PHASE ONE: ASSESSMENT
Doing a full assessment of your organization gains insights into your financial health, economic challenges, customer perspectives, and position in the market. In keeping with our desire to listen first and then speak, we ask a lot of questions, creating a comfortable environment that encourages everyone to speak openly. We learn what stakeholders are concerned about and gain insights into your organization’s strengths, weaknesses, challenges, threats, and opportunities. If there are processes in your business that can be improved, we can show you how. If there are cash flow, profitability, balance sheet issues, we can strategize on how to resolve them. If there’s a breakdown in communication we can solve it together. At the end of this phase,
you will receive a written report summarizing the results, highlighting areas of concern, and action item recommendations to improve results.