Engagement Matchmaker

Find your perfect fit.

10 questions. 3 minutes. A clear recommendation for which engagement tier will drive the most impact for your organization. and why.

Question 1 of 10 0% complete
01
Organization Size
What is your organization's approximate annual budget?
A
Under $500K. we're a small but mighty team
B
$500K $2M. growing steadily, stretched thin
C
$2M $6M. complex operations, multiple programs
D
$6M+. large organization facing significant operational pressure
02
Operational Complexity
How many program sites or service locations does your organization operate?
A
1 site. single location, manageable coordination
B
2 to 5 sites. manageable but coordination is getting harder
C
6 to 20 sites. multi site operations require real systems
D
20+ sites. complex network demanding dedicated infrastructure
03
Leadership Gap
How would you describe your organization's current operations leadership capacity?
A
Strong COO/Ops Director in place. just need occasional strategic input
B
ED handles operations. we need guidance but not full leadership
C
Significant gap. no one owns systems and compliance end to end
D
In crisis. a recent departure or emergency has left us exposed
04
Compliance Exposure
How would you rate your organization's current regulatory compliance posture?
A
Strong. clean audit history, documentation current, no known gaps
B
Adequate. mostly compliant but some documentation gaps we know about
C
Concerning. audit findings or inconsistent compliance practices
D
Critical. active finding, corrective action, or funding at risk
05
Systems & SOPs
How mature are your organization's documented processes and operational systems?
A
Well documented. SOPs exist for key functions and are actually followed
B
Partial. some SOPs exist but they're outdated or incomplete
C
Mostly in people's heads. knowledge lives with individuals, not documents
D
No real systems. we rebuild the wheel every time someone new joins
06
Staff & Capacity
How would you describe the current state of your team's capacity and morale?
A
Healthy. people feel supported, roles are clear, turnover is low
B
Strained. working hard but showing signs of burnout
C
Overloaded. key staff doing multiple jobs, turnover becoming a problem
D
Crisis mode. lost critical people and struggling to keep programs running
07
Growth Stage
What best describes where your organization is operationally right now?
A
Stable. operating well, looking for optimization and strategic input
B
Growing. adding programs or sites, need systems that scale with us
C
Chaotic. growth has outpaced infrastructure, struggling to keep up
D
Rebuilding. setback from leadership change, funding loss, or audit
08
Board & Governance
How confident are you in your board's visibility into your operational performance?
A
Very confident. board receives regular, clear operational reports
B
Somewhat. reporting happens but could be more structured
C
Not confident. the board doesn't have a clear picture of operations
D
Board is concerned. active governance or accountability issues
09
Urgency
How urgently does your organization need operational support right now?
A
Low. planning ahead, no immediate crisis
B
Moderate. would benefit from starting soon but no fire right now
C
High. programs, funding, or staff at risk without action soon
D
Immediate. we need expert support now, not next month
10
Investment Readiness
How does your leadership team view operational consulting investment?
A
Cautious. need to see clear ROI before committing significant resources
B
Open. we recognize the need and are prepared to invest in the right solution
C
Committed. the cost of not investing is higher than investing
D
All in. we need comprehensive support and are ready to make it a priority
Your Recommended Engagement

Operational Complexity Score
What's Included
Why This Tier Is Right for You
Also Consider

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