Organizational Development
Situation: Major distributor of electronic components experienced a fall-off in production of a key West Coast sales and service office.
Action: Assessed senior office staff and organization.
Outcome: Reassignment of office director, realignment of senior staff and reinvigorated focus on results. Sales and service performance turned around with higher office morale.
Situation: Electric utility was experiencing significant employee dissatisfaction with utility management and a rise in customer complaints.
Action: Surveyed employee opinions and delivered results to management and employees. Guided management team in instituting work changes and improved employee communication and involvement.
Outcome: Follow-up survey demonstrated improved morale and supervisors reported better performance in the field with fewer customer complaints.
Situation: Transportation services firm was merging with “hostile” competitor. Executive team needed strategy to protect its financial interests as well as retain integrity with clients.
Action: Developed merger and client retention strategy.
Outcome: Executives received equitable compensation and client base remained intact.
Situation: Mortgage processing company was experiencing significant bottlenecks resulting in unacceptable delays.
Action: Mapped production processes and identified root causes of delays.
Outcome: Processes were changed and bottlenecks eliminated resulting in timely processing.
Situation: Commercial sign company in “fast growth” stage outgrew its management structure.
Action: Worked with management team to restructure the organization and create strategic plan.
Outcome: Result: Better decision making with a focus on getting quality work out on time.
Situation: Subsidiary of a financial services firm was not performing to expectation. Action: Assessed capabilities of key management and subsidiary business plan. Result: Outcome: Subsidiary was sold.
Situation: The merger of two recovery audit firms required that the independent contractors of one firm be converted to employee status and retained.
Action: Led project team to convert independent contractors to employees and ensure the payment of future contingency fees.
Outcome: Merger occurred on time with 85 percent retention of key personnel.
Training
Situation: Financial services firm experienced unacceptable delays of 90 days to bring new hires to acceptable production levels. Firm required “fast start” process to educate new hires in complex auditing procedures using electronic auditing tools.
Action: Created distance and classroom training materials and designed highly interactive, blended training program.
Outcome: New hires were productive within 30 days of hire.
Situation: Large regional bank wanted to recruit new college graduates and train as banking center managers.
Action: Created blended classroom and on-the-job training and mentoring program to accomplish the objective.
Outcome: Placed new banking center managers within 45 days of hire.
Situation: Large independent bank was facing increasing competition from national banks moving into its territory. Along with product offering overhaul, bank employees required updated sales and customer service skills.
Action: Created sales and service training and coaching program.
Outcome: Higher customer service ratings and improved customer retention.
Situation: Firm required a help desk to support professionals worldwide.
Action: Recruited personnel, developed support materials and managed start-up process. Outcome: Help desk was up and running on time and within budget.
Situation: Transportation services firm wanted to better align managers and supervisors to company goals and give supervisors improved skill set.
Action: Created and delivered customized training program.
Outcome: Consistent management practices and improved supervisory competencies.
Situation: Distributor of residential and commercial irrigation equipment sought to upgrade selling skills of outside sales people.
Action: Created sales training program and coached sales personnel on sales calls. Outcome: Increased face time with prospects and higher sales volume.
Situation: Startup furniture retailer needed store manager and retail sales training for floor salespeople.
Action: Created classroom and OJT training process and materials.
Outcome: Training delivered on time and within budget.
Executive Coaching
Building services owner looking to double the size of his business.
Bank president facing significant discord among key subordinates.
Director of non-profit seeking greater Board Member involvement.
Executive Director of non-profit seeking strategic planning guidance.
New Chief Operating Officer seeking leadership development.
President of creative services firm unsure of her management skills.
Commercial construction services owner seeking strategic guidance.
President of international import/export consulting organization seeking strategic guidance.
Senior executive team seeking enhanced teamwork.
