Service Offering Details

Coaching & Advising

  • 1 on 1 coaching on workflow improvements

  • Provide an overview of approaches for you to use with your team

  • Access to tools and templates to help

  • Help people brainstorm ways to improve the way they work

  • Quick mapping of your high level workflow, challenges and improvements

Price: $149 Individual 1 Hour Sessions

Workflow Working Sessions

  • Facilitated quick working sessions flexible to your team schedule with up to 10 team members

  • Pre-work to identify critical workflows, interview key stakeholders, understand high-level activities and technology used.

  • Depending on need, workflow improvement working sessions may include:

    • High-level workflow improvement 101 training

    • Document and validate current workflow

    • Identify and validate key operational and tech challenges

    • Identify opportunities for AI, Automation and other digital tools to free up team capacity

    • Redesign workflow(s) to address challenges and increase productivity

    • Develop and prioritize improvement recommendations to implement

    • Develop pilot implementation plan focusing on incremental improvements to adjust as you go

  • Up to five follow-on check-ins to address questions, problem-solve challenges, and provide follow on coaching as needed

Not Ready Yet?

Try These For FREE

FREE access to the following:

  • Simple tools, templates, and checklists

  • High-Level workflow improvement guide

  • Thought leadership articles