The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

John Arms

JP Arms Marketing

Your marketing ally, leader, guide and activator.

Fractional CMO

If you don't have a marketing plan or a marketing leader, I feel your pain. I know how painful and expensive that is. Fortunately, I can help you there as a Fractional Marketing Leader.

Fractional Marketing Leader

My job is to fill the empty spot in your org chart for Marketing Leader, CMO, or Director of Marketing. The stuff that gives me dopamine hits is solving marketing problems so my client's sales teams have the seeds of new connections they need to succeed. Marketing jargonists call these MQLs, SQLs, and all that. I call them people.

ELDR

Eldr is just a flat out great client. Great vision. Great people. Postive impact for society. I couldn’t be happier as their FCMO

Voyageur University Independent Career Community

Co-Founder

At Voyageur University we educate on the practices, principles, methods and best practices of Fractional work. We teach "corporate escapees" how to shift from the corporate economy to the fractional economy. And we teach businesses how to avoid the unicorn problem and hire the Fractional professionals to plug the holes in their org chart.

Fractional Thought Leader

Tired of working for someone else? Learn how to become a fractional executive in your career. The Gig Economy continues to make room for fractional executives in operations, IT, marketing, finance, HR, communications, sales and other management roles. Join Voyageur and chart your own career path and enjoy the money, freedom and opportunity that comes with it. For just $19 per month Voyageur U provides the step-by-step plan to help get you started, a dedicated community of peers on LinkedIn and the leads, opportunities and processes to keep your independent career strong.

CoFounder Voyageur University Community

Marketing Sage

https://voyageur-university.com

Voyageur U is your launching pad to becoming a fractional professional. In the new normal businesses are hiring fractional talent by the thousands. Voyageur U gives you the training and support community to join the ranks of fractional professionals.

Co-Founder 

Wingnut Advertising

As CEO of Wingnut Advertising, my job is to guide Wingnut toward growth by keeping our focus keenly on our clients success. To us this means providing strategic, creative solutions backed by rock solid research and an account team that is second to none. A bit of history: I started Wingnut with my partner Greg Dutton. We started the agency with a cell phone, an Apple and about $350 bucks between us. Today, we are a three partner firm (Bringing in Jim Cousins as President in 2011) with 15 employees and a solid client base including Stormy Kromer, Optum, Cargill, Leeann Chin, Security Life, Neopath Health, Old Dutch Foods, Sarku Japan, SnipIts Kids Hair, The March of Dimes, Earle Brown Heritage Center and Wander North Distilled Spirits.

Colle+McVoy

Copywriter

Best Buy

As a Fractional Marketing Leader, I help small and medium-sized businesses get their marketing in order with a proven playbook that delivers strategic, focused, and impactful results. I have over five years of experience in fractional work, and I am certified by Voyageur University, the leading educational institution for fractional professionals.

I am also a Co-Founder and Fractional Thought Leader at Voyageur University, where I teach corporate escapees how to transition from the full-time economy to the fractional economy, and how to leverage their skills and talents to create their own career paths. I am the author of Revolt: The Rise of Fractional and the Death of Full Time, a book that exposes the reasons and benefits of the fractional movement. I am passionate about empowering others to achieve dignity, prosperity, and self-determination through fractional work.

taplio

The Battle

Rachel Marie

John Arms

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