A large client undergoing a reorganization needed visibility on its business practices, products, services, staffing levels, and workloads. To communicate and plan, stakeholders across the organization required data-driven insights about current and future operational needs. Our Challenge: The organization’s internal data capture was implemented in varying and often inconsistent ways among the organization’s operating units. […]
Case Study: Organizational Development Program That Prepared a Company for Growth
When a client asked us to help him create a long-term plan that would develop his management and leadership team during an important transition, we created an 18-month plan. Growing a successful company from a 10-person, $5M company to a 20-person, $10M company in 1 year was no small task, but our client knew what […]
Case Study: Creating a Generational Wealth Management Program
A Financial Services Firm Wanted to Offer a Generational Wealth Management Program to Its Advisors on a National Level Our Challenges to Address: Educate Financial Advisors on the importance of retaining clients across generations Teach generational relationship skills to talented financial advisors who are based across the United States Ensure that the financial advisors practice, retain […]
Case Study: How to Manage Institutional Change
Military Arm Needed to Lead a Diverse Team Through Unprecedented Institutional Change Our Challenges to Address: Garnering confidence in the mission Sharing expectations of the opportunities Bringing the team together with a fresh perspective for daily operations. Our Solution Was a Tailor-Made Workshop Looking at all Aspects of the Team Solutions The Air Force […]
Case Study: How We Created an Innovative Business Development Program Across the Country
Large Company Wanted to Offer an Innovative Business Development Program on a National Level Our Challenges to Address: The company was losing competitive advantage and market share The company employees were unsure how to create new business The company’s industry was becoming less desirable to work in Our Consulting Solution Rolled Out a Business Development […]
Case Study: Keynote on the Future of the United States Workforce
National Association Needed a Prescient Keynote to Address the Future of the United States Workforce Our Challenges to Address The Association needed an informative, dynamic and engaging keynote for its annual conference. The audience was well-educated and wanted credible information that would help their members think five to ten years into the future on a […]
Case Study: Executive Coaching — How to Lead a Team To Scale Quickly
Challenges to Address A tech company CEO wanted to increase his ability to lead a team that would execute to the next level of growth. He wanted to: Improve his leadership presence with the team and Board. Develop a strategy to launch a new product while the current product ran effortlessly. Find the financing to […]
