Dr. Patricia Ritzler Malone
Professional Facilitator & Consultant
Services
1
Fractional CFO
As a fractional Chief Financial Officer (CFO) I will partner with your company with CPA, CMA, and Senior CFO experience. I will engage with your team and train leaders as I go, addressing your financial needs on a part-time basis, either on a retainer or a contracted basis. We can also discuss interim CFO services, where I will serve as CFO on a full-time basis for a set period of time, to fill a gap until a position is permanently filled or your CFO returns. I bring years of successful strategic financial practices that will help your organization reach its goals and set the stage for future success.
​
What types of services are best suited for this partnership? The answer varies depending on your organization’s business stage and current circumstances; maybe there is a financial challenge such as raising capital, identifying best accounting practices, designing workflows, and implementing new accounting systems. We can navigate together a specific project like an audit, where I gather data provided by your team and create reports with recommendations and assist with implementing the strategic change. I have a passion to drive success and will come to your organization with an experienced and fresh set of eyes as it relates to your strategic financial plan. Or perhaps some other significant financial transaction such as reorganizing, acquisition, or capital planning.
2
Strategic Planning Facilitation
Strategic planning is one of the most important things you can do for your business, but it’s not always easy. That’s where my facilitation services come in. I will help you develop a well-defined plan and avoid common planning pitfalls, so you can achieve better results in less time and for less money. Plus, you’ll enjoy the process allowing me to take the stress of facilitating the most important process off of your already overloaded schedule. My deliverable will be giving you the satisfaction of seeing your plans come to life.
​
Once we have nailed down the strategy, the often fumbled but most important process is implementation. Making sure your business strategy is executed effectively across your entire organization can be a daunting task. That’s where my business strategy deployment comes in. Our team based approach ensures that all aspects of your business are working towards the same goal. From developing a roadmap to execution, I will make sure your business strategy is successfully deployed across your team with measurable and articulated expectations so that you will be able to lead them to goal attainment.
3
Executive Leadership Coaching
Ready to enter executive level leadership? Maybe you are a proven professional who wants to improve your performance? Ongoing coaching will sharpen your competitive edge. I use an inquiry-based approach toward personal and professional development that will help you create awareness, generate action, and learn new skills and behaviors that will improve your performance.
​
The best of the best work with coaches throughout their careers and with my executive leadership coaching, you’ll get the support and guidance you need to achieve your goals and reach your full potential. Confidence is key and as we work together to identify strengths and weaknesses, you will see that confidence soar and that makes you the most attractive candidate and leader. You will step forward with authority and be free to creatively solve strategic problems.
Let’s get started today!
4
Business Process Management
Business Process Management (BPM) is about managing and improving your company’s processes so that successes are repeatable and mistakes are avoided completely. Doing things the same way year after year can introduce ineffective processes and waste. Without guidance, it can be daunting to determine where to start. Implementing while navigating daily operations is even worse and that is why it is important to select a professional like me to guide the process and make it quick and painless.
​
If you’re looking to take your business efficiency and effectiveness to the next level, look no further than my BPM training and implementation services. I will guide you to design, model, execute, monitor and optimize your business processes so you can get the most out of them. With my help, you’ll be able to streamline your operations and achieve greater success.
5
Lean Business Coaching and Training
With years of experience in workflow and process development, my lean business coaching is designed to help your organization develop employees who can lead lean transformations from the bottom up. I will work with your team to create a culture of continuous improvement and ensure that your workplace is running at its most efficient.
​
We will work together to design a program and set standards that will cut wasteful spending, streamline processes, and improve productivity – all at the same time. With a lean program implementation, I guarantee results that will encourage your team to become even more customer-focused. A lean initiative will help your organization operate with greater efficiency and effectiveness, giving you the edge in today’s competitive marketplace. Don’t waste time and money – get started on your lean program today!
6
Change Management Consulting
Have you come through strategic planning, set goals and are now ready to tackle the challenges of identifying next steps and implement the changes? I am confident that partnering with me will ensure your organization comes through important strategic changes effectively without damage to the culture or interrupting daily operations. When you partner with me, I will train your team in effective change management strategies so they will be prepared to manage necessary adaptations in the future. I will help you acknowledge the areas where change is needed, assess how it will affect your business, and develop a plan of action to make sure the transition is smooth sailing for everyone involved.
Contact me today to get started!
7
Organization Development and Transformation Consulting
Organizational development and transformation consulting can help your organization find stability and success in today’s rapidly changing world. With your selected team, I will analyze your past experiences and data and current situation, then, with your future objectives in mind, will develop a plan tailored specifically for you. With my help, you can achieve the stability and success you need to stay ahead of the competition.
​
When it is time to adapt, don’t risk attempting to make changes on your own. Bias and emotions are a natural part of operations. It can be difficult to identify risks and opportunities while deep in the daily grind. As your OD and transformational analyst and facilitator, I can help you take the guesswork out of moving to the next level of operational success.
8
Professional Facilitation Services
Facilitating meetings, particularly high level ones may be something you can do but is it the best use of your time? Do you dream of a board retreat where you can interact deeply with the members as well as the topics at hand? It is truly impossible to read the room and manage the dynamics of meetings while navigating the agenda, adapting to changes as well as ensuring all questions and priorities are attended to.
I will work with you to develop an agenda, ensure the documents are presented professionally so you can mentally prepare without the stress of the details. I will professionally facilitate the meeting while making sure the schedule is kept and allow you to accomplish the goals of meetings without derailment. I am an expert at planning and running successful events from the boardroom to group strategic planning. Let me take care of everything, from agenda creation to on-the-day coordination, so you can focus on the important stuff.
9
Project and Program Management
Do you have something big coming? Construction, relocation, reorganizing, retooling are all examples of when it is best to trust professionals to get the job done on time and within budget. I am here to help and will take care of everything for you, from conceptualization to completion.
Project management services are the perfect solution for organizations that need help completing projects on time and within budget. I specialize in planning, coordinating, and executing projects. With my years of experience in budgeting, process and execution as well as developing rigorous quality control measures based on your needs, you can rest assured that your project will be completed successfully, on schedule, and without exceeding your budget.
Contact
