PROJECT OVERVIEW The client was managing several very different initiatives at once, including cr...PROJECT OVERVIEW The client was managing several very different initiatives at once, including cr...
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Abby Sutherland
• 2d
PROJECT OVERVIEW
The client was managing several very different initiatives at once, including creative projects, product development, professional opportunities, outreach, research, and administrative work.
Important information lived across notes, messages, documents, and separate tools. Although the client had many strong ideas and active opportunities, there was no central system for determining what required attention, tracking follow-ups, or maintaining progress across every area.
During this 60-day Operations Partnership, I provided both operational strategy and hands-on implementation. I assessed the client’s existing workflow, identified the biggest points of friction, designed a more sustainable operating structure, and built the systems needed to support it.
THE CHALLENGE
THE CHALLENGE
The client needed a way to:
Manage multiple workstreams without treating everything as equally urgent
See priorities, deadlines, follow-ups, and next actions in one place
Organize research and opportunity pipelines
Keep project-specific information connected without creating more clutter
Maintain momentum between meetings
Turn a large volume of ideas and responsibilities into clear, manageable actions
MY APPROACH
I began with a current-state assessment of the client’s projects, responsibilities, tools, and working style.
Rather than immediately adding another productivity tool, I first determined:
What information needed to be centralized
Which workflows required dedicated tracking
How the different areas of work connected
What the client needed to see regularly
Which information should remain available without competing for daily attention
Where ongoing operational support was needed in addition to system design
From there, I created an operating structure that supported both high-level visibility and detailed execution.
THE SOLUTION
I designed and built a custom operations workspace that served as the client’s central command center.
The system included:
A central dashboard for navigating the client’s work
An Action Center for priorities, deadlines, follow-ups, and next steps
Dedicated databases for separate projects and opportunity pipelines
Outreach and relationship-management trackers
Research and funding trackers
Systems for managing licensing, publishing, content, and professional opportunities
Connected views that surfaced the right information in the right context
A Wins and Evidence tracker for documenting progress
Supporting instructions and workflow documentation
A weekly operating rhythm for reviewing priorities and maintaining momentum
Alongside the build, I provided ongoing operations support by organizing information, conducting research, updating trackers, documenting next steps, and helping the client translate changing priorities into actionable work.
MY ROLE
Operations Partner
My responsibilities included:
Operational assessment
Systems strategy
Workflow design
Information architecture
Custom workspace development
Database design
Research and organization
Project and priority management
Process documentation
Ongoing implementation support
THE OUTCOME
By the end of the initial 60-day engagement, the client had a centralized operations system built around the way they actually work.
Instead of relying on scattered notes and disconnected information, they could see their active priorities, upcoming actions, outreach pipelines, opportunities, and project details within one organized environment.
The engagement also established a repeatable weekly rhythm for reviewing work, making decisions, and maintaining progress across several areas without losing sight of the bigger picture.
This project demonstrates that effective operations support is not simply about creating a polished workspace. It is about understanding how a client thinks, identifying what is preventing progress, and building the structure needed to move their work forward.
TOOLS
Notion
Google Workspace
Research and documentation tools
SKILLS
Business Operations
Operations Management
Project Management
Workflow Design
Systems Development
Notion
Information Architecture
Process Improvement
Research
Documentation
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