Operations work is easy to describe and hard to picture
So here is what an engagement actually produces — the documents your team keeps using well after our work together is finished.
| Decision | Recommends | Decides | Consulted | Informed |
|---|---|---|---|---|
| Budget shift under $10k | Program lead | Dir. of Programs | Finance | ED |
| New grant application | Development | ED | Programs, Finance | Board chair |
| Vendor contract over $25k | Operations | ED | Finance | Board |
| Public statement on policy | Comms | ED | Programs, Board chair | All staff |
| Hiring below director level | Hiring manager | Dept. director | People ops | Finance |
⁂ Every row names exactly one decider. The temptation is to write “ED and Dir. of Programs” for the contested ones, which is how a decision-rights map becomes a record of the ambiguity it was meant to end.
What you end up with
Durable infrastructure someone can easily pick up, delivered in editable formats that live in your systems. Grouped by the service that produces them; we agree which ones your engagement includes before any work starts.
From Diagnostics & Audits
Findings memo
Solves
Knowing something is wrong without knowing where to start.
What I found, ranked by cost and effort, with the tradeoffs stated so you can decide what to leave alone.
8–15 pages · editable docSystems & tools map
Solves
Four tools doing the same job, badly.
What you have, what each is actually for, what overlaps, and what the team can stop maintaining.
1–2 pages · table or diagram- 01No named owner for grant reporting; three people partially cover itHigh costLow effort
- 02Program updates live in Slack threads, not retrievable after 90 daysHigh costMed effort
- 03Two project trackers running in parallel; neither is authoritativeMed costLow effort
- 04Contract approvals route through the ED regardless of valueMed costMed effort
- 05Onboarding is verbal; each new hire receives a different versionLow costHigh effort
⁂ Ranked by cost against effort, not by severity. Item 05 is the one people usually raise first, and it sits last because fixing it well is expensive and nothing downstream is waiting on it.
From Program & Systems Design
Decision-rights map
Solves
Decisions that stall, or get made twice.
A plain record of who decides, who is consulted, and where approval actually sits — written down instead of assumed.
1–2 pages · tableWorkflow map
Solves
Work that moves fine until it reaches a handoff.
How a process really runs, step by step, with the stalls and rework marked rather than smoothed over.
1 page per process · diagramOperating procedures
Solves
Recurring work that runs differently every time.
Documented steps for the things you do repeatedly, written to be followed by whoever is holding the work next.
2–4 pages each · editable docProgram delivery model
Solves
A program that is designed but not yet runnable.
Each stage of the program with its owner, its decision point, and what has to exist before it can start.
1–2 pages · table| Stage | Owner | Decides | Must exist first |
|---|---|---|---|
| Scope & design | Program lead | Dir. of Programs | Problem statement, budget envelope |
| Intake | Program associate | Program lead | Eligibility criteria, baseline questions |
| Delivery | Program lead | Program lead | Facilitator guide, confirmed cohort |
| Measurement | Evaluation | Dir. of Programs | Baseline captured at intake |
| Report & renew | Development | ED | Spend reconciled with finance |
⁂ The last column is the one that earns its place. Most program plans list stages and owners; what breaks them is a stage starting before its input exists. Baseline is the usual casualty — captured after delivery begins, which means it is no longer a baseline.
⁂ The stall is not a capacity problem. No one owns reconciliation, so it waits for whoever notices first.
From Interim & Fractional Operations
Interim work is mostly doing the job: running the day-to-day, finishing what stalled, keeping the team moving. These are what’s left behind when I hand the role on.
Role handover guide
Solves
A new hire starting from scratch, or from one person’s memory.
How the role actually runs: the recurring work and its calendar, who to go to for what, what’s open, and what I’d do first.
5–10 pages · editable docRoles & handoffs
Solves
Coordination falling to a few “glue people.”
Named ownership for each stage, including the invisible coordination work that usually goes unassigned.
1–3 pages · table| Work | Owner | Hands off to | Done when |
|---|---|---|---|
| Set the agenda | ED | Board liaison | Agenda shared, 3 weeks out |
| Collect program updates | Board liaison was unassigned | Program leads | Requests sent, 2 weeks out |
| Chase late updates | Board liaison was unassigned | ED | All updates in, 10 days out |
| Assemble the board packet | Operations | ED | Draft packet, 1 week out |
| Send follow-ups after the meeting | Board liaison was unassigned | Staff owners | Action list out within 48 hours |
⁂ Three of these five steps had no owner. They were getting done by whoever noticed first, which is the glue work this table exists to name. Naming it is also how it gets counted in someone’s job.
Want to see one?
I can walk you through an anonymized example, or talk through relevant past work and references.