Core Offering
Our core offering is called an Operational Strategy Engagement, which assesses our clients' current operations and provides prioritized recommendations for improvement. This engagement is conducted in three phases:
Discovery & Research: We review our clients' existing organization structure as well as conduct qualitative and quantitative research gathered from interviews, observation, and surveys. These data are collected into a detailed insights report that includes organization anchors (mission, vision, values, and positioning) as well as identified operational issues, gaps, and opportunities.
Action Plan: Based on the research, we create a personalized action plan with prioritized, tiered recommendations for our clients. The plan includes a detailed task list with proposed deadlines and accountability.
Execution Follow-ups: Strategy is great, but execution is crucial, so we follow-up periodically after the the delivery of the action plan to monitor execution progress and consult as needed on follow-up questions.
Deliverables:
Comprehensive insights report (PPT & PDF formats, 50-75+ pages)
All raw survey data (Excel & PDF formats)
Custom, tiered action plan (PPT format, 25-40+ pages)
Additional associated deliverables that are customized based on client needs but may include an organization chart, new employee onboarding checklist, job descriptions, etc.
Each engagement is uniquely tailored to the client and their organization’s needs and is priced on a per project basis. Contact us to set up a free introductory meeting, so we can learn more about your organization and needs.
Additional Services
In addition to our Operational Strategy Engagement (see above), we also:
Conduct customer, partner, and/or employee research, including quantitative and qualitative research through surveys and one-on-one interviews
Facilitate workshops, including goal-setting and communications best practices workshops
Conduct journey mapping workshops and document outputs and innovation initiatives
Develop onboarding programs for new employees, clients and/or partners
Create documentation, such as process and training guides, job descriptions, and process workflow charts
Create templates, such as employee playbooks that document organization best practices and culture, employee review and goal-setting templates, new business pitch templates
Audit and optimize processes and provide improvement and/or consolidation recommendations
Audit and optimize software programs such as project management and CRM systems
Train current employees and/or new hires
These services are scoped on an hourly or per project basis. Contact us to learn more.