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

Lill Branding

Creative  Head

Graphic Solution

Art Director

index Gruppe

TCC Trébol Comunicación y Creación, S. A.

I help executives and entrepreneurs see their vision for their business come to life through strategic sketching.

If you have all these ideas in your brain and can't see the forest for the trees. You don't know which ideas will work, and how it is all connected

... then you aren't executing, and you aren't building the beautiful business you envision. 

I can help you with that.

... Strategic sketching sessions are a way to SEE your ideas and business with new eyes and move you forward FAST.

A bit about me: I am a communication designer turned visual thinking expert. 

As much as I love everything visual, pretty design images or even illustrations aren't the most important. 

The prettiest design doesn't help if your messaging – or your product – is missing the mark.

But it is almost impossible to see how to connect the dots for your business especially if you have many ideas! 

That's where I come in with my pencil. 

I use strategic sketching and a powerful story-driven framework. 

• In a Business Storyboarding session, I ask you questions and sketch while we talk. You'll SEE your client's problems and feelings. A client of mine said: "It is as if you could walk around in their life!"

• You are creating value for your clients by solving their problems in your unique way. This is the very essence of your brand! 

If you want to clarify your message and lay the foundation for your brand – send me a DM now and let's chat.

P.S. Business Storyboarding is a tool to get clarity. As a side product, you’ll get some fun and relevant sketches that you can use in your marketing! 

If you want to learn simple sketches to visualize your story with paper and pencil, check out my Visual Minds group program! 

Send me a DM if you're curious about my visual process, or my courses.

taplio

The Battle

Rachel Marie

Ingrid LiLL

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