Consulting Services Designed for Practical Results
Three core services addressing the most common needs of mid-sized organizations.
Return HomeOur Consulting Approach
We offer three interconnected services that address different dimensions of organizational health and effectiveness. Each engagement is tailored to your specific context while drawing on proven frameworks and methodologies.
Structured Process
Each service follows a clear methodology that balances rigor with flexibility, ensuring thorough work while adapting to what we learn.
Collaborative Engagement
We work alongside your team throughout the process, combining external perspective with internal knowledge to develop better solutions.
Usable Deliverables
Final products are designed for implementation, not filing away. Documentation supports ongoing use rather than serving as presentation materials.
Service Descriptions
Business Health Diagnostic
CAD $375
A structured evaluation of your organization's operational, financial, and strategic health indicators. Using a combination of quantitative metrics and qualitative observations, this service provides a clear picture of where your business stands today. The diagnostic process spans two weeks and produces a comprehensive report with prioritized observations. Particularly valuable for business owners preparing for significant decisions or seeking objective perspective.
What's Included
- Financial health analysis including key ratios and trend assessment
- Operational efficiency review covering core business processes
- Strategic positioning assessment relative to market conditions
- Organizational capacity evaluation including talent and systems
- Comprehensive written report with prioritized recommendations
Process Timeline
Initial Scoping (Days 1-2)
Define focus areas and gather background materials
Data Collection (Days 3-7)
Financial analysis, interviews, process observation
Analysis & Synthesis (Days 8-12)
Pattern identification and recommendation development
Delivery (Days 13-14)
Written report with presentation to leadership
Strategic Planning Facilitation
CAD $1,150
A guided process helping leadership teams develop coherent plans for the coming twelve to thirty-six months. Through structured workshops and iterative drafting sessions, this service helps translate vision into actionable initiatives with clear ownership and realistic timelines. The engagement typically requires six to eight weeks with ongoing refinement as plans take shape. Designed for organizations ready to move from reactive management to intentional direction-setting.
What's Included
- Pre-work including stakeholder interviews and environmental scanning
- Three facilitated planning workshops with leadership team
- Strategic framework development including goals and initiatives
- Implementation roadmap with milestones and accountability
- Written strategic plan document and presentation materials
Process Timeline
Discovery Phase (Weeks 1-2)
Stakeholder interviews and context assessment
Workshop Series (Weeks 3-5)
Three facilitated sessions developing strategic direction
Documentation (Weeks 6-7)
Plan drafting with team review and refinement
Finalization (Week 8)
Final plan delivery and implementation guidance
Board Governance Advisory
CAD $1,950
Support for organizations establishing, developing, or refining their board structures and governance practices. This service addresses board composition, meeting effectiveness, fiduciary responsibilities, and the relationship between board and management. Engagements are customized to organizational needs and may span several months for comprehensive governance overhauls or focus on specific improvement areas.
What's Included
- Board effectiveness assessment including structure and processes
- Governance framework development tailored to organization type
- Board-management relationship clarification and protocols
- Meeting design improvements and agenda templates
- Governance documentation including policies and procedures
- Board orientation and ongoing education support
Common Focus Areas
Board Composition
Size, skills matrix, diversity, recruitment
Meeting Effectiveness
Agendas, materials, facilitation, decisions
Fiduciary Duties
Legal obligations, risk oversight, compliance
Role Clarity
Board-staff boundaries, decision authority
Service Comparison
| Feature | Diagnostic | Planning | Governance |
|---|---|---|---|
| Typical Duration | 2 weeks | 6-8 weeks | 2-4 months |
| Leadership Time Required | 6-8 hours | 12-16 hours | Variable |
| Primary Deliverable | Assessment Report | Strategic Plan | Governance Framework |
| Best For | Understanding current state | Setting direction | Board development |
| Investment | CAD $375 | CAD $1,150 | CAD $1,950 |
Choosing the Right Service
Start with Diagnostic if:
- • You need objective assessment
- • Preparing for major decisions
- • Unclear on priorities
Choose Planning if:
- • Ready to set direction
- • Moving beyond reactive mode
- • Need structured process
Select Governance if:
- • Board needs development
- • Governance questions arise
- • Clarifying board-staff roles
Professional Standards
All our consulting services adhere to consistent quality and professional standards.
Confidentiality
All client information protected under strict protocols
Clear Agreements
Written scope, timeline, and pricing before work begins
Quality Review
Internal review of all deliverables before presentation
Ongoing Communication
Regular updates throughout engagement process
Ready to Begin?
Contact us to discuss which service best fits your current needs. We're happy to provide guidance on the most appropriate starting point.