Operational Strategy Engagement

Our core service 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:

  1. Discovery & Research: We review our clients' existing company structure as well as conduct qualitative and quantitative research gathered from interviews, observation, and surveys. These data are collected into a detailed insights report with identified operational issues, inefficiencies, and gaps as well as opportunities to propel higher performance. 

  2. 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. 

  3. 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.


  1. Comprehensive insights report (PPT & PDF formats, 50-75+ pages), including:

    • Current state of the company

    • Client, partner & employee findings

    • Company anchors (positioning/mission/vision/promises/values/personality)

    • Identified company issues & gaps

  2. All raw survey data (Excel & PDF formats)

  3. Custom, tiered action plan (PPT format, 25-40+ pages), including:

    • Tiered initiatives with step-by-step implementation instructions, deadlines, and accountabilities

    • Branding & marketing recommendations

    • Next steps & summary

  4. Additional associated deliverables that are customized based on client needs but may include company organization chart, onboarding checklist, job descriptions, etc.

Each engagement is uniquely tailored to the client and their company needs and is priced on a per project basis. We generally recommend all new clients begin with an Operational Strategy Engagement.

Contact us to set up a free introductory meeting, so we can learn more about your company and needs.

Execution Services

Clients who complete an operational strategy engagement may decide to have us execute parts of the action plan. These services may include, for example:

  • Creating documentation, such as process and training guides and process workflow charts

  • Creating templates, such as employee review and goal setting templates as well as new business pitch templates

  • Onboarding program development

  • Workshop facilitation

  • Training for current employees and/or new hires 

  • Optimizing project management/CRM systems

  • Screening potential job candidates

  • Copywriting

These services are scoped on an hourly or per project basis.