Core Services

The job of a CEO is demanding. The expectation to deliver results is monumental.

If you have the right talent on your team to support you...that's terrific. But often in a resource constrained environment, the talent to support achieving your goals is simply not there or not immediately available. By tapping into extended resources and/or by bringing in an outside perspective, you will streamline and focus your efforts and achieve your goals sooner. 

With focused expertise in serving small to medium sized organizations, in both the non-profit and for profit sectors, Anne can provide the expertise you need to help bring about change and also drive stability and growth. A team of trusted advisors is available for areas requiring specialized expertise.

Perhaps you cannot afford a full-time COO or CFO? Perhaps you need expertise not currently available on your team. Perhaps you need additional insight or simply an outside perspective? Perhaps you need help developing specific tools and/or processes?

Whatever your need — Anne, and her extended network of trusted partners, will help navigate the waters of change, bring bench strength to your team and to help you achieve and thrive!

Financial Management

Good reporting is key to making actionable decisions. You may be achieving your goals, but if your reports do not clearly communicate and reflect your accomplishments and/or provide the necessary tools for decision making, then you are missing an opportunity. We can help you take your reporting to the next level across a variety of areas:

• Achieve the bottom line with effective budgets and forecasts

  • Budget management

  • Forecast management

• Build achievable revenue and cost models

  • Revenue model evaluation

  • Cost reduction

• Develop meaningful and actionable reporting

  • Capture effective financial data

  • Key metric development

  • Executive reporting / dashboards

  • Board reporting

Operational Improvements

Organizations in transition often suffer from either a lack of process in certain areas or outdated and overly complex processes that get in the way. Either can become significant barriers to achieving your goals and both can quickly consume valuable resources. Efficient and effective operations go a long way to building operational excellence, reducing your reliance on valuable resources and improving your ability to achieve and thrive. We can help you take your operations to the next level by offering expertise across multiple operational disciplines:

• Simplify business infrastructure so that it is efficient and is right sized for your organization

  • Staffing structure

  • Outsourcing models for non-core competencies

  • Business process re-engineering

  • Technology and data systems

• Build effective human resource systems

  • Employee benefit system evaluation and enhancement

  • Performance evaluation system and tools

  • Recruiting systems

  • Employee handbook

• Build effective and progressive work environments

  • Identify and ingrain core values

  • Remote work evaluation and implementation

  • Facility renewal / relocation