Our Process
The 3P Reset
One process your team runs without reminders — clear owners, triggers and a visible task board — in six Friday sessions.
6
Friday sessions
2 hrs
each, with setup work between
30
day stick check
Built for organizations that grew faster than their systems
Growing nonprofits and mission-driven businesses, usually 10–75 staff, where the work has outpaced the way it gets done. The 3P Reset fits best when something just changed:
It fits best when something just changed
A new grant, contract or program added volume
You’re hiring fast, or a new hire can’t figure out what to do
A key person left and took the process with them
A dropped handoff caused real fallout
You bought software that nobody is using
Purpose + Process = Progress
Purpose
Name the pain and its cost. Interview the people doing the work.
Process
Co-design with your team. Document it, set up the tools, build the triggers.
Progress
Train, go live, adjust. Check adoption 30 days later.
What happens each Friday
What happens
Kickoff: we name the process, the pain and the cost, and agree on what “fixed” means
What you’re left with
A clear definition of success
What happens
I interview the people doing the work
What you’re left with
A map of how work really happens today
What happens
Your team helps design the new flow
What you’re left with
A draft of the new process
What happens
The team pressure-tests it; owners and triggers are agreed
What you’re left with
An ownership and handoff map
What happens
Tool setup and SOP walkthrough
What you’re left with
Configured tools, a task board and written SOPs
What happens
Train the team and go live
What you’re left with
Recorded walkthroughs and a launch checklist
What happens
Stick check with you
What you’re left with
Adjustments, and proof it held
Each session is about two hours. I do the documentation and setup work between sessions, so your team’s time stays focused.
Everything in the 3P Reset
A task board everyone can see
Current-state process map from team interviews — no more guessing what’s actually breaking
Ownership and handoff map — who owns each step, and what triggers the next one
Written SOPs for the redesigned process — so it doesn’t live in one person’s head
Tool recommendation and setup — so you stop paying for software nobody uses
A task board with due-date automation — overdue work becomes visible without asking
Team training and recorded walkthroughs — so the new process doesn’t die in week two
The New Hire Test — could someone start Monday and know what to do?
30-day stick check — catches backsliding before it sets in
Coordination with my automation partner for deeper builds (quoted separately)
Stays until it sticks.
If your team isn’t running the new process at the 30-day check, I add up to two more sessions at no charge until it is.
Choose your level
Map It
$750
Not sure which process to fix first? One working session: I interview your team, map how work happens today, and rank the fixes by impact. You get a written roadmap you can act on with or without me.
Fully credited toward the 3P Reset if you start within 30 days.
Most Popular
The 3P Reset
$2,500
founding rate for my first three clients · $3,500 standard
One process, fixed and adopted. Six 2-hour Friday sessions plus setup work, team training and a 30-day stick check.
3P Partnership
$4,500
Everything in the 3P Reset, plus 90 days of support after launch: monthly check-ins, SOP updates as things change, and training for 1–2 people on your team to keep owning and improving the process.
Common questions
We can’t afford a consultant.
It’s a fixed scope and a fixed price for one process. We start where the pain is costing you the most.
My team doesn’t have time.
About 45 minutes each for interviews, then a couple of working sessions. The fix gives the time back.
We bought software before and nobody used it.
Then the problem was adoption, not software. Training and the 30-day check are built into the Reset for exactly that reason.
You’re only available on Fridays?
Yes, and that’s the point. You get a dedicated day with me, not a junior team. I take one client at a time.
Do you understand nonprofits?
I’ve served on the board of Tribe 12, sit on my synagogue’s executive committee, and spent two decades working in nonprofit, government and social services.
Start with five minutes.
Take the Growing Pains Scorecard to see where growth is straining your operations. If you already know what’s breaking, book a free 30-minute Focus Session.