Strategic Systems Snapshot

Starting at

$

750

About this service

Summary

The Strategic Systems Snapshot is a short, insight-rich engagement designed to bring clarity to complex or misaligned operations. Through a custom visual map and strategic brief, I help founders and mission-driven teams uncover friction points, align priorities, and chart a smarter path forward. This service is ideal before scaling, restructuring, or implementing new systems — so you act with context, not guesswork.

FAQs

  • What types of teams or businesses is this best for?

    This service is ideal for mission-driven founders, creative studios, nonprofits, or public service orgs who need clarity before scaling, restructuring, or investing in new systems. If your team is stuck in complexity or moving fast without a clear map — this is for you.

  • Do I need to have my systems fully documented already?

    Not at all. I work with whatever you have — even if it's messy, partially built, or still in your head. This is designed to help bring clarity from wherever you are.

  • What tools do you use to deliver the snapshot?

    I use tools like Notion, Canva, Google Docs, and (when needed) Power BI or Tableau to visualize and summarize your system. You’ll receive clean, easy-to-understand documents you can share with your team, board, or funders.

  • What happens after I get the snapshot?

    You’ll walk away with a custom ecosystem map and a clear set of recommendations. Some clients use it to implement on their own — others book follow-up services like SOP buildouts, ClickUp dashboards, or fractional operations support.

  • Can you work with my team if we’re remote or hybrid?

    Absolutely. I specialize in working asynchronously and remotely with distributed teams — and I can tailor the format to match your preferred communication style.

What's included

  • Visual Systems or Ecosystem Map

    Custom-built in Notion, Canva, or Miro May include stakeholder flows, process mapping, or thematic clusters Designed for clarity across teams, funders, or leadership

  • Strategic Summary Brief

    1–2 pages (PDF or Notion) Summarizes findings: what’s working, what’s misaligned, where to focus Includes brief insight themes or diagnostic highlights

  • Optional Live Debrief Call (30–45 mins)

    -Walk through the insights together -Discuss quick wins, risks, or next-phase opportunities -Optional Loom if asynchronous is preferred

  • Priority Recommendations

    A final page or section with: -3–5 tailored recommendations tied to tools, workflows, or governance -Phased roadmap suggestions (e.g., near-term wins vs. longer-term systems changes) -Can reference tools like Notion, ClickUp, Airtable, or just “platform-agnostic structure” if undecided


Duration

10 days

Skills and tools

Business Analyst

Business Consultant

Business Strategist

ClickUp

ClickUp

Google Apps

Google Apps

Loom

Loom

Microsoft Power BI

Microsoft Power BI

Notion

Notion

Industries

Nonprofit
Government & Public Administration
Professional Services