Keep more of every dollar you earn for profits or mission fulfillment.
01. Team
Efficient and engaged teams save time and money. Ensure the team is engaged to achieve results with a clear vision of how their role fits in with the direction of the organization.
Enable individuals to contribute to the team goals with:
- position descriptions and reviews
- goals and check-ins
- big picture objectives and vision
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02. Processes
With the systems and plan in place, you’ll gain peace of mind and the ability to hand over documented procedures to new employees and better client onboarding. Building confidence and ensuring the high-quality results you expect.
Create more value and stability in the organization by:
- documenting key procedures
- testing & measuring data
- training new staff with ease while increasing employee growth opportunities
03. Finance
Numbers tell a story and if you don’t create the plot, they will do make up their own. Insightful reporting allows for better decision making and priority setting that protect employees, stakeholders and your mission.
Create the direction and keep tabs with:
- a budget to measure expectations with actuals
- a growth plan that takes you to your vision
- numbers that speak the truth and answer questions
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04. Facilitation
Whether gaining consensus with a group of stakeholders or developing your plan for the next year, facilitation from a neutral third party can help you gain clarity. Neutral facilitation helps the group uncover diverse viewpoints that improve decision making and improve the group’s process for the future.
Achieve results with:
- Meetings
- Group Consensus
- Action Planning
- Strategic Planning
Consulting
People and Procedures
Workforce Behavior Profile
This is the benchmark survey of trust, interdependence, genuineness, empathy, risk, success for your team. This will allow us to understand strengths and weaknesses within team engagement and create a more accurate path for workforce development. Two comparison surveys will be scheduled for 6 months-3 years out for measurement of productivity improvements.
Team Culture, Values, and Goals Development
An assessment of what currently exists within your organization. We want to build upon what has naturally formed, name it, create intention behind its use, and further develop what would create a more effective team environment.
Goal, Vision, Mission, Objective Setting
This review will reinforce that the actions you take daily are in line with what will help you to achieve your long-term goals.
Employee Performance Management
From job postings, job descriptions, and individual work plans and reviews and everything in-between. Your organization is unique and so are your managers and individual team members. Understand how to best communicate expectations and support individuals in doing their part toward the organization goals.
Consulting
Teambuilding and Workforce Development
Team Wheel Game – 30-40 min
The approach we have found to be most effective for building group cohesion and engagement align with the 6 principles of Trust, Interdependence, Genuineness, Empathy, Risk, and Success (TIGERS). Years of research and practical application of these principles proves that their presence or omission affects team member engagement and effectiveness.
The TIGERS Team Wheel game is a team cooperation-building exercise that builds upon your existing values. The game opens the lines of communication between group members to discuss group consensus, group norms, and building accountability so that the group can collectively arrive at a decision they can agree to, champion, and implement. For a group of people who don’t normally collaborate, the team wheel game opens thinking to how their past or current work groups or relationships have been successful or where they needed more support.
TIGERS Among Us Book Club – 2-4 months
The years spent uncovering the core principles of Trust, Interdependence, Genuineness, Empathy, Risk, and Success provided numerous case studies of how successful organizations demonstrated their existence in their own way. This facilitated discussion works through the chapters to uncover similarities, differences, and ultimately how the principles exist or not within your team environment.
GET QUOTE from HDP members.
Team Microtraining
Online training for teams to improve performance and reduce conflict. Team members learn how to improve the way they communicate with each other to work more effectively. Increase engagement and job fulfillment with micro-training segements that take less than 15 minutes to complete. Over 12 monthly segments 48 lessons are delivered to cover 8 lessons on each of the TIGERS 6 principles of Trust, Interdependence, Genuineness, Empathy, Risk, and Success. Options available for on demand and with facilitated learning.
Leadership Development
Online training of how the six principles of Trust, Interdependence, Genuineness, Empathy, Risk, and Success. Eight segments with videos, handouts, to gain a strong foundation on how the six principles improve both team and leaders. Self paced and coach led options available.
Consulting
Financial Strategy
FINANCIAL STRATEGY SERVICES
The standardization of financial data and a structured process tremendously support the growth efforts of any organization. Identifying trends and seasonality offers an opportunity to set more accurate projections for the future. Revenue streams, classes, and divisions of your company will become more visible for prioritizing of testing and measuring. By creating a budget of the expected finances of the company you will have the ability to manipulate the data to picture how different actions will affect the business and work to quickly achieve your goals with intention.
