I have had the privilege of partnering with amazing leaders and taking on complex challenges.
One of the most exciting and simultaneously challenging stages a company can face is being on the brink of expansion. In that moment the priorities identified and business plans put in place are integral to strategic growth. That’s where I come in. My expertise is helping companies evolve their financial, procedural, and structural foundation to help them navigate sustainable growth and thrive.
My role looks different at every company, but it revolves around the business’s goals, gap analysis, and in-depth collaboration with executives on their specific priorities. I can be the driver turning those ideas into action plans and specific initiatives. Helping companies assess, refine, and ultimately move strategically to the next level is my passion.
“Without strategy, execution is aimless. Without execution, strategy is useless.”
— Morris Chang
Company Assessment & Overhaul
I worked with a national cause marketing agency in need of financial and end-to-end project execution overhaul.
I led a company-wide assessment to identify the primary pain points and led efforts to implement solutions. I partnered with the company owners on a complete restructuring of the company, and I introduced project management best practices while building a project management department from the ground up. I also evolved new business processes, from opportunity assessment through proposal drafting to completely revamping budget development.
I built custom forecasting tools to assess revenue and staffing needs, developed their first operating budget, and spear-headed recruiting and retention efforts as we built a top-notch team of specialized professionals better aligned with project requirements.
All of these efforts, and more, culminated in a 50% savings of monthly expenses, six-figure debt pay-off, and improved on-time project delivery. In addition, explosive revenue increases drove the need to double staff size, and as a result to retool the onboarding process to successfully incorporate new employees 100% remotely.
Project Management Implementation
I led the efforts to implement Workamajig for a national healthcare agency.
In the process of setting up the system, I worked with leadership to redefine how the work was being done. I also developed a RACI model of roles for key tasks.
Through the implementation process, I negotiated a new approach to accounting for the company, from billing to forecasting and everything in between.
All of these efforts culminated in the rollout of a tool with defined processes, exponentially greater efficiency in project planning and follow through, team empowerment to ensure simultaneous contract completion and client satisfaction, increased transparency of project performance metrics, and overall alignment with leadership goals and project execution.
Office Logistics & Workflow
I worked with a company that created handmade one-of-a-kind products. They were fortunate enough to experience significant growth quickly, which is tricky to navigate when selling custom products.
I overhauled their workflow from start to finish, created a custom tracking tool for them, retrained staff on efficiency best practices to maximize effort, identified additional resource needs, and collaborated with the team to re-evaluate the layout of the space to minimize shuffling and touches per project.
The cumulative effect of these efforts was a time savings for key personnel of almost 25% of the work week in unproductive shuffling, tracking elements down, and prioritizing projects.
“The way to get started is to quit talking and begin doing.”
— Walt Disney
What People Are Saying
“Shannon honed in on my objectives through a detailed discovery process, developed a strong proposal, and coached me so that I felt confident throughout the negotiations.”
— Celeste G.
“She is a problem-solver invested in identifying and resolving challenges at the micro and macro level. She rolls up her sleeves and will exhaust all avenues in order to identify a solution.”
— Emily H.
“Shannon values the big picture while not forgetting about the details. Shannon sees problems as opportunities and is able to provide thoughtful expertise to any operational situation.”
— Alison M.
“Shannon is a transformational phenom across operations, mindsets, and growth.”
— Alan W.
“Shannon is a thoughtful, clear-headed, goal-oriented leader who truly focuses on optimizing and streamlining operations.”
— Rebecca M.
“Above all, I was impressed with Shannon’s ability to share a unique perspective to all situations and thoughtful solutions to any challenge. She is a true leader with a wealth of knowledge and understanding.”
— Denise H.
Are you ready?
If you’re ready for a partner to support your company’s growth and someone to amplify your vision, please contact me to talk about how I can help!