Process: Roadmap to Your Best Next Steps


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STEP 1:

HOLISTIC BUSINESS ASSESSMENT

Goal Setting

  • Revenue Targets
  • Sell/Acquisition
  • Identify *the biggest problem* from many angles
  • Communication

FINANCE DISCOVERY

  • Financial Reporting Standards + Guidelines
  • Decision making + business performance

Review + streamline

  • Assess current practices and outcomes
  • Capture current state and understand cross functional relationships 
 

Operational Efficiencies & Process Review 

  • Workflow of services or products and delivery to clients
  • Business life-cycle + steps
  • Staff/Org Chart + Roles and Responsibilities

Organizational Issues

  • Leadership + team development
  • Cross functional teams + improvements and efficiencies
  • Frameworks for teams and management to create long term changes
  • Processes for accountability and business performance

Human Resources + Legal

  • HR processes and procedures
  • Contracts 
  • Review of business formation documents and impacts to longterm goals
 

Accountability + How to's

  • Frameworks for accountability and performance tracking

Best Practices

Recommendations for best practices in your location, industry or for your size of business that align with the goals and outcomes that have been identified.


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STEP 2:

ROADMAP + NEXT STEPS

RECAP & MOVE FORWARD

At the close of our engagement, you will be provided with a roadmap of prioritized and actionable next steps for each area of the business. This may include:

  • Best practices
  • Recommendations for new financial reporting
  • Shifts in team or processes
  • Hiring suggests for staff or experts to achieve your desired outcomes
  • This may also include options for us to continue to work together

 


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STEP 3:

TAKE ACTION

forward motion

Execute on recommendations and goals that have been created from the assessment and roadmap phases.  You can do any or all of the following:

  • Internally with your team
  • With suggested experts
  • Engage me to execute on some of your next steps, coach and or train team members and empower you for ongoing change and shifts to the business.