A "Systems Strategy Roadmap" is the perfect first step to bridging the gap between the current state of your end-to-end systems and the ideal future state - taking into account your workflows, tools, process, people and software.


You'll get high level clarity and a practical roadmap to implement.

You’re on your way towards a more streamlined and systematised business


 

How does it work?

  • We customise the scope of the Systems Strategy Project to fit your business and team. A sample of our Project Plan can be viewed here.

  • You will receive a contract for signing and a pre-work questionnaire

  • We’ll schedule our time together in person or on Zoom and confirm half/full day workshop and 1:1 sessions

  • I’ll review your pre-work and ask any required questions

  • In our workshop, we’ll map out your end-to end operations on an electronic / physical whiteboard.

    Process Outline: Map out process outline (Leads, Sales, Delivery, Finance, Repeat) - capture so it can be reviewed objectively

    Process Analysis: what is most expensive, which processes are the most frustrating, where do most delays come from,

    what tasks are the most time consuming, where is quality impacted most?

    Traffic Light Application - Green = working well - no attention required, Orange = room for improvement, Red = broken, not working properly

  • Smaller 1:1 Discovery Sessions / Interviews may be required

  • You’ll receive a System Recommendations Roadmap report, if relevant a Swimlane Process Map and PICK framework to apply

  • We’ll book a feedback session to discuss the recommendations and next steps



What do you get?

  • Your own copy of our initial whiteboard session to review and reflect on

  • Agreed clarity within your team on end-to-end systems (people, process, software) current state and sort through a traffic light system (green, orange, red) 

  • Have agreed clarity on end-to-end systems ideal state (people, process, software)

  • A hands-on practical roadmap and plan for improving productivity, efficiency, standardisation, operational health and client experience through process improvement and redesign - spanning people, process and software

  • Identified specific points of action in a Systems Recommendations Roadmap Report. This is a super valuable document that will outline the key initiatives that should be actioned (divided up into digestible sections and granular action steps). This serves as a play-by-play roadmap that will take you to a streamlined and systematised business. You can start making changes straight away!

  • A PICK framework to work through prioritisation

  • A feedback session to discuss recommendations, outputs, work through clarifying points and kick off next steps - so that the work done together becomes a.tangible reality in your business

  • You can then choose to self-implement or we can work together through a hybrid approach of consulting and co-working to get the changes live in your business

How much does it cost?

From $1,200 - $2,000 + GST

[Note: Pricing is dependent on whether a half / full day workshop is required, size of the business, desired outcomes and the agreed scope of the project]

I will travel NZ wide to deliver in person workshops