HOW THE CANOPY PROCESS WORKS
Whether you’re considering your first fractional project or you’ve brought on outside consultants and experts in the past, we’ve found that following a concise process for supporting fractional engagements is a key driver of success.
1
ALIGN ON YOUR TALENT NEEDS AND TIMING
We work together to understand the fractional expert help you need in the short and longer term.
2
INTERVIEW RELEVANT EXPERTS FOR YOUR PROJECT(S)
Next, we’ll hand-pick the most relevant experts and set up sessions where you and your team can meet and interview as many options as you like.
3
SELECT YOUR FRACTIONAL EXPERT(S)
We’ll send you proposals with scope, timeline and cost details and you select the expert that is the best fit for your team and culture. In many cases, our experts can begin working immediately.
4
PROJECTS KICK OFF AND MOVE FORWARD
In addition to Expert Advisor support, our internal team remains engaged to ensure that all elements of the project are exceeding your expectations.
5
POST-PROJECT REVIEW AND NEXT STEPS
We gather your thoughts, information and analysis from the experts, and internal team notes to identify what went well and areas for opportunity.
TALENT BOOK
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