natalie gingrich - the ops authority

[INTRODUCTION] Kickoff Call, Feb 15

[SMM] Purpose + Learn Overview, Feb 22

[SMM] Arrange + Next Overview, Feb 29

[SMM] Get It Done Session, Mar 7

[SMM] Peer Practice, Mar 15

[SMM] Selling + Packaging Pt 1, Mar 21

[SMM] Selling + Packaging Pt 2, Mar 28

[DOO Role] Overview, Apr 4

[PM] Overview, Apr 11

[PM] Get It Done Session, Apr 18

[HR] Talent + Diversity Overview, Apr 25

[HR] Talent + Diversity Get it Done Session, May 2

[HR] Hiring Overview, May 9

[HR] Hiring Get it Done Session, May 16

[FINANCIALS] Overview, May 23

[Financials] Get It Done Session, May 30

[KPIs] Overview, Jun 6

[KPIs] Get It Done Session, Jun 13

[HR] Management + Dev Overview, Jun 20

[HR] Management + Dev Get It Done Session, Jun 27

[WORKBOOK] Foundations Pillar

[WORKBOOK] Strategic Mapping Model: Introduction + Purpose + Learn

[WORKBOOK] Strategic Mapping Model: Arrange + Next Steps

[WORKBOOK] Strategic Mapping Model: Selling + Packaging

[WORKBOOK] Strategic Mapping Model: Pillar Closing

[WORKBOOK] DOO Disciplines: DOO Role Overview

[WORKBOOK] DOO Disciplines: Project Management

[WORKBOOK] DOO Disciplines: HR Talent + Diversity

[WORKBOOK] DOO Disciplines: HR Hiring

[WORKBOOK] DOO Disciplines: Financials

[WORKBOOK] DOO Disciplines: KPIs

[WORKBOOK] DOO Disciplines: HR: Management + Development

[WORKBOOK] DOO Disciplines: Pillar Closing

[WORKBOOK] Employee Resources

[WORKBOOK] Offer Creation

[WORKBOOK] Hot Seat Week

[WORKBOOK] Momentum Week

Welcome to the Certification!

Program Components

Meet the Team

Setting Up for Success

Mindset Introduction

Leading Self

Leading People

Leading Projects

Mindset Closing

MVV Introduction

Values

Boundaries

Mission

Mission Statement Quiz: Test Your Learning

Vision

MVV Closing

Business Structures That Utilize a DOO

Foundations Pillar Closing

Important Program Links

How I Work Document Example

Email Template Letting Your Clients Know You're Getting Certified

What Are the DOO Support Sessions?

[ASSIGNMENT] Mission, Vision, and Values

Strategic Mapping Model Introduction

Licensing

Kickoff Prep for a DOO

Purpose Introduction

Facilitating MVV with your Clients

Learn Introduction

Financial Steadiness

Visibility

Product Development + Innovation

Operational Efficiencies

Team Growth

Customer Experience

Growth + Development

Ranking Strategic Objectives

Purpose + Learn Closing

Arrange Introduction

DOO Prep

Annual Planning

Quarterly Planning

Next Steps Introduction

Final Deliverable

Retainer

Project/Consultancy

One-Time Service

Arrange + Next Steps Closing

5 Ways to Deliver SMM

Transcription Tools

Grounding Exercises to Do w/CEOs

SMM Frequently Asked Questions for Employees

Trello Strategic Mapping Model Template

Trello Weekly Hub Board Template

Annual Trello Board Example w/Michelle Lucente

Quarterly Trello Board Example w/Michelle Lucente

SMM Final Trello Board Example

Project Examples by Strategic Objective

SMM Script Example

From Lead Generation to Strategic Mapping(TM) Session

[ASSIGNMENT DETAILS] SMM Case Study Walkthrough + PDF

[ASSIGNMENT SUBMISSION] Complete the SMM Case Study

[ASSIGNMENT] SMM Peer Practice

Selling + Packaging Introduction

Prep + Packaging

Pricing

Selling

Strategic Mapping Model Closing

Share Your Feedback About the Foundations + SMM Content

DOO Disciplines Introduction

DOO Role Overview Introduction

Discovery Call to Client

Making It Official: Contract + Invoicing

Onboarding

Reporting Your Value as a DOO

Core Meetings

DOO Role Overview Closing

Discovery Call Intake Form

Discovery Call Prep Checklist

Discovery Call Agenda

Mutual Non Disclosure and Confidentiality Agreement (NDA)

Kickoff Call w/CEO Agenda

What to Do in Your First 30 Days as a DOO

DOO Dashboard

DOO Meeting Matrix

Weekly Activity Report (WAR)

Reflection Framework

DOO Role Overview Toolkit (Resources Combined)

Contract Templates from Kailey Jacomet, Esq.

