About this document

Organizing The Advisory Practice - Iteration 2 (03 - 2025) - Redacted by barrakraeesa is a document available to read on EtoBox.

The document outlines a proposed future organizational structure for the Advisory Practice, aiming for implementation by Q4 2025. It includes a President overseeing Operations, Intake, and Client Services, with key changes such as a dedicated VP for client intake, a transition of the client success team to a support role, and the assignment of Client Service Leads for existing clients. Additionally, new projects will be managed by a Head of Strategy and Knowledge, while the account management function will

Author

barrakraeesa

Language

EN