Change Management Consultant | Purpose First Advisors

Change management consulting is a controlled, intentional process for the execution of growth strategies.

Relentless execution of your growth acceleration and value enhancement strategies requires getting the right people in the right roles doing the right things aligned to a shared vision. Our advisors help you prioritize your goals and lead your team through 90-day sprints that break multi-year objectives into short-term projects and milestones.

You probably already know what changes need to happen. But change is uncomfortable and disruptive. As a result, you may avoid taking the actions you know are required. Purpose First Advisors helps you manage the growing pains inherent in the process. Together we strategize on how to sequence and introduce changes, engage subject matter experts, communicate why change is necessary to achieve your vision, and manage the feelings and behaviors that often result from and directly impact the process of change.

In order to grow, i.e. move your business from its current state to your desired future state in terms of income, profitability, sustainability, and valuation various things need to change. This may require new technology, processes, staff, product/service development, financial management activities, or culture shifts.

What This Looks Like

Success doesn't happen in a vacuum - it’s the result of smart decisions, intentional actions, and consistent performance. Our process is about helping you identify, align, and execute the strategies and tactics that allow you to build a business that works for you, not the other way around.

Discovery & Defining Success

We start by understanding the current state of your business and what changes you’ve identified as key to your future success; together, we’ll define your criteria for a successful advisory relationship tailored to help you navigate the changes necessary to achieve your vision and desired outcomes.

Strategy Development

Together we’ll identify key areas to consistently focus on to align your efforts, create momentum, and produce results. Typically, successful change management requires the prioritization and sequencing of changes, as well as a comprehensive communication strategy for all key stakeholders.

Action & Execution

We help you make key decisions, set deadlines, and align resources to take action. This can include changes to your org chart, technology investments and adoption, updating processes and procedures, clarifying cultural norms, and defining performance expectations.

Measuring Success

Progress isn’t just about bold moves and big decisions. It’s about taking consistent action. As roadblocks come up (and they will), we’ll adjust accordingly without getting distracted from your goals. Our job, even when we’re not in the room together, is to support you in maintaining focus while evaluating what’s working, engaging subject matter experts as needed, and adjusting your strategy and tactics in response to your new, changed state.