About Bold Oak
Bold Oak provides senior-level project leadership for small businesses and nonprofits that need important work done right, without hiring full-time staff or engaging large consulting firms.
I partner directly with leaders to bring structure, momentum, and accountability to projects that matter, whether they are stuck, behind, or just getting started.
My approach is hands-on, practical, and grounded in real execution, not templates or theory.
Who This Assessment Is For?
This assessment is designed for organizations that know important work isn’t moving as smoothly as it should — but don’t have the time or internal capacity to fix it alone.
You’ll benefit most if you are:
- A small business owner or head of operations managing projects alongside day-to-day responsibilities
- A nonprofit director trying to move initiatives forward without pulling focus from the mission
- Leading an organization where projects feel messy, delayed, or harder than they should be
If projects keep getting pushed aside, rushed at the last minute, or handled differently every time, this assessment will help bring clarity.
How It Works
Step 1 Request the assessment
Complete a short request form with basic information about your organization and current challenge.
Step 2 Complete the assessment
You’ll receive the assessment to complete at your convenience.
Step 3 Receive a practical review
I personally review your responses and identify key gaps, risks, and opportunities.
Step 4 Decide what’s next
You receive clear recommendations. If you’d like support implementing them, we can discuss options. If not, you still walk away with useful insight.
There is no obligation.
Bold Oak helped 4 Paws for Ability strengthen workflows, improve efficiency, and make measurable progress toward our goal of increasing training time with each service dog. His structured, collaborative approach created lasting improvements for our trainers, dogs, and the families we serve.
Jennifer Lutes, Executive Director 4 Paws for Ability