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Planner With Pen

Operations strategy consultation services built to stick!

Not sure where your operations are breaking down?

 

This call is a focused conversation about where your team is losing time, consistency, or institutional knowledge and what it would take to fix it.

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No pitch. Just clarity.

Available Services

Daily

+ Intake session

+ Morning check-in

+ End of day check-in

+ 12 hours of silent working sessions per month

+ Defined daily support window with 30 min response time to texts/calls availability agreed upon in advance 

+ Environmental and system redesign

+ Weekly + monthly reviews of patterns, progress, and friction points

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Best for: owners who lose whole days, not individual tasks. If the pattern is starting Monday with a plan and reaching Friday without touching it, this is the tier.

+ Intake session

+ Beginning of week planning check-in

+ End of week review and reset

+ 4 hours of silent working sessions per month

+ Strucutured support/check-in window agreed upon in advance

+ Environmental and system redesign

+ Monthly review of patterns, progresses, and friction points

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Best for: owners who stall on a few specific things and can hold the rest.

Weekly

Ongoing operational and administrative support on retainer, so the recurring work stops landing on you by default.

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What's included:

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     + Inbox management and triage

     + Calendar and scheduling coordination

     + Travel planning and logistics

     + Vendor, client, and appointment coordination

     + Recurring administrative tasks handled on a set cadence

     + Every recurring task documented as it is handled, so the process exists in writing and not just in my head

     + Monthly check-in on what is working and what should be added or dropped

 

Best for: founders and small teams who need consistent operational support without the cost or commitment of a full time hire.

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Please note, this service is a monthly retainer, billed at the start of each cycle. Cancel with 60 days written notice before your next billing date.

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What you are buying is a system, not just an extra set of hands. Anything I do more than once gets written down, so the work stays repeatable whether I am the one doing it or someone on your team takes it over later.

A structured onboarding path so every new hire learns the same version of the job.

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What's included:

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     + Role-by-role breakdown of what a new hire needs and when

     + Sequenced onboarding plan with checkpoints

     + Reference materials the new hire can use without interrupting a colleague

     + Manager-facing checklist for each phase

     + Internal knowledge base structure for ongoing use

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Best for: teams where onboarding happens by shadowing, where ramp time is longer than it should be, or where turnover means training is a recurring cost.

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Onboarding is habit formation under time pressure. The sequence puts the highest leverage behaviors first, before a new hire builds their own workarounds.

Documented processes for the work your business cannot afford to have done differently every time.

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What's included:

     + Process discovery interviews with the people doing the work

     + Workflow mapping for each documented process

     + Written SOPs with step sequences, decision points, and handoffs

     + Formatting built for reference during the task, not reading start to finish

     + One revision round after your team tests the drafts

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Best for: teams where one person holds most of the operational knowledge, or where the same task gets done a different way depending on who is doing it.

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Written at the level of detail your team will realistically follow on a busy day, because a process that takes more effort than the workaround will lose to the workaround.

Structured accountability for business owners who know exactly what to do, but struggle to get themselves to consistently do it. 

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Signature Support provides the external structure, accountability, and environmental design that makes follow-through easier!

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I spent ten years in special education, including a master's focused on behavioral disorders and administration at a public school network. That work was building external structure for students whose brains would not supply it on demand. This service is the same work applied to adult workloads.

 

What's included:

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     + Intake session to identify where follow-through actually breaks down

     + Beginning of work check-ins to identify what must happen, what should happen, and what is being avoided

     + End of work check-ins to review what happened, what didn't, what is blocking you, and what needs to change

     + Structured support windows for getting unstuck when a task starts to derail.

     + Silent working sessions for the tasks you keep deferring. I stay on, you work.

     + Environmental and system redesign so the task requires less activation to start

     + External executive function scaffolding, built around how you actually work

     + Monthly review of what held, what did not, and what needs to change

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Best for: owners who lose time to task initiation, have struggles with executive functioning, context switching, and unfinished projects. Especially useful if you have already tried planners, apps, and productivity systems that worked for about a week.

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This is not cheerleading and it is not clinical support. It is behavior design applied to your own workload. The premise is that if you keep failing to start something, the task is structured wrong, not you.

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Monthly retainer with a 90-day minimum, then month to month with 30 days written notice. The minimum exists because follow-through systems take time to hold, and because consistency is the whole product. One month doesn't give you enough information, but after 90 days, you have data and you are on your way to building habits resulting in behavior change.

Signature Support

SOP Development + Process Documentation

Fractional Operations Support

Onboarding + Internal Knowledge Systems

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Service Selection Matrix

Weekly

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