Welcome to the sr4 resource center

Below you will find pathways to the resources you need most in your day-to-day work. There are links to sr4 tools and benefits, guides to help you get up and running, and quarterly updates on our organizational health.

We hope you enjoy your visit!




File Storage

Time Tracking





Managing Surveys

Make some simple configurations when creating a survey to protect results data and maintain an archive for your project.

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How to Reconcile Credit Card Statements

Each month, the line items from each credit card statement should be categorized and sent to Bottom Line Solutions. This guide should help!

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Video Conferencing 101

G-Suite makes it easy to initiate huddles, present to the Chromebox in the conference room, or video chat!

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G Suite Account Setup

Setup, secure, and configure your shiny new G Suite account.

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How to set up your Box Account and Download the Desktop Widget

If you're ready to set up your Box account, this guide will take you through the steps you need to create your account and download the desktop widget.

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How to Craft Invoices in Harvest

Crafting invoices in Harvest is a breeze!  This helpful guide will break it down for you step-by-step.

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2017 Goals


2.3mm of revenue

200k+ profitability

Implement profit sharing plan

Client Experience

All feedback "agree" or "strongly agree"


Better is better approach

Define and broadly share sr4 methodology


Launch start-up to scaling website

Targeted social media presence

Improve technology infrastructure

Integrate digital/web capabilities into client services


  • Population

  • OP EX

  • Profit

  • Revenue

  • Op Ex

  • Profit

The Pipeline

Q3 2017 Won Projects

  • Tier 1 - $29,300 (5 Projects)

  • Tier 2 - $76,200 (2 Projects)

  • Tier 3 - (0 Projects)

  • Tier 1 - $29,300 (5 Projects)

  • Tier 2 - $76,200 (2 Projects)

  • Tier 3 - (0 Projects)

Data includes total value of all projects won last quarter, valued at the lower end of each estimated budget.

Total Value Won in Q3
$105,500 (7 Projects)

Projects in the Pipeline

  • Tier 1 - $14,200 (4 Projects)

  • Tier 2 - $137,500 (4 Projects)

  • Tier 3 - $100,000 (1 Project)

  • Tier 1 - $14,200 (4 Projects)

  • Tier 2 - $137,500 (4 Projects)

  • Tier 3 - $100,000 (1 Project)

Data includes total value of all projects in the pipeline as of 10/26/17, valued at the lower end of each estimated budget.

Total Value in the Pipeline
$251,700 (9 Projects)

Tier 1 - Associate or Consultant led, <3 months, 1 - 3 person team, <$25k

Tier 2 - Consultant or Partner led, 3 - 12 months, 1 - 10 person team, $25k - $100k

Tier 3 - Partner led, >12 months, 1 - 3 person team, >$100k

Client Experience Survey Results

Total respondents last quarter: 4

I would recommend sr4 to a colleague.

  • Strongly Disagree — 0

  • Disagree — 0

  • Neutral — 0

  • Agree — 1

  • Strongly Agree — 3

I am looking forward to the next opportunity to collaborate with sr4.

  • Strongly Disagree — 0

  • Disagree — 0

  • Neutral — 1

  • Agree — 1

  • Strongly Agree — 2

sr4 helped fulfill our intention at the upper end of what's possible.

  • Strongly Disagree — 0

  • Disagree — 0

  • Neutral — 0

  • Agree — 1

  • Strongly Agree — 3

What our clients are saying:

"We are honored to have developed approaches in collaboration with you and are thankful that you have the opportunity to share it with others."

"Planning the event was well paced; Getting input from us around what the goals of the session should be and what we can focus on; Running ideas by us in terms of the actual activities; Fun, positive and energetic facilitation; Honest feedback and debriefing process."

"SR4 is AWESOME !!!!!!!!!!!"


Last quarter, Harrison attended an AMA training on instructional design. Among other things, he learned a useful tool to estimate and budget design time required for any specific project.

1. AMA equation for instructional design time to session length.

According to the American Management Association, you should budget the following amount of time for instructional design:

  • 40 hours of design for each hour of delivery (for new training)

  • 25 hours of design for each hour of delivery (if updating existing materials)

  • 15 hours of design for each hour of delivery (if making minor adjustments)


In addition, last quarter brought the onset of transitioning Capacitype from a single application to a suite of services. To accomplish this, we needed to evaluate the viability of moving forward with known technology systems against the benefits of “re-tooling” with alternative solutions. Looking back on the process to this point, there are a few couple of lessons emerging.

2. Sometimes the best map is walking.

Both Chris C. and Jason have been completely enmeshed in developing projects with Drupal for years. In many ways it had become the golden hammer for solving complex issues, but it was apparent to us that a different direction would yield better results for the broad objectives of Capacitype. With numerous options in front of us and only past experiences and slight familiarity of the new on our side, it has been the old fashioned process of trial and error that has revealed the path forward. Having the freedom to “play” opened up possibilities and allowed us to make more informed decisions in planning the multiple projects ahead of us—walking laid the map.

3. Stability requires the freedom to change.

The vision presented for Capacitype is an established and stable platform providing data access for multiple efforts. This means having a reliable set of rules governing access and use of our resources for multiple known and unknown stakeholders. As we know from all of our work, standard procedures require a significant effort to establish as standard, and often by the time we have achieved embrace there are new things to be aware of.

In the world of technology solutions it seems like this change happens in days rather than months. So what we strive for is selecting an appropriately flexible toolset that allows the delivery of a finished product that is ready to adapt on day one.


Another learning came from the RSM Alliance Leadership Conference.

4. We can successfully kickoff team-based competitions and have teams form the day prior to the main event.

At the RSM Alliance Leadership Conference, the Innovation Challenge began with team formation during a reception the night before. This was an especially helpful way to offer structured networking at the welcome reception and worked smoothly for the challenge itself.


And finally, Kate shared the following learning from her work with IMC.

5. Great mentors/managers build rapport, set expectations, align their style to their mentees', provide timely constructive and positive feedback.


October 30th, 2017

This is the Q3 2017 Organizational Health Update, first presented on October 30th, 2017.

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July 31st, 2017

This is the Q2 2017 Organizational Health Update, first presented on July 31st, 2017.

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April 27th, 2017

This is the Q1 2017 Organizational Health Update, first presented on April 27th, 2017.

Read More →Apr 27, 2017

December 12, 2016

This is the sr4 clarity, first presented at the all team on December 12, 2016.

Read More →Dec 12, 2016