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

Leadership doesn’t start with strategy. It starts with self-awareness.
Most leaders are high-performing and driven, but still feel like something is missing. Teams execute but lack cohesion. Communication happens but doesn’t resonate. Momentum exists—but without meaning, burnout follows.

That’s the cost of operating without clarity.
When leaders understand their WHY, everything shifts. Clarity replaces confusion. Confidence replaces doubt. Connection replaces performance-based pressure. From executive teams to entire organizations, the shift starts by discovering what truly drives human behavior—and aligning action with it.

WHY Not Leadership exists to guide that transformation.
Using the WHY.os Discovery and proven leadership frameworks, leaders and teams gain the tools to:
Discover their core motivations
 Communicate with authenticity and impact
 Build aligned, high-performing teams
 Lead with purpose, not just performance
Whether inside a boardroom or on a keynote stage, the goal is simple: help mission-driven leaders uncover who they are, so they can lead with courage, clarity, and conviction.

This approach is rooted in decades of proven leadership—from military command to organizational growth—and backed by behavioral and personality science trusted by thousands across industries.
True leadership doesn’t come from doing more—it comes from knowing who you are.

 Tools That Support the Journey
WHY.os: Contribute • Challenge • Make Sense
 CliftonStrengths: Woo • Communication • Individualization • Positivity • Arranger
 
Working Genius: Galvanizing • Enablement
 Kolbe: 5-2-9-3 | Enneagram: 3w2 | MBTI: ENTJ
 ...and more tools used to unlock deep personal insight and team synergy.

Ready to stop performing and start leading from your core?
Discover what drives you. Align your team. Let purpose lead.

taplio

The Battle

Rachel Marie

️Dan Dominguez

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