TACTICAL TRANSFORMATION

I partner with businesses at various stages of development—whether in high growth, transition, or start-up. No matter where your business is, I can help you turn your ambitions into reality.

Strategic Planning & Execution

Project-Based Consulting

Strategic Planning & Execution

3+ Month Timeframe

Through the planning and execution service, organizations are met where they are in the budget and planning lifecycle. By partnering with clients to understand their desired outcomes, actionable plans are created and teams are guided toward common goals.

Strategic Planning & Execution is for you if:

  • You have a clear goal but lack a supporting strategy.

  • You have a strategy, yet executing your plan remains challenging.

  • You excel at big-picture thinking. However, the finer details get overlooked.

While this service is tailored to your company’s specific needs, there are key elements you can anticipate throughout this process.

Analysis

  • Comprehensive assessment of the existing strategic plan.

  • Identification of gaps and development of an actionable plan to address them.

  • Translation of strategic objectives into concrete initiatives, projects, and actions.

  • Identification and alignment of resources, roles, and responsibilities.

  • Development of project plans and critical milestones and deliverables that help teams stay on track.

Planning

Process and Tools

  • Establishment of processes and ways of working that set teams up for successful execution.

  • Creation of tools, templates, reporting, and communication strategies to monitor progress, enhance accountability, and ensure transparency.

Execution

  • Hands-on Leadership to oversee execution.

  • Mentoring, and training to support and sustain the process.

Monitor and Measure

  • Continuous improvement to ensure alignment with organizational objectives and progress toward desired outcomes.

“I have worked with Carol for ten years in three different organizations. She is on the top of my list of talented operations executives who I know will drive company transformation through deep strategic execution. Her ability to listen deeply, connect dots, and organize the work and the teams to drive output that moves organizations forward and impacts KPIs is unparalleled. Carol is a savvy business leader who helps teams sift through the noise and get to the most important initiatives that drive growth and EBITDA.”

Kimberly Samon
Chief People Officer, Operations & Strategy Executive

Project-Based Consulting

Timeframe is dependent on project requirements.

Through this service, tailored solutions are provided to organizations, addressing challenges and capitalizing on opportunities. This can include process design and improvement, program development and implementation, or hands-on execution of major initiatives.

Project-based consulting is for you if:

  • You have pain points to address and need a proactive problem solver to drive change and resolve issues.

  • You're proud of your organization’s achievements, but behind the scenes, processes are not as streamlined as they should be.

  • Your team is busy, yet progress on your key priorities seem stalled.

Project consulting is aligned to your company's unique needs. Regardless of your situation, there are core competencies that add value to the experience.

Leadership

  • Team Collaboration & Direction

  • Mentoring & Coaching

  • Training & Monitoring

Strategic Planning & Execution

  • Ideation & Development

  • Goal Setting

  • KPIs / OKRs

  • Objective Development

  • Initiative Development

Operational Excellence

  • Operating Model Creation

  • Process Design & Improvement

  • Ways of Working

  • Gap Analysis

  • Impact Analysis

  • Problem Solving

  • Process & Procedure documentation

Program Development & Implementation

  • Client OR Organizational Program Development, Improvement & Roll-out

  • Operationalization

  • Implementation

Portfolio/Project Management

  • KPI/Goal/Target setting

  • Identification of Critical Milestones and Deliverables

  • Timeline Development

  • Project Plan Development

  • Risk Mitigation and Reporting

  • Project Governance

  • Project/Program Oversight

  • Dashboards and Reporting

Communication & Change

  • Communication Plan

  • Change Plan

  • Training Plan

  • Transition Plan

Budget Planning & Management

  • Budgeting

  • Business Case

  • P&L Management

Let’s connect and make possibility practical.

Contact me to discuss your organization’s unique needs.