You will get Business Initiative Strategic Planning Session Package
Project details
You & your team will get a comprehensive Business Roadmap Initiative Strategic Planning Session. This is the process of developing a comprehensive plan that outlines the goals & objectives of a company's initiatives in order to achieve its long-term vision. It involves the identification of key opportunities and challenges facing the business, and the creation of a roadmap for how the company will achieve its strategic objectives.
The process involves a thorough analysis of the company's strengths, weaknesses, opportunities, & threats (SWOT). Based on this analysis, we help identify core competencies and areas for improvement, & establish a clear vision. This service helps your team identify specific initiatives & projects that will help the company achieve its strategic objectives.
We'll coach you through:
Developing & tracking initiatives
Setting clear & measurable goals
Assigning goals & responsibilities
Creating a timeline for execution & delivery
Project management tools
Expectations for regular review & progress updates
Measuring success - KPIs
My highest package includes a fully developed roadmap slide deck based on the outcomes of these sessions with your team.
The process involves a thorough analysis of the company's strengths, weaknesses, opportunities, & threats (SWOT). Based on this analysis, we help identify core competencies and areas for improvement, & establish a clear vision. This service helps your team identify specific initiatives & projects that will help the company achieve its strategic objectives.
We'll coach you through:
Developing & tracking initiatives
Setting clear & measurable goals
Assigning goals & responsibilities
Creating a timeline for execution & delivery
Project management tools
Expectations for regular review & progress updates
Measuring success - KPIs
My highest package includes a fully developed roadmap slide deck based on the outcomes of these sessions with your team.
Language
EnglishWhat's included
| Service Tiers |
Starter
$70
|
Standard
$750
|
Advanced
$1,450
|
|---|---|---|---|
| Delivery Time | 1 day | 5 days | 10 days |
Number of Revisions | 0 | 0 | 2 |
Executive Summary | - | ||
Company Description | - | - | |
Industry & Competitor Analysis | - | - | |
SWOT Analysis | - | ||
Customer Analysis | - | - | |
Tailored Marketing Plan | - | - | - |
Review & Critique | |||
Financial Forecast | - | - | - |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$100
Industry & Competitors` Analysis
(+ 7 Days)
+$1,000
Customer Analysis
(+ 7 Days)
+$1,000Frequently asked questions
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OB
Otto B.
Jun 17, 2024
Experienced Project Manager to support COO (OKR Support)
We are saddened to see Kelly go, however, are happy that she's moving on to elevate her career! During her time with us, she's supported our team in strengthening performance initiatives, supporting cross-functional teams, and welcoming new initiatives (i.e.,, Board Meetings, All Hands, Operations Dashboard). She' definitely made an impact within our organization. We wish you the best, Kelly!
TL
Tony L.
Jun 3, 2023
Product Manager (Consultation And Support)
AP
Amish P.
Mar 17, 2023
Need to perform usability testing on Product Manager
YM
Yana M.
Nov 17, 2022
Product Experience Feedback
About Kelly
Sr Business Operations & Product Management Expert | SaaS | Agile
Erie, United States - 1:08 pm local time
With over two decades of experience spanning Business Operations and Product Management, I offer a unique blend of expertise to drive your organization's success. I have led teams, optimized processes, and delivered successful products with a focus on innovation, efficiency, and agility. My comprehensive skill set includes Agile coaching, SaaS leadership, and a knack for training new Product and Project Managers.
I am a seasoned professional in the software industry with a proven track record of providing exceptional coaching and guidance to individuals at all levels, from team members and managers to leadership and executives. With a deep understanding of the software development landscape, I empower professionals to reach their full potential, enhance their leadership skills, and excel in their roles.
Key Skills and Experience:
Business Operations (20+ years):
- Expert in operational planning, process optimization, and resource allocation.
- Proven track record of achieving operational excellence and cost-efficiency.
- Skilled in strategic planning and needs assessment.
Product and Project Management (20+ years):
- Specialized in product roadmap development, backlog grooming, and lifecycle management.
- Extensive experience in launching successful products from concept to market.
- Strong analytical skills and customer-centric approach.
- Skilled in mentoring and training emerging Product and Project Managers.
- Nurtured talent for professional growth and success within organizations.
Agile Practices (Deep Expertise):
- Agile coach with a history of guiding teams through transformations and optimizing development processes.
- Proficient in Agile frameworks like Scrum and Kanban.
- Focus on iterative development and continuous improvement.
SaaS Leadership (Former Head of Product):
- Led product strategy, innovation, and scaled SaaS products.
- Ensured alignment with customer needs and market trends.
- Adapted product portfolios to evolving technologies.
Professional Coaching:
- Proficient in coaching individuals and teams to achieve personal and professional goals.
- Tailor coaching sessions to address specific challenges and development areas within the software industry.
- Help leaders and executives enhance their leadership skills, foster innovation, and drive organizational success.
- Provide guidance on decision-making, strategic planning, and team management.
- Promote effective teamwork, communication, and collaboration among software development teams.
- Resolve conflicts and improve team dynamics for better productivity and morale.
- Assist professionals in setting and achieving career milestones within the software industry.
- Offer guidance on skill development, career transitions, and professional growth strategies.
Why Work With Me:
- Proven ability to deliver successful products, optimize operations, and achieve strategic goals.
- Collaborative and adaptable leader who aligns teams and stakeholders effectively.
- Committed to staying updated on industry trends for innovative solutions.
- A passion for driving organizations toward success and excellence.
If you're seeking an expert who combines deep expertise in Business Operations with Product Management excellence, I'm here to help you achieve your goals. Let's collaborate to streamline operations, deliver outstanding products, and drive your organization's success. Reach out to discuss your specific needs—I look forward to working with you.
My core focus of services include but are not limited to:
- Product Strategy and Roadmapping
- Key Outcomes, Key Product Indicators Development
- Team Agile / Scrum Processes and SDLC Improvements
- Individual Product Manager Coaching
- Leadership Team Coaching
- Product / Project Management
- Business Analysis / Requirements
- Story writing / Scoping / Backlog Grooming / Sprint Planning
- Product Owner Training, Process Improvement, and Coaching
- Stakeholder and Cross Team Collaboration
My experience in the software development industry ranges greatly and includes:
- Software as a Service / SaaS
- E-commerce Retail / Automotive
- Healthcare Software
- Marketing Planning / Scheduling Web Application
- OTT / Video Streaming Services
- Shopify Application Development
- iOS Applications
- Android Applications
- Online Reservation / Booking Software
- Wordpress Websites
- Shopify Websites
I'm available for short consultations or longer engagements! I'd love to speak with you and your team!
Steps for completing your project
After purchasing the project, send requirements so Kelly can start the project.
Delivery time starts when Kelly receives requirements from you.
Kelly works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule initial consultation
This is an session that can take up to an hour to gain information about the client and to consult with the client about expectations moving forward.
Hold Strategic Planning Sessions - Package Tiers 2 and 3 Only
Package 2 - up to 8 hours of SWOT analysis and strategic roadmap planning with the team Package 3 - up to 10 hours of SWOT analysis and strategic roadmap planning with the team