Services
When do you need Balance Business services?
- Transitions
- Start up
- New projects
- Growth
- Setting direction
- Searching for balance
- Determining priorities
- Developing a team
- Operating a more effective and sustainable business
- Sustaining your business in a downturned economy
What can the Balance Business offer you?
We begin by establishing a relationship and inquiring about you and your work. We then customize our services based on your specific need. We provide guidance, clarity and direction as you move forward. We train you to operate more effectively. We transfer knowledge and skills, so you can learn to sustain your business. We specialize in local businesses, non-profits and government projects. We employ the Balance Business Approach to everything we do. This ensures a comprehensive assessment and implementation of sustainable strategies.
Strategic Planning and Implementation
We develop plans and help you implement strategy. A good plan is a road map that not only helps you set direction, but also links to activities throughout your organization. Planning defines the vision, mission and values as well as actionable goals to ensure alignment with strategy. We provide quarterly reviews and annual plan updates to ensure a living document that evolves as you do. Our plans are not dust collectors.
Operations Planning and Management
We provide support in all areas of business operations including project and transition management, status reporting, job descriptions, policies and procedures, performance measures, etc. Our services are designed to document processes while we transfer knowledge and practices to the people who will help to sustain your business operations. Sustainable businesses are the right blend of people and process.
Communication and Cultural Norms
A sustainable organizational strategy depends upon open, clear and consistent communication internally and externally. We help define culture and implement practices such as communication agreements, meeting guidelines and values to ensure behaviors align with strategy and the organization operates from the inside out. We develop consistent messaging for all forms of organizational communication. We work with individuals and teams to articulate a message that is clear, concise and repeatable. Passionate messages and good stories are hard to resist.
Business Planning
Business planning is not just for when you are starting up, but throughout the process of operating your business. We develop a plan utilizing the Balance Business Approach that defines vision, culture, process and results. We address all areas of business planning from leadership to human resources to marketing products and services, to forecasting and performance all designed within a framework to sustain your organization. Sustainable business planning...not just because you need to borrow the money.
Executive and Management Mentoring
We provide mentoring to individuals and teams within an organization who function as leaders and managers. Mentoring services include the development and implementation of sustainable management practices to support the individual and organization. We bring people to process and process to people. You get practical advice that helps you function more effectively in everything you do. Who doesn't need that?
Meeting Facilitation
What does a facilitator do?
- Manage meeting and agenda
- Guide discussions to meaningful conclusions
- Consensus building
Why hire a facilitator?
- Brings people together
- Objective opinion
- Moves process forward
- Helps set direction
- Find a clear path
- Integrates diverse opinions into cohesive strategy
Non-Profit Services
Every non-profit needs strategy and planning for visioning, operations, fundraising, communication and board development. We design services for non-profits that are fit for purpose and scaled for your organization. You need this infrastructure in a consistent, affordable way to ensure what you begin continues. We've developed an assessment to determine the organizational needs, so we can deliver a service that gives you our years of expertise and proven practices in a way that you can easily manage and implement. Translation: More time to do what you are passionate about.
Board Development
We provide the framework for effective board governance in non-profit organizations by defining board member criteria, valuing the expertise of volunteers, delineating board member roles and responsibilities, developing job descriptions, establishing board policies and providing training to enhance board effectiveness. People who give their time away need to know it is well spent.
Fundraising Strategy
We help organizations develop the components of an effective fundraising strategy through plan development and implementation. We provide support to assess feasibility, research grants, train staff, board members and stakeholders, develop donor databases, manage campaigns and incorporate consistent messaging. We ensure a cohesive strategy that embodies the vision and mission of the organization. We look for ways to create a sustainable financial structure that simplifies the process, so the work continues to grow and the focus is on the right things.
Workshops & Training
The Balance Business Workshop Series is designed to provide a resource for people in Boise and surrounding communities to grow personally and professionally. Workshops focus on a variety of topics and all support our mission of enabling participants to live more mindfully and holistically in all aspects of their lives.
We also design and deliver customized workshops to meet organizational needs based on our areas of expertise.
Personal Development Plans
We help individuals find their balance by applying the Balance Business Approach to your personal life. We explore personal mission, values and beliefs and their impact on relations, career, health and finances. We help you develop a practice that creates a sustainable approach to your life and work.