Owners Like You
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Working With Me Is...
My Signature Framework
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Owners Like You
Home
Working With Me Is...
My Signature Framework
Secure Client Portal
About Me
Other Services
More
  • Home
  • Working With Me Is...
  • My Signature Framework
  • Secure Client Portal
  • About Me
  • Other Services
  • Home
  • Working With Me Is...
  • My Signature Framework
  • Secure Client Portal
  • About Me
  • Other Services

My Signature Holistic Four Step Framework

The Holistic Administrative Audit

A deep dive into every aspect of your administrative process.

The process follows a three-prong approach based on the life cycles of staff, vendors and customers/clients. Every aspect of administration is assessed:

  • Recruiting & Marketing
  • Onboarding 
  • Documentation
  • Intellectual Property
  • Processes
  • Software
  • Time Management
  • CSR and Reputation
  • and much more

Recommendations

After the full audit, recommendations and strategies are presented to key leadership and I guide the team through drafting a Change Management Plan of Action.

This is followed by a meeting with the entire staff to build excitement and buy-in at every level of the business.

High-touch Change Process

I hold your hand through the entire process.

Direct access to me via phone and email. Regular meetings with you, your leadership and your team. 

Thorough coaching and training for everyone, every step of the way. 

I will never tell you what you "should" do and then walk away. 

I am there for you from audit to review.

The Review

The review process starts on Day One of the change program so that we can assess and pivot as needed. 

A final review is conducted with leadership at the completion of the project and options for ongoing support may be offered.

Jump Start Change

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