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The bridge-to-scale model builds out a sustainable foundation of operational & leadership engagement best practices, with the goal of a seamless transition to future functional stakeholders.

Executive Management Process Scaling

  • Corporate & strategic meeting cadence / Logistics planning & documentation

  • Board operations, governance & communications management (including PowerPoint support)

  • Executive (and/or Senior Team) leadership meetings process/documentation

  • Strategic alignment offsites (agenda setting, logistics, etc.)


Project Management

  • Corporate re-branding initiatives (marketing collateral, communications, environmental design pull-through)

  • Website (CMS) re-brand, re-launches

  • Tech platform implementations & training
    (Office 365, Project Management Software, etc.)

  • Database architecture buildouts
    (ex: Vendor/Contract tracking)

  • Rewards & Recognition platform research & implementation


Culture Clarity Buildouts

  • Support for creation & implementation of recruitment branding and talent acquisition process

  • Full creation, implementation & documentation of personalized onboarding/offboarding programs

  • Employee engagement & internal communications process, planning & documentation

  • Project management of Internal Vision, Mission, Values initiatives (including RFP oversight, selection process and eventual integration).

  • Process structure buildout of “Culture Committee(s)”


Leadership Engagement Frameworks & Executive Coaching

  • Discovery & prioritization of personal leadership core values (and subsequent linkage to systems & process)

  • Strengths/Talents Assessments

  • STOP | START | CONTINUE conversations guide

  • Psychological safety & vulnerability partnering

  • Prioritized strategic yearly buildouts of CEO calendar / inbox

  • Corporate “All-Team Meetings” planning & execution


Administrative Training & Transition Services

  • Strategic administrative partner expectations training (for Administrators &  Leadership)

  • Job description creation, recruitment vendor relationship management & interview support

  • Transitional training for seamless role start

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