Business Systems Optimization with Project Focus Selection
Focus: Optimizing how your organization functions — with clear structure, defined roles, and systems that reduce friction and support confident scaling.
Provides a 5-hour block of time
5-hour minimum per Project Focus Area
Begins with a conversation to understand your goals and estimate total time needed
Additional 5-hour blocks can be added based on project scope
See helpful details below
Focus: Optimizing how your organization functions — with clear structure, defined roles, and systems that reduce friction and support confident scaling.
Provides a 5-hour block of time
5-hour minimum per Project Focus Area
Begins with a conversation to understand your goals and estimate total time needed
Additional 5-hour blocks can be added based on project scope
See helpful details below
Focus: Optimizing how your organization functions — with clear structure, defined roles, and systems that reduce friction and support confident scaling.
Provides a 5-hour block of time
5-hour minimum per Project Focus Area
Begins with a conversation to understand your goals and estimate total time needed
Additional 5-hour blocks can be added based on project scope
See helpful details below
Operational Workflow Optimization – When how work gets done isn’t working anymore
Includes: simplifying the way tasks move across teams, fixing slowdowns or confusion, tightening handoffs, and updating routines to match where you're headed
Standard Operating Procedures (SOP) Creation – When things work—but no one’s written it down
Includes: clearly outlining each step in a process, defining step ownership, and capturing the tools and resources needed to execute tasks consistently across time and teams
Training & Onboarding Systems – When new people need to get up to speed—fast
Includes: building consistent onboarding programs, outlining what success looks like in the first 30/60/90 days, setting up guides for internal moves, and making sure training isn’t just “shadow and guess”
Knowledge Organization & Accessibility – When critical info exists—but it’s scattered, outdated, or hard to find
Includes: assessing what’s already documented, organizing it into intuitive systems, creating simple storage structures or platforms, and making sure what’s available is actually usable and kept up to date
Change Readiness & Communication Planning – When something new is coming, and your team needs to be ready
Includes: helping people understand what’s changing and why, planning what to say and when, creating simple guides or checklists, and supporting leaders as they walk the team through it
Role Clarity & Organizational Design – When responsibilities are shifting or undefined, and your structure needs to support clarity at scale
Includes: job descriptions or charters, reporting lines and decision rights, KPI/OKR mapping to roles, team maps or function alignment, and clarification of overlapping or missing responsibilities
Performance Management Systems – When accountability needs structure and growth needs a roadmap
Includes: performance review cycles, real-time feedback loops, performance forms and scoring, calibration meetings, role-aligned metrics and development goals, data capture and timing strategies
Policy & Compliance Infrastructure – When staying compliant means building or updating the foundational policies that protect your people and your business
Includes: employee handbooks, new policy creation, policy updates, audit prep, mock audits, and compliance documentation