Services

Our strategic planning and change process services are designed to help organizations navigate transitions, define a shared vision of the future, and achieve their goals by installing organizational structures that help move ideas to action.

Vision and Mission Development:
Assisting in defining or refining the organization’s core purpose and aspirations. Many organizational improvement and change efforts fail due to an uncertain core – their reason for existence.

Environmental Analysis:
Conducting SWOT (Strengths, Weaknesses, Opportunities, Threats) analyses and market research. The key is to understand what we control and don’t, while leveraging our strengths and overcoming our weaknesses.

Organizational Culture Assessment:
Evaluating the existing culture and identifying areas that differentiate the firm, while creating deeper understanding about cultural disconnects and resistance that will slow organizational improvement.

Strategic Thinking & Goal Setting:
Establishing clear, measurable, achievable, relevant, and time-bound (SMART) goals. Progress on goals should move you closer to the organizational strategies that have been determined.

Strategic Plan Execution:
Create the structures and processes with a regular frequency of report-outs that create transparency and accountability… moving ideas to action.

Performance Measurement:
Establishing robust feedback systems that include metrics and systems to track progress and evaluate success against strategies and goals.

Change Management Planning:
Developing buy-in and commitment that eliminates resistance and maximizes accountability toward adoption of change.

Our training and development consulting services offer expertise aimed at enhancing the skills, knowledge, and performance of organizational talent. 

Identifying Skill Gaps and Design Development Needs:

  • Conducting assessments to identify competencies required in the organization and identify where there are shortcomings.
  • Analyzing current performance levels and comparing them to desired outcomes.
  • Creating customized training programs and materials that address the identified needs.
  • Selecting appropriate training methods, such as workshops, e-learning, or on-the-job training.
  • Establishing clear and measurable learning objectives to ensure the effectiveness of training.

Conducting Training Sessions:

  • Facilitating training sessions in various formats, including in-person workshops and online webinars.
  • Utilizing engaging and interactive training techniques.

Providing Coaching and Mentoring:

  • Offering individualized coaching and mentoring to support employee development.

Assessing Training Effectiveness and Provide Support:

  • Measuring the impact of training programs on employee performance and business outcomes.
  • Collecting and analyzing feedback from participants.
  • Offering post-training support to reinforce learning and ensure the transfer of skills to the workplace.

Specialized Training Services:

  • Leadership Development
  • Sales Training
  • Teamwork and Communications Training
  • Onboarding Programs

Our performance management consulting services focus on optimizing an organization’s systems and processes to enhance employee and organizational performance, driven by customer requirements.

Organizational Process Mapping:

  • Identify IS Map of the organization, a map of how organizational work is currently be completed.
  • Identify process disconnects, redundancies, rework, and wait time with the goal of streamlining white space interactions.
  • Design a SHOULD Map, a map of how the organization should work with waste and disconnects removed.
  • Align goals, design, management, and measurement to the organizational, functional or process, and job performer levels.

Install Organizational Rhythms:

  • Create organizational structures, report-out mechanisms that improve transparency and accountability.
  • Regularly review progress and results, while sharing action plans to move improvement efforts forward.

Performance Conversations and Feedback:

  • Install performance conversations as a cultural aspect, opening lines of communication and building trust that leads to continuous improvement.
  • Analyze performance data and identify opportunities for improvement, developing performance improvement plans.
  • Identify leadership candidates and developmental opportunities.
  • Create guidelines and record keeping in human resource software.

Establishing Performance Metrics:

  • Develop key performance indicators (KPIs) and build dashboards to measure performance – measure and report progress and results against goals.
  • GOAL – Gather, organize, analyze, and leverage learning to improve performance and build competitive advantage.
  • Track and analyze performance data, and implement planned change.

We provide revenue strategy, research, and execution on a contract basis. This service is particularly valuable for businesses that need expert revenue leadership but cannot yet justify a full-time CRO. Here’s a breakdown of services we typically offer:

Market/Product Strategy Development:

  • Analyzing current revenue streams, researching and identifying areas for growth improvement.
  • Creating comprehensive revenue growth strategies.
  • Developing and implementing sales and marketing plans.

Sales and Marketing Alignment:

  • Ensuring sales, marketing, and customer success teams are aligned and working towards common goals.
  • Optimizing lead generation and conversion processes.
  • Improving communication and collaboration between functions.

Sales Process Optimization:

  • Evaluating and refining existing sales structures and processes.
  • Implementing best practices and sales methodologies.
  • Improving sales team performance through coaching, training, and mentoring.

Performance Measurement and Management:

  • Establishing and tracking key performance indicators (KPIs).
  • Analyzing data to identify trends and opportunities.
  • Providing data-driven insights and recommendations.

Customer Success Enhancement:

  • Improving customer retention and loyalty.
  • Identifying opportunities for upselling and cross-selling.
  • Optimizing the customer journey.
  • Building customer advocacy programing.

Strategic Leadership:

  • Providing executive-level guidance and oversight.
  • Identifying and pursuing new revenue opportunities.
  • Helping to scale revenue operations.
  • Helping identify, engage, evaluate, and provide insights regarding business growth suppliers.