Strategic Clarity
Get an experienced perspective on your biggest operational challenges so you stop second-guessing and start executing.
Done With You
Strategic Advisory
Expert guidance and structured support to help you build the right systems, optimize your processes, and solve operational challenges — without handing off the wheel.
The DWY Advantage
Trusted Partnership
Work with someone who learns your business, your team, and your goals, not a rotating cast of consultants.
Accountability and Support
Stay on track between sessions with priority async access and a partner who follows through.
Why Work With Me
I bring real-world project management and operations leadership, paired with deep expertise in Microsoft 365, workflow design, and scalable business systems.
In DWY advisory, I do not take over your business. I help you make better decisions faster, pressure-test your plans, and stay accountable as you execute strategy in the real world.
10+
Years PM Experience
M365
Platform Specialist
DWY
Advisory + Accountability
Working Alongside You - Discovery Call
Start with a discovery call — the first step of working alongside you. This first booking creates the foundation for everything that follows.
Why You
You don’t need someone managing your projects day-to-day, but you do want an experienced partner to pressure-test decisions, review processes, and help you think through what’s next. You want a practical first step that leads into that kind of partnership.
Why Me
My approach goes beyond check-the-box consulting. I learn your business, your team dynamics, and your goals — and I stay in your corner long enough to see the impact. I balance quick wins with sustainable improvements.
What You Get
- Pre-Assessment Review: We review your submitted pre-assessment to understand your business challenges and objectives. The pre-assessment is sent by email after scheduling.
- Personalized Discussion: A focused one-on-one conversation about your current project management strategies, operational landscape, and future goals.
- Candid Assessment: Where I see opportunity, based on your pre-assessment answers and what we cover together.
- Defined Next Step: Either a recommendation worth acting on or the specific information to gather first, plus how working alongside you would work.
- Who Should Attend: Small business owners, operations managers, and decision-makers who want an experienced partner rather than someone running projects day-to-day.
- Duration: 30 minutes
Once we work together
- Monthly strategic planning sessions (60 minutes) — a working session on your plan, not a status report
- Quarterly business review and process optimization (90 minutes)
- Priority async support for questions and guidance between sessions
- Custom recommendations for tools, workflows, and process improvements
- Access to new toolkits, templates, and resources
Which Level Fits?
- Done For You — the work leaves your plate. I own delivery and report to you.
- Done With You — your team runs it, with me pressure-testing the plan and holding the cadence. (you are here)
- Do It Yourself — the frameworks and templates, implemented at your own pace.
Not Sure Which Option Fits?
Book a discovery call and we’ll figure out the right level of support together. No pressure, no pitch — just an honest conversation about your best next step.