Fractional Operations Services

Operations Assessment

I’ll conduct a focused review of your business to understand what’s working, what’s not, and where improvement will make the most impact. I’ll document your challenges and pain points, assess current workflows and tools, and identify any gaps, inefficiencies, and opportunities for improvement.

You’ll receive a clear summary of my findings and recommendations with a implementation roadmap outlining priority actions to strengthen how your business operates. You can use this information to implement improvements on your own or as the foundation for working with me in a fractional partnership.

Investment: $2,500 – $5,000 | Timeline: Less than 1 month

Fractional Operations Partner

Using the results of the operations assessment as a guide, I work with you to build operational systems, improve processes, and create documentation that keeps your business running smoothly. Each engagement is structured around specific deliverables with a clear handoff plan.

Examples of past deliverables include:

• Project and communication management processes, templates, and systems
• Lead, proposal, contract, and invoicing templates, workflows, and tracking systems
• Financial visibility tools for budgeting, forecasting, profitability analysis, simple financial models
• Performance and KPI dashboards
• People resource and capacity planning systems
• Onboarding and training resources aligned with team roles
• Policy and procedure documentation

Investment: $4,000 – $6,000/month | Timeline: Typically 3-12 months

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Strategic Operations Project Support

Have a specific system or process that needs attention? I’ll work with you on a focused engagement to assess, design, and implement a solution, whether that’s building financial dashboards, creating an onboarding program, or setting up project management infrastructure.

Investment: Varies; priced by the hour | Timeline: Typically 1-3 months

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Other services

Learning Strategist and Program Designer

Do you need to create a new curriculum or redesign an existing one, but want to avoid an information dump or a “text and next” online course? Do you have deep expertise or a library of content that needs to be transformed into an engaging learning resources?

Work with me to apply creative and strategic learning design skills to create practical training and resources that deliver measureable impact.  

The programs I design typically feature scenario- and story-based learning, realistic opportunities to practice skills, and supporting tools such as quick reference guides, worksheets, and templates.

I’ll help define clear performance goals, identify existing content we can leverage, and work with your subject matter experts to distill their knowledge into experiences learners actually want to take and can apply to real world situations.