A Catalog of Selected Offerings
Catalog Description
Please select an item on the left to see a brief explanation here.
Strategic Advisory Service
A customized program of impartial assessments and observations, training, facilitation, advice and mentoring, all done while accounting for a changing environment or evolving goals.
Objective
Personal or professional goals clarification, with subsequent support & assistance for achieving them.
Approach
During an initial interview we identify a mutually agreeable program of goal clarification; followed by guidance with strategic and tactical planning, organizational alignment, performance management, skills development and coaching.
Outcome
Achievement of goals, documented & quantitatively demonstrated. Management team understanding and experience of approach and practices used.
Critical Factor Management
An organizational or divisional analysis to identify problems and opportunities which, when addressed proactively and quantitatively, will produce significant progress within six months.
Objective
Correct a key financial or operational liability using quantitative performance management.
Approach
Prioritize a key financial or operational issue or constraint; create specific goals, identify metrics and critical factors to measure progress (e.g. a balanced scorecard), and develop an action plan; facilitate performance management to monitor execution.
Outcome
Quantitatively demonstrated and documented goal attainment and the knowledge to repeat this process again for continued progress.
Organizational Audit
A comprehensive and objective third-party analysis of your business' organization & execution.
Objective
Identify areas of excellence and those needing improvement. Promote discussion and agreement on the improvement opportunities and next steps.
Approach
Through interviews and research understand and evaluate: the overall organizational perspective, management leadership and communication, planning effectiveness, organization and role clarity, staffing, controls, productivity, sales and marketing, community relations, and board or advisor effectiveness.
Outcome
Documented findings and management debrief; suggested next steps.
IT Product Development Life Cycle Audit
A comprehensive and objective third-party analysis of how IT services or software is delivered.
Objective
Identify areas of excellence and those needing improvement. Promote discussion and agreement on the improvement opportunities and next steps.
Approach
Through interviews and inspection, understand: the organizational embedding and alignment; management, leadership and communication; product management; delivery management; process selection (RUP, Agile, ITIL etc.); staffing or outsourcing; tools and practices; and execution/operations.
Outcome
Documented findings and management debrief; suggested next steps.
Personal Strategic Planning
Personal goal clarification and suggested actions to assist you with achieving them.
Objective
Clarification of longer term desires, improved understanding of work/life balance, and identified next steps to take.
Approach
Personal interview with you (and your spouse) to understand plans, desires, and resources; evaluation of personal-professional dynamics; communication and collaboration assessment.
Outcome
An understanding of how your near-term and long-term plans support your long-term goals given your current lifestyle. Recommendations that will help improve your current plans.
Communication & Work Style Profiles
A validated, neutral, and non-judgmental "DISC" assessment of communication and working style for individuals or teams. (This IS NOT an assessment of IQ, Values, Skills, or Education.)
Objective
To understand one's natural communication and collaboration approach with coworker or family members. Supports personal development and matching people to jobs accounting for their natural strengths.
Approach
Complete a 24 question survey. A debrief of the resulting assessment report is conducted with the individual or team.
Outcome
Tools to improve job satisfaction, team dynamics and positive growth via insights into one's personality, working style, and approach to relationships. Insight into natural and adapted (for work) behaviors.
External or Internal Surveys
Collected and interpreted feedback from customers or employees by an objective third-party, using on-line surveys.
Objective
Obtain an honest and unbiased understanding of customer or employee perceptions of your products, service, or company.
Approach
Initial interview to clarify and document information needs and desired outcomes; survey development and validation; conduct the survey; analyses and present the results.
Outcome
Objective data and insights one might be unable to achieve directly because of people's natural deference to authority or discomfort with criticism.
Business Planning Workshops
A facilitated 1 or 1½ day retreat to create a written strategic business plan and next action steps.
Objective
Develop a terse yet complete written plan describing vision, mission, values, product & services, situation analysis, assumptions & critical factors, marketing & sales approach, and performance projections.
Approach
We meet initially to identify attendees and document desired outcomes (accounting for owner's personal vision, if applicable). Completed client preparatory work is compiled into session workbooks. The team is guided through the planning process while emphasizing in-session collaboration and buy-in.
Outcome
A concise document for communication, achieving organizational alignment, and guiding the execution of quantitative performance management.
Leadership Workshops
A facilitated interactive exploration into competencies and practices of effective leadership.
Objective
Obtain clarity on the definition of leadership (versus management) and leadership styles; gain insights into critical success factors for leaders and the nature of motivation. Self-evaluate your communication and delegation skills and develop a personal improvement plan.
Approach
A full-day facilitated and interactive experience; modules vary in format using a combination of case studies, video, and presentations.
Outcome
A practical, real-world understanding of the skills and practices of successful leaders; insights useful for hiring or cultivating leaders.
Product Title
Very brief description.
Objective
Things to be achieved.
Approach
Very high level flow.
Outcome
The result/benefit of achieving our objectives.