When everyone owns everything, nothing gets done. This engagement helps you bring clarity to your team structure, who’s doing what, what’s missing, and how to reduce overwork or confusion.
We’ll map your current team structure, identify gaps or overlaps, and create a plan for role delegation, hiring, or reorganization. Whether you’re prepping to scale or just tired of being the bottleneck, we’ll help you build a smarter org that runs with more clarity and less chaos.
Current Team & Role Review: We assess how your current team is structured including job titles, responsibilities, decision ownership, and how tasks are handed off. We host 15 to 30 minute interviews with as much of your staff as you’re comfortable having us talk to.
Delegation & Capacity Mapping: We identify where you’re holding too much, where others are underutilized, and where responsibilities are unclear or overlapping.
Org Chart Design (Current & Ideal): We’ll create a visual representation of your existing team setup and a recommended structure based on your firm’s goals, needs, and service delivery model.
Role Planning & Hiring Strategy: You’ll get recommendations for role refinement, new positions (if needed), and a clear view of how to move toward a more efficient, scalable structure.
Current-State Org Chart
Future-State Org Chart (aligned to firm goals)
Role Descriptions & Delegation Map
Recommended Hiring or Restructuring Plan
Hiring or Outsourcing Priorities
PDF Report and Video Walkthrough
Live Call for Final Results Review
After checkout, you’ll receive a link to schedule your kickoff call and complete a team intake form. We’ll use that to map your current team, highlight role opportunities, and give you a structure that supports your next stage of growth.
This engagement wraps up in 2–3 weeks. You’ll complete a short intake form and participate in a kickoff call. From there, we’ll do the mapping and strategic thinking, returning with a clear plan you can implement whether you’re hiring, restructuring, or just trying to get your time back.
This is ideal for firms who:
Feel like “everything falls on the owner”
Struggle with delegation or team accountability
Are preparing to hire but aren’t sure who or when
Want to scale but need a clearer internal structure first
Limitations of this service: This is a strategy and planning engagement. It does not include (but can be added later):
Recruiting or hiring support
Payroll or HR policy creation
Custom onboarding materials or training programs
Full performance management systems
Bottom line? You can’t scale on guesswork. We’ll help you build role clarity, reclaim your time, and get the right people focused on the right things.
When everyone owns everything, nothing gets done. This engagement helps you bring clarity to your team structure, who’s doing what, what’s missing, and how to reduce overwork or confusion.
We’ll map your current team structure, identify gaps or overlaps, and create a plan for role delegation, hiring, or reorganization. Whether you’re prepping to scale or just tired of being the bottleneck, we’ll help you build a smarter org that runs with more clarity and less chaos.
Current Team & Role Review: We assess how your current team is structured including job titles, responsibilities, decision ownership, and how tasks are handed off. We host 15 to 30 minute interviews with as much of your staff as you’re comfortable having us talk to.
Delegation & Capacity Mapping: We identify where you’re holding too much, where others are underutilized, and where responsibilities are unclear or overlapping.
Org Chart Design (Current & Ideal): We’ll create a visual representation of your existing team setup and a recommended structure based on your firm’s goals, needs, and service delivery model.
Role Planning & Hiring Strategy: You’ll get recommendations for role refinement, new positions (if needed), and a clear view of how to move toward a more efficient, scalable structure.
Current-State Org Chart
Future-State Org Chart (aligned to firm goals)
Role Descriptions & Delegation Map
Recommended Hiring or Restructuring Plan
Hiring or Outsourcing Priorities
PDF Report and Video Walkthrough
Live Call for Final Results Review
After checkout, you’ll receive a link to schedule your kickoff call and complete a team intake form. We’ll use that to map your current team, highlight role opportunities, and give you a structure that supports your next stage of growth.
This engagement wraps up in 2–3 weeks. You’ll complete a short intake form and participate in a kickoff call. From there, we’ll do the mapping and strategic thinking, returning with a clear plan you can implement whether you’re hiring, restructuring, or just trying to get your time back.
This is ideal for firms who:
Feel like “everything falls on the owner”
Struggle with delegation or team accountability
Are preparing to hire but aren’t sure who or when
Want to scale but need a clearer internal structure first
Limitations of this service: This is a strategy and planning engagement. It does not include (but can be added later):
Recruiting or hiring support
Payroll or HR policy creation
Custom onboarding materials or training programs
Full performance management systems
Bottom line? You can’t scale on guesswork. We’ll help you build role clarity, reclaim your time, and get the right people focused on the right things.
