Our Proven Process
Discover. Design. Drive.
A customizable approach to solve your business challenges: large or small
We'll guide you through our step-by-step approach.
We don’t believe in one-size-fits-all solutions. Every business is unique, which is why we take an intentional and tailored approach to help clients solve problems, gain clarity, and build lasting momentum. Whether your challenges are strategic or tactical in nature, we adapt our approach to fit your needs - we work collaboratively to create real, measurable outcomes. Our process is built around three key phases designed to bring structure, clarity, and results to your business—no matter the starting point.
We start with a close look at what’s really happening in your business. We ask questions and solicit your thoughts and views, and help clarify both the problems your facing and your goals for success. At the end of this phase, we will have a prioritized view of the key issues.
What's Included?
- S.M.A.R.T. Training
- Strategic Assessments & Clarity Tools
- Foundational (strategic) Planning Exercises
- Operational (tactical) Planning Exercises
Next, we collaborate on developing a simple, practical plan to address your most pressing issues. Together, we identify the tools, processes, and steps needed to move forward successfully. This results in a plan that addresses your needs with a solution designed specifically for your business.
What’s Included?
- Structured planning, goal-setting and objective development
- Systems for people, process, technology, marketing, sales, operations and finance/accounting
- Customizable templates and frameworks for planning, execution, management
Finally, we move to implementation. Here, we execute the plan, keep everyone focused and on track, and monitor ongoing progress. Throughout this phase, we use our S.M.A.R.T. Management methodology to install a playbook that helps you achieve success and gives you the tools necessary to maintain that success over the long term.
What's Included?
- Accountability and execution tools
- Ongoing access to expert-crafted resources
- Optional advisor support for continued success
At every step, we’ll monitor all aspects of your business.
Business are dynamic and involve a combination of people, processes, technologies, workflows, communication, and more. The process of implementing change can often be impacted by several areas. It’s important to monitor these areas to help ensure that everything proceeds effortlessly and solutions are implemented with full support throughout your business. For this reason, we monitor 6 Key Components spanning all areas of all businesses, to ensure your success.
1: Direction & Vision
Clarify where you’re going and why it matters.
4: Execution & Accountability
Drive follow-through, focus, and measurable progress.
5: Process & Systems
Optimize how things are done so they’re scalable, consistent, and efficient.
6: Evaluate & Evolve
Use data, reflection, and feedback to continuously improve.
Our approach adapts to your business.
Step one of our approach includes our
S.M.A.R.T. BizVision™ process. This is an in-depth diagnostic that provides a clear, 360-degree view of your business—helping identify strengths, challenges, and opportunities across leadership, operations, strategy, and culture. Learn more about this detailed analysis that has been helping businesses like yours discover the path to success.
Everything is reinforced by our S.M.A.R.T. Management methodology.
S.M.A.R.T. Management is our proven, people-first framework for setting direction, driving accountability, and achieving meaningful results. Grounded in five clear principles—Specific,
Measurable,
Achievable,
Relevant, and
Timely—it brings structure and clarity to everything from daily operations to long-term strategy. By applying S.M.A.R.T. across your business, we help ensure that every initiative has purpose, alignment, and measurable impact.