Practice Areas

1. Financial

The Financial Modeling & Pricing Analysis service provides robust and dynamic financial models tailored to your business needs. I offer in-depth pricing strategies that help maximize profitability and market share. Services include:

• Custom-built financial models for forecasting, budgeting, and decision-making.
• Comprehensive pricing analysis to determine optimal price points.
• Scenario planning and sensitivity analysis to assess financial impact under various conditions.
• Identification of cost-saving opportunities and revenue growth potential.
• Detailed reporting and actionable insights for strategic planning.

2. Process

The Team Systems & Process service focuses on optimizing the effectiveness of your leadership team meetings. I will help you establish efficient processes and systems that foster productive collaboration and decision-making. My services include:

• Designing and implementing structured meeting agendas to ensure focused discussions.
• Facilitating effective communication techniques to enhance team engagement and participation.
• Establishing clear roles and responsibilities to streamline meeting workflows. Introducing best practices for time management and prioritization during meetings.
• Providing tools and frameworks for tracking action items and accountability.

3. Strategy

The Strategic Planning – OGSM (Objectives, Goals, Strategies, and Measures) service is designed to help your organization define and achieve its long-term vision. I offer a structured framework to align your business objectives with actionable strategies and measurable outcomes. The services include:

• Facilitating workshops to identify and articulate clear objectives.
• Setting specific, measurable, achievable, relevant, and time-bound (SMART) goals.
• Developing strategic initiatives that support your objectives and goals.
• Establishing key performance indicators (KPIs)
• Continuous monitoring and adjustment of strategies to ensure alignment with evolving business environments.
• Optional add-on: creation of dynamic dashboard through Google Looker to monitor KPIs

4. Manage

The Board Management and Best Practices service is dedicated to enhancing the effectiveness and governance of your board of directors. I will provide guidance and tools to ensure your board operates at its highest potential, fostering strategic oversight and accountability. The services include:

• Conducting board assessments to identify strengths and areas for improvement.
• Developing governance frameworks that align with best practices and regulatory requirements.
• Facilitating board orientation and training programs to equip members with the necessary skills and knowledge.
• Implementing effective communication strategies between board members and executive management.
• Establishing clear policies and procedures for board meetings, decision-making, and conflict resolution.
• Providing templates and tools for agenda setting, minute-taking, and performance evaluation.

5. Protect

The Enterprise Risk Management (ERM) Assessment service helps organizations identify, evaluate, and manage risks that could impact their operations and objectives. I provide a comprehensive approach to risk management, ensuring that your business is prepared for uncertainties. The services include:

• Conducting thorough risk assessments to identify potential threats and vulnerabilities.
• Evaluating the likelihood and impact of identified risks on your organization.
• Developing risk mitigation strategies and action plans to address high-priority risks.
• Implementing risk monitoring and reporting systems to track and manage risks in real-time.
• Training and support for your team to build a risk-aware culture within the organization.