Objective 1

Help develop a strategic plan for making necessary improvements for the business.

Objective 2

Implement the proposed improvements as approved by the client organization leadership through collaboration with both leadership and management at all levels.

Objective 3

Develop a long term plan for employee needs as well as an exit strategy for bringing on a full time Chief Operating Officer .

Key Initiative 1

Thoroughly research the company to understand not only where it is today but how it got there in an effort to fully understand what needs to be done to help the organization scale to the next level.

Key Initiative 2

Develop presentations with solutions that can be given to the company leadership.

Key Initiative 3

Create a plan of implementation involving existing leadership, management, and staff, guiding them in the implementation process, and then helping them to craft the necessary policies, processes, and procedures in order to ensure optimal efficiency.

Phase I: Onboarding (7-14 days)

• Receive and sign an NDA
• Strategic plan review
• Financials from the past five years
• All processes, procedures, and policies
• All current and former contracts with outside organizations

Phase 2: 90-Day Strategic Impact Plan (within 30 days)

• Data & Analytics
• Budget Development & Controls
• Strategic Planning
• Process, Policy, and Procedure Development
• Operations Optimization
• Multi Channel Marketing Strategy Development and Implementation
• Technological Analysis & Improvements

Phase 3: Ongoing Team Department Management

• Weekly strategy sessions with leadership
• Meetings with departments as required
• Monthly progress reports
• Implementation assessments

Phase 4: Optimize Resources (Ongoing)

• Identify any inefficiencies created due to implementation of solutions
• Assess long term needs for staff
• Develop an exit strategy for hiring time COO
• Help develop the plan for hiring
• Participate in the COO Hiring process (if requested)