Assess

During the Assess phase we get to know your organization's strengths, challenges, and ambitions.

Discovery Call

We start with a brief discovery call to understand your situation and see how we might be able to help. 

Initial Report

A day or two after the call, you receive a summary of our conversations and initial thoughts/recommendations. 

System Review

We may request additional information and/or follow-up meetings to better understand your needs. 

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