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Modern strategy. Measurable outcomes.

Boutique Strategy Consultancy

We help organizations clarify priorities, align teams, and execute measurable outcomes. Our tailored engagements focus on streamlining operations and delivering results that consistently produce 2x–3x performance gains.

IN

Metric-Intake™

Optimize how clients or constituents enter your system

Transform your onboarding process from friction point to competitive advantage. We audit your intake workflow, identify bottlenecks, and redesign the experience to reduce drop-offs and accelerate time-to-value.

Deliverables

  • Comprehensive intake audit
  • Revised workflow documentation
  • SOP checklist and templates
  • Implementation roadmap

Outcomes

  • 50–75% faster onboarding
  • Fewer client drop-offs
  • Improved first impressions
  • Scalable intake process
TR

Metric-Track™

Design KPIs and create a usable dashboard

Stop drowning in data without insight. We help you identify what truly matters, design meaningful KPIs, and build dashboards that drive decisions—not just display numbers.

Deliverables

  • 1:1 KPI strategy session
  • Dashboard templates
  • Data setup and integration
  • Reporting framework

Outcomes

  • Clear visibility into impact
  • Data-driven decision making
  • Aligned team goals
  • Performance accountability
MP

Metric-Map™

30/60/90 strategic action plan

Turn strategic vision into executable reality. We create clear, time-bound roadmaps that break big goals into achievable milestones—complete with ownership, dependencies, and success metrics.

Deliverables

  • Strategy snapshot document
  • Phased implementation roadmap
  • Accountability matrix
  • Risk mitigation plan

Outcomes

  • Aligned teams and priorities
  • Reduced planning fatigue
  • Clear next steps
  • Momentum and quick wins
FX

Metric-Fix™

Improve one broken business process

Every organization has that one process that everyone complains about. We diagnose the root cause, redesign the workflow, and implement tools and SOPs to make it work smoothly—permanently.

Deliverables

  • Process audit and diagnosis
  • Optimized workflow design
  • Implementation tools & SOPs
  • Training materials

Outcomes

  • Smoother operations
  • Reduced manual work
  • Increased throughput
  • Improved team morale
CD

Metric-Cadence™

Create or refresh your internal meeting rhythm

Meetings shouldn't feel like wasted time. We design a rhythm of business (RoB) that balances accountability, collaboration, and execution—so your team spends less time in meetings and more time getting work done.

Deliverables

  • RoB calendar and structure
  • Meeting templates and agendas
  • Meeting structure audit
  • Decision-making frameworks

Outcomes

  • Better collaboration
  • Less busywork
  • Clear accountability
  • Productive meetings
TL

Metric-Tell™

Turn your story into a pitch or report

You're doing great work—but can you communicate it effectively? We help you craft compelling narratives, design stakeholder-ready presentations, and build one-pagers that open doors.

Deliverables

  • Message framework
  • Stakeholder-ready deck
  • One-page brief
  • Visual storytelling assets

Outcomes

  • Ready-to-send materials
  • Clear, compelling narrative
  • Professional visuals
  • Stakeholder buy-in
AD

Metric-Advise™

Monthly fractional strategy support

Sometimes you just need a trusted advisor in your corner. Our monthly retainer provides ongoing strategic counsel, decision support, and async reviews—without the overhead of a full-time hire.

Deliverables

  • Monthly retainer (5 or 10 hours)
  • Async document review
  • Decision support sessions
  • Strategic guidance

Outcomes

  • Trusted partnership
  • Executive headspace
  • Faster decision-making
  • Strategic clarity
PF

Metric Pathfinder™

Quick-start strategy engagement

A diagnostic and facilitated alignment session to help organizations clarify priorities, assess opportunities, and define the next 90 days of action. Perfect for organizations in transition or early-stage planning.

Deliverables

  • 1:1 stakeholder intake session(s)
  • Current-state snapshot
  • 90-minute collaborative strategy workshop
  • Strategic Brief: 3–5 focus areas + action plan

Outcomes

  • Clear priorities identified
  • Stakeholder alignment
  • Actionable 90-day plan
  • Reduced strategic ambiguity
MS

Metric Maturity Scan™

Digital readiness & platform audit

A structured review of your digital platforms, CRM, or MarTech stack (e.g., Salesforce, Adobe) to uncover pain points, maturity gaps, and roadmap opportunities. Ideal for teams preparing for platform changes or upgrades.

Deliverables

  • Platform inventory + adoption analysis
  • Capability maturity rubric
  • Short- and long-term roadmap
  • Optional: Light stakeholder input summary

Outcomes

  • Platform optimization opportunities identified
  • Clear digital transformation roadmap
  • Improved technology ROI
  • Data-driven upgrade decisions
MM

Metric Messaging Matrix™

Program framing & messaging refinement

We help sharpen how you articulate your programs, initiatives, or value propositions to internal and external stakeholders. Perfect for nonprofits preparing for grants or organizations seeking better internal alignment.

Deliverables

  • Core messaging themes + framing guide
  • Problem > Solution > Outcome model
  • Stakeholder-specific language suggestions
  • Two rounds of revisions or feedback

Outcomes

  • Clear, compelling messaging
  • Consistent communication across teams
  • Improved stakeholder understanding
  • Grant-ready narratives
MB

Metric Mobilizer™

Innovation & product enablement sprint

A sprint-based model to validate, build, and launch innovation-driven programs or products. Includes user research, concept testing, and MVP definition for organizations with new initiatives or digital strategy mandates.

Deliverables

  • Innovation or product roadmap
  • Facilitated working sessions
  • Research insights + concept validation
  • Pilot delivery or implementation playbook

Outcomes

  • Validated product concepts
  • Reduced innovation risk
  • Clear MVP definition
  • Launch-ready pilot programs
CB

Metric COE Builder™

Center of excellence & governance enablement

Design and build a cross-functional Center of Excellence (CoE) to support platform delivery, user adoption, and scalable governance. Ideal for enterprises scaling CRM or SaaS platforms like Salesforce or Workday.

Deliverables

  • CoE operating model + charter
  • Governance framework + roles
  • Intake + prioritization process
  • SOPs + delivery playbooks

Outcomes

  • Scalable platform governance
  • Improved user adoption
  • Consistent delivery standards
  • Cross-functional alignment
OC

Metric On-Call™

Quarterly advisory retainer

Ongoing support for decision-makers who need an executive advisor without a full-time hire. Perfect for executive directors, founders, and department leads managing multiple stakeholders.

Deliverables

  • Monthly or biweekly check-ins
  • Rapid-turn guidance on strategy, alignment, and scoping
  • Unlimited async support (email, feedback, doc review)
  • Strategic decision support

Outcomes

  • Access to executive-level counsel
  • Faster decision-making
  • Reduced strategic uncertainty
  • Ongoing partnership and support

Popular Service Bundles

Curated packages designed for maximum impact

The Launch Pad

  • Metric-Intake™
  • Metric-Map™

Perfect for organizations getting started with strategic operations and streamlined onboarding

Ops Starter Kit

  • Metric-Intake™
  • Metric-Fix™

Streamline your operations from the ground up with optimized workflows and processes

Grant-Ready Suite

  • Metric-Track™
  • Metric-Tell™

Build your impact story with data-driven KPIs and compelling narrative frameworks

Team Performance Stack

  • Metric-Cadence™
  • Metric-Map™

Align your team and optimize workflows with strategic planning and meeting rhythms

Ready to Get Started?

Let's discuss how Metric Strategy Partners can help you achieve measurable results.

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