Build a Clearer Operating System for Your University Marketing & Communications Division
When intake, approvals, handoffs, and project visibility are unclear, even strong teams lose capacity to confusion, rework, and constant follow-up.
We help university marketing and communications teams audit, redesign, and implement the workflows, roles, approvals, handoffs, and operating rhythms that keep complex work moving.
Our retainer packages are designed for divisions that need more than a quick reset. Whether your team needs to optimize an existing system or rebuild the way work moves across people, processes, and tools, we provide the structure and support to help the new way of working stick.
When a Retainer Is the Right Fit
A retainer is the right fit when your workflow challenges are bigger than one intake form, one tool, or one team meeting.
This work is for divisions that need deeper support across:
- Current-state workflow audit
- Future-state operating model design
- SOP and workflow documentation
- Project management tool implementation or optimization
- Stakeholder alignment
- Training and adoption support
- Ongoing refinement as the new system takes hold
If your team needs clarity and a starting foundation, the Workflow Foundations Sprint may be the better first step. If your team needs implementation, documentation, training, and sustained support, a retainer is the better fit.
Success Stories: Universities We've Helped
We’ve partnered with institutions like Hofstra University, Georgia State University, and Abilene Christian University to improve intake, clarify ownership, strengthen project visibility, and build more consistent ways of working across marketing and communications teams.
(The Overwhelmed & Disconnected Package)
Designed and implemented a project intake process that helped reduce request overload, improve prioritization, and give leadership clearer visibility into strategic work.
Assessed existing marketing and communications workflows, identified bottlenecks across teams, and recommended a more consistent structure for intake, meetings, prioritization, and cross-functional collaboration.
(The Optimizer Package)
Supported the implementation of a project management system that improved project visibility, accountability, workflow consistency, and resource planning across the marketing division.
Choose the Right Level of Workflow Support
Option 1: The Optimizer
The Optimizer is for teams that already have some workflow structure in place, but need deeper audit, refinement, implementation, and adoption support to make that structure work consistently.
You may be a fit if:
- Your division already uses a project management tool, but adoption is inconsistent, reporting is unreliable, or the tool does not reflect how work actually moves.
- You have some processes in place, but intake, approvals, handoffs, ownership, or meeting rhythms still create delays and confusion.
- Your team has a project manager, operations lead, or internal workflow owner who needs a stronger system to support consistent execution.
- You need workflow strategy, documentation, tool optimization, and adoption support to make your existing systems easier to use and easier to sustain.
What You’ll Get:
Current-State Workflow Audit — Identify where intake, approvals, ownership, handoffs, meetings, and tool usage are slowing work down.
Project Management Tool Optimization — Align your existing tool with the future-state workflow so visibility, reporting, and team adoption improve.
Workflow Documentation + Training Support — Provide SOPs, workflow guides, and practical training so the team understands the new way of working.
Custom Workflow Templates + Implementation Support — Standardize priority workflows and support the team as the new structure is put into practice.
Ongoing Strategy Checkpoints — Review what is working, refine what is not, and support adoption as the system becomes part of the team’s rhythm.
Best for teams that have pieces of the system in place, but need the structure, documentation, and adoption support to make it work consistently.
6-Month Package: $50K Investment
Option 2: The Overwhelmed & Disconnected
Overwhelmed & Disconnected is for divisions that need a deeper rebuild of how work moves across people, processes, tools, and decision points.
You may be a fit if:
- Your division does not have a project management system, is dissatisfied with the current tool, or lacks a consistent workflow structure behind the tool.
- Workflow ownership is spread across multiple roles, and no one has clear authority over intake, prioritization, handoffs, or execution visibility.
- Processes are undocumented, inconsistently followed, or dependent on individual memory instead of a shared operating structure.
- Your team is experiencing recurring delays, unclear expectations, missed handoffs, rework, or leadership escalations.
What You’ll Get:
Comprehensive Workflow Audit + Strategy Development — Uncover the operational gaps, decision bottlenecks, ownership issues, and visibility breakdowns affecting the division.
Project Management System Selection, Implementation, or Overhaul — Recommend and support the tool structure needed to reflect your future-state workflows.
Creation + Standardization of Core Workflows — Build clear workflows for intake, prioritization, production, review, approvals, handoffs, and reporting.
Ongoing Training + Adoption Support — Support team understanding, leadership alignment, and consistent use of the new workflows over time.
Strategic Advisory + Change Management Guidance — Provide executive-level recommendations, implementation guidance, and ongoing refinement tailored to your division’s structure and capacity.
Best for teams that need the workflow operating system built, implemented, adopted, and refined over time.
12-Month Package: $95K Investment
Valued at $100K
The Sprint builds the foundation.
The Optimizer strengthens and implements the system.
Overwhelmed & Disconnected rebuilds and sustains the operating model over a full year.
Not Sure Which Package is Right for You?
Take the quick Workflow Assessment to identify whether your team needs a focused workflow foundation, a six-month optimization engagement, or a full-year operating model rebuild.
Let’s Streamline Your University’s Workflows Today
Your team deserves a workflow structure that creates clarity, capacity, and confidence — not constant follow-up, rework, and confusion. Whether your division needs to optimize an existing system or rebuild the way work moves, we can help you create a more sustainable operating model.