Strategic Advisory · Solo Practice

Senior leaders making consequential decisions well.

Off Record Strategy is a solo advisory practice for leaders navigating AI adoption, acquisitions, ERP transitions, and governance failures — when the stakes are structural, not just operational.

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The problem isn't that you lack information. It's that you're moving faster than your organization can actually process.

  • Most consequential decisions fail at the assumption level, not at execution.
  • ORS works upstream of that. Before the decision is locked in.
  • Advisory — not coaching, not implementation, not a methodology on a slide.

Try it before you call.

The Assumption Stress-Tester is a working diagnostic tool built on the ORS decision framework. Drop in a decision you're currently wrestling with and it interrogates the hidden assumptions underneath it across four lenses — then generates a diagnostic summary.

It won't tell you what to decide. That's the point. It's also a reasonable preview of what a first conversation with ORS looks like.

Open the Assumption Stress-Tester →

When something feels wrong and no one has language for it yet.

ORS clients are senior leaders — VP and above — at organizations with 50 to 500 people. They're usually in motion: adopting AI faster than their governance structure can track, mid-stream in a technology transition that's technically complete but organizationally unfinished, or navigating an acquisition where the alignment everyone agreed to turns out to be less settled than it looked.

The common thread is that they already sense the problem. What they don't have is language for it — and someone outside the political structure who can help them think it through without a stake in the outcome.

01 A decision that felt right in the room looks different three months later — and no one is sure what actually went wrong.
02 A technology adoption that was supposed to accelerate the organization has instead exposed gaps in governance, accountability, or culture.
03 A transition — acquisition, restructuring, system overhaul — that is technically complete but organizationally unfinished.
04 A leadership team that is aligned on outcomes but not on how to get there, and is mistaking the absence of conflict for the presence of clarity.

Diagnostic
Situation Assessment
A deep diagnostic on a specific decision, transition, or failure point. Structured intake, structured analysis, written report with concrete recommendations and a clear next step. Available as a standalone engagement. Also serves as the on-ramp to the Bounded Strategic Retainer.
$5,000–$7,500
2–4 weeks · 100% at signing
Ongoing
Bounded Strategic Retainer
A structured three-phase engagement built around a specific decision or transition. Three-month minimum commitment, renewable by mutual agreement based on complexity. Clients who completed a Situation Assessment within the prior 60 days may apply it as a credit toward Month 1 (see Billing Policies).
Phase 1: Situation Assessment · Phase 2: Humanize / Org Prep · Phase 3: Procedural / Fail Fast Fail Safe
$10,000–$12,000/mo
3-month minimum · renewable by mutual agreement

The thinking behind ORS is published at radicalintegrity.org — frameworks, essays, and the reasoning that shapes how I approach this work. If you want to know how I see the problem before getting on a call, it's there.

Read the writing ↗
Background

I'm Licia Bailey, the founder and sole advisor at Off Record Strategy. The practice draws from 10+ years in enterprise software and ERP implementation — including navigating a company acquisition from the inside — and 10+ years teaching technology adoption in university settings, where the gap between what an institution says it's doing with technology and what's actually happening is rarely ambiguous. The two contexts are more alike than they look, and that parallel is a significant part of what ORS brings to this kind of work.

MIT Professional Education: Applied Agentic AI for Digital Organizational Transformation.

M.S. in Web and Technical Product Management, B.S. in Organization Studies — Arizona State University.

If this is the right conversation to have, let's have it.

A 40-minute discovery call. No pitch, no deck. A structured conversation to understand what you're dealing with — and whether ORS is the right fit to help you think it through.

Schedule a discovery call ↗ Send an email

or reach me directly at hello@offrecordstrategy.com