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The Operations & Profit Improvement Assessment process
Collect data
Approve objectives
Provide client list of reports, data and contacts needed
PBS starts assessment once all data is received
Kickoff project with CEO
Introduce employees & vendors to PBS
Plan resources
Perform interviews & research
Conduct interviews of C-suite, staff, vendors, and board
Discuss culture
Review Vision & Strategy
Map employee experience
Discuss pain points & opportunity
Analyze information
Analyze interviews & data
Review software & processes
Discuss business opportunities
Research scale & growth
Compare your business to industry benchmarks
Determine Findings & Recommended Actions
Present report findings
Present PowerPoint of Findings and suggestions to CEO/leadership
Receive feedback from CEO & C-suite
Incorporate feedback into final written report
Present deck to staff and board
Determine next steps
Determine with CEO which Actions they want implemented
Timeline & pricing determined for optional Fractional COO services
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