The Lunar Approach is a Business Operating Framework.
This is a structured and proven approach to running a business effectively, developed and refined after working with over 500 businesses.
It consists of a set of tools, processes, and practices designed to streamline operations, improve clarity, and ensure that everyone in the organisation is aligned and working towards the same mission.
Implementing an Operating System, very simply, provides the HOW (the process) for businesses to focus on executing the WHAT (their goals).
Think of a business as a rocket on a mission to the moon. Just like a spacecraft needs a reliable system to manage navigation, propulsion, communication, and oxygen, your business needs a structured operating system to ensure smooth and predictable growth.
The model (illustrated to the right) represents all key areas of your business—the critical components of your "rocket."
When we implement the Lunar Operating System, we partner closely with leadership teams through a series of structured, face-to-face workshops and facilitated training sessions. We guide clients through the full Lunar framework, introducing the practical toolbox below, embedding new rhythms, clarifying roles, defining strategic direction and goals, and building accountability into leadership cadences.
Alongside the facilitator, every client also receives a dedicated Lunar Assistant who works with each team week-by-week, holding their hand through the implementation journey, driving follow-through, and ensuring the system is fully embedded and consistently executed. Together, this dual-support model creates clarity, momentum, and long-term operational success.
Integrate proven tools, structured systems, and effective processes to strengthen and systematize all seven components of the business.
One complete, software-backed operating system. No tool chaos, we implement, so leaders can stay focused on leading.
Clear rhythms and structure with consistent meetings, execution plans, scorecards, and KPIs that keep everyone aligned, accountable, and moving in the same direction.
The right people in the right roles - defined seats, clear expectations, and a values-driven culture. ◦ Unified vision, long-term clarity, short-term direction, and measurable goals that translate strategy into action.\
Dedicated support for CEOs, GMs, and family leadership teams needing clarity, structure, accountability, and real propulsion.
“This was excellent. Clear, no nonsense delivery and fast-pace with clear feedback without ambiguity. If you are sensitive and don’t like robust conversations, it’s not for you - you won’t get it! It overcomes inate family business issues of lack of clarity, procrastination, indecisiveness, and confusion over priorities.
It was above my expectations for two reasons:
It is a proven system and methodology aligned with and complimentary to UBT products and services without duplication
It also helps coaches and consultants get priorities executed and helps small businesses take O2I and all UBT guidance into practical application.”
Edward Bishop - Active Healthcare