Let’s Work Together

Find the one that sounds like you.

Jessica Whatley with fellow panelists after a session on using project management platforms to improve efficiency

“We figure it out as we go, and I know we need real systems.”

Systems & Process

Lean teams don’t have extra hours to lose to a process that only kind of works. We map what’s actually happening, find where things stall, and build efficient processes your whole team can follow.

You end up with simple, written-down ways of working that fit the size of your team and the time you really have.

“Something feels off with my team and I cannot quite name what it is.”

Culture Audit

Every organization has a culture, but they may not have decided what it is. Sometimes it gets built by default, by who is hired and what was tolerated. We’ll take an honest look at what yours really is and then we’ll build a plan to move you toward the culture you meant to have.

This isn’t your typical employee engagement survey. We get deep into what’s happening and leave you with findings you can act on.

“I am balancing a lot and need help managing it all.”

Time Management Audit

We’ll look at how you spend your time and what’s getting in the way of your best work. Then I’ll build you a playbook that fits your work, family, priorities, and your schedule.

This isn’t a course or a one-size-fits-all framework. You end up with a clearer picture of where your time is going, new tools to create efficiencies in your day, and measurable results in hours saved. Follow-up coaching is suggested for accountability and support.

Sound familiar?

Decision paralysis. You know what to do but waste precious time deciding where to start each day.

Context switching. Constantly jumping between tasks without finishing anything meaningful.

Meeting overload. Your calendar is packed but nothing important gets done in the gaps between them.

Energy misalignment. Low-value work consumes your peak hours while strategic thinking gets whatever is left.

Evening catch-up. Working nights to catch up on what fell through the cracks during the day.

Everything feels urgent. You can’t tell the difference between what’s truly important and what’s just loud.

“I know AI and our tools could do more for us. I just don’t know how to set them up.”

AI & Tools Setup

We set up your tools and AI around the work you already do, so they save you time instead of adding to your list.

We start with how you and your team really work. Then we get your systems set up and talking to each other, and show your people how to use AI inside the work they already do.

“I know my team works hard but I want to help them make the best use of their time.”

Workshops

Half-day and 90-minute workshops for leadership teams, corporate groups, and nonprofits ready to change how they spend their time. Meetings run long, email controls the day, and work that matters keeps getting pushed. These workshops are designed to change that.

If you’re looking for a workshop for a team of more than 25 or have a specific need, reach out and we’ll build something that fits.

Time Management Foundations (90 minutes)

Designed for teams who know something needs to change but aren’t sure where to start. It covers core skills that translate directly to how your people work: auditing their time, setting priorities that hold up under pressure, and building a weekly rhythm that doesn’t fall apart.

Works well as a lunch-and-learn, an all-staff meeting or an add-on to an existing leadership retreat.

Leadership Efficiency Workshop (half day)

A half-day intensive for leadership teams ready to go beyond the basics. Leaders leave with a better understanding of where their time is going, what is energizing them versus draining them, delegation techniques, leading teams to be productive and balanced, and a set of systems they’ve started building.

What’s included. A 3-hour guided working session, a printed workbook for each participant, individual follow-up resources for each topic, and an optional 30-minute debrief call two weeks after the session.

Group size. This workshop is intentionally limited to 10 participants. Smaller groups encourage better conversation. If you have a larger team, reach out and we can talk through the right format.

What we cover

Delegation. What to hand off, how to hand it off well, and how to stop doing work that belongs to someone else.

Meeting design. Fewer meetings, shorter meetings, better meetings. How to build an agenda that actually moves things forward.

Strategic time blocking. How to protect the work that actually matters before the reactive and the urgent crowd it out.

Email and communication. Getting out of reactive mode. A system for managing your inbox instead of letting it manage you.

Project management. Simple systems your team will actually use, so nothing falls through the cracks and everyone knows what’s next.

Priorities and focus. How to identify what actually matters on any given day and protect the time to do it before everything else crowds in.

“I just stepped into my first nonprofit CEO role and I need a plan.”

New Nonprofit CEO Onboarding

Nobody hands you a manual for your first 90 days. You’re learning the board and the budget and the staff dynamics all at once. I’ve done that job, and I know how much of year one gets spent just figuring out how things work. This is a structured runway for first-time EDs and CEOs so you can spend that year leading instead.

If you’ve been in the role for up to six months and feel like you’re still catching up, it’s not too late. The framework applies across the full first year.

What’s included

Onboarding curriculum. A structured curriculum mapped to the real challenges of the first 90 days, in three phases. Learning: get oriented to how the organization runs and build key relationships early. Stabilizing: establish financial fluency, donor relationships, and people-first systems. Leading: turn ideas and perspectives into a clear plan and visible early wins.

Coaching. Bi-weekly one-on-one coaching. Six sessions total to work through situations as they arise.

Support between sessions. Support available by email or text between sessions so you are never stuck waiting for the next scheduled call.

Toolkit. Tools, templates, and frameworks to keep and use long after the engagement ends.

Russ McBride, founder of McBride Method, smiling in a headshot

“I kept everything in my head for years and honestly it worked. When I started my own business, things got fast, and I could see the day coming where that would stop working.

I figured any system somebody handed me would just be one more thing I’d quit on. Jessica got curious about how my brain actually works and built routines that fit me. I know exactly what I’m tackling when I sit down every morning, and I know how to close the day down at night. Jessica helped me show up for my family and the people I care about, not just my clients.”


Russ McBride, Founder, McBride Method

Your time and your people are your most valuable assets. Let’s protect them.

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