Strategic Management Services
Organizational Identity & Strategy
Who are you, what do you do, and why?
Organizational Mission & Vision
Articulating the underlying purpose that serves as the compass and driving force for all functions.
Principles, Values, Culture, Behaviors
Shaping the mindset and practice that sets the tone for engagement and behavior org-wide.
Goals, Objectives, OKRs
Establishing clear goals and metrics to drive action and measure progress, and utilizing dashboards for clear status and trend communication.
Embracing the Stakeholder Model
Shifting from a singular focus on shareholder value to building win-wins and maximizing outcomes for employees, customers, partners, and communities.
Following the Strategic Pathway
Shifting the mindset from “this way only” or “good vs. bad” to more strategic thinking methods of direction, outcomes, and pathway alignment.
Strategic Planning
Developing strategies for sustainable long-term growth and agile evolution. Crafting actionable strategic plans that lay the pathway to success, ensuring alignment and measurable outcomes across all levels.
Strategic Initiative Development & Prioritization
Identifying, prioritizing, and designing strategic initiatives to meet strategic goals, desired changes, or known challenges.
Implementations can be completed completely in-house by the organization, with an internal org team guided or led by the consultant, or managed entirely by the consultant with check-ins/approval (with or without a consulting team).
Organizational Design & Structure
How are your people and business structures aligned to achieve your organizational goals?
Target Operating Model (TOM), Team Structure
Establishing a framework to align capabilities and teams in a way that will effectively bridge silos, eliminate rework, and achieve organizational goals. Balancing the distribution of activities among teams according to capability, bandwidth, and cost.
Career Development Leveling
Calibrating role leveling and career growth pathways, defining specific roles and level requirements, pay bands, and quantitative and qualitative performance guidelines.
High-Level Process Optimization
[Re]designing logical, optimized workflows starting from the top to improve alignment, efficiency, and effectiveness across functions.
Operating Rhythm (ROB)
Aligning the Rhythm of the Business across functions to drive consistency, effectiveness, and efficiency.
Collaboration & Accountability
Fostering a culture of cooperation over competition and building individual/team ownership to ensure shared success.
Decision-Making Structure and Communications
Increasing the clarity of ownership while increasing buy-in across team and level.
Comprehensive Organizational Excellence
How can your organization cultivate organizational excellence in alignment with its strategic goals?
Strategic Analysis Framework for Organizational Excellence
Evaluating the alignment of organizational practices and outcomes with strategic direction, categorizing and prioritizing impacts of gaps, and developing realignment initiatives.
My comprehensive evaluation model includes a proprietary integration of factors spanning service/product quality, client/customer satisfaction, culture, and more.
Organizational Health
Evaluating and improving the people-centric well-being of an organization across factors such as agility & responsiveness, employee engagement & morale, resource management, change responsiveness, communication effectiveness, and leadership effectiveness.
Strategic Initiatives
Prioritizing and designing strategic initiatives to address known challenges or broader findings of assessments.
Implementations can be completed completely in-house by the organization, with an internal org team guided or led by the consultant, or managed entirely by the consultant with check-ins/approval (with or without a consulting team).
Small-Medium Business Launch & Growth
Where should your small business start and how can you grow from there?
SMB Launch Plan & Go-To-Market (GTM)
Formulating new business launch roadmaps to optimize early resourcing and ensure immediate viability at launch.
Developing go-to-market strategies outlining how a new business will introduce and embed itself into the marketplace.
SMB Strategic Planning
Building strategic growth plans with practical changes pre-planned for strategic growth points as the organization scales, so that smaller organizations don’t get overrun by “too much, too soon”.
SMB Growth Plans
Developing scaling strategies for pre-planned growth stages (1-year planning, 5-year planning) and for market adjustments, including expanding staff and operations, adding market niches, automation or outsourcing, and enhancing business systems & tools.
SMB Branding
Differentiating small businesses in a consistent way to build a clear identity on the marketplace.
SMB Websites
Designing and building impactful, functional, and easy-to-manage websites that lets smaller organizations focus on operations.
SMB Technology
Assessing options, implementing new or changed technologies, and training end users in order to automate or streamline processes for a modern world.
Strategic Growth
How can your organization achieve agile, sustainable growth?
Growth Roadmap
Building onto strategic growth objectives with analysis and plans for product/service development, market expansion, and upscaling resources.
Strategic Partnerships
Identifying potential strategic partners, assessing compatibility, and developing partnership plans to build mutually beneficial relationships that expand capabilities and increase market reach.
Capability Development & Standup
Identifying new product or service offerings that align with organizational strategy, building up infrastructure to enable growth, and designing scalable launch and standup roadmaps.
Pilot Programming
Developing and running pilot or beta programs to investigate viability of new services, new or adjusted products, or other planned changes, and adjusting the widespread release plans based on pilot results.
Are you ready to run your organization with a stronger sense of purpose and intentional direction?
Let’s Connect
Interested in working together? Please fill out this brief this form to send me a direct note. I’ll be in touch right away, and we can have a quick conversation to determine best fit and next steps.