You will get Custom Business Plan & Forecast - 7 core sections - 3 package options
Rising Talent
Project details
Donna brings a breadth of operational experience in a global environment with companies ranging from start-ups to Fortune 500. Over a decade of working with early stage start-ups. Expertise recognized through an established a long-standing partnership with an investment bank supporting entrepreneurs seeking high volume investment ($10m+). They engage her to develop business plans, financial forecasts, and pitch decks for all the start-ups they work with.
Her profile shares examples of her work.
Her profile shares examples of her work.
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$2,450
|
Standard
$3,695
|
Advanced
$4,950
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Executive Summary | |||
Company Description | - | ||
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | |||
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
28 reviews
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BK
Bill K.
Jul 9, 2024
Executive Assistant / Special Projects for owner
Donna is super smart. Hi energy. Solution minded. Clear thinker. Gets to the point. I am 100% willing to work with her again.
OK
Omar K.
May 11, 2024
boulder financials - review
Donna helped me put an investor forecast together. She was efficient, engaging and I would thoroughly recommend her. Donna raised the level of my financial plan to beyond expectations. Thanks Donna!
OK
Omar K.
Apr 11, 2024
boulder financials - forecast for a startup climbing gym
Donna helped me get a financial forecast together for a new business. She was clear and affable, smart on the numbers and accessible. Would definitely recommend!
MM
Michael M.
Feb 20, 2024
Operations Manual for Intake Department for Personal Injury Law Firm
Wonderful to work with. Always met deadlines, always kept project on track. Great work product. Highly recommend. Would enthusiastically re-hire.
RR
Reagan R.
Sep 7, 2023
Updating documents
About Donna
COO | Operations | Consulting | Change Mgmt | Automation | Efficiency
100%
Job Success
Dallas, United States - 11:09 pm local time
Let's chat! Message me to set up a conversation and we can discuss what you are looking for.
➡ 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
Leading operational strategy for start-ups and organizations experiencing rapid growth.
➡ 𝗗𝗼𝗺𝗮𝗶𝗻𝘀
Primarily service-based and SaaS companies, with additional process design/ redesign in other sectors.
Examples: Law firms, healthtech, fintech, marketing agencies, consulting firms, banking/ finance, healthcare, technology, automotive, higher education, retail, hospitality, events, and franchise organizations.
➡ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀
Fractional roles such as COO/ VP Operations/ Director of Operations leading operational design, inclusive of tech solution sourcing and implementation, process design/ redesign, documentation and training material, development of company intranet portals using SharePoint.
➡ 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝘂𝗱𝗶𝘁𝘀
Preparing for and managing the internal evidence collection for cybersecurity audits and assessments. Expert level knowledge of HITRUST and SOC 2 frameworks, as well as HIPAA, GDPR, and state-level data privacy requirements. Familiar with StateRAMP and FedRAMP. Recommendations for a third-party audit firm can be provided as required; Blackwood Operations does not offer services as an auditor.
➡ 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲
Expert level user across Microsoft Office applications: Word, Excel, PowerPoint (PPT), Visio, Project (& Project Server), SharePoint, Aha, Smartsheet, TFS, Jira, et.al.
Expert level user of SmartAdvocate (legal software) - automated procedures, reporting, email/ task/ document templates, and custom UDF pages.
➡ 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝗳𝗼
Track record of success building and leading teams. Expert at documenting policies and procedures in ways that are easy to access and manage (I.e. SharePoint portals and team sites).
➡ 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗮𝗿𝗲𝗮𝘀 𝗼𝗳 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲
Business operations management, executive leadership, management consulting, process design, high-profile project management, business transformation, business plan & strategy development, financial forecasting, security audit planning & management, budgets, policy and procedure writing. I have extensive experience working with C-suite executives to solve core business challenges and lead change management.
Steps for completing your project
After purchasing the project, send requirements so Donna can start the project.
Delivery time starts when Donna receives requirements from you.
Donna works on your project following the steps below.
Revisions may occur after the delivery date.
Initial kick-off meeting
45-minute conversation to understand the business concept and needs. Existing information should be shared ahead of this meeting, including high resolution logo and image files.
Draft initial documents
These will be delivered as PDFs and the client will be able to provide feedback. Each package has a designated number of rounds for review and feedback.