SERVICES

Documentation Streamlining

When ready to scale your company, outsource some aspects of your business, or with any significant change in your organization, a process manual can help with the transition. I build training manuals and write process documentation for my clients with the goal of reducing ramp up time, identifying responsible parties, and producing repeatable results. I can help with everything from documenting client engagement work to capturing internal sales, marketing, and finance processes.

• Training Manuals

• Responsibility Matrix

• Business Continuity Planning

A strategic plan helps to clarify who you are as an organization, identify your short-term/long-term goals, and surface potential issues along the way. I work with companies to:
 

1. Define Core Values, Core Focus, and Marketing Strategy

2. Establish a 10-year target, 3-year picture, and 1-year plan

3. Build 90-day action plans and identify potential pitfalls

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I utilize elements of Gino Wickman's EOS system to create a streamlined plan that defines, "Who You Are" and "Where You're Going."

• Strategic Planning