Fractional Chief of Staff

I Help Small Business Streamline Operations and Increase Profitability

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Schedule a Discovery Call

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What is a Chief of Staff?

The Chief of Staff is a strategic partner to the principal or owner, handling strategic planning, project management, and internal communication. They facilitate decision-making, support the principal’s priorities, and drive key initiatives to ensure alignment with the company's goals. Unlike a COO, a CoS often operates behind the scenes, focusing on strategic initiatives rather than daily operations.

The role of the Chief of Staff is to help the business owners turn their vision into predictable, sustainable results. To do this, I use the principles espoused in the Baldrige Excellence Framework.

The Baldrige Excellence Framework

The Baldrige Excellence Framework is powerful tool for small businesses to enhance performance, increase client satisfaction, and achieve sustainable growth. Small businesses can significantly benefit from applying these criteria to their operations, despite their size.

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The Baldrige framework addresses all key areas of a small business, including leadership, strategy, customers, measurement and analysis, workforce, operations, and results. For small businesses, this comprehensive approach can help:

Improve strategic planning and execution

Enhance client focus and satisfaction

Optimize resource allocation and efficiency

Develop a more engaged and productive workforce

Streamline operations and reduce costs

Measure and improve overall performance

The Baldrige framework and my

FirmFoundation™ Assessment⁠

provide the structure and guidance to transform your business vision into reality. Linking high-level goals to concrete actions and metrics will empower us to achieve excellence in all aspects of your business.

What I Do

Strategic Planning Facilitation – Guide developing and implementing strategic plans to ensure business objectives are met.

Operational Streamlining – Analyze and optimize workflows and processes for improved efficiency and reduced costs.

Performance Metrics – Establish and monitor key performance indicators (KPIs) to evaluate success and areas for improvement.

Marketing Strategy – Develop and execute marketing plans that align with business goals to drive growth and client engagement.

Vendor Relations – Manage relationships with vendors and service providers to ensure quality and cost-effectiveness.

Executive Coaching – Provide personal coaching to top executives, enhancing leadership qualities and decision-making skills.

Project and Change Management – Lead organizational change initiatives, ensuring smooth transitions with minimal disruption.

Technology Integration – Advise on and implement technology solutions that enhance business operations and client interaction.

Financial Oversight – Monitor financial operations, including budgeting, forecasting, and financial planning.

HR Management – Assist in hiring, training, and developing staff and help manage human resources policies.

My Unique Qualifications

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What Else You Receive

Subscription to Ninety.io – The Leading Cloud-Based Business Operating System – Scorecards, Projects, Meetings, and more

Access to the VisionaryMBA™ – more than 30 lessons on leadership, management, finance, and more

Book Summaries – Access to hundreds of text and audiobook summaries from Blinkist and ReadItForMe

The Predictive Index – Personalized, science-backed HR software for hiring, developing, and retaining top talent

Staff Development - Each quarter we will choose one topic for staff development (dealing with difficult clients, time management, problem solving, etc.).

Vetted Solutions - Access to vetted solution providers in finance, marketing, IT, and more