The Process

Onboarding

First, we will get you, and your team, onboarded to our systems and schedule our

deep-dive⁠

and recurring meetings. Documents, courses, and videos will be provided as needed and will educate you on aspects of how our relationship will work.

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`Deep Dive`⁠
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It starts with a deep dive into your business. In this deep-dive:

Questionnaire: You will fill out an assessment of your goals, value proposition, finances, people, production systems, and financial systems. Don’t worry; it’s not as daunting as it sounds.

Click to see the details⁠

SynergyStrategy™ Assessment: You and your executive team will each take the SynergyStrategy™ Assessment. By answering questions across seven key categories, we will gain insights into your organization’s strengths and weaknesses, allowing us to prioritize improvement efforts and allocate resources more effectively.

Team Predictive Index: You and your executive team will take The Predictive Index behavioral assessment. This will give us a great indicator of individual and team work styles. See

The Predictive Index⁠

for more information.

Individual Sessions: I will meet with your executive team to get to know them better – their role, what is going well, and what they need help with.

Quick Wins

The Quick Wins phase includes:

Level 1 KPIs: We will implement the gathering, tracking, and analysis of the seven Level 1 KPIs:

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Level 1 KPIs - Mid-Sized Companies⁠

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Level 1 KPIs - Large Companies⁠

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Implement Ninety (as applicable): We will get your team set up on

Ninety.io⁠

and train them on how to use the scorecard, initiative project tracking, meetings feature, and more.

Have your own project, initiative, and meeting tracking software? We’ll ensure you’re using it appropriately, ensureing that all employees have access, and are using it consistently.

ERA Group: ERA Group is a risk-free way to improve your bottom line. They will find extra cash in your expenses. See

ERA Group⁠

for more information.

Based on the Deep Dive, we will determine the first quarter’s priorities. This will generally involve starting team meetings, determining and tracking Level 2 and 3 KPIs, completing a big project, staff training, etc.

Quarterly Sprints

Each quarter, we will review the prior quarter’s projects, metrics, and finances and then determine the 2-3 priorities we want to accomplish that quarter. Additionally, you and your executive team will take the SynergyStrategy™ Assessment, to track progress and guide ongoing enhancement efforts.

Standing items:

The SynergyStrategy™ Assessment

Prior quarter operational and financial review

Choose one staff development topic

Choose 2 - 3 priorities to accomplish that quarter