Alignment Ops Business Consulting, New Westminster, BC (2026)

01/21/2025

💡 Build Business Systems That Maximize Your Impact 💡

Running a business or organization is no small feat. With so many moving parts, it’s easy to feel overwhelmed by impact measurement. But what if it didn’t have to be so complicated?

The secret lies in starting with your “why.” 🌀 Inspired by Simon Sinek’s Golden Circle, when you lead with your purpose, you can align your daily operations with your larger vision—and create systems that naturally measure your impact.

Here’s how to get started:
✔️ Define WHY your business exists.
✔️ Clarify WHAT you’re doing to serve this purpose.
✔️ Identify HOW you’ll measure success.
✔️ Bake these metrics into your everyday processes.

When you align your “why” with your operations, impact measurement becomes a part of your workflow—not an extra task. And the results? Real-time insights that fine-tune your strategy and amplify your mission. 🌟

Let’s simplify impact measurement together. Ready to align your business with your vision? Read more in my article archive https://buff.ly/40FyGwF or DM me to see if we can work together.

01/17/2025

If you’re using spreadsheets, your organization is actually documenting work you've already done. Instead, switching to software (that you probably already use or have access to) can save you time and money. Here are some of my favourite tried-and-tested tools for nonprofits and small businesses: If you’re looking for…

✅ Project management: ClickUp is a great tool for task status, workload, and/or completed work

✅ Project management AND billing needs: Big Time or Workbook are both excellent choices

✅ A CRM: Hubspot or Nutshell have great engagement reporting and wonderful list segmentation features

✅ Engagement and fundraising campaign tools: Keela offers built-in tools to report on stakeholder or donor engagement and fundraising campaigns

Have any other favourites that aren’t listed here? Add them in the comments so everyone can benefit!

01/15/2025

Let's look at a real example of a client process that needed updating.

⏳ Donations came through a Squarespace web cart
⏳ Charitable receipts were manually created from a ⏳ Word document that was changed with the donor's name and details each time
⏳ Receipts were individually emailed or mailed to the donor
⏳ Transactions were manually entered into a spreadsheet
⏳ Spreadsheet transactions were periodically entered into the accounting program

Is this approach easy and efficient? Um, no. Is it something team members would want to put off? 100% it is.

Our solution:

💡 Moved to a donor management software that AUTOMATICALLY sends receipts to every donor and records every transaction
💡 Defined the use case and got user agreements from each member involved in donor development. INCLUDING the CEO!
💡 Made a plan to grow into the other donor management tools that came with the platform

The outcome? The administrator who previously managed donation receipts was able to take on more donor development activities and has become a Super User for the new software!

Remember: Your systems should support you, not get in your way.

Download my Stop Using Spreadsheets Checklist https://buff.ly/4gclJ2R to start your journey to a more efficient and effective way of doing work!

01/02/2025

When my clients come to me, they:

❌ Feel like they’re always trying to catch up
❌ Work with systems and processes that don’t work, but have no idea how to fix it
❌ Are the only one who knows how things work and deal with constant questions from others in the organization
❌ Are always looking for that file (and they’re unsure what version of the file is the “right” one)

After working together, my clients now have:

✅ Clear, effective systems that require little or no manual data entry
✅ More effortless collaboration between departments
✅ Easy-to-access data at the click of a button

Ready to take your organization from “before” to “after”, but need some help?

Book a call with me via https://buff.ly/3BOVekV

12/31/2024

3 More Tips for a Productive Start to the New Year

1. Embrace Data-Driven Decision Making
Kick off the year by diving into analytics. Use data to evaluate the performance of your past strategies and inform future decisions. Focus on key metrics such as:

> Client retention rates
> Project completion timelines
> ROI on tools or systems
This insight will help you make more impactful recommendations for your clients and your own operations.

2. Strengthen Client Communication
Effective communication is the backbone of any successful business. Start the year by refining your communication strategies:

> Set clear expectations for project timelines and deliverables.
> Use collaborative tools to enhance transparency.
> Schedule regular check-ins to maintain alignment and trust.

3. Upskill & Stay Ahead of Trends
Dedicate time to learning new tools, methodologies, or certifications that can add value to your services. Consider:

> Attending industry webinars or conferences.
> Exploring emerging technologies like AI-driven project management tools.
> Reading books or case studies on your area of expertise.

12/26/2024

As an Operations Manager or an admin professional, you’ve probably done your best to clean up the disorganized mess of systems you inherited when you started your job.

You’ve also probably been frustrated with the time and energy you put into organizing the systems… only to see that no one is using the new processes you’ve put in place.

As an operations expert with 20+ years of experience, I can confidently tell you this:

✅ In order to see results, you need to work through your systems with an overview of your ENTIRE operations.

Implementing new systems is a BIG project for anyone (and especially for one person!)

Maybe you don’t know where to start, what steps to take, or how to pick a system from the number of options that exist.

