Identify the biggest threats, find biggest opportunities. Create solutions and best practices to limit the liabilities and take advantage of current opportunities.
Document all of our findings and distribute to all key personnel who are privy to the information. Create a case study detailing specific causes of liabilities along with specific recommendations of action.
Strategize with the business owner or key stakeholders to determine which recommendations to implement, alter, or abandon. Determine what resources are needed and come up with a specific plan of action.
Work with the business owner or management team to implement the new solutions. Help create new systems, procedures, and policies to make sure these solutions are carried out 10 out of 10 times.
EXECUTION & FOLLOW- UP
Review of everything that was done from start to finish. Problems, solutions, key people involved, expectations, and new systems, procedures & policies.