Statement / Agency Ops

Operations & Delivery Director

Doreen was brought in by the founders of Statement Communications to diagnose and rebuild how the agency worked — from the inside out.

She began with a full operational audit, interviewing leadership and executional team members to surface friction points, mapping existing tools and workflows, and delivering a prioritized roadmap with concrete system and process recommendations. The engagement was designed as a discrete phase — but the results led to an expanded mandate.

In phase two, Doreen led implementation of the roadmap she'd designed, eventually stepping into an interim leadership role overseeing the agency's creative operations and delivery infrastructure. Her scope grew to include strategic consultation across Sales, Business Development, Revenue Forecasting, Deal Processes, and Client Experience — areas where operational clarity directly shaped business outcomes.

What this engagement looked like in practice:

  • Workflow audit spanning team interviews, tool review, and process mapping

  • Roadmap delivery with prioritized system and tooling recommendations

  • Hands-on implementation leadership across creative ops and delivery

  • Strategic and operational advisory on revenue, growth, human resources, and client experience functions

Tools Adopted and Optimized: Asana, HubSpot, Google Workspace, Notion, JustWorks / Clients served: CURE Epilepsy, Financial Health Network, ENTACT, EMERGE Conference, YMCA. Case studies.

“Doreen is an operational mastermind who is capable of building and leading high-performing teams. We hired her to establish our project management function at Statement, which she grew into a full-fledged team while becoming an indispensable part of our agency leadership. Doreen thrived in our fast-paced startup environment, working in a strategic and self-directed way to build out systems for forecasting and capacity management, project management, and invoicing and budget planning.

She also led our team of project managers while continuously identifying and implementing updates to keep our creative production humming along smoothly. Doreen was highly respected by her teammates and our clients alike, always showing up with kindness and patience to navigate even high-stress projects with ease. We think she's the best!”

— Lis Martin, Partner + Co-Founder at Statement

Previous
Previous

VettaFi / Exchange Conference