But if you’re ready to improve your operations, efficiency, and impact, the SUS Method is for you!

In this six-week intensive, you’ll take actionable steps to create better organization, easier reporting, and more efficient work days.

Sign up at https://buff.ly/4gQwyY0 to secure your spot!

12/24/2024

Ready to feel more productive, and efficient, and always know exactly where your data is?

When the Elektra team came to me to streamline their systems, they had excessive manual data entry and multiple data points in different locations.

Their team spent a lot of time doing manual data entry, searching for that one spreadsheet (again), and feeling unproductive.

We worked together to put the Stop Using Spreadsheets method in place with these five repeatable steps:

1. Discover what tools they needed and what data to track
2. Research the systems they had and what alternatives they might need to fit their needs
3. Design workflows to fit their organization’s needs
4. Implement together with their team
5. Refine over time so their systems keep working well

Want to implement the five repeatable steps for your organization’s systems? Join my Stop Using Spreadsheets program https://buff.ly/4gQwyY0 and start building systems that will work for you!

12/19/2024

3 Tips for Starting the New Year Off Right

1. Audit Your Tech Stack and Processes
Begin the year with a comprehensive review of your tools and workflows. Identify bottlenecks, redundancies, or outdated systems. Streamlining your operations now can save you countless hours and resources later.

Ask yourself:
Are all tools being used effectively?
Can any processes be automated or simplified?

2. Set SMART Goals for Your Clients and Business
Define clear, actionable objectives that align with your vision for the year. Use the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound) to ensure your goals are realistic and trackable.

For example:
Improve client onboarding efficiency by 20% by Q2.
Implement a new project management system for a client within 3 months.

3. Prioritize Self-Care and Boundaries
Your energy and focus are your most valuable assets. Commit to practices that help you maintain balance, such as:

Setting clear work hours and boundaries with clients.
Scheduling regular breaks to recharge.
Investing in personal development to stay ahead in your field.

Need help? Reach out to set up a time to connect with our team!

12/17/2024

For a while now, I have been trying to find ways to better support small but mighty shops and scrappy solopreneurs who can’t commit to the budget of a full-service Digital Strategy project with us.

And so I am thrilled to introduce PROJECT SUPPORT BUNDLES!

These coaching and strategy packages are designed to help your team hit the ground running with a tailored and practical plan that fits your budget, culture and mission!

From now until December 20th you can use promo code BDAY47 to get 47% off your first purchase of any project support bundle!!

Visit https://buff.ly/413gZrd to learn more.

12/10/2024

Research shows 88% of all spreadsheets contain errors 😲

It’s true! The easiest way to avoid errors when reporting for your org or non-profit?

Stop using spreadsheets!

If 88% of all spreadsheets contain errors, consider all of your spreadsheets to be suspicious (or SUS for short). You never know if your data is correct!

How can we fix this problem?

Switch to using software!

Software like Asana, Clickup, Nutshell, or other systems will:

✅ Do reporting for you with the click of a button (no more manual data entry!)
✅ Greatly reduces the risk of errors
✅ Save you time and money

Are you SUS of your spreadsheets? Get your free checklist to Stop Using Spreadsheets at https://buff.ly/4gclJ2R

12/06/2024

Your systems should be a long-term solution for your organization!

Let me introduce you to one of my past clients, SES Consulting.

Before our time together, the SES Consulting team workflows started with:

❌ Lots of manual effort
❌ Multiple spreadsheets for reporting
❌ Wasted time and lack of efficiency all around

Together, we restructured their organization’s systems to end up with:

✅ No manual data entry (hello automations!)
✅ Systems, not spreadsheets
✅ A system that has worked for more than five years (and continues to work)

How did we do this?

The Stop Using Spreadsheets (SUS) method, of course!

Curious to see how the SUS method can transform your company, too? I've created a free checklist to make it easy for you! Get your checklist at https://buff.ly/4gclJ2R

12/04/2024

🌐 Are You Digitally Mature? 🌐

In today’s fast-paced, tech-driven world, being digitally mature is no longer optional—it’s essential. But what does digital maturity actually mean?

It’s not just about adopting the latest tools; it’s about building a strategic foundation that empowers your organization to thrive online. From aligning technology with your mission to creating meaningful connections in the digital space, it’s all about making intentional, impactful choices.

In my blog post, I break down the key elements of digital maturity and how it can transform your operations. Whether you’re a non-profit leader, a small business owner, or part of a growing organization, this post is packed with insights to help you level up.

💡 Ready to rethink your digital strategy? Check out https://buff.ly/4fRpVoi to learn more

Alignment Ops Business Consulting

01/21/2025

01/17/2025

01/15/2025

01/02/2025

12/31/2024

12/26/2024

12/24/2024

12/19/2024

12/17/2024

12/10/2024

12/06/2024

12/04/2024

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