All consulting services are provided through a combination of strategy sessions with ownership/key stakeholders, team training, and coordination with leadership/management teams.

Strategic Planning

All organizations should undergo an annual strategic planning sessions to re-evaluate their progress, challenges and opportunities and reset their long and short-range objectives.

  • SWOT Analysis Facilitation
  • Feedback surveys: collect input both internally and externally
  • Goal Setting: annually/quarterly/monthly

Succession Management

Succession Management is a process for identifying and selecting successors to key roles in an organization. When this process is not properly established, your business runs the risk of creating a leadership vacuum, which can have unintended consequences on its direction, productivity and culture.

  • Training of HR and key stakeholders on the 5 Stages of Succession Management
  • SM materials and tools including Bench Strength and Individual Talent Assessments
  • Identifying Key Positions, developing a talent pool and leadership pipeline
  • Consulting support for implementation and rollout

Talent Assessment & Development

Having a clear talent development process in place is essential to identifying and grooming potential top performers and retaining top talent. I use an effective Talent Mobility Process to accurately assess and develop talent at all levels of skill, motivation and rank. This is a good solution for organizations that are not ready for a full Success Management Plan (see above).

  • Employee talent accurately assessed and identified
  • Coaching strategies to develop employee talent using the Talent Mobility Process
  • Consulting/coordination of services with key stakeholders

Executive Personality Assessments

This services utilizes two accurate and insightful assessment tools to provide feedback about the specific leadership qualities of a new hire or employees considered for promotion. This service allows the employer to make an informed decision and ensure that the candidate is the right fit for the position.

  • Identifying core leadership motivations, strengths and weaknesses
  • Identifying areas for development and recommendations
  • Predicting fit with existing leadership team
  • Identifying talent and intangible leadership qualities

Clarifying Culture

Clarifying and implementing the core values and practices of organizational culture is critical to its success.

  • Clarify your Vision/Mission/Core Values
    • Clarification and identification
    • Feedback surveys and reports
    • Strategy and rollout
  • Learn the Essentials of Healthy Organizational Culture
    • Keys to increasing Total Motivation of employees
    • Performance pressure/psychological safety strategies
    • Ingredients of healthy teams

Conflict Management

Managing conflict swiftly and clearly is critical to maintaining a healthy organizational environment including employee motivation, productivity and engagement.

  • Conflict resolution facilitation between employees/partners
  • Training/Coordination with Leadership/Management/HR in the Cognitive Conflict Management Resolution process

Consulting Clients Include:

  • Daikin Applied
  • Kaplan University
  • TD Bank
  • Merryl Lynch
  • SMG Worldwide
  • Segafredo
  • KFC
  • Mary Kay
  • The Smithsonian
  • Johnson & Johnson
  • Wrigley
  • Swarovski
  • Likeable Local
  • Medtronics
  • Arch Insurance
  • Young Presidents & Entrepreneurs Organization
  • Florida International University
  • Optfirst Internet Marketing
  • SiteVision
  • Rosenfield Accounting
  • Center for Social Change
  • Goldman Properties
  • Eagle Management
  • Elkus Manfredi
  • Mela Artisans
  • Vidal & Associates
  • Children’s Museum
  • Harbar LLC
  • Eberjey