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Operational Organization

Operational & Organizational Flow Charts

These tools define WHO you as a company/ organization are, and what functions happen in the operations.

Directional Plan

This document is WHAT the company/ organization goals are for the next 12+ months, along with what roles will be accountable for those goals. It is the operational execution of a strategic vision plan.

Q-plans

This is HOW the Directional Plan will be executed. The Q-Plan contains four (4) self-created, quarterly plans that allow individual members of the team to deliver on the Directional plan goals, in alignment with their core job description. At the end of the year, they have a document full year in review that can be used for an effective end-of-year review.

KPI (Key Performance Indicator)

KPI’s provide a quick and clear way to assess how well a plan is working.  These metrics give insight into the organization’s overall health and help keep everyone on track toward the goals.

Team & Board Meetings

Consistent and efficient meetings sustain this work and develop the internal operational routines so that this work is a natural part of the culture of the organization. Our goal is to help ensure everyone involved is aligned on the same path forward for optimal success of the organization.

Executive Level Coaching

  • Team Culture
  • Leadership Development
  • Leadership brainstorming sessions
  • Organizational scaling
  • Priority prioritization - Help you identify opportunities and potential obstacles
  • Capacity vs Capability
  • Honest Feedback & observations
  • Routine development
  • Create workplace appropriate boundaries
  • Networking Connections

Who We Help

Pre-entrepreneur

Do you have an idea but are not sure where to start? Let us help you put your idea into action and remove the self-imposed limitations of your dream being a reality.

Small to Midsize Companies

Are you looking to scale your business to the next level but struggling to switch from start-up to CEO-level thinking? We can help walk you through a planning process to get you a better balance of working ON the business, versus always IN the business.

Nonprofit Organizations

Are the operations and board not fully aligned? Is there a lack of clarity with your donors on how their dollars are being put to work? Let us help put together planning tools that allows for effective alignment and communication across all aspects of the organization.

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