The Challenge:

Client initially approached us in a state of overwhelm and frustration because their Executive Team was unable to be as effective as they desired. Their time was tied up in time-wasting but necessary tasks, and they did not have a delegation system in place to efficiently support their growth.

Through their work at Strategic Coach ®, they had developed a plan to streamline operations and launch new product lines and services. In order to achieve their goals, they needed to reduce their Executive Team’s level of task-related activity and refocus their time and energy towards their goals.

Their aggressive plan required a support resource with strong follow-through to help them push through desired changes. This included delegating accountabilities from recent BOD meetings, uniting their team towards their new vision and eliminating the bottlenecks in daily production.

The Solution:

We immediately worked with the Client to develop a customized Action Plan based on their goals and needs. We collected information on key projects and initiatives, worked to understand their culture and brand and ensured we could access inboxes, calendars and other necessary tools. We helped streamline operations where possible including maximizing their existing Basecamp tool as a repository for tasks, which instantly improved accountability across the team. 

Our Strategic Support Team was paired with the Client. Our team adapted our approach and processes based on the Client’s unique work style which made the delegation process much more comfortable. 

We approached each week with the intention of identifying and clearing 80% of the Executive Team’s tasks from their plates. Through daily communication and accountability systems, we created follow-through on tasks such as research, conference registrations, software trials, trademark registrations, employee surveys and reporting, employee supply orders and email marketing.

The Results:

Executive Team has now freed up 2-3 hours per day (nearly 200 hours to date) of their valuable time by delegating 80% of their lower-value activities to our team. They count on our capable team to keep them updated on project progress, help them stay accountable to stated priorities and to focus on key tasks.

Our support has allowed them to have a greater peace of mind that all tasks are being handled effectively, with nothing falling through the cracks. In addition to our Executive Support Service, they have also engaged our Staff Writer to help with content creation like case studies and blog posts featuring their projects. The CEO is also now working with our team to delegate daily email inbox management.

In the future, they plan to utilize our Social Media team to deploy custom strategy and content to promote their brand and new product lines.