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Scope of Services
Our Approach
We begin with a free consultation to learn about your needs. We listen carefully and ask questions until we understand if and how we can be of service to you. We work jointly with you on a proposal and initial scope of work, then identify subsequent scopes of work as we go along.
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We are extremely versatile and can often serve many parts of a business or social impact organization simultaneously. While every engagement is customized, here are our typical areas of expertise:
Strategy and Systems Integration
Evaluate how the business operates as a system in order to execute strategic plans. Create a clear line of sight between missions, visions, systems, and processes to ensure the business is operating at its highest level in all ways.​
Operational Infrastructure
Build out operational infrastructure where it may be missing, and refine it where there are pain points. Identify the next tool, project, system, or job description necessary to move the business forward and bring everything to completion. Prioritize productivity improvements and reduce unnecessary costs.
Financial Health
Conduct a financial health analysis to assess the current state. Forecast the near-term financial future, ensuring leaders have easy access to key data such as profit margin and cash reserve.
Identify opportunities to adjust pricing for competitiveness and revenue growth. For nonprofit organizations reliant on passive income, focus on optimizing funds and enhancing value propositions for new funding sources. Explore additional revenue streams to strengthen financial stability.
Congruence and Integrity
Explore the alignment between things like products and culture, or between strategies and values, to find out if the business has any incongruencies or inconsistencies that might impact its efficacy, long-term viability, and overall integrity in living out its stated values. It's common for businesses to have at least one incongruency, often without realizing it. Some are benign, some may even be profitable, while others may lead to the business's undoing.
Capacity Building
Build capacity through an assessment of roles and responsibilities to see if there are opportunities for efficiencies. Build out systems and processes to save time and take advantage of new opportunities.
Provide specialized training and coaching in technical and soft skills. Identify hidden strengths and talents within the team and determine the next strategic hire. Coach leadership on delegation and cultivating other leaders.
Technology Implementation
Identify areas where technology might save time and money, or provide more power. Vet and secure platforms, and serve as technology business analyst, complete user acceptance testing, provide relevant training, and liaise with vendors as needed.
Project Management
Manage one-off, multiple, or intertwining projects. Move progress forward in a timely manner and keep all stakeholders engaged and informed.
Problem Solving
Whether addressing a single issue or a combination of challenges, identify root causes and develop effective strategies to enhance the business's resilience and capacity for future challenges. Collaborate with internal team members to craft tailored solutions. Prioritize and address these challenges methodically to boost operational efficiency and optimize resource allocation.
Examples of outcomes:
Increased Impact
Exponential increase in impact margin to include increased people power, operational efficiencies, technology improvements, and the like.
Support for Executives
For our clients with a sole leader, or a small executive team, provide a confidential space for whatever support they may need. This is often done through active listening, providing perspective and encouragement, and asking key questions that drive growth.
Data-informed Decisions
Adding data-informed methodology to decision making. Training on how to collect, manage, and monitor data for optimal chance at long-term survival and growth.
Culture of Strategic Thinking
Create a culture where everyone owns the success of the business. This approach encourages strategic and analytical thinking across the organization, which often provides leverage for growth and mitigates risk.
Maximized Value from Current Staff
Staff learn new skills, achieve greater responsibilities, and add more value. This often lifts a burden off the executive level, which is often welcome, particularly for nonprofits.
Technology
Gain full understanding of technology needs to assess and select appropriate software. Document key business requirements, and customize the software appropriately. Train staff.