SCOPE Assessment

SCOPE is a 3-area operational assessment for growing teams that need structure and scalability. If you’re gearing up for contracts, grants, or a new team hire—or you just want your business to stop running you—this is your next move. 

This option is especially valuable for organizations seeking to manage compliance concerns for government contracts or grant funding. We’ll take a holistic look at your key workflows, documentation, and risk areas, and identify strengths, gaps, and clear opportunities for improvement.

• Discovery Session (held prior to contracting):
  We start with a 60-minute call to clarify your goals and select three critical areas to assess (such as onboarding, documentation, workflows, technology, or compliance). One to two additional "Clarity Calls" may be scheduled.
   
• Multi-Area Assessment:
  In-depth review of your chosen processes or departments. Together, we examine workflows, team roles, technology/tools, and current pain points.
   
• Efficiency & Risk Metrics:
  Analysis of process efficiency, bottlenecks, compliance risks, and opportunities for improvement.
   
• Streamlined Report:
  Receive a clear, action-oriented report (4–7 pages) with prioritized recommendations, practical next steps, and easy-to-understand insights.
   
• Follow-Up Review:
  30-minute feedback call to answer questions and clarify next steps.

Business owners who:

• Business leaders juggling multiple broken systems and no time to fix them

• Teams dropping balls due to siloed departments and unclear workflows

• Founders adding staff but not structure—and feeling the cracks show

• Organizations preparing for grants, contracts, or compliance—but not ready yet

• Businesses struggling to scale because their operations weren’t built to support growth

• Anyone saying: “We’re too successful to be this disorganized.”

• Small businesses and nonprofits needing more than a single-focus review, but not a full transformation

• Teams with 3 areas that need improvement (e.g., onboarding, workflows, and technology use)

• Discovery call(s): 1-3 Hours
   
• Assessment Report Out: Within two weeks.
   

Turn Insights into Action—And Save!

Clients who complete a SCOPE or CARE Implementation Plan receive an exclusive 15% discount on any follow-up implementation projects, such as:

• SOP or policy development
   
• Technology/tool integration
   
• Document/file management systems
   
• Workflow/process redesign
   
• Staff training or onboarding programs