Operations Management

Are you ready for a partner to work with you in your business? Working with me is not just delegating and outsourcing. It’s a partnership focused on your business.  

You will be happy knowing this is my area of expertise! From hiring, teams, marketing, strategy and day-to-day-operations, I will do what needs to be done so you can focus on your vision and making your business grow.

  • Centralizing a virtual office
  • Creating and optimizing processes ensuring your business is functioning efficiently
  • Creating Standard Operating Procedures
  • Documenting workflows, tracking all the moving pieces
  • Automating processes to streamline operations

HR & Team Management

Are you needing to start somewhere but not sure where to go, or do you need a certain set up?

Often times this is where the roadblocks occur. It takes time and energy to manage a team and your time is best spent on the bigger vision. 

Aside from operations management, this is another speciality area where I excel. Having graduated with a degree in Human Resources; and over 20 years working as a generalist to help interview, onboard & offboard employees and C-Suite executives, I can help you with all your human resource and team management needs.

  • Building a team, team training, managing and tracking the completion of the day-to-day tasks.
  • Recruiting & vetting employees/contractors
  • Leading the team (employees/contractors)
  • Develop employee handbooks, and safety manuals, performance reviews
  • Delegating, hiring, organizing & holding team meetings
  • Policy development
  • Employee health & benefits
  • Onboarding and offboarding
  • Recruiting & interviewing
  • Creating Standard Operating Procedures

Systems Management

Do you have a client management tool, or a project management tool you have no idea how to use? I am an absolute tech geek and can set it up for you and teach you how to use it. 

Are you needing to start somewhere but not sure where to go, or do you need a certain set up?

Recognizing your pain points is the easiest way to move forward. Get ready to address them!

  • Audit of current programs + systems
  • Systematize your task management, client management and sales process
  •  Create templates and workflows to streamline your work for maximum efficiency
  • Gain clarity of processes by auditing the current system and optimizing for better conversion rates
  • Setup and management of your back-end system and tools
  • Optimization + integration of systems and processes
  • Recommend implementation of new systems and tools where necessary
  • Creating Standard Operating Procedures

Project Management

Are you short of time and need to work on a specific project? I’m here to help you with it. A sound project plan and solid task and team management ensures you get the results you want, on time and on budget.

  • Project plan creation
  • Setup and managing your online project management tool
  • Delegating to team members
  • Working through issues that may arise to find a solution that doesn’t delay the project or task.
  • Communicating status updates and details to team members
  • Following up with team members to make sure items are completed on time
  • Custom projects (pricing dependant on scope/duration)

Board Governance

Having served as a board coordinator and corporate secretary for over 20 years in private industry and government, I offer board governance experience to help develop and support your team and board processes. And, as a member of the Institute of Corporate Directors and Vice-Chair of Governance Professionals Canada, Atlantic Chapter, I make sure to stay on top of best practices and standards and how to effectively manage a board of directors. 

  • Provide insight into the effective functioning of a board of directors through current governance models
  • Organize board / governance training 
  • Develop corporate governance manuals
  • Update by-laws and policies
  • Organize board retreats
  • Strategic planning
  • Manage logistics for Annual General Meetings
  • Assist with developing a skills matrix for board appointments
  • Onboarding and orientation process for new board members
  • Organize monthly board and committee meetings including agendas, action item lists, and prepare board materials