Standardizing systems within your business, especially in finance and budgeting, will set the framework for business growth and success.
- Financial review for accuracy
- Budget vs actual
- Systematized processes and financial assumption documentation
- Multi-year scenarios
- Financial packets
- Pricing strategy
- Reporting and growth
- Workshops and group learning
- Ongoing review and support
- Nonprofit and private sector
BOARD FINANCIAL OVERSIGHT TRAINING
Accounting is a creative process and often, many people have had their hands in it. As leaders of a non-profit your oversight of financial statements ensures accuracy and mission fulfillment through the measurement and reporting of key metrics. This workshop touches upon what is needed for accuracy but focuses on proven examples of what to do and what not to do within your reporting and worksheets and an opportunity to deep dive within your own reporting model. Leave with resources and a clear path for the next steps toward greater mission fulfillment.
Key Takeaways:
- Board member responsibilities regarding financial oversight
- Deep dive into your profit & loss, balance sheet, statement of cashflows
- Nonprofit compliance overview
- Relationships and handoffs of financial controls
- Financial checklist for board meetings
“The presentation was very informative and I love that we can view the powerpoint later. I couldn’t write fast enough!”
“I learned that the Balance Sheet is a point in time report that can change quickly. Loved the explanation of terms at the beginning and highlighting what could be red flags.”
Facilitation
Using the Team Wheel as the catalyst for group development, there are several options for consensus facilitation that Frenzy to Freedom provides to support your group. These options differ in event duration, outcome timeline, and goal targets.
The method of facilitation used provides focused phases to set our group up for success. We align and connect our current situation to Objective, Reflective, Interpretive, and Decisional learning. We utilize teambuilding with debrief and shared observations. We use ground rules to create a safety net and allow everyone to set aside their anxieties and judgments as they work together to achieve consensus. The group walks away with a decision they can each champion, documentation of important items that were brought up but not addressed, and the tools and positive experience to continue working more effectively as a group.
Team Consensus: 1.5 – 3 hours
Gaining group consensus around one topic is an important step for groups who are first working together or at key inflection points with many opportunities, ideas and potential directions. We work through the situation, brainstorm solutions, build connections and come to a resolution. Important topics that surface but are not a priority are documented for another time.
Action Planning: 3-6+ hours
The Action Planning process takes consensus several steps further with creation of a shared vision for what needs to happen in the next 2-6 months. We assess the current reality, identify tasks to bridge the gap, set a timeline, and coordinate involvement and accountabilities. The final product is a roadmap through a resolution for the group to follow for the next 2-6 months.
Strategic Planning: 12 – 15+ hours
Strategic planning builds upon Action and Consensus by opening up the vision to 3-5 years. We look at our current reality and where we need to go through a new lens including new systems, staff, and resources.
Overview of Facilitation:
| TIGERS Team Wheel™ Game | Consensus Facilitation | Action Planning Resolution 2-6 Months | Strategic Planning Resolution 3-5 years (2-1) |
| Time for game play: 20-40 Min. | Time 1.5 – 3 hours | 3 – 6 hours | 12-15 hours |
| Debrief: 30 – 45 Minutes | Situation Brainstorm Connections Label Resolution | Situation Success Reality Commitment Tasks Timeline Coordination Resolution | Situation Vision Reality Strategic Decisions Strategic Systems Strategic Staffing Implementation Resolution |
Teaches teams the behaviors that build strong teams and behaviors that cause problems. Creates team understanding for behavior categories and terms Helps teams identify their next steps. | Quickly generates creativity and focus Instills collective responsibility Catalyzes integrated thinking Creates the framework for team breakthrough Builds useful consensus | Project planning Program launches Event launches Workforce Development Planning Employee Feedback or communication planning Joint venture development and delivery | Actionable timeline from vision to implementation Involves cross functional teams Bases decisions on current reality Produces flexible plans with reviews Aligns key organizational functions |
I am so happy and grateful to be able to recommend Megan. As a licensed TIGERS 6 Principles(TM) consultant, I have watched Megan’s work with Community Collaboratives and her facilitation of business development, culture, and learning in collaborative systems and processes for the clients she serves.
She is highly organized and strategic in her assistance to clients and her retainer agreements are well worth your time to check out.
Get In Touch
Bend, OR
+1 458 202 0885
megan@frenzytofreedom.com
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