Services
Build the structure your work needs.
Explore programs, operating documents and workflows for your small business or nonprofit.
Start with one defined project. We agree on the deliverables, responsibilities and review points before work begins.
Pricing is custom-scoped to the work we agree on.
Area 1: Curriculum and program development
Build a program your team can deliver.
Turn your subject matter and goals into a program plan, curriculum and training materials.
- Session plan
- Facilitator guide
- Participant materials
Program design
Turn goals into a program plan with activities, delivery roles and materials built around the people you serve.
Strategic planning
Define priorities and a practical roadmap that fits your team, capacity and next stage.
Training materials
Create curriculum, guides and videos from your subject matter so others can learn and repeat the work.
Area 2: Organization and administration systems
Put your operating documents in order.
Build the checklists, board materials and document systems your organization needs for its work.
- Board materials
- Launch checklist
- Document index
Working materials only, not legal or tax advice.
Business and nonprofit launch
Build a launch roadmap, document checklist, startup records folder, budget worksheet and 90 day plan. Your own attorney or advisor prepares and files formation and tax documents.
Board administration systems
Set up a board calendar, roster, agenda and board packet templates, a decision and action log, and a records index.
Operations and document systems
Set up file indexes, naming rules, version control and operating guidance so documents are easier to find and maintain.
Software and vendor selection
Compare tools and vendors for your needs. You approve purchases and sign vendor agreements.
ELIZMO provides administrative consulting and working materials. It does not draft legal documents, prepare tax filings or give legal or tax advice; those belong with your qualified advisors.
Area 3: AI, automation and systems
Build workflows with people in control.
Set up agreed workflows, tools or a website with human review and accounts your organization owns.
- Reviewed workflow
- Human review point
- Shared records
Website and domain: under accounts your organization owns.
AI readiness review
Identify tasks where AI could help, test approved inputs and define the checks your team needs before using the output.
AI assistants and task automation
Prepare drafts, intake summaries and follow-up messages, and automate repeat tasks with agreed human review points.
Records, reporting and monitoring
Connect shared records to documents and reports. Flag deadlines and exceptions for your team to review.
Tool connections and review
Review tool use, connect approved information and define access and change approvals before anything is connected.
Websites, domains and business email
Build and maintain a clear website, configure your domain and set up business email under accounts your organization owns.
Discuss a project
Tell us what is stuck.
Send a short email about the program, documents or workflow you want to build or improve.