[PODCAST] 10 Questions to Ask for a Successful Discovery Call

[PODCAST] 3 Ways to Convert Discovery Calls

[PODCAST COLLECTION] Growing Your DOO Business

Tech Stack Recommendations for DOOs

Project Management Introduction

Leadership Mindset

Project Flow Part One

Project Flow Part Two

Managing the Project Part One

Managing the Project Part Two

Creating Processes

Project Management Closing

Budget Resource Guide

Budget Sign Off Meeting Agenda

Project Kickoff Call Agenda

Project Intake Form

Project Team Weekly Meeting Agenda

Project Status Report

Trello Board Examples

Issues Log

User Testing

Lessons Learned Meeting Agenda

Change Request Form

Standard Operating Procedure (SOP)

Project Management Toolkit (Resources Combined)

Project Approach Template (see Assignment Lesson for details)

[ASSIGNMENT] Project Management Case Study

HR: Talent + Diversity Introduction

The HR Cycle

Creating an Organizational Design

Building a Diverse, Equitable + Inclusive Team

HR: Talent + Diversity Closing

IRS Guide to Independent Contractors and Employees

Team Audit Meeting Agenda

Team Member Current Roles Assessment

Team Member Time + Task Assessment

Creating a Diversity Statement

Incorporating Inclusive Language into Your Business

Federal Laws Prohibiting Job Discrimination Questions + Answers

HR: Talent + Diversity Toolkit (Resources Combined)

[ASSIGNMENT] HR Talent +Diversity Case Study

HR: Hiring Introduction

Philosophy to Hiring

Conducting an Intake Call

Determining Compensation

Creating a Job Description

Creating an Application

Applicant Communications + Screening Process

Screening Process Walk-Through

KRAs [Key Results Areas]

Leading Interviews + Final Candidate Selection

HR: Hiring Closing

Hiring Plan Example

Intake Call Template

Factors to Consider When Determining Compensation

Websites to Refer to When Determining Compensation

Job Description Template

The Hiring Authority Job Posting Locations

Guidelines on Interview and Employment Application Questions

First Round Screening Interview Agenda

Final Interview Agenda

Offer Letter Example

Onboarding Resources

HR: Hiring Toolkit (Resources Combined)

[ASSIGNMENT] HR Hiring Job Description + KRAs Case Study

Financials Introduction

The Path to Understanding Financial Reporting w/Expert Coach Jenni Davis

Gathering, Reading + Interpreting Financials

Building Financial Relationships

Leading Financial Meetings

Financials Closing

Financial Glossary of Terms

60 Business and Finance Terms and Definitions

Common Business Structures

Profit & Loss Statement

Cash Flow Forecast Tool

Financial Meeting Framework

Financials Toolkit (Resources Combined)

[PODCAST] Creating Operational Profit with Danielle Hendon

[ASSIGNMENT] Financial Reporting Case Study

KPIs Introduction

Defining KPIs

Reporting KPIs

Managing KPIs

KPIs Closing

KPI Glossary of Terms

KPI/Metric Directory

KPI Meeting Framework

KPI Report Example

KPIs Toolkit (Resources Combined)

[ASSIGNMENT] KPIs Case Study

HR: Management + Development Introduction

Managing vs. Leading

Performance Management

Culture Building + Engagement

Development + Planning

HR: Management + Development Closing

Reflection Framework

Harvard Business Review: What Great Managers Do

15Five Report

Performance Improvement Plan

Performance Review Process

Society for Human Resource Management [SHRM]: Self-Assessment Example

How to Have Difficult Conversations by Brendon Burchard

5-Step Formula to Leading Difficult Conversations

Termination Meeting Prep

Virtual Team Building Ideas

Gallup's Employee Engagement Survey: Ask the Right Questions With the Q12® Survey

HR: Management + Development Toolkit (Resources Combined)

Jen Grayeb's (DOO Alumni) User Guide to Share with Team Members + Direct Reports

[ASSIGNMENT] HR: Management + Development Case Study

DOO Disciplines Closing

Share Your Feedback About the DOO Disciplines + Case Studies

Introduction

How to Ask Your Leader for a Raise

How to Propose a Profit Share to Your Leader

Offer Creation Introduction

Solidifying Your MVV + Pathway

Creating Your Offer

Creating a Process to Deliver on Your Promise

Packaging Your Offer

Pricing Your Offer

Offer Creation Closing

[PODCAST] How to Price Your Services as a Service Provider

[OFFER CREATION] Co-Working Day 1, Jul 9

[Offer Creation] Co-Working Day 2, Jul 11

Hot Seat Week Introduction

Submit Your Questions for Hot Seat Coaching

Hot Seat Closing

[HOT SEAT] Day 1, Jul 15

[Hot Seat] Day 2, Jul 17

[Hot Seat] Day 3, Jul 18

Momentum Introduction

Preparing to Pitch

Preparing to Prospect

Momentum Activities + Challenge

Get Out There Challenge Day 1

Get Out There Challenge Day 2

[Momentum Week] Day 1, Jul 22

[Momentum Week] Day 2, Jul 23

[Momentum Week] Day 3, Jul 24

Congratulations + Program Closing

Share Your Feedback About the DOO Certification Program

What's Next + FAQs

Additional Resources

Keep Up the Momentum: Join Ops Inner Circle

Share the DOO Certification

Graduation Ceremony, Jul 25