Operational Consulting (Process & Purpose)

We understand the importance of systems and processes in a successful business. Systems and processes provide a foundation for the company to operate and for its employees to properly function and execute the company’s plans effectively. Sounds boring and incredibly tedious? We know. However, we also know the most successful companies operate from systems first. As a matter of fact, effective systems provide the framework for growth! Think of some of the most successful and EFFECTIVE organizations you know: Starbucks, McDonalds, Southwest Airlines. They are all built on a structure of effective systems, strategies, and planning.

Strategic Planning – The Executables®

We help you to define your Strategic Plan, beginning with a clarity of Purpose. Next, an honest review of your strengths and weaknesses, as an organization, provides insight into what is required to develop a sustainable, highly successful organization - a comprehensive strategy is born. Finally, because we understand why most strategic plans fail (they are not properly executed), the process is completed by our Executables process, which ensures your Strategic Plan is not only attainable, but is executed effectively.

How we develop Effective Systems, Processes, and Policies

We look at the company holistically:

• Purpose: Begin with the organization’s purpose to ensure an understanding of the company from the top down


• Aligned Behaviors: Look at who the company WANTS to be versus who they ARE being and develop processes and planning to create alignment


• Processes: Assist in developing systems, processes, and policies that support the company’s vision and purpose and leads to operational excellence and sustainable business models


• Planning: Develop both strategic and execution plans that starts with the company’s purpose and supports the company’s mission and vision

Business Planning & Strategy

• Who needs a plan? Who needs Systems? Who needs documented policies and procedures? Every successful business.




• Do you constantly “recreate the wheel” or are you constantly putting out fires? AKA Chaos


• Does your business operate efficiently? Is there a smooth and consistent flow or process and the communication necessary to MISSING CONTENT


• Can anyone step in to complete your company’s Recipe for Success? Is it documented, known, and effective?




• Further, data shows that businesses that are looking towards growth and expansion, in addition to having a defined exit strategy, have an operation/procedural system that is documented.


• At a minimum, it’s a first step to a day off! For a small business; only 1 in 5 experience success. Not only do we assist you in understanding and documenting your plan, but we help to create executable steps and accountability to ensure the plan is carried out.




1. Operational Efficiency


2. Strategic Planning


3. The Business Plan


4. The Accountability Plan


5. The Executables

People

• How often are you “recreating the wheel” in your business? How often are you “recreating the wheel” in your business? How often does someone ask you “how” to do what they are supposed to do? How often are the most basic aspects of your business wrong or messed up? How often have you said: “we can’t execute on anything?” or “What is the plan” or “Who is responsible for…” or “Why isn’t xyz done?” or, one of my favorites…”This should be so difficult.”


• Do you have job descriptions? If yes, are they meaningful, relevant and cover all the responsibilities required in your business?


• Do you have documented processes and systems for the things that make you who you are (or who you want to be)?


• Do you know who you are or want to be?


• Not only do we help get the systems and processes in place, we help to ensure you have the right people, doing the right jobs and assist in creating accountability. Yes, we said it…accountability!