Our Work

We help with the how so you can focus on the why.

Organizations have changed. Demands are increasing, while the resources to meet those needs are not.

Today’s workplace features remote work, high turnover, understaffed operations and increasingly tighter budgets.  It can be a challenge to get the team on the same page, let alone plan ahead or ensure you are meeting all of your obligations.

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We can help.

We are proud to work with small and medium-sized organizations who are looking to:

  • better connect strategy with operations

  • optimize their outputs

  • leverage technology

  • manage risk

Our approach is practical – we meet you where you are.

We start by learning about your organization’s goals and how you are working to achieve them. We work with you and your team to understand your unique context, to identify gaps and consider areas needing innovation. Your circumstances will help guide the work to be done and determine the approach your organization can reasonably take.

 Each organization is unique, so our work is tailored to fit your needs and can be project-based or provided through longer-term, fractional support.

Learn more about challenges we’ve helped solve.

We allow you to focus on where you are going, not how (or whether) you’ll get there.

Our work centres around three foundational elements & how they work together.

Diagram illustrating strategy, privacy and operations as foundational elements for an organization.

You have a systematic plan to help exceed your goals.

Your team is well-equipped and working in alignment.

You build trust with your community and demonstrate accountability, while meeting your obligations.

Diagram illustrating relationship between strategy, privacy and operations.

A commitment to privacy is a strategic decision that demonstrates professionalism, responsibility to your community and signals you are a trusted partner.

Strategy should drive the organization. But strategy without operations designed to support your goals will lead to silos, miscommunication and duplication of effort.

A strong privacy and security program, built directly into day-to-day operations helps you manage risk and doesn’t leave you second-guessing.

Services

Strategy

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We work with you to co-develop a strategic plan that speaks to your community and guides the work of your organization. We believe strategy and operations need to work together, therefore plans are practical and offer sustainable solutions to help you get where you want to go.

We understand your context is always evolving, so we build flexible plans that encourage regular check-ins and the space to adjust, allowing you to stay on track.

  • We facilitate your strategic planning discussions, so that all leaders can contribute to the discussion rather than manage it.

    Deliverables:

    • a report summarizing the discussions, with practical recommendations to help you meet your goals

    • a prioritized timeline to help guide the implementation of your plan

  • We work with your leaders to develop a framework which maps “the why” to “the how” – a helpful guide to engage your community and illustrate your strategic direction.

    Deliverables:

    • a framework document that illustrates the activities planned to help achieve your objectives

    • an evaluation matrix, to help measure progress

    • periodic check-ins to ensure the plan continues to progress

Services might include:


Operations

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To support your objectives, efficient processes which are innovative and well understood by staff are needed. This is especially critical for teams who work remotely, are going through turnover and those looking to innovate or grow.

Facilitation by an impartial third party helps challenge the status quo and generate ideas for improvement, all while gaining buy-in from those responsible for the day-to-day work.

Services might include:

  • A 360-degree review of your organization’s operations to ensure alignment with objectives, help clarify roles and identify gaps.

    Deliverables:

    • a report summarizing your current state with recommendations for improvement

    • a prioritized timeline to help guide implementation of recommendations

  • We break down a new or existing process with those responsible for carrying it out and intentionally rebuild it together, identifying accountabilities, pain points and ideas for innovation.

    Deliverables:

    • a process map teams can use for alignment and training

    • a prioritized list of recommendations to consider, to optimize your process(es)

  • We work with your team to develop a sustainable workplan that supports your objectives.

    Deliverables:

    • a co-created summary of objectives, aligned with the organization’s strategic goals

    • a prioritized timeline to guide implementation

    • periodic check-ins to ensure the team continues to progress

  • Technology is supposed to help, not confuse us. We provide advice on how you might leverage new and existing technologies to better support your operations.

    Deliverables:

    • documented business flows, to help illustrate your process(es)

    • a list of recommended tools, systems or processes to consider adopting

    • coaching, to help your team understand how these tools can support their work


Privacy Program Management

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Ensure your organization is meeting its legal obligations, demonstrating accountability and maintaining the trust of your community through tailored privacy solutions which are easy to understand and implement.

Services might include:

  • An assessment of your organization’s current privacy risk position measured against generally accepted best practices.

    Deliverables:

    • a report summarizing your current state with recommendations for improvement

    • a prioritized timeline to help guide implementation of the recommendations

  • Following an assessment, we will develop an achievable plan to help you meet your obligations.

    Deliverables:

    • a co-created summary of privacy program objectives, aligned with the organization’s strategic goals

    • a prioritized timeline to guide implementation

    • periodic check-ins to ensure the team continues to progress

  • We work with you to build privacy into your day-to-day operations through strong policies and processes which help you meet your legal obligations and don’t leave you wondering. 

    Deliverables:

    • policy and process documents, tailored to your organization’s needs

  • A PIA helps identify the privacy risks associated with your work and provides clear guidance on how to continue to meet your objectives, while mitigating your risks.

    Deliverables:

    • a report which summarizes the project in the context of your organization’s legal obligations and general best practices. The report will outline the associated privacy risks and provide recommendations to guide implementation and risk mitigation.

  • A full-time resource dedicated to Privacy is expensive and often unrealistic for small and medium-sized organizations. Still, you have obligations to meet and having that work led by someone who has the expertise you need and who knows your business, on a part-time basis, is a great solution.

    Deliverables:

    • a regularly available, part-time privacy expert who is part of your team and works directly with your staff to advise on privacy matters and help you meet your privacy goals