Our version of a Business Assessment. This comprehensive, analytical engagement is broken down into two phases:
The Summit Discovery & The Summit Implementation.
At the conclusion of our time together, you will receive a detailed report that defines your business’ “base camp”, key action items on how to move forward, and support in bringing those recommendations to life.
Summit Ascent Process
PHASE I:
SUMMIT DISCOVERY
NORA Partners will provide a robust report of your current state through the lens of our Seven Elements of Discovery. In that, you will find numerous recommendations about how to move your practice forward towards your vision.
Logistics of Engagement
~8-week completion time.
Interviews with key leaders and team members.
Mid-point check-in and final presentation.
PDF report provided.
The Seven Elements of Discovery
Business & Organizational Structure
Financial Performance & Profitability
Client Experience & Service Model
Operations & Efficiency
Team & Talent Development
Growth & Marketing Strategy
Strategic Vision & Execution
PHASE II:
SUMMIT IMPLEMENTATION
As a result of Phase I, you can choose to engage NORA Partners for specific, short-term projects that fall in the operations wheelhouse. While you stay in the driver’s seat, NORA comes alongside to complete key initiatives to help drive growth.
Logistics of Engagement
1-12-month contracts based on scope.
Biweekly reports via email.
Mid-point check-in and final presentation.
Project delivery & detailed instructions in all formats.
Project Examples
Team Development Plans
Budget Creation
Client Engagement Roadmaps
Hiring & Onboarding Processes
Firm Vision Definitions
Client Service Model Enhancements
CRM Workflows & Clean Up
Ready to learn more? Schedule a 15-minute info call.