BUSINEss health framework
WHAT WE DO
We meet our partners at inflection points in their business to help them achieve health and build systems to thrive and grow. Our services range from consulting to full implementation and operations support. We customize our support based on your needs and work with you to implement the plan developed to help you reach your goals. Learn more about our service areas, here.
how we do it
Business Health Framework
Our team helps small businesses who know that there’s more in store for the future of their business than they’re currently achieving. We combine industry-standard and proprietary tools to help our partners discover, plan, and implement systems and processes to build healthier companies. Partners move through a three-phase process with the option to continue working with Forte through additional support services. In this process, you’ll gain clarity over your business goals and organization around your processes and ultimately achieve health.
Business Health Framework Light
With a focus on providing the best Business Health Framework (BHF) support and implementation for all partners, Forte recognizes not all partners require an in-depth implementation strategy. To support these partners through their development of healthy business practices, we recommend a three-pronged approach.
Phase 1: Discover
Phase 2: Plan
This phase sets the stage for future work with a key focus on a successful strategic blueprint meeting. We work together to develop goals, identify challenges, and finalize the detailed scope of work, roadmaps, milestones, and scorecards. We also identify the need for initial SOPs (standard operating procedures), checklists, templates, handbooks, and more. The phase ends with an engagement summary in which all deliverables are packaged and recommendations for implementation and/or future work are detailed.
Phase 3: Partner Hand-Off
Additional Support Services
After the engagement has ended, partners have the option to continue working with Forte through additional support services.
what to expect
A typical engagement lasts 18-24 months (4-6 months for BHF Light) with the option to continue through ongoing advisory support. We will have weekly or bi-weekly check-ins as well as quarterly reviews. We will work collaboratively through digital platform access and communicate regularly through Slack.
expectations of forte
- Documentation of plans
- Timely responses
- Documentation of plans
- Timely responses
- Regular, recurring meetings
- Help in finding answers that we don’t have
- Honesty and transparency
- Assumption of positive intent
expectations of partner
- Estimated 4 hours/week to set aside for Forte work
- Timely responses
- Access to the information we need
- Financial access if our scope includes accounting
clean-up, financial health assessment, or financial
projections - Full engagement during regular, recurring meetings
- Honesty and transparency
- Assumption of positive intent
- Regular Feedback