BUSINESS OPERATIONS & MANAGEMENT

I help with the processes, systems and coordination that support the day-to-day running of a practice or consultancy. This can be particularly useful for businesses working with associate practitioners or managing several projects and client relationships at once.

Depending on your requirements, I can help with:

• Associate onboarding and coordination – organising onboarding processes, maintaining associate information and documentation, and coordinating due diligence checks.
• Client onboarding and administration – coordinating new client arrangements, maintaining records and organising relevant information and documentation.
• Business systems and processes – setting up and maintaining systems, templates, resources and workflows for business, associate and client use.
• Policies, compliance, and procedures  – preparing and maintaining policies, process guides, standard operating procedures and supporting documentation.
• Business development support – researching opportunities, organising information and helping prepare materials to support new business activity.
• Planning and organisation – breaking down projects into manageable tasks, coordinating priorities and helping keep activities on track.

I can also act as an additional point of contact for agreed activities, helping coordinate information and keep communication flowing between the people involved.

Tender submissions can involve substantial documentation, multiple contributors and strict deadlines. I can help organise the process, coordinate the information required and prepare a well structured submission, allowing you to focus on the specialist content and your wider business commitments.

My support can include:

• Reviewing tender documentation and helping identify the information and requirements that need to be addressed.
• Creating a tailored document template to organise responses.
• Coordinating requests for information from colleagues, associates and other contributors.
• Collating information and coordinating clarification questions and responses with procurement teams, where required.
• Monitoring key milestones and deadlines throughout the submission process.
• Proofreading and formatting tender responses, proposals and supporting documents.
• Helping organise supporting evidence and appendices.
• Preparing final documents in line with the submission requirements.

I can support a particular stage of a tender or help coordinate the process from the initial review through to final document preparation. The level of support will depend on the submission, timescale and information available.

DOCUMENTATION, PRESENTATIONS & BUSINESS RESOURCES

Clear, well organised documentation helps businesses communicate effectively and maintain consistent processes. I can prepare, update and format a range of business materials, from everyday documents to presentations and resources for clients, associates and stakeholders.

This can include:

• Proofreading, editing and formatting reports, proposals, policies and business documents.
• Preparing and formatting PowerPoint presentations, briefing materials and supporting resources.
• Creating templates, forms, process guides and user guides.
• Drafting and formatting business correspondence, letters and email communications from agreed content or instructions.
• Organising electronic documents and improving file structures.
• Collating, entering and organising business information and data.
• Preparing newsletters and other business communications.
• Researching information to support proposals, business development and operational activities.
  

Tender writing and bid support 

Tender submissions require more than simply answering each question. Responses need to address the tendering authority's specific requirements, provide the right level of detail and evidence, and communicate the information clearly within the prescribed word counts.

Drawing on my experience of tendering within the psychology sector, I support consultancies and independent professionals with reviewing and refining tender responses, identifying areas that need further development and ensuring submissions address the requirements set out by the commissioning organisation.

My support can include reviewing tender questions and draft responses, identifying gaps, refining content and checking that submissions are clear, relevant and appropriately detailed.

The outcome: My involvement has contributed to stronger tender submissions, including a successful bid, helping a client secure an opportunity to deliver their services.