Operational Excellence & Team Alignment

Streamline Your Team and Operations for Greater Success

Do you feel like you’re constantly putting out fires and unable to focus on the bigger picture? The Operational Excellence & Team Alignment program is here to help you reclaim your time and peace of mind by streamlining your operations.

Designed for business owners ready to step back from the minutiae, this program equips you to delegate confidently, empower your team, and focus on growth.

Whether you’re managing a small team or overseeing a growing business, Operational Excellence & Team Alignment will help you build sustainable practices that make your business—and your life—more manageable.

What’s Included in the Program

This program consists of three core modules, each lasting two hours, to streamline operations, optimize team efficiency, and help you reclaim time for growth.

Every module includes targeted pre-work that allows us to understand your business needs before diving into customized solutions.

Investment:

• Single Module: $2,000 per module
• Full Program: $5,500 for all three modules (save $500 when booking the complete package)

The Modules

1. Kolbe Index A for Team Alignment

Discover your team’s natural strengths and align roles for maximum efficiency.

Using the Kolbe Index A assessment, we identify each team member’s instinctual approach to work, giving you a framework to align roles with individual strengths.

With a tailored team matrix and organizational chart, you’ll be able to foster a more cohesive and productive team environment.

What’s Included:

• Kolbe Index A assessments for each team member ($55 per assessment, not included in program price)
• A customized team matrix highlighting each member’s strengths
• Guidance on role restructuring to improve team productivity and satisfaction

Pre-Work:

• Kolbe Index A assessment for each team member
• Submit an organizational chart to identify optimal alignment

Benefits: By aligning roles with each team member’s strengths, you’ll foster a more engaged and productive team dynamic, creating a foundation for sustainable growth.

2. Delegation Mastery

Delegate effectively to reduce feeling overwhelmed and empower your team.

Effective delegation is essential to sustainable growth. This module focuses on identifying tasks for delegation, matching them with the right team members, and establishing a clear process for accountability.

The result? You’ll reclaim valuable time without sacrificing quality or control.

What’s Included:

• A customized strategy to delegate tasks aligned with team strengths
• Tools for setting expectations, monitoring progress, and ensuring follow-through
• A delegation framework that allows you to step back from daily minutiae and focus on growth

Pre-Work:

• Submit an organizational chart (if not already provided)
• Complete a Tracking To-Do’s Worksheet to identify current responsibilities

Benefits: With clear delegation strategies, you’ll reduce the burden of daily tasks while empowering your team to take ownership of their roles.

3. Reporting Structure Optimization

Implement streamlined reporting to maintain accountability and track progress.

A clear reporting structure keeps everyone aligned on priorities.

This module helps you set up processes that provide visibility into team performance without creating extra work for you or your team.

What’s Included:

• A custom reporting framework tailored to your business goals
• Simple tracking systems for key metrics
• Tools to maintain accountability and transparency without micromanaging

Pre-Work:

• Complete the Data Questions Worksheet to clarify key metrics for operations

Benefits: Our reporting framework offers you a bird’s-eye view of team progress and accountability, so you can stay informed without micromanaging.

Why Choose Operational Excellence & Team Alignment?

This program offers more than an operational tune-up—it’s a strategic approach to sustainable growth. Operational Excellence & Team Alignment is designed to help you:

• Streamline roles and responsibilities based on team strengths.
• Delegate effectively to lighten your workload and empower your team.
• Maintain visibility on team performance through clear reporting structures.

Each module is crafted to provide clarity, structure, and actionable strategies that support efficient operations, team cohesion, and long-term business growth.

Ready to Streamline Your Team and Operations?

Take the next step toward sustainable success by selecting the modules that best align with your goals. We’ll reach out to finalize scheduling and invoicing.

FAQ

How does the Kolbe Index A work, and why is it important?

The Kolbe Index A is a unique assessment that identifies each team member’s natural work style. It measures instinctive strengths and problem-solving approaches, helping us align roles and responsibilities with each person’s strengths. By understanding these instinctual patterns, we can create a more cohesive, efficient team structure that maximizes productivity and job satisfaction.

What does the Delegation Mastery module include?

Delegation Mastery is designed to take the overwhelming feeling out of delegating tasks. In this module, we help you identify which tasks can be delegated, select the best team members for each responsibility, and set up clear expectations. You’ll receive tools and frameworks to ensure accountability, track progress, and maintain alignment, so you can delegate with confidence.

How are reporting structures customized to my business?

We tailor reporting structures to fit your specific operational needs and goals. Before the session, you’ll complete our Data Questions Worksheet to outline which metrics matter most to your business. During the session, we’ll create a reporting framework that balances simplicity with the accountability you need, ensuring that you have visibility into progress without unnecessary complexity.

What’s involved in the pre-work for each module?

To make the most of each session, we ask clients to complete specific pre-work. For the Kolbe Index A module, team members will need to complete the Kolbe Index A assessment ($55 per person) and submit an organizational chart. Delegation Mastery requires an up-to-date org chart (if not previously submitted) and our Tracking To-Do’s Worksheet, which helps identify tasks for delegation. The Reporting Structure module pre-work includes our Data Questions Worksheet to clarify your data and tracking needs.

How long is each session, and what’s the format?

Each module is structured as a two-hour session. We begin by reviewing the pre-work you’ve submitted, then dive into strategies and tools specific to that module. The extended session length allows us to cover each area in depth and provide actionable solutions tailored to your business.

Is there a discount if I book all three modules?

Yes! If you book all three modules at once, you’ll receive a $500 discount on the total program cost, bringing the price from $6,000 to $5,500.

How do I get started with Operational Excellence & Team Alignment?

Getting started is easy! Simply click the “Choose a Module to Start Simplifying” button to fill out the forms so we can connect with you on scheduling dates. If you have any questions, feel free to book a Quick Call to determine which modules are right for you.

Not ready to book your modules or ask questions?

Download our free guide: “A Guide to Boosting Productivity and Simplifying Operations”