Services & Engagement Options
Palisade offers flexible engagement options designed to meet organizations where they are — from targeted advisory to full-scale transformation.
All engagements provide direct access to senior Palisade leadership and are tailored to your organization's complexity, risk profile, and strategic objectives.
AI Operating System — Executive Setup
Most RequestedPersonalized AI operating framework designed to help executives leverage AI effectively while maintaining governance and decision clarity.
Insurance Program Evaluation
Fastest Path to ValueIndependent, executive-level review of your insurance program, risk financing strategy, and coverage structure.
Diagnostic Assessment
Most Common Starting PointA structured evaluation of your organization's risk, operational, and decision environment to identify opportunities and potential vulnerabilities.
Executive Advisory Retainer
Ongoing PartnershipFractional executive support for strategic decision-making and organizational alignment, customized to your needs.
One-Time Strategic Engagements
Focused advisory for specific challenges and opportunities
Strategy Session (2 Hours)
A focused executive working session designed to clarify priorities, evaluate risks, and identify next steps.
Diagnostic Assessment
A structured evaluation of your organization's risk, operational, and decision environment to identify opportunities and potential vulnerabilities.
Insurance Program Evaluation
Independent, executive-level review of your insurance program, risk financing strategy, and coverage structure.
Broker Selection & RFP Advisory
Structured, independent support to help organizations select the right insurance broker and maximize long-term partnership value.
AI Operating System — Executive Setup
Personalized AI operating framework designed to help executives leverage AI effectively while maintaining governance and decision clarity.
Consulting Packages
Structured engagements designed for deeper transformation and sustained impact
Retainer Services
Ongoing executive advisory and risk oversight
Executive Advisory Retainer
Fractional executive support for strategic decision-making and organizational alignment.
Includes:
- Monthly advisory hours
- Strategic decision support
- Leadership alignment guidance
- Quarterly reviews
- Direct advisor access
Risk Management Retainer
Ongoing risk oversight and operational support.
Includes:
- Risk monitoring
- Compliance support
- Insurance oversight
- Claims advisory
- Risk dashboards
Implementation & Transformation
High-impact engagements for organizational transformation
AI Operating System — Organization Setup
Starting at $12,500
Complete design and implementation of an AI-enabled operating framework.
Includes:
- AI strategy
- Governance framework
- Workflow integration
- Training and enablement
- Implementation support
Risk Governance Framework Implementation
Starting at $10,000
Design and implementation of a scalable risk governance framework.
Includes:
- Governance structure
- Policy design
- Reporting framework
- Training
- Implementation support
Custom Engagements
Not every engagement fits neatly into a predefined package.
Palisade frequently designs tailored engagements based on organizational complexity, strategic initiatives, risk profile, and growth stage.
Engagement Approach
Palisade engagements are designed to be practical, executive-focused, and aligned with real organizational constraints. The objective is not just to advise — but to create clarity, alignment, and measurable progress.
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