How We Work
We’ve refined our business design process to focus on 4 areas that comprise the framework for our assessment and services. We assess your organization on the fundamental systems you have designed to manage your sustainable growth. Most organizations have gaps in their design. We then work with you to determine which systems need additional design support. We do this through Strategic Action Session meetings with leadership team members as appropriate. These sessions take the form of an engaged board meeting where the entire strategy of the company is assessed and plans and actions are developed, assigned or worked on collaboratively. LIFT partners facilitate these sessions. Here is a brief intro to the 4 points and some common solutions we implement:
This is the starting point for any endeavor, what is the purpose of the organization?
Common solutions implemented at this level are explicit vision alignment, goal setting and specific strategic plans (who do you need to hire? how much capital do you need? where will you get those resources? etc.) to achieve those goals.
Culture determines the ability of an organization to achieve its vision. Without a cohesive and aspirational culture building a whole, successful company is not possible. Common solutions implemented at this level include defining core values and investing in cultural activities. We also help you craft a specific recruiting and orientation strategy to ensure that you hire and retain the best fit for your organization.
What is your core value proposition and how do you express it? Strategy is where you design your goods and services, find your differentiation, and position your organization and offerings. Common solutions implemented here are systems for industry & market analysis, positioning and branding projects, and developing your strategic marketing plan. Also designing systems for measuring and refining marketing tactics and sales processes.
Operations is where the vision is implemented. Common solutions implemented here include an organization structure with clearly defined roles, responsibilities and accountability. Regular meeting/reporting schedule, task management, tracking & reporting systems, and documentation of policy and procedure. Designing your financial systems is also a critical component of managing your operations, including a monthly report packet, current cash flow projection and an operating projection that allows for complex modeling of various future scenarios with a reasonable degree of accuracy.
What/How does LIFT charge for its services?
We construct a coaching plan with each client depending on their needs and their stage of business. We work on a month to month basis. No hourly charges and no long term contracts.
We invoice our clients at the END of the month – meaning we risk our time and clients only pay us if they get value out of the service. Our invoices indicate an mutually agreed upon “market rate” for our services but with each invoice, clients can adjust the actual payment they provide based on the value they feel they receive.