-6
Build the investment case. Run Triple Inversion stress test. Commitment Score ≥8 required to proceed.
Investment Case → Commitment LockEVOLVE
Execute & Learn
Step 7
Generate the Plan Card with Backcasting Roadmap. Track milestones. Learning Loop feeds back to Assessment.
Plan Card → Results → Feedback LoopStress-Test Every Decision Before Committing
Before committing resources, every initiative passes through three inverse lenses to identify blind spots.
Failure Inversion
Identify and eliminate failure paths before they happen
Resource Inversion
Find what's essential vs. nice-to-have
Stakeholder Inversion
Address resistance proactively before it derails progress
This Is Not Policy. This Is Executable Code.
Governance by design. Accountability by architecture. Trust by transparency.
Governance Thermostat
Dynamically adjusts governance friction based on organizational health and decision context.
🟢 AUTONOMY
🟡 CAUTION
🔴 OVERSIGHT
⚫ CRISIS
RAPID Framework
Clear roles for every decision. One D per decision. No ambiguity. No diffusion of responsibility.
Features You Won't Find Anywhere Else
The Commitment Lock
Decisions can't be approved unless the decision-maker scores their commitment 8 out of 10 or higher. No more "I approved it but didn't believe in it."
Pre-Mortem Generator
AI scans your Assessment data and automatically generates "how this could fail" scenarios BEFORE you commit resources. Fix problems before they happen.
Automatic Safety Rails
Budget limits, approval requirements, and decision rights are automatically enforced based on your situation. Low on cash? The system won't let you overspend.
Four AI Perspectives. One Strategic Picture.
Convoking4™ connects to multiple AI providers—not as a single assistant, but as a panel of cognitive partners with different analytical strengths.
Auto-Populate
Pulls data from Assessment to pre-fill initiative details
SMART Validator
Checks if goals are Specific, Measurable, Achievable, Relevant, Time-bound
Complexity AI
Auto-classifies Simple/Medium/Complex and routes accordingly
5-Whys Facilitator
Guides root-cause analysis with prompts and dimension linking
Story Generator
Drafts 3-sentence strategic narrative from analysis data
Pre-Mortem Generator
Auto-generates failure scenarios with probability scores
Bridge Builder
Creates backcasting roadmaps from target to today
Debate Moderator
Synthesizes disagreements and proposes compromises
AI Confidence Scoring
🧠 Reducing Bias Through Multiple Perspectives
Ask the same strategic question to different AI partners. Sometimes they agree—validating consensus. Sometimes they differ—surfacing blind spots. This isn't AI replacing human judgment. It's AI reducing the bias that comes from any single perspective.
What Convoking4™ Is (And What It Isn't)
✅ What Convoking4 IS
- A Decision Operating SystemComplete system connecting assessment → prioritization → workflow → execution
- A System of JudgmentAnswers "Are we doing the RIGHT things?" vs. "Are we doing things right?"
- A Process FrameworkStructured 7-step workflow ensuring consistent, repeatable decisions
- A Governance SystemDocuments decision rights, approval thresholds, and accountability
- A Commitment Measurement ToolRequires decision-makers to score commitment (≥8) before approval
- A Learning PlatformDecision Library builds organizational intelligence over time
❌ What Convoking4 IS NOT
- Not a Strategy GeneratorWe don't tell you WHAT to decide—we help you decide BETTER and FASTER
- Not a Project Management ToolWe're not Asana/Jira—we operate BEFORE tasks are defined
- Not for Personal DecisionsDesigned for collaborative organizational decision-making
- Not AI That Decides for YouAI assists with synthesis and analysis—but humans always decide
- Not for Dogmatic OrganizationsIf decisions are already predetermined, this system won't help
- Not a Guarantee of SuccessBetter process improves odds, but external factors still matter
The Core Distinction
Convoking4™ handles HOW you decide. You still choose WHAT to decide. We make your decision-making process faster, more transparent, and more accountable.
Built for Organizations Making Complex Decisions
Any organization facing a high-stakes, complex decision where the cost of failure is significant and unacceptable.
Scaling Startups
Series B/C · 50-300 employees
You just hired a COO or Chief of Staff to "professionalize" the company. This is the system they need.
⚡ Trigger: Just hired first ops leaderPE Portfolio Companies
Post-acquisition · Year 1-2
You need a 100-day plan and a value creation roadmap. The Health Check IS your diagnostic. The Backlog IS your plan.
⚡ Trigger: New ownership, 100-day plan dueFamily Businesses
In transition · $10M-$100M revenue
You're moving from founder-led to professional management. Document how decisions get made before the handoff.
⚡ Trigger: Succession planning underway✅ Also Great For
Convoking4™ teaches structured decision-making fundamentals to any organization ready to professionalize their processes.
❌ Convoking4 Is NOT For (Yet)
Where We Are and Where We're Going
MVP Launch
Direct customers: Startups, PE, Family Businesses
- ✅ Full 187-question Strategic Health Assessment
- ✅ 17 Dimensions, 32 Vital Signs
- ✅ 6 Adaptation Types with Bridge Framework
- ✅ 7-Step Decision Funnel with Triage Gate
- ✅ Multi-AI Cognitive Partners
- ✅ Governance Thermostat (4 modes)
- ✅ Commitment Lock (≥8 required)
- ✅ English + Spanish
Partner Platform
Consultants & Advisory Firms
- 🔜 White-Label SaaS
- 🔜 Consultant Dashboard
- 🔜 Custom Assessments
- 🔜 Branded Report Templates
- 🔜 Certification Program
- 🔜 Additional Languages
Enterprise
Large organizations (1,000+ employees)
- 🔮 SSO & SCIM
- 🔮 Multi-Workspace
- 🔮 Custom Dimensions
- 🔮 Enterprise Integrations
- 🔮 SOC 2, ISO 27001
- 🔮 Dedicated CSM & SLAs
Ready to Fix How Your Organization Makes Decisions?
Join the waitlist for early access. Be the first to get a Decision Operating System that actually works.
No spam. Just updates on our launch. Launching in English + Spanish, more languages coming soon.