Let’s start working better. Together.

About Success Trek

Since 2005, Success Trek has been helping companies to strengthen from within. Small to mid-sized businesses contact us when they are getting ready to take their business to the next level or in times of rapid growth. We provide solutions and ongoing support that assists everyone and everything working better together.

Theresa Valade, CEO
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What Does a Business Consultant and Coach Do?

You know the road to success is not always smooth. As a leader or manager in your organization, change, transition, and rapid growth can have you scrambling to adapt. It doesn’t have to be that way.

 

As a business consultant and coach, I can help with your vantage point, offer perspective, and provide the tools to navigate obstacles with ease.

 

Success Trek’s 4-Step Process will get your company or organization back on track with improved business operations, empowered leaders & teams, and strengthened workflow processes.

 

For over 20 years, we have helped small to mid-sized businesses achieve their vision while getting the best from their employees and processes. We’ll work together so you can gain clarity & focus, create a plan, and execute the plan successfully. Success Trek stands apart from other consultative firms because we stay with you, evaluating and monitoring the implementation and beyond. That means tangible, positive results and outcomes for you.

Download the Four-Step Process

Services

Our services are focused on improving communication, increasing cash flow, supporting efficiency in hyper-drive, creating a more engaged workforce, and strengthening leaders. The results for our clients are Improved Business Operations, Empowered Leaders & Teams, and Strengthened Workflow Process.

Improved Business Operations

Strategic & Tactical Planning

Organizational Structure

Project Management

Implementation Support / Change Management

Succession Planning

Empowered Leaders & Teams

Individual and Team Performance Coaching

Training / Education Workshops

Orientation / Onboarding Programs

Peer Learning / Group Coaching

Leadership Development

"Ask The Coach" Program

Strengthened Workflow Process

Process, Procedure, and Training Documentation

Continuous Improvement & Lean Practices

Individual and Team Work Session Program

Why Choose Us

Through Success Trek’s 4-Step Process of (1) gaining clarity & focus, (2) creating a plan, (3), executing the plan, and (4) evaluating and monitoring, we work together to achieve positive results and outcomes.

We spend more time on the most forgotten step - evaluating and monitoring. We don’t leave you to figure it out on your own!

Our Mission:

We help businesses work better together so people can contribute more of what they do best.

 

Our Vision – creating what will be:

  • People Succeeding
  • Businesses Prospering
  • Communities Thriving

 

Our Values – the principles that guide us:

  • Agility – we respond rapidly to changes without losing momentum or vision.
  • Resourcefulness – we find the most efficient/effective way to achieve positive results.
  • Teamwork – we work together to meet everyone’s needs.
  • Teams can’t keep up with the workload
  • Individuals don’t get their work done
  • Leaders aren’t sure how to get it all done
  • Personalities and work styles get in the way of results
  • Job roles and responsibilities are unclear
  • Organizations face internal change or rapid growth

Our clients say we achieve together:

  • Improved day-to-day operations
  • Empowered leaders and teams
  • Strengthened workflow processes

Your Success Trek Team

Theresa Valade

THERESA VALADE

CEO

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Vicky

VICKY ODEGAARD

Office Manager

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Mary Andersen

MARY ANDERSEN

Project Consultant

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Training Materials: Why Subject Matter Experts Matter

How can you onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention? By creating Training Materials that include mapping workflows, documenting job tasks, and detailing work instructions.

A crucial partner to this process is the Subject Matter Expert (SME). As the name implies, they know the tasks needed to do a job and how to get them done.

Process Documentation

Who does what when? Whether it’s a short-term project, organizing workflow across departments, or streamlining operations throughout an entire organization, documenting who, what, when, and how can increase your success dramatically.
Documenting how people work can improve your Business Operation by creating teachable and repeatable processes so that you can onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention. Read how our work with a client allowed them to meet deadlines, create efficiencies, improve communication, and more.

Structuring & Preparing for the Future

Smart, successful businesses are also supportive businesses, giving back to local nonprofit organizations, usually in the form of funding focused on building and expanding programs. Investing in the organization’s core infrastructure, organizational growth, and leadership development may not seem as impressive as your company name on a building but affords a much more significant impact. By looking at the organization’s needs differently, we can find more ways to sustain these vital community resources.

The Talent Selection Process

Turnover of key players is inevitable. Developing a succession plan before – not after losing a critical team member will reduce the successor selection process, gaps in productivity and leadership, and maintain your organization’s momentum.

The Art of Feedback

Feedback is a vital business communication skill. It is a two-way process of giving it efficiently and receiving it constructively. Giving and receiving feedback is key to engaging people and keeping them on track and serves as a robust tool for creating a healthy environment, boosting productivity and engagement, and achieving better results.

Keep Your Strategic Plan Alive

What worked for you a year ago may not work now and that can affect your objectives or goals. In our recent article, The Benefits of Strategic & Tactical Planning, we touched on what a strategic plan is and its benefits. In addition to “working” the plan, it must be regularly reviewed and updated. Your strategic plan should be reviewed annually at the very least.

The Need for Documented Processes and Procedures

COVID-19 has impacted every facet of our lives. The effects on the workforce has revealed a definite need for process and procedure documentation as roles change and businesses adapt. As workers exit due to furlough, home demands or retirement, the lack of documented processes and procedures can further stress a business.

The Benefits of Strategic & Tactical Planning

Did you know that businesses using strategic plans are 12% more profitable? A strategic plan is a management tool that keeps everyone and everything (energy, resources, time, etc.) moving in the same direction. Through a strategic plan, companies also see improved control over costs, increased foresight, improved operational performance, increased transparency and insight into the business, and a sense of shared purpose

How To Take Your Team From Good To Great

Team performance affects an organization’s productivity, morale, and the overall quality of its product or service. When there is conflict, there is the potential to inhibit teamwork, which can delay projects, result in cost overruns, or decrease the effectiveness of the work. Successful teams make a considerable contribution to organizational productivity and efficiency. This month’s Blog is about how Success Trek worked with a client to uncover the root cause of performance roadblocks and identified ways to move past them.

Are you experiencing absent team member stress?

Absent team members put stress on the rest of the team forcing management to figure out who must absorb the extra workload. US businesses lose up to $300 billion yearly as a result of workplace stress. Read how our work with a client reduced their stress during a team member’s unexpected and extended absence

Complimentary Conversation

Reaching a goal is a journey, and Success Trek is here to take that journey alongside you. Whether we are helping you develop a strategic plan, facilitating a skills workshop, or writing a procedure guide, we will guide you through obstacles and challenges with the tools and support for success. The process starts with a 30-minute Complimentary Conversation.

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