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A facilitated, focused conversation with the team to add clarification and details to the assets identified through the survey.
A survey tool that gathers Intellectual Capital insights from the team.
An introduction video to intellectual capital and intellectual property so that the team has the same baseline of knowledge about these assets.
I’ll deliver a clear, jargon-free briefing that your team can use to immediately and clearly:
Engages the entire team in recognizing and celebrating how much knowledge they collectively hold to achieve the mission.
Highlight opportunities to develop intangible assets to ease friction, increase efficiency, or minimize risk - all without judgment.
Uncovers the rich variety of intangible assets that are available within the organization.
My Intellectual Capital Inventory service...
Are you trying to figure out if or how your organization can earn revenue, raise more money, or build stronger partnerships? Do you feel like it’s so obvious why your organization does what it does, but others question your approach or programs? Is your team mired in to-do lists or putting out recurring fires? Are you frustrated that the team keeps pushing goals into next quarter or next year?
Imagine having at your fingertips the key intangible assets and how they support the organization's operations, programs, and goals. Picture your next key funder meeting and be able to speak to and confidently defend the way your organization approaches its work. Sleep better at night knowing that recurring fires are an opportunity to learn and that they can be minimized - you can get your thinking and leadership time back! Close your eyes and listen to your staff team speak with enthusiasm and excitement about getting to work on key goals and program work.
Are you trying to figure out if or how your organization can earn revenue, raise more money, or build stronger partnerships? Do you feel like it’s so obvious why your organization does what it does, but others question your approach or programs? Is your team mired in to-do lists or putting out recurring fires? Are you frustrated that the team keeps pushing goals into next quarter or next year?
Imagine having at your fingertips the key intangible assets and how they support the organization's operations, programs, and goals. Picture your next key funder meeting and be able to speak to and confidently defend the way your organization approaches its work. Sleep better at night knowing that recurring fires are an opportunity to learn and that they can be minimized - you can get your thinking and leadership time back! Close your eyes and listen to your staff team speak with enthusiasm and excitement about getting to work on key goals and program work.
Do you feel like you can’t get your arms around everything going on in the organization?
Intellectual Capital Inventory
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Don’t worry, all inquiries and client projects are held in the strictest confidence.
Think this is great, but want a clearer understanding of what work each asset is doing for the organization? Let’s talk about adding a process to map your assets to your key organizational functions
Like knowing what’s a priority and what isn’t? I can add a prioritization process to the inventory and map that will give the team a way to prioritize which assets to develop, refine, retire, or recombine into value-added intellectual capital aligned with your current goals.
Get a complete asset picture now.
Please keep in mind: you are responsible for inviting and scheduling calls (with a private booking link) and performing the follow-up to ensure participation.
Following the delivery of the inventory document, you'll be asked to submit feedback and a testimonial.
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I update and then deliver the inventory.
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1 week before engagement ends, we have a call to go over the inventory to add additional assets, content, and context.
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Once I receive the survey results, I'll create a draft inventory.
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I distribute a video and survey to your organization.
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I send required details from scope of project to get started.
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I send a payment link. Payment in full required.
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We schedule a 30-minute call to make sure I’m a good fit for your team.
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You make a request to work with me, providing provide some key information: contact, team size, sub-sector, etc.
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HOW IT WORKS
4. We don’t have any intangible assets. / Our intangible assets probably aren’t worth much.
3. Should we be trying to earn revenue?
I’m focused on providing you with the support you need during our time together. I will not be taking notes or sending notes based on my recollection of our calls or meetings. I am happy to record our session (and recommend that we do so!) and provide an AI-generated transcript if you need or want notes from our session.
2. Will you send notes from our meeting?
No, I do not share your assets with anyone else. They are your property, as is your inventory. With your permission, I may make reference to my learnings or insights from working with your organization. However, my synthesis of what I’ve learned will never disclose specific assets or capitals.