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Culture builds small business success

Live it daily in your Operations
with clearly aligned
Processes, Practices and People

For service business leaders who want to build, enhance or evolve their operations with a culture of  behaviors linking processes, practices and people for organizational growth

Folded Blue Paper

What is Culture?

Folded Blue Paper
Simply, culture is the behaviors that are encouraged or discouraged over time.

Those behaviors are visible daily in how a business functions through the practices and processes that shape operations. 

Build 

Build the operational behaviors needed before you hire or scale

You are growing a function and need an operating system with clear processes, practices and skilled leadership (e.g. sales, customer service support, administration, project management, onboarding).

Enhance

Tighten the daily processes with aligned behavioral practices so operations runs better

You have the operating systems in place, but processes can be strengthened, meetings more efficient, and managers upskilled to know when to lead/coach/train or manage.

Evolve

Identify how, where and why the current culture is holding back operational success and how to evolve

You know something needs to change in your operations but it unclear what to fix first and how  to create stability and growth. What you have tried is not meeting your goal. 

Planning Board Notes

Which Path Fits?

Which situation is taking up the most mental bandwidth this month

Choose Build If:

  • A function's processes live in the owner/leader's head

  • ​You are building a new layer of leadership between you and front line staff

  • ​You are scaling and need an operating system for the processes and people in a function

  • Prior hiring for a function  resulted in new hires who could not do the work to standards or did not stay long

Choose Enhance If:

  • You have functional processes documented, but they're not followed under pressure or consistently

  • Meetings do not produce actions, timelines and closure

  • Managers are nice but avoid holding the line

  • Deals slip due to follow-up gaps, messy handoffs, or weak CRM discipline

Choose Evolve If:

  • You know something needs to change, but you can’t name the problem

  • Leaders are not coaching, they are firefighting

  • You see a problem in one function but the causes may be cross-functional

  • You have churn in staff even though you have SOPs and leadership training

All Paths are 45 Day Engagements designed with:

Diagnostic Assessments
Actionable Results
Company Specific Implementation 

Social Optimus LLC is a consulting and coaching firm focused on helping small businesses improve their operational culture through aligning processes, practices and people through behaviors that drive growth.

Founded by Dana R. Willmer, PhD to
 share her two decades of knowledge, applied workplace expertise and judgment based on leadership and execution in designing behavior change operational systems in private and public organizations.

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Why Focus on Behavior in Business

I define behavior based on what can be observed by humans and objectively measured. A business is just a specific set of behaviors performed in the service of helping others. Each business has it's own set of behaviors to perform it's specific services. Clearly defining the behaviors for optimal business performance in specific, observable and measurable terms makes the process of aligning operational processes, practices, leaders and employees transparent and scalable.

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