Operational Systems & Process Improvement

Replace chaos with clarity — a full systems reset for your organization.

$10,000 / 30-Day Engagement

Description

This 30-day audit delivers a complete evaluation of your organization’s systems, structure, and financial flow — designed for leaders ready to replace chaos with clarity.

We assess how your teams communicate, how resources move, and where time and money are lost. Then we build a tailored Operations Blueprint that defines how your organization should truly run — connecting operations, finance, and accountability under one clear structure.

What’s Included

Full 30-day operational and financial audit
Departmental and leadership interviews
Workflow and communication mapping
Review of accounting, budgeting, and reporting systems
SOP documentation and internal controls review
Bottleneck and redundancy analysis
Recommendations for software and tool alignment
Financial dashboard + reporting template
Operations Blueprint (PDF + process diagram)
Executive summary + closing strategy session

Why It Works

Reveals hidden inefficiencies and leadership blind spots
Brings every system — financial and operational — into alignment
Builds documentation that empowers accountability
Reduces confusion, cost, and duplication
Creates a playbook for scale and sustainability

Who This Is For

CEOs and Executive Directors preparing to scale
Nonprofits seeking financial and operational alignment
Founders or boards ready for greater transparency
Organizations outgrowing informal systems

Ready to bring order and flow back to your operations? This 30-day Operations Reset begins with a clear understanding of your systems, your team, and your goals. Complete the form below to take the first step toward lasting clarity and alignment.

Begin Your Operations Reset

Use this form to help us understand your organization’s current systems, structure, and goals. Your responses help us tailor your 30-day reset for maximum clarity and value.

“Let all things be done decently and in order.” — 1 Corinthians 14:40

Organization & Leadership

Name:

Email:

Organization:

Role/Title:

1. What operational or financial challenges are currently causing the most friction in your organization?

2. How confident are you in your current systems for tracking finances, staff performance, and communication? Very confident Somewhat confident Not confident

Current Systems & Tools

3. Which areas feel the most “out of sync” right now?
Communication flow
Accountability / reporting
Financial controls
Technology or software alignment
Team structure / roles
Leadership clarity
4. When is the last time you implemented a new tool or system?

5. How did it go?

6. Are there specific systems or tools you want reviewed (e.g., QuickBooks, CRM, Google Workspace, etc.)?

Team Dynamics & Readiness

7. Is your team open to new ideas?

8. What has the recent team feedback been?

9. Team buy-in is important: What do you think they would want changed in 30 days that would benefit them?

10. Has your team experienced significant change or turnover in the past year?

11. On a scale of 1–10, how would you rate your team’s morale right now?

Vision & Next Steps

12. Where do you want your organization to be in 12 months if everything were running smoothly?

13. What would a successful Operations Reset look like for you?

14. Preferred Start Date:

15. Preferred Communication Method: Email Phone Video Call

16. Additional Notes or Priorities:

Important Disclaimer:
My process integrates operational discipline with faith-based principles of stewardship and integrity. If that makes you uncomfortable, this engagement may not be the right fit.

✅ Thanks!

Your form was submitted successfully. I’ll reach out soon to schedule your Operations Reset.

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