Connecting People
With What They Need
To Do Their Best Work

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

Implementation Support Retrospective: Look Before You Leap

When your company is working through change, sometimes the best perspective is an outside perspective. Our Implementation Support service offers an unbiased view to help your team move through change by identifying and overcoming barriers during a transition or project’s implementation phase.

wooden figures working on a puzzle together

New Growth, New Systems, What Now?

Take one growing business, a new inventory management system, and the need to hire and train new employees; what do you get? Possible disaster!

Read how our work with a client helped them identify obstacles and successfully navigate through them.

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

Connecting People With What They Need To Do Their Best Work

What Does a Business Consultant and Coach Do?

Services

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Connecting People
With What They Need
To Do Their Best Work