Coach + Consultant
Operations Strategy Consulting
Helping you identify, design, and execute a better way of doing business.
There is an easier way to get the results you want.
There comes a point in every business when what’s been working no longer works. Whether you’re building a team, your offerings have changed, or you’re looking to get to that next stage of growth, your operations need to adjust to accommodate new goals.
Maximize your time and energy investment by bringing in some help. As your operations consultant, I bring the much-needed second perspective and coverage of where you may have blindspots. We’ll work together to identify areas of opportunity, design workflows that deliver the best client experience, and actually execute the changes. Together, we’ll build reliable, sustainable operations, so you can get back to focusing on relationships to grow your business.
It's time for an operations consultant if...
You're in need of rebalancing to recover from or prepare for growth.
You know there's more to be done to delight your clients.
You want to eliminate friction in your workflows.
You need to bring alignment between your goals, vision, and execution.
You want to proactively and thoughtfully design a rhythm of business.
You don't have to do it alone.
In fact, you shouldn’t.
As a consultant, my job is to get you where you want to go with ease. With over 20 years of experience, I’ve developed expertise in understanding process design, workflow optimization, systems and team alignment, and project management. Leveraging all of these tools, I help you make strategic, sustainable moves to be more efficient and effective.
And we’ll do it simply.
We’ll clarify the what, get over the hurdle of how, and execute the when.
So you can get back to doing what you love.
What's included in Operations Strategy Consulting?
In this completely tailored experience, you’ll receive the following:
3-Hour Virtual Operations Strategy Session
We'll do a 360° evaluation of your operations and goals, deep dive into your biggest pain points, develop solutions, and discuss implementation strategy optimizing your team, processes, and systems.
Strategic Action Plan
This robust plan includes:
+ detailed development notes and plan
+ Implementation Task List
+ graphical Workflow Designs
+ recording of strategy session
90-Days of Consulting Support
Providing guidance and practical assistance to help you stay accountable and address any unforeseen snags or circumstances.
Kolbe A Index Assessment
To ensure we're creating an operations strategy that truly supports you - not works against you.
The Plan
Discovery
We’ll deep dive into how your business operates, covering your goals, areas of friction, and how we can improve your efficiency and effectiveness.
Design
Thinking through how to best leverage your people, processes, and technology, we’ll map how workflows and optimization will come to life.
Execution
With your Strategic Action Plan in hand, the real fun begins! I’ll be by your side to keep you accountable and help you along the way.
FAQs
The initial fee for the Operations Strategy Consulting is $4,000.00. Payment plans are available. The package includes the 3-hour virtual Operations Strategy Session, the Strategic Action Plan, the Kolbe assessment, and 90-days of support.
If you want to continue support, quarterly retainer options are available.
I’ve designed the Strategic Action Plan to empower you to feel, “I know exactly what to do now.” It includes a replay or our strategy session, a task list, graphical representations of workflows we discuss, and a robust guide with context and decisions from our discussion as well as practical instructions on how to execute.
This is a classic “in depends” situation. If we’re designing workflows from scratch or completely revamping them, we can cover 1 or 2 full process designs depending on the complexity. If we’re doing a broader operations discussion for optimization, quite a bit of ground can be covered.
This is designed as an advisory session, so execution will rest on you and your team. However, situations may arise where it’s necessary for me to get involved hands-on to help.
Over the course of 90-Days, we’ll have regular scheduled check-ins to keep execution at the forefront of your priorities. I will also help provide guidance if you hit snags or unforeseen circumstances arise.
Whether the project is taking longer than expected or you enjoy having an operations expert on-hand, I’m happy to continue to be here for you. Quarterly retainers are available.
If you’re not quite ready for a full Operations Strategy Session, a 90-minute Intensive is a great alternative. This session is quick and strategic, but does not include the supporting materials and guidance.
Additionally, a quarterly retainer is a convenient and budget-friendly way of getting advice when you need it.
