Services
Fractional COO/CAO Support
Have you matured out of the unpredictable start-up phase and reached a tipping point where you need ongoing high-level guidance but don’t have the budget or staffing to justify a full-time executive?
I provide fractional Chief Operating Officer (COO) and Chief Administrative Officer (CAO) services, part-time and on-demand, to provide you with strategic counsel including:
High-level operational management and strategic direction
Operational system and workflow design
Key Performance Indicator (KPI) development and tracking
Operational risk analysis and risk mitigation
Change management planning
Role and responsibility optimization
Performance management
Training and development programs
Workforce, culture, and engagement strategies
Mentoring and coaching, and ensuring team alignment to company goals
Board governance, approval processes, and meeting agendas
AI & Operational Efficiency
Are you spending too much time on repetitive administrative work, manual processes, or routine tasks? Are you interested in using AI but unsure of how to integrate it into your business?
I help small businesses identify opportunities to use AI & automation to streamline operations, reduce administrative burden, and improve productivity to drive practical, measureable results. Services include:
AI Opportunity Assessment: Evaluate existing business processes and identify opportunities to use AI and automation to reduce manual work, improve efficiency, and lower operating costs.
Workflow Automation: Map and redesign workflows to eliminate unnecessary steps, reduce bottlenecks, and improve how work gets done.
Process Automation: Streamline repetitive tasks such as customer communications, scheduling, reporting, document creation, and data analysis.
Standard Operating Procedures: Develop processes, documentation, and internal knowledge resources that make it easier to delegate, train employees, and scale operations.
Employee Adoption & Training: Help employees understand how to incorporate AI into their daily work, establish appropriate guidelines, and maximize the value of new technology.
Project Consulting
Do you have a specific challenge that you don’t have the time or team capacity to tackle, where a fresh set of eyes with deep experience or a partner to execute would be a game changer?
Whether on a one-time project basis or ongoing retainer, I will help you solve your business challenges. If you are looking for more than solutions, I will also implement and continually customize the solutions we put into place.
Operations:
Operational efficiency audit
Process and resource allocation recommendations
Project management for high-impact initiatives
Strategic Planning:
Strategic planning workshops
Strategic plan, roadmap, timeline, and Key Performance Indicator (KPI) development
Ongoing support, assessment, and management, including project management for driving KPIs
Leadership:
Team alignment, roles and responsibilities, and culture building
Leadership coaching and development (both to support specific events like a reorganization or merger, as well as ongoing professional growth)