EVERETTSTRATEGY GROUP

Capability statement

Independent assessment and operating structure for consequential initiatives.

Everett Strategy Group is an Atlanta-based, founder-led advisory firm serving leaders who need a complex technology, AI, or operational initiative translated into clear decisions and executable structure. ESG combines active PMP® and PMI-CPMAI™ credentials at the principal level.

Core capabilities

Clear decisions. Practical delivery structure.

Program and Initiative Assessment

Independent examination of current condition, ownership, risks, dependencies, decision rights, and execution readiness.

Review engagement details

Implementation Readiness and Operating Design

Practical operating structure for leaders preparing to launch, reset, or transition complex technology and operational work.

Review engagement details

AI and Technology Initiative Governance

Decision authority, accountability, operating guardrails, and human-oversight design for consequential AI and technology initiatives.

Review engagement details

Delivery capabilities

Structure the work. Prepare the people. Coordinate delivery.

ESG draws on its principal’s experience managing client implementations, coordinating partner and internal workstreams, improving delivery processes, and enabling teams. That background informs assessments, operating design, and separately scoped delivery support.

Implementation Planning and Delivery

Define scope and dependencies, coordinate readiness and testing, and structure launch and operational handoff.

Business Analysis and Requirements

Translate business needs into documented requirements, responsibilities, and delivery plans.

Process Improvement and Delivery Governance

Clarify workflows, track issues and decisions, and establish practical reporting and escalation routines.

Client and Partner Coordination

Align client, vendor, partner, and internal-team responsibilities across connected workstreams.

Team Enablement and Knowledge Transfer

Support onboarding, mentor project managers, and prepare teams to carry the work forward.

Engagement model

Focused, bounded, and built for a leadership decision.

Each engagement begins with a defined decision and ends with a documented path forward. Scope, responsibilities, and handoff are agreed with the client.

Defined problem and named executive sponsor
Written scope, deliverables, schedule, and acceptance criteria
Independent senior-level assessment and judgment
Documented risks, dependencies, decisions, and next actions
Executive brief and controlled handoff
Separately evaluated and scoped follow-on work

Relevant experience

Experience behind the practice.

This career history reflects Chad Everett Shaw’s work before ESG. It is principal experience; it does not represent engagements performed by ESG or endorsement by a former employer.

  • More than 16 years at Fiserv, connecting financial exception resolution, product documentation, client-system conversions, and implementation project leadership
  • RXP BillPay and SecureNow client engagements spanning initial implementations and separately scoped add-ons, with coordination across concurrent delivery work
  • Requirements, client readiness, testing, launch, issue escalation, and operational handoff across financial institutions, implementation partners, and internal teams
  • Process documentation and standardization, project-manager mentoring, onboarding, and knowledge transfer
  • Staff promotion in 2018 and Senior promotion in 2022; employer-recorded ratings of Exceeds Many in 2017 and Exceeds in 2021
  • University of Phoenix BS in Business with a concentration in Finance and an additional concentration in Program Management (July 2012); MBA (February 2014), completed alongside the Fiserv career
  • Active PMP® and PMI Certified Professional in Managing AI (PMI-CPMAI)™ certifications; Fiserv Implementations Certification Program Challenger and Master completions in 2023
  • Concentrated Abiliti and digital-banking transition training in August 2024; final Fiserv business title: Project Manager, Senior
  • An eight-month 2025 ExecuSource client engagement supporting NERC across Windows 11 device refresh, Secure Evidence Locker / OpenText Documentum D2 refresh, and the AI Standards Summarization Pilot

Procurement and partner fit

Available for direct engagements and defined specialist roles.

ESG evaluates direct enterprise and public-sector engagements as well as clearly bounded subcontracting roles with prime consulting and technology firms. Fit depends on the problem, sponsor, scope, authority, timeline, and required outcome.

Legal name: Everett Strategy Group, LLC
Location: Atlanta, Georgia
Service area: United States
Credentials: Active PMP® and PMI Certified Professional in Managing AI (PMI-CPMAI)™
Website: everettstrategygroup.com
Business inquiries: inquiries@everettstrategygroup.com

Evaluate ESG for the initiative.

Provide the initiative’s current condition, the decision in front of leadership, and the role ESG is being considered to perform.

Discuss Your Initiative