Gain ongoing access to an experienced advisor who can help your organization address operational challenges, make informed decisions, maintain project momentum, and identify opportunities for improvement.
This monthly advisory relationship is designed for laboratories, botanical product manufacturers, schools, educational organizations, and science-focused companies that benefit from consistent expert guidance on a regular basis.
The Retainer Includes
- One advisory meeting per week
- Up to 90 minutes per meeting
- Up to six hours of scheduled advisory meetings during a typical four-week month
- Review of current priorities, challenges, and decisions
- Strategic recommendations and problem-solving support
- Basic review of documents or materials discussed during meetings
- Brief follow-up notes and action items
- Reasonable email communication between scheduled meetings
Advisory Topics May Include
- Business and project strategy
- Laboratory operations and workflow
- Quality management systems
- Process automation and efficiency
- ISO 9001 or ISO/IEC 17025 implementation
- Internal audits and accreditation readiness
- Corrective and preventive actions
- Staff training and competency
- Course and training program development
- Technical writing and communication
- Educational, podcast, audio, or video projects
- Websites, applications, and operational software development
How the Advisory Relationship Works
At the beginning of the engagement, we will establish your organization’s primary objectives, current challenges, and near-term priorities.
Weekly meetings can be used to:
- Review progress
- Discuss emerging problems
- Evaluate options
- Review plans or documents
- Prepare for audits or major decisions
- Guide internal projects
- Establish priorities and next steps
- Hold projects and teams accountable
The company determines how each weekly session is used based on its current needs.
What Is Not Included
The advisory retainer provides strategic guidance, review, and consultation. It does not include substantial production or implementation work such as:
- Writing complete quality manuals or SOP systems
- Conducting full internal audits
- Developing complete courses or training programs
- Building websites or software applications
- Producing extensive reports
- Performing laboratory testing
- Completing large research assignments
- Creating finished audio or video productions
- On-site consulting or travel
These services may be quoted separately or completed using additional consulting hours.
Additional Consulting
Work beyond the included advisory meetings may be purchased at the current retainer-client consulting rate, subject to availability.
Additional work will not begin without approval from the client.
Scheduling and Meeting Terms
- Meetings are normally held virtually.
- Each weekly meeting may last up to 90 minutes.
- Meetings must be scheduled in advance.
- Unused meeting time does not roll over to future months.
- A missed meeting may be rescheduled when at least 24 hours’ notice is provided.
- Meetings canceled with less than 24 hours’ notice are considered used.
- When a month contains five meeting weeks, the fifth meeting may be scheduled subject to availability or replaced with an extended written review or planning session.
- Meeting availability may be adjusted during holidays or planned absences with advance notice.
Recommended Engagement Period
A three-month initial commitment is recommended so that there is enough time to understand the organization, implement recommendations, and evaluate progress.
After the initial period, the advisory relationship may continue on a month-to-month basis.
Important Information
This advisory service does not guarantee certification, accreditation, regulatory approval, financial results, or a particular business outcome.
The advisor provides operational, quality, educational, technical, and strategic guidance. The client remains responsible for final business, regulatory, legal, personnel, and compliance decisions.
Cannabis, laboratory, manufacturing, and educational requirements vary by jurisdiction. Legal advice and formal regulatory representation are not included.
Best Suited For
This service is ideal for organizations that:
- Need regular access to specialized expertise
- Are developing or improving a quality system
- Are preparing for ISO accreditation or certification
- Are addressing recurring laboratory challenges
- Need guidance for an internal software or workflow project
- Are developing a training or education program
- Need support for special projects