Whatever stage you and your business are at, newly launched, holding steady, stalling out, ready to grow, or ready to retire/sell, transitions are a challenge for you (the business owner) your team and your customers. Just like hiring a “personal trainer” I can help you put together the plan for achieving your business goals and help you and your team stay on track to get there.
Vision Map
Clarify your vision
Develop a roadmap to achieve that vision
Establish an achievable timeline to get there
Team Alignment
Communicate and translate the vision for your team
Clarify team member areas of accountability for achieving the vision
Develop systems and processes to keep execution on track
Create an accountability process to ensure follow through and completion of plan
Remote Team Development
Transitioning to a remote work team
Best practices while working remotely
Successful remote meetings
Team communication in or out of the office
Culture as a remote team
Communication Plan
Establish a platform for consistent communication that fits company culture
Develop a clear process for the Visionary/owner to communicate their vision, goals & expectations consistently
Develop a system for utilizing appropriate modes of communication for the right subjects;
when to use email, texts or phone calls
Efficient and productive meetings; what for, when, how often & how to get stuff done in them!
Meeting Facilitation
Develop an efficient meeting format to support completion of all mile-markers
Train team participation, communication & problem-solving techniques
Create a culture of mutual support, accountability & achievement
Action Plan
Prioritize the most important next actions for your business
Identify & solve potential areas of chaos and overwhelm
Develop a weekly activities plan for reaching the next mile-marker
Create an accountability process to ensure follow through and completion of plan
Focus Plan
Weekly follow up and refocus sessions
Priorities review & reassessment sessions
Owners Plan
Sole owner or group ownership
Facilitation of owners meetings and planning sessions
Aligning the business with the long term needs of the owner(s)
Documenting the Values, needs and goals of the owner(s)
Transition planning
Exit planning
Additional Services & Benefits
Strategy development
Coaching; 1/1 support & accountability
Integrator on a fractional and interim basis
Training, leadership and team development programs
Visionary & Integrator relationship on-boarding
Culture and customer experience development
Fluent in Entrepreneurs Operating System
All services are personalized to fit the unique needs of each business.
Fees are established after a clarifying conversation & discovery session.
From Vision to Reality 