Services
Assess. Build. Lead.
Three ways to work with me, based on what your organization needs now.
Start with an Operations Assessment when something keeps getting in the way and you need to understand why.
Start with Operations Implementation when the problem is clear but nobody has the capacity to build the fix or lead the work through adoption.
Start with Fractional Operations Leadership when operational priorities need ongoing direction, coordination, and follow-through.
When the immediate question is AI, start with the Practical AI Workshop.
Each service stands on its own. You can enter at any point.
Operations Assessment
Find what has to be fixed before AI can work.
The situation
Something is wrong. The team keeps working around it. Nobody can say what it actually is, usually because it started as a workaround years ago and quietly became the process.
A process is not working or lives with one person. Information is spread across many places, spreadsheets, inboxes, and individual memory. Ownership may feel clear until something is delayed. It holds together until you grow, lose a key person, or take on a grant with strings attached. Then the gaps show.
What it covers
I look at how work actually moves through your organization, where it slows down, where information gets lost, and where the same questions get asked twice. That includes the day-to-day work, the files and spreadsheets people depend on, how leadership sees what is happening, the tools you already pay for, and where AI is already showing up and what it puts at risk.
What you get: A completed VIP Heatmap of your operational hotspots and priority areas, the AI-use risks where they show up, priority findings, and a prioritized action plan.
Timeline: one week or less. Fixed price.
When you are ready to put it in place, that is Operations Implementation.
Ready to get started? Click the button to the right to get in touch.
Operations Implementation
Build the operational structure AI needs to work.
The situation
Most operational problems do not fail at the diagnosis. Someone has usually already named what needs to change: you, a consultant, or a funder's report. But fixing the problems can be tough. The work gets added to people who are already full, it loses to the daily job, and it delays.
Something important has to land. A system going live, a grant deliverable, a second location, a departure with a two-week runway, an AI rollout the team cannot get off the ground. You are not short on staff. You are short on anyone free to own completing to a date.
Types of projects
Continuity for critical roles. The answer everyone needs depends on one person, and that person just gave notice, or went out for two weeks, or grew past the role. I turn how the work actually runs into documented workflows and SOPs your team is trained on, and settle who owns what, so the operation holds through the next departure.
Reporting and tracking systems. Grant reports and board updates take up a lot of time. Three people rebuild the same figures by hand and nobody is fully sure the numbers are right, so every meeting starts by arguing about them. I build reporting you can trust and read at a glance, so the answer is ready in the meeting, when you need it.
Microsoft 365 set up around the work. You are paying for it every month. The work still lives in email and scattered files, nobody can find the current version of anything, and the AI you already own has earned nothing. I put the tools you own to work running the operation: managing files, responsibilities, recurring work, communication, and reporting.
Responsible AI guardrails. Your staff already decided how AI gets used. Client and donor information is going into tools nobody approved, and now a funder or a board member is asking what your policy is. I set the approved and off-limits uses, draw the line on sensitive information, and write an acceptable-use policy built for your team to actually follow.
Project delivery. Something has to land on a date and everyone is already full, so nobody owns finishing it across the line. I take the delivery and drive it to it's done, then leave your team running what is built.
How it works
You can choose one area to work on or combine a few related areas into one project. We agree on what needs to be done and what “finished” looks like. I lead the work from start to finish, train your team to use what we put in place, and you pay as each part is completed.
What you get: The system built and adopted with your team, and a team that runs the work after I am gone.
Ready to get started? Click the button to the right to get in touch.
Fractional Operations Leadership
Keep the operational foundation current.
The situation
You do not have a COO and cannot justify hiring one. The work still needs someone whose job is that the operation keeps working.
What it is
Ongoing operations leadership for organizations that need direction and follow-through without hiring a full-time operations director. I am not only completing tasks. I help you decide what gets done now, later, or not at all, and turn those decisions into assigned work with an owner.
Each cycle
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A priority meeting with you
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A current operational priorities plan
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Keep two or three active projects moving.
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Tracking of decisions, deadlines, risks, and capacity
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A review of reporting, ownership, and capacity
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An AI check: what crept in, what is off-policy, what needs a rule.
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One defined improvement delivered
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Staff working sessions as needed
Here is how it works. We name the problem and agree on what gets done. I build it with your team and train them to run it. You pay along the way, not all up front. And I stay until it is adopted.
What you get: Priorities that keep moving, work that stays assigned, and systems and AI rules that stay current as your staff, funding, and tools change.
Practical AI Workshop
What AI Needs to Work
90-Minute Session
AI is already here, and people are curious. Systems have it built-in. Board members are asking about it. Staff may already be trying it.
The hard part is not knowing whether AI matters. The hard part is knowing what is worth doing for an organization like yours, what to ignore, and what needs to be in place before you rely on it.
In this workshop, we work through the way your organization actually runs. We look at where AI can help, where it may create more work than it saves, what information it would touch, who would use it, and what rules your team needs before adoption spreads.
I bring two things to this conversation: fifteen years of making operations run, and hands-on AI use in real work since 2023. That means this is not a tool demo. It is a practical decision session for leaders who need to make smart calls without chasing every new product. Then we apply that thinking to your own organization, so you leave with a clear next step.
What you get: Your organization’s AI opportunities worked through live, plus a practical guide you can use to evaluate future AI decisions.
Ready to get started? Click the button to the right to get in touch.