Struggling to Drive Change in Your Organization?

Get expert guidance ToolKIT to align leadership, streamline projects, and engage your teams.

Simplify Change Management

Are you struggling to manage organizational change, align leadership, or keep your projects on track? We’re here to help you overcome these challenges with our ToolKIT , best-in-class templates designed to simplify your workflows and streamline your change management processes.

Unlock Growth: How Effective Change Management Drives Organizational Success

Discover how effective change management strategies can drive growth and resilience within your organization. This insightful Forbes article explores proven approaches to managing change, helping leaders empower teams, adapt to evolving challenges, and maximize success. Download now to learn actionable strategies for lasting organizational transformation!

Struggling To Drive Change In Your Organization?​

We help you solve common challenges with pre-built, ready templates and expert guidance.

Is your leadership team struggling to align on goals and progress?

Leadership misalignment can lead to missed deadlines and unclear objectives. Our Leadership Alignment Dashboard simplifies communication, allowing you to visualize key goals, track progress, and ensure leadership is focused on the same objectives.

Are your strategic goals and objectives measurable and clearly defined?

Vague or unclear goals lead to confusion and slow progress. With our Strategic Objectives Dashboard, you can define clear, measurable OKRs, pre-filled with best-in-class metrics. From employee retention to cost management, our templates guide you to set achievable goals and track performance.

Are your teams struggling to keep projects on track or missing critical deadlines?

Execution can falter without a clear plan. Our Execution Plan Template helps you map out milestones, assign tasks, and visualize timelines with easy-to-use Gantt charts. Your teams will know exactly what to do, and when, ensuring your projects stay on schedule.

Leadership Alignment Accelerator

Description:

Get your leadership team on the same page with this foundational package. We’ll help you implement customized Smartsheet dashboards to visualize key objectives and progress. Our expert guidance ensures leadership teams are aligned around clear goals, driving focused and effective decision-making throughout the change process.

What’s included:

  • Tailored Smartsheet dashboard setup for leadership alignment
  • Consultation to define and track key objectives
  • Progress visibility for leadership to support better decision-making

Ideal for:

Organizations looking to create alignment and clarity at the leadership level to kickstart successful change initiatives.

Strategic Objective Mastery

Description:

This package is designed to help your teams set, track, and achieve measurable strategic goals using Smartsheet. With pre-built templates for OKRs (Objectives and Key Results) and project tracking, you’ll gain full visibility into how your objectives are progressing, with expert support to ensure those goals are actionable and attainable.

What’s included:

  • Pre-built and customizable OKR tracking templates
  • Consultation to define and track strategic objectives
  • Progress tracking and accountability setup for teams

Ideal for:

Companies that need a framework to set and measure strategic objectives across multiple teams or departments.

Seamless Change Execution Package

Description:

For organizations looking to implement full-scale change, this comprehensive package combines leadership alignment, strategic planning, and team engagement. We provide Smartsheet templates and expert consulting to guide your organization through every phase of change management—ensuring execution stays on track and teams stay engaged.

What’s included:

  • Full Smartsheet implementation for change management
  • Customized dashboards for leadership, OKRs, and project execution
  • Team engagement tools and progress-tracking templates
  • Consulting support throughout the change process

Ideal for:

Organizations undergoing large-scale transformations who need expert guidance and a complete solution for managing change effectively from start to finish.

Solution Service Packages for Transformation Success

Essentials Package

Designed for organizations taking their first steps towards transformation, the Essentials Package provides the foundational support needed to begin the journey effectively. This package focuses on establishing a clear direction and setting up Smartsheet for efficient collaboration and visibility.

Features:

  • Initial Transformation Assessment: A full day of consultation to identify key pain points and define actionable objectives.

  • Smartsheet Set-Up and Training: Initial Smartsheet implementation to improve team collaboration and project tracking.

  • Basic OKR Implementation: Guidance on setting strategic OKRs to align team efforts.

  • 3-Month Support: Assistance with initial rollout and troubleshooting.

Ideal For:

Small to mid-sized teams starting their transformation journey or looking for better project visibility.

Benefits:

Clarity on transformation goals, structured progress tracking, and streamlined communication using Smartsheet.

Growth Package

The Growth Package is aimed at organizations ready to take their transformation efforts to the next level. It builds on the essentials, adding more advanced Smartsheet capabilities and deeper engagement support to ensure alignment and execution.

Features:

  • Comprehensive Transformation Analysis: A detailed two-day workshop to understand pain points, assess current capabilities, and develop a strategic roadmap.
  • Advanced Smartsheet Integration: Setting up dashboards, automated workflows, and customized templates for seamless collaboration.
  • 5-Pillar Framework Implementation: Structured guidance across all 5 pillars—identifying pain points, setting strategic objectives, execution planning, health check, and employee engagement.
  • 6-Month Dedicated Support: Regular check-ins, milestone reviews, and Smartsheet optimization.

Ideal For:

Mid-sized organizations looking to enhance their existing transformation initiatives and improve operational alignment.

Benefits:

Enhanced Smartsheet functionality, stronger team alignment, and a comprehensive framework for guiding transformation.

Enterprise Package

The Enterprise Package offers end-to-end transformation support for large-scale initiatives. It provides in-depth strategic planning, high-level Smartsheet customization, and ongoing partnership to help organizations navigate complex transformations.

Features:

  • Executive Transformation Strategy Workshop: A 3-day engagement with leadership to define a vision for transformation, set KPIs, and align strategic goals across departments.

  • Full Smartsheet Customization: Design and develop Smartsheet solutions tailored to your organization, including advanced reporting, automated dashboards, and integrated analytics.

  • End-to-End 5-Pillar Implementation: Hands-on support to implement each of the 5 pillars, with a focus on long-term sustainability.

  • 12-Month Partnership Support: Quarterly reviews, ongoing Smartsheet enhancements, and change management support to ensure sustained success.

Ideal For:

Large enterprises undergoing significant transformation, requiring comprehensive support across all aspects of change management.

Benefits:

Strategic alignment from top leadership down, full Smartsheet customization for unique business needs, and a structured pathway for sustained transformation success.