Concierge Organizational Development for Sustainable Growth
Organizational Consulting
All organizations go through developmental stages or phases and transitions. Sometimes when running a business or being a director or ED/CEO of an organization it can feel like one has done so much, and you have worked hard. There is success, yet more is needed or wanted and there is still resistance or new challenges. I provide root cause analyses and planning that addresses those resistances or challenges while guiding through action steps that are aligned with you and the organization's mission, values, and goals.
As one client put it, “you go to Beatrice as you would with a great internist or general surgeon, you know something is wrong, and you need someone to really help you sort through the data and diagnostics, not immediately provide "the" or "a" solution. If she is not the right person for the job, she will refer or recommend alternatives.”
If you are looking for a guide that lives by providing choices as well as clear advisory, reach out for a 20 minute exploratory call.
Is your organization facing transitions, turnover, or persistent challenges despite your best efforts?
Organizational growth requires strategic attention. By addressing root causes rather than symptoms, you can align your operations with your mission and create sustainable systems for success.
What You’ll Gain:
✓ Root Cause Analysis: Identify the underlying issues creating resistance or obstacles
✓ Integrated Solutions: Address psychological and cultural factors alongside operational concerns
✓ Actionable Roadmap: Clear scope of work, deliverables, and timeline tailored to your needs
What to expect:
Typically, a client contacts me with a problem or situation, followed by interviews with key decision-makers. I then request and review key documents, and submit an initial analysis for discussion. Once we have agreement on the scope of work required, I write a formal proposal including deliverables, KPIs, and expected timeline.
My approach includes:
Contracting around expectations for both cultural (qualitative) and quantitative KPIs, such as turnover or hiring success
Coaching leaders on how these metrics are related
Working with ED/CEO/business owners individually, or with Boards and senior management, or with senior leaders and their teams
Providing guidance, coaching, and mentoring in HR and finance—frequently critical areas
Executive and staff recruiting or vetting contractors based on client needs
Investigations or audits into cultural issues and HR concerns
Delivering workshops that create lasting change
A concierge-based approach: As a former CEO/ED and strategic HR business partner, I walk alongside you to gain knowledge and competencies while delivering on your organization's mission and goals.
Integrated expertise: My academic research in organizational, family, and individual change means I address psychological and cultural issues that are often treated as separate from operations. Low-grade frustration, inability to make progress, or higher turnover rates are all signals that warrant attention.
My process follows a proven protocol:
Root Cause Analysis
Identify the underlying patterns and dynamics creating obstacles through interviews, document review, and organizational assessment.
Testing & Strategic Planning
Develop a formal proposal with clear scope of work, key outcomes/deliverables, expected schedule/timeline, and KPIs (both cultural and quantitative).
Implementation & Coaching
Execute the plan with hands-on guidance, coaching, and mentoring. I walk alongside you to build lasting competencies while delivering on your organization's mission and goals.
FORMER CLIENTS INCLUDE:
Veterinary hospitals
Private schools
Large science organization
Family foundation
Not-for-profit medical association
Serving organizations in transition, with experience in education, scientific & engineering, veterinary medicine (hospitals), and family run or privately held organizations.
For branding, marketing & development needs:
Grunert & Meyer is your go-to for not-for-profits and cultural institutions with branding, marketing and development needs, where our rooted insights approach ensures strategic and operational work is prioritized, planned, and executed.
For organizational development and operational guidance - refer to Beatrice Meyer PhD.
