Services

Advising, Teaching, Accompanying

  • Financial & Ops Consulting

    Tactical Business Support
    This includes:

    - Reviewing financials each month

    - Supporting processes related to HR and Payroll

    - Developing policies and procedures to keep team members aligned and rowing in the same direction

    - Supporting creation of workpapers and audit-ready office workflows

    - Providing executive dashboards that give summary metrics to support decision-making

  • Executive Teaching

    Multiple Sessions with Learning Arc

    Highly customized, tailored to your learning needs

    One-on-one engagement for leaders who want space to explore context, frameworks, and messaging strategies around financials, operations, and technology. This includes:

    - An upfront diagnostic assessment to help measure your current comfort level of governance, finance, and operations

    - A detailed scoping session to determine prioritized learning and growth paths

    - A structured approach towards developing the skills you need to fill in the gaps. This can include a mix of one-on-one advising with a strong focus on data analysis and visualization.

  • Team-Centric Learning

    Interactive Financial Retreats

    Interactive retreats for boards, leadership teams, or working groups. This includes:

    - Assessing where your team members are today so that we can identify individual strengths and opportunities for team-based synergies for a tailored workshop session

    - Demystifying financial and operational nuance (financial statements, cash flow, budgets, annual reports, etc) so that you can be conversant in the details

    - Building shared understanding within teams so that your sum can be greater than the parts

    This includes pre-workshop planning sessions to identify key learning objectives, customized visuals to support interactive learning, and in-workshop Q&A.

Request a complimentary dicovery call.

My Approach.

  • This is the first and essential part of scoping - defining your needs and most pressing pain points.

  • We then use a customized diagnostic listening tool to help you better understand: what is your baseline and where do you want to be?

  • We work together to identify priorities and related outcomes. This is done against the background of available budget, resources, and timeline.

  • Our services - business consulting, 1-on-1 executive sessions, team-based workshops, and more - include a strong monitoring and feedback loop to ensure we’re on track to achieve the outcomes.

  • We ensure you and your team are setup for success by leaving you with tools and resources to sustain the outcomes we’ve achieved.

    When outcomes are met, we close-out and you are stronger than before we started.

Take the guesswork out of decision-making.

Request a complimentary consultation today.

Book time with Brigid. Please provide as much detail as possible to help inform your need.

brigid@theharborstead.com
Jersey City, NJ. | Florham Park, NJ