Our Services
We provide tailored services, backed by deep expertise and curiosity, to deliver measurable results
Your Outsourced Strategy Team
Explore our comprehensive range of services, each custom designed with a collaborative, results-driven approach. Our services deliver actionable strategies designed to drive measurable success and create lasting impact.
Strategy Facilitation
Using a tailored design, and leveraging tried and true methods and approaches, we facilitate your off-site strategic planning session. Our preparation tools include interviews, surveys, primary consumer/customer research, competitive landscape assessments, as well as reviews of performance data, current strategic initiatives and market landscape.
After gathering a complete data package, we lead an executive team strategic planning session as well as a post regroup months later to ensure progress.
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Objective guidance & creative problem solving - we will help your team remain focused and productive, we will ask the hard questions and help to push your thinking. We will help navigate any dynamics that might derail progress
Efficient use of time - off-sites are structured to ensure alignment on major strategic initiatives in the agreed to timing, leveraging internal and external insights
Enhanced collaboration - opportunity to explore diverse perspectives and have lively dialogue, in service of fostering alignment and gaining buy in across stakeholders
Clear focus - we will help your team ‘turn down the noise’ and focus on the things that matter to achieve the results that are critical for the business, we will push your team to truly prioritize and to identify concrete goals
Accountability - we will document the outcome from the off-site including accountable leaders and key next steps
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Developing multi-year value creation plan for PE-backed multi-site healthcare provider
Leading annual executive team off-site strategy session for multi-site healthcare provider
Leading executive annual operating plan off-site for large academic medical center
Leading annual strategic planning off-site for multi-site veterinary services company
Strategic Organizational Design
Partnering with you to understand needs, dynamics and current state we design an org structure that is flexible, efficient, and scalable.
A custom designed workshop will build trust with your team and engage stakeholders meaningfully so that we can provide recommendations for the optimal structure to achieve desired outcomes and business results.
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Objective & expert perspective - we bring a neutral view that can be helpful in navigating internal politics and potential biases. We also leverage our experience across industries to bring you insights and expert guidance
Efficient execution - we know that time is valuable and that you are facing pressing business objectives. We have a process and approach that will ensure we can help you get to an optimal org design solution efficiently
Custom solution - leveraging the best thinking of your teams and our external expertise, not a one size fits all approach
Engaged stakeholders - our process is designed to engage key stakeholders, which can help facilitate buy-in
Strategy alignment - we will ensure the recommended org design will support your strategic priorities
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Revenue cycle org redesign – from referral management to billing and collections, focused on reducing redundancies and increasing efficiencies
International HR consulting firm sales team - moving from product line focus to major client and geography focus to better meet customer needs
National bank legal and controls division org redesign – focused on streamlining operations, removing bottlenecks and improving service levels
Strategy Consulting
At our core, we are problem solvers. We dig in and understand your critical strategic questions. By designing data informed, insightful recommendations to drive real impact in your business, we get directly to the core of the ‘so what’.
We are generalists, and thrive on working on various types of engagements ranging from customer experience mapping to go-to-market strategies for new market entry...and everything in between. Our team of experts can design operational solutions to achieve your top and bottom line goals.
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Experienced strategists - you’ll partner with a nimble team who combine analytical rigor with creative thinking to tackle your most pressing business challenges
Speed - our approach delivers data-driven insights and recommendations efficiently, enabling you to move forward with timely actions
Cross-industry experience - avoid pitfalls that we’ve seen in other organizations
Clearly articulated strategies - pragmatic next steps with supporting executive level materials to support driving alignment in the organization
Tailored recommendations - never a one size fits all approach
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Designed, piloted and implemented hub and spoke intake model for multi-site healthcare provider, worked side by side with operators to design, test and scale
Developed multi-year value creation plan for varied clients, including multi-site healthcare providers and veterinary service provider
Developed target customer segments leveraging quantitative and qualitative research, including persona development
Mapped current state customer experience, along with internal roles & responsibilities. Recommendations included opportunities to streamline and elevate the customer experience in ways that matter for the customer
Built go to market strategy for a new market entry, including assessment of customer, competitive landscape, operating considerations, financial modeling
Executive Coaching
Our Founder and Principal, Katie Koenig also offers Executive Coaching services, tailored to clients’ needs. Leveraging her over two decades of experience, Katie is a trusted sounding board and advisor. Katie’s coaching engagements can particularly assist leaders who are navigating complex organizational dynamics, rapid periods of growth and major turnarounds or transformations.
