Launchpad Plan
A curated blend of advisory, implementation, and fractional COO support, this approach is for the founder who seeks operational systems that produce results and deep culture that motivates employees.
- Identify 7 oper-cultural (operational/cultural) improvement areas that will serve to improve your functional operations, free up critical team members time, automate, or implement virtual assistant outsourcing help. Out of this 7, 5 will be solved for.
- Current technology/automation analysis and proposal for task management and adjacent marketing, advertising, HR systems. *note we do not work to customize enterprise software however can work to tie into certain information/data.
- Company wide team-alignment and task management software implementation (ClickUp preferred). This can house and standardize, but not limited to, tasks/project management, role clarity/ownership, organizational structure, departmental and individual goal setting, team velocity metric and dashboard creation
- Develop 2 critical data point dashboards for a real time pulse on the business for managers or founders.
- Advise on critical team member buy-in and technical roll-out.
- Ongoing fractional COO support (if needed)
Signature "I.I.D.I.I." Plan
Identify, Implement, Drive, and Incremental Improvement. A continual improvement approach for founders and team-leads who want the power of efficient systems and deep culture that attracts only the best people in their field and moves as fast as the team does.
- Identify 10 oper-cultural (operational/cultural) improvement areas that will serve to improve your functional operations, free up critical team members time, automate, or implement virtual assistant outsourcing help. Out of this 10, 7 will be solved for.
- Current technology/automation analysis and proposal for task management and adjacent marketing, advertising, HR systems. *note we do not work to customize enterprise software however can work to tie into certain information/data.
- Company wide team-alignment and task management software implementation (ClickUp preferred). This can house and standardize, but not limited to, tasks/project management, role clarity/ownership, organizational structure, departmental and individual goal setting, team velocity metric and dashboard creation
- Develop 2 critical data point dashboards for a real time pulse on the business for managers or founders.
- Fully manage and lead the team-buy-in and roll-out process. Including bi-weekly system oriented meetings
- Ongoing fractional operations department. We place our people in the critical places where automation simply is not enough to ensure process sticks, feedback in implemented, and tech never goes stale.
ClickUp Project Management Consulting and Improvements
The power of having your core functions (SOP's) at the fingertips of the folks doing the work creates the most predicable results. We work with you and your team to implement an end-all-be-all project and task management system and tie in your other technology to bring clarity to all that you do so well.
- I.D. the important data points that represent success in your business
- Implement ClickUp's affordable, but adaptable, platform with future change in mind.
- Create dashboards for your leaders
- Create training videos for future employee onboarding
- Tie in your other software with Zapier
- Recommend maintenance and improvement framework
