Our Process
Work with UsStrategic, Systematic and Effective
At inSITE Advisory Group, we have developed a business consulting process designed to provide systematic methods that produce quantifiable results. Our comprehensive approach allows us to create tailored solutions that address the unique needs of both community and corporate clients.
Initial Consultation and Assessment
We begin with a thorough consultation to understand your specific needs, challenges and goals.
Observation and discussion: Through detailed discussions, we identify the unique aspects of your community or corporation to grasp your challenges and objectives.
Assessment and analysis: We then conduct a comprehensive analysis to identify strengths, weaknesses, opportunities and threats (SWOT analysis).
Customized Strategy Development
Based on the insights gained during the assessment phase, our advisory consultants develop a customized strategy that aligns with your objectives.
Strategic planning: We craft a strategic plan tailored to your specific requirements and long-term vision.
Goal setting: We establish clear, measurable goals to guide the implementation process.
Implementation and Execution
We work closely with your team to implement the strategies and ensure smooth execution.
Project management: We oversee the execution of the strategic plan with meticulous attention to detail.
Resource allocation: We ensure the necessary resources are in place to support the implementation.
Continuous Monitoring and Support
Our commitment doesn’t end with implementation. We provide ongoing support and monitoring to ensure sustained success.
Performance tracking: We regularly monitor progress against the set goals and key performance indicators (KPIs).
Feedback and adjustments: We gather feedback and make necessary adjustments to optimize outcomes.
Evaluation and Reporting
We believe in the importance of evaluating our impact and sharing results with our clients. Our evaluation process summarizes results and delivers a plan for next steps.
Comprehensive reporting: We provide detailed reports that highlight achievements, areas for improvement and the overall impact of our services.
Review meetings: We conduct review meetings to discuss findings and plan next steps.
Process for Corporations
Corporate representation is at the heart of what we do at inSITE Advisory Group. We understand that navigating the complexities of corporate growth and sustainability requires a partner who can advocate for your business interests, streamline processes and deliver results.
See Our Process for Corporations
Process for Communities
InSITE Advisory Group specializes in creating and executing community development projects. Through our community consultation process, we facilitate economic development opportunities using innovative design thinking, technical analysis and data-driven strategies.
See Our Process for Communities

Act Boldly
Contact inSITE today to find out how we can work together to achieve your growth and development goals in a shorter time frame and with lower net costs.