Strategic & Operational Planning

The strategic plan is the vision map for the future. I guide your leadership teams and/or board in creating a plan that can be clearly articulated to your employees—and that defines the company-wide alignment and focus needed to achieve your goals.

An operating plan is the roadmap that “charts the course” for how a company will achieve the strategic plan. I work with organizations to develop a robust and measurable plan, including KPIs and dashboard metrics to help you track progress.

• Strategic Growth Planning

• Operational Planning

• Post M & A Operations Integration

Business Process Implementation

Business process implementation is putting the process you have designed into practice. My approach helps companies make the “right” thing to do the “easy” thing to do. The result is greater employee productivity, higher levels of employee satisfaction, improved customer experiences, and a positive impact to the bottom line.

• Playbook Development & Execution

• Technology Implementation

• Process Design & Re-Design

Change Management

Many projects fail to deliver their intended results because they focus on the technology and the process, but they leave the people behind. I work with your leadership teams to ensure change management is an integral part of the project plan—ensuring that the “people side” of change is not left behind.

• Positively Preparing Organizations for Change

• Change Design (Bottom-Up Methodology)

• Change Implementation Planning (People, Process, Technology)

• Incentive & Recognition Planning

Corporate Governance

Helping you build the appropriate governance structure and process for your organization. I work with start-ups, companies in growth mode, and mature organizations.

• Advisory Board

• Board of Directors

• Board Succession Planning

• CEO Succession Planning

• Board Evaluation

• Board Candidate Mentoring