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Approach

Formulated over two decades of practice and inspired by frameworks like EOS® and the B Corp Standards, 

my approach of Goals, Roles, and Rhythms centers on establishing the what, why, who, and how

to drive the transformational work faster.

Goals

We’ll make sure you have clarity on your business direction and the organizational culture you need to get there. This step is not only the first one but an anchor we continuously ground to throughout our work together.

Roles

Based on your aspirations, we’ll design an organizational map, so everyone understands their seat at the table and what they’re expected to contribute. We'll also get clear on how your company supports individuals to deliver that value.

Rhythms

At the same time, we'll standardize the processes and connection points that define how the core work gets done. We’ll start with the imperatives, constructing and shifting only what’s needed for the next leg of your journey.

How we'll work together

Fractional COO

Embedded within your team, taking ownership and working within the cadences and pace of your organization

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Project-based consultant

Concentrated collaboration when your support needs are limited and well-defined

 

Ad hoc thought partner

Retained or hourly, a sounding board and seasoned perspective as you need it​

What we'll accomplish

Purpose + mission + values

Business goals + milestones + accountability

EOS® Integration

Organizational structure

Workforce + capacity planning

Workflow mapping + streamlining

Tool selection + integration

AI philosophy + policy

Onboarding + offboarding programs

B Corp Certification

Outcomes

Efficiency

Defining the who, what, where, when, and why avoids duplicative work, ball drops, and restarts, saving your business time and money.

Opportunity

Shaping your organization as a natural system, rather than a machine, promotes ingenuity and creativity, opening doors to new business directions.

Resilience

Balancing your team needs, client needs, and business needs creates the conditions your organization needs to thrive long-term.

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