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

The Coffee MBA

We need your coffee company to be successful to support the supply chain.
You need to be profitable to support what you've built.

You're ready for more, to catapult your business with new products.
But it feels like a heavy lift to breath life into your ideas. 

Or maybe you've built an incredible product that needs a professional take, an experienced eye. 

Or you're a CPG company that has toes dipping into coffee. 

This is what we do.

Show you what's possible in building your dreams, your product, or your coffee channel.

Founder | Co-Chief Executive Officer

EVERY™

Consultant

Product Marketing Manager

Steelcase

Madcap Coffee Company

Chief Operating Officer

Counter Culture Coffee

Western Division Manager

Regional Training Manager

Self-Employed

Coffee Consultant

Verve Coffee Roasters

Head of Training

We know what it’s like. 

You’re under water because you don’t know what to do next in your business. 

How to get out of the struggle.

How to make this thing profitable. 

How to get to the next level of growth.

Meet The Coffee MBA

We provide a safe place to land, to learn, and to grow.

We’ll give you and your team what you need to make new choices and find new pathways to success.

Bring a business mind to your passion project.

Get this thing back on track.

The Coffee MBA offers customized consulting and support and online courses to develop the business skills your team needs. 

You've got the coffee skills down.

You need the spreadsheets, the strategy, the business brains to boost your profitability.

At the end of the day, you need that profit to do the incredible things you want to do in your business, your community, and in your value chain.

Have questions about how we can help?

Send me a DM and I can tell you more. 

You don't have to do this alone!

taplio

The Battle

Rachel Marie

Miranda Caldwell, MBA

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