Services

What this is

We plan and run high-stakes meetings and working sessions that produce decisions, alignment, and usable documentation. This is for agencies and partners who are stuck in loops, unclear on scope, or need to move a complex initiative forward without losing control of the process.

What we do

• Clarify the decision points, constraints, and non-negotiables before the meeting
• Design agendas that force outcomes (not updates)
• Facilitate working groups, public meetings, cross-department sessions, and partner convenings
• Capture commitments, owners, dates, and follow-through logic
• De-risk contentious rooms by setting rules of engagement and managing stakeholder dynamics

Typical deliverables

• Meeting plan: objectives, agenda, decision questions, attendee roles
• Pre-read packet: context, options, and tradeoff framing
• Facilitation guide and run-of-show
• Notes that are actually usable: decision log, action log, risk log
• Follow-up package within 24 to 48 hours: tasks, owners, deadlines, next meeting plan

Ideal for

• Cross-functional initiatives with unclear ownership
• Community-facing meetings where clarity and tone matter
• Projects with too many stakeholders and too little accountability

What this is

We help agencies design, stand up, and operate programs with clear workflows, roles, compliance checkpoints, and reporting. You get a program that can actually run on schedule and withstand audits.

What we do

• Build program structure: goals, scope, eligibility, intake, and approval pathways
• Define roles, responsibilities, escalation paths, and decision authority
• Create SOPs, templates, and systems that staff can use immediately
• Set up reporting rhythms and performance tracking
• Support day-to-day administration when capacity is limited

Typical deliverables

• Program manual or playbook (policies, procedures, timelines)
• SOPs for intake, review, approvals, changes, and closeout
• Templates: intake forms, checklists, notices, tracking logs, reporting packets
• Implementation plan: milestones, staffing, training, and risk controls
• Program dashboard structure and reporting cadence

Ideal for

• New programs launching under time pressure
• Programs scaling fast and outgrowing informal processes
• Teams that need structure without adding permanent headcount

What this is

We support agencies and SBA-aligned mentor-protégé efforts with program setup, compliance tracking, documentation, and reporting. We keep the program clean, verifiable, and easy to administer.

What we do

• Design or refine the program framework and participation requirements
• Set up documentation standards and tracking systems
• Create onboarding materials and compliance checklists
• Provide reporting support and audit-ready file organization
• Help maintain consistent oversight across multiple relationships

Typical deliverables

• Program framework, SOPs, and participant guidance
• Compliance tracker and documentation requirements matrix
• Templates: agreements support, progress logs, meeting notes, reporting forms
• File structure standards for audit readiness
• Quarterly or milestone-based reporting packets

Ideal for

• Agencies launching mentor-protégé support with limited admin capacity
• Programs that need clean documentation and consistent oversight
• Teams that want measurable progress and fewer compliance surprises

What this is

We help you win funding and then manage it correctly. That includes developing strong, compliant applications and building the backend systems required for reporting, monitoring, and closeout.

What we do

• Identify fit and readiness gaps before you invest time in an application
• Develop narratives, work plans, budgets, and required attachments
• Build reporting and monitoring workflows for post-award execution
• Support compliance documentation, file organization, and closeout prep
• Coordinate across program, finance, and leadership to keep submissions consistent

Typical deliverables

• Grant application package: narrative, scope, work plan, milestones, and budget support
• Compliance checklist and submission plan
• Post-award administration toolkit: reporting calendar, trackers, templates
• Monitoring plan and documentation standards
• Closeout packet preparation and audit-ready file organization

Ideal for

• Agencies applying for competitive funding with strict requirements
• Programs with limited staff capacity for post-award admin
• Teams that want fewer last-minute scrambles during reporting cycles

What this is

We support public agencies on the procurement side: developing solicitations, managing evaluations, strengthening documentation, and ensuring procurement processes are clean and defensible.

What we do

• Develop RFIs, RFPs, RFQs, and supporting procurement documents
• Build scopes of work, technical requirements, and performance expectations
• Create evaluation criteria, scoring tools, and evaluator guidance
• Support Q and A management and addenda coordination
• Provide documentation support for protest risk reduction and audit readiness
• Support JOC/IDIQ planning and procurement lifecycle management

Typical deliverables

• Statement of Work and requirements package
• Evaluation rubric and scoring sheets
• Procurement schedule and governance plan
• Evaluator instructions and conflict of interest documentation support
• Decision memo support and award documentation structure

Ideal for

• Agencies under capacity constraints or tight procurement timelines
• Complex scopes where requirements must be clear and measurable
• Teams that want stronger files and cleaner evaluation defensibility

---

What this is

We operate like an extension of leadership. This is structured chief-of-staff style support to keep priorities moving, coordination tight, and documentation clean.

What we do

• Run coordination across departments, partners, and vendors
• Maintain action logs, decision logs, risks, and deliverable tracking
• Prepare briefing materials, meeting packets, and executive summaries
• Coordinate calendars and communications tied to project execution
• Keep execution aligned to commitments and deadlines

Typical deliverables

• Weekly execution tracker and leadership status report
• Meeting packets, agendas, and follow-up action items
• Decision log and escalation log
• Briefing decks or executive-ready summaries
• Document management standards and file structure

Ideal for

• Leadership teams managing multiple initiatives at once
• Programs with recurring coordination challenges
• Projects where follow-through is the bottleneck

What this is

We build and implement policies, procedures, and compliance workflows that hold up under scrutiny. The goal is practical compliance that staff can actually follow, with documentation that is audit-ready.

What we do

• Assess current compliance posture and documentation gaps
• Build policies, SOPs, and records management practices
• Create compliance workflows, checkpoints, and review cycles
• Support audit readiness planning and evidence organization
• Align operations with regulatory and funding requirements

Typical deliverables

• Compliance plan and gap assessment summary
• Policies and SOPs tailored to your operating reality
• Audit readiness checklist and evidence map
• Records management workflow and templates
• Training materials and rollout plan

Ideal for

• Programs with high reporting or audit exposure
• Organizations that have grown faster than their documentation
• Teams that need a clear standard, not vague guidance

What this is

We help agencies and organizations complete, maintain, and renew registrations and certifications, with organized documentation and a repeatable workflow.

What we do

• Track requirements, deadlines, and renewal cycles
• Gather and standardize documentation needed for submissions
• Create internal checklists and templates for repeat submissions
• Support compliance workflow organization so renewals do not become emergencies
• Maintain a clean record of submissions and confirmations

Typical deliverables

• Registration and renewal calendar with owners and deadlines
• Documentation checklist and standardized file set
• Submission tracker and confirmation archive structure
• Process notes for repeatability and continuity
• Internal guidance document for future renewals

Ideal for

• Agencies juggling multiple registrations and recurring deadlines
• Teams that want less risk from missed renewals
• Organizations that need a clean, repeatable admin process