Many organizations struggle with planning cycles and budgets that feel rushed, confusing, or disconnected from reality. I bring structure and discipline to the process so leaders can see what’s really happening and make better decisions.
Sample projects:
- Build your annual budget, either as the lead or in partnership with your team.
- Reforecast your revenue or expenses to give you a clear picture of your current position, based on clear metrics and drivers.
- Help you plan for different financial scenarios, so you're prepared to act, no matter what happens.
- Tie your budget to your goals, to make sure everyone is moving in the same direction.
- Create financial models and plans around new initiatives. This could be anything from layoffs to a new product launch.
Small organizations often grow faster than their systems. This creates bottlenecks, duplication, and day-to-day friction. I help teams untangle operational clutter by clarifying responsibilities, simplifying workflows, and putting predictable processes in place.
Sample projects:
- Review your vendor selection and management processes and find ways to save you money and improve how you work with vendors.
- Speed up and improve your hiring process by defining roles and selection criteria.
- Turn ad hoc operations processes into something defined, documented, and repeatable.
- Audit your key policies (including IT, cybersecurity, data handling, HR, finance, and business continuity) to find gaps that leave you vulnerable. Then help you create the policies you need.
Teams work better when expectations are clear, communication is steady, and people know how their work connects to the larger goals. I help organizations strengthen their leadership practices by establishing simple systems for goal-setting, feedback, accountability, and team communication.
- Help you distill your goals into an operating plan that is actionable, understandable, and gets everyone's buy in.
- Create a process to set goals, cascade them down, and measure against them.
- Create tracking dashboards and other processes to cut through the clutter and surface the key information to senior leadership.
Book time to tell us what other scaling challenges you're having or email Info@uponerung.com.
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