Business Operating System (BOS) Small Business Consulting

Are you an entrepreneur standing at a crossroads, knowing change is necessary but unsure about the path forward? Perhaps you are considering pivoting your business model, exploring new markets, adapting cutting-edge technologies, building a high-performing team, or stepping back from daily operations to focus on growth. Equally important is understanding the skills required to implement these changes, along with the associated costs and timelines. Maybe you’ve identified the path forward but are striving for consistent better outcomes or need to solve personal challenges that are negatively impacting your success.  Whatever your challenge, you’ve come to the right place. 

Fractional Executive

I am a seasoned professional that offers “in the trenches” expertise to companies on a part-time or project basis. Whether through strategic coaching or hands-on involvement, I help entrepreneurs navigate the complexities of running a business, from optimizing operations to managing and developing teams. As needed, I utilize my colleagues to assist with holistic therapy, accountability management and administrative support. This flexible model allows businesses to tap into the experience of a C-suite executive without the full-time cost or commitment, providing a highly efficient solution for growth-oriented firms with complex operations and virtual teams. The result?

Significant cost savings while driving impactful, sustainable growth.

With over 15 years of experience, I have helped businesses with strategic planning, execution, building high-performing teams, streamlining processes, and leveraging technology for automation. Over the past several years, I implemented business operating systems, spearheaded complex business transformations, and/or provided fractional COO/Integrator support for over 80 firms that fit the following profile.

BOS Implementation

Implementing a Business Operating System (BOS) involves creating the infrastructure needed to streamline operations, boost team productivity, and drive sustainable growth. The process begins with strategic planning and developing a concise business plan to clearly define goals and objectives. Next, roles and responsibilities are clarified and supported by an accountability chart to ensure alignment across the team. A scorecard with key performance metrics is then introduced to monitor and assess both organizational and individual performance. Specific action items are identified to guide the execution of these goals. Finally, a robust accountability management process is established, enabling leadership to maintain oversight, ensure productivity, and keep the company on track to achieve its objectives.

Coaching

Coaching focuses on both business and individual development, unlocking potential and achieving goals through tailored support, insight, and guidance. The process involves identifying clear goals, creating actionable plans, and developing effective strategies to overcome challenges. By providing ongoing support and accountability, coaching ensures sustained progress, empowering individuals and teams to perform at their highest potential and achieve long-term success.

Expert Services

Expert services provide hands-on support and specialized expertise to tackle specific challenges. Acting as an extension of your team, I work alongside you to execute complex projects and manage ongoing processes, ensuring that objectives are met efficiently and with precision. This partnership allows your business to benefit from focused, high-level expertise tailored to your unique needs.

Holistic Therapy

Holistic Therapy involves a comprehensive approach to assessing and diagnosing mental health challenges by exploring a person's experiences, emotions, and behaviors. It addresses issues such as anxiety, depression, trauma, ADHD, OCD, and relationship struggles. This form of therapy emphasizes the development of effective coping strategies, fostering personal growth, and more importantly, deep emotional healing and self-understanding.

Confidential sessions are available with Janet Woronick, LCSW, a holistic therapist with over 25 years of experience. Janet integrates Cognitive Behavioral Therapy (CBT), Mindfulness-based practices, and Solution-Focused Therapy to help clients achieve meaningful change.

Interestingly, many successful CEOs and entrepreneurs often have ADHD or OCD. These conditions, when properly managed, can become a powerful asset, even a "superpower," allowing visionary leaders to excel. However, as Gino Wickman outlines in Traction, Visionaries (CEOs) should not be deeply involved in the day-to-day operations. Instead, they thrive by focusing on big ideas, fostering relationships, and steering the company towards long-term success, all while staying in tune with industry trends, company culture, and creative problem-solving.

For smaller businesses, it may take time for the Visionary to step back from daily operations. In these cases, it’s vital for entrepreneurs with ADHD or OCD to adopt effective management strategies through holistic therapy to prevent burnout or compromising the overall success of the business.

 

Where do we begin?

Click here to schedule a free 30-minute exploratory call to discuss goals you would like to achieve, business challenges and questions.

Pricing?

Pricing is based on the scope of work. Services can lead to increased revenue and profitability that will not only cover my costs but also contribute to the financial growth of the business. During the free 30-minute exploratory call, we can discuss the scope of work so that I can provide you with a cost estimate.

How long does an engagement last?

It varies based on your needs.

  • BOS implementation: Typically requires 8 to 16 hours depending on the needs of the business.

  • Coaching or training: You may schedule a single session, sessions as needed or recurring sessions (weekly, bi-weekly, monthly or quarterly).

  • Projects: Can range from a few hours to a few months.

  • Fractional COO: Can range from 5 to 20+ hours per week. Typically, the duration is either as long as it takes to complete a business transformation or until you need to hire a full-time COO.

  • Holistic therapy: The length of therapy depends on the individual, their goals, and their progress. Shorter-term therapy to resolve a specific stressor or life phase can last 12 to 18 sessions, but longer-term therapy to develop insight and create lasting change can last 1-2 years or longer.

What is the difference between coaching and therapy?

Coaching consists of personal and/or business development to help achieve future goals by identifying the goals, creating action plans and developing strategies to overcome obstacles. 

Therapy consists of assessing and diagnosing mental health issues by exploring experiences, emotions and behaviors; then addressing the issues with anxiety, depression, trauma, ADHD, OCD and relationships. It also focuses on personal growth, but with a deeper focus on emotional healing and understanding.