Plan ish —
Full stack studio management and operations practice for agencies that outgrew winging it.
A full stack solution for project management, business operations, and strategic planning, built for founders, agencies, and scaling teams.
Planish takes ownership of delivery, people, finance, and strategy: the infrastructure your company actually runs on. Systems get built, the PM seat gets filled or gets autonomous, decisions get data, and you get out of the weeds.
What Planish owns
Everything between the sale and the send-off: delivery, people, finance, and business strategy, plus the systems connecting them.
Project operations
Day-to-day delivery oversight, lifecycle standards, and project health.
Business & financial ops
P&L retros, margin oversight, breakeven forecasting, continual visibility into company health.
PM team management
Support, mentorship, and accountability. PMs who run confident and autonomous.
Tooling & AI automation
Tooling audits and AI implementation where it cuts cost and builds durable efficiency.
Resourcing & forecasting
Workload forecasting and resourcing, from core team out to freelancers.
Sales enablement
Evergreen materials, capabilities decks, SOPs, templates, and early feasibility reviews.
Client services
Client lifecycle, relationship health, and the client experience end to end.
People operations
Hiring, onboarding, offboarding, HR processes, and people management.
Strategic planning
Long-term KPI, OKR, or EOS planning tied to where the business is actually headed.
How Planish works
Build first, delegate second
We earn the 10,000-foot view by getting ground-level first. Repeatable systems, resourcing and onboarding procedures, and clear lifecycle processes before we step back.
Supporting with air traffic control
Once the infrastructure is created, whether you want us in the weeds running projects or managing the PMs who run the projects; the systems will supply a confident and autonomous process, not reliant on escalation. SOPs and templates get adopted and iterated.
Decisions follow the data
Margin, workloads, or tasking: we build habits that surface the right information at the right time. P&L retros, breakeven forecasting, scoping calculators.
Less time on sales scaffolding
Evergreen materials and early feasibility reviews free the team to focus on the work that actually wins clients and becomes billable output.
The first year
Audit & understand
Audit current ops. Find the gaps in PM infrastructure, resourcing visibility, onboarding, client lifecycle, and agency capabilities. Understand the business model and growth potential.
Build the systems
Repeatable systems: project lifecycle standards, tooling workflows, and AI where it cuts cost. Interrogate the business vision against historical data.
Grow the business
Financial and strategic ops mature: continual P&L visibility, margin hygiene, growth infrastructure, and the 5- and 10-year roadmap.
Working together
Per diem consultation
- Single workshop session for ad hoc questions
- Send materials ahead so we use the time well
- 24-hour cancellation notice
- No commitment, book as needed
Operations strategy retainer
- One 1-hour strategy call each week
- Send materials ahead for review to maximize our time together
- Weekly async check-in
- Embedded in Slack, if needed
- Small monthly hourly carryover by arrangement
Fractional Head of Ops
- Integrated into the team as your interim Head of Ops
- Owns the roadmap, resourcing, and ongoing systems audit
- PM team ownership, delivery oversight, and process rollout
- Data analysis driving prioritization decisions
These options may not fit your specific needs. Growing companies don't have unlimited runway, and we want our time together to have the highest value impact possible. Reach out for alternative options that fit your budget and let's see what we can make happen.
Ground level first
I have over twenty years in tech and a decade embedded within startups and creative agencies serving biotech, health tech, frontier tech, gaming, nonprofit, entertainment, and education. I've sat at the intersection of business strategy, operations, and leadership, helping organizations turn ambitious growth aims into actionable steps, team cohesion, and aligned processes.
I've led delivery management, client success, and operations functions across early-stage and scaling companies. I know what it means when a team runs on uncodified knowledge and founder-led execution, and the bottleneck that puts on growth, profits, and client experience.
Planish was founded to support c-suite level teams with the right strategic roadmap and day-to-day operations, so that they can get back to high-impact and specialized work that serves the business.
Ferrusi comes from ferrous: iron, Fe on the periodic table. My ancestors were ironworkers and jewelers, and the craft was passed down through my family. Planishing is how hammered metal is made smooth, and "hammering out imperfections until smooth" is the crux of operational efficiency.