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Primary Goals: |
1) Shift management to next level to allow for larger company and more rapid growth without losing control.
Remove bottlenecks. |
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2) Train staff in best practices of management and leadership
3) Help staff implement the key missing components specific to your company
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Specific Activities |
Exploratory: |
Interview each management team member |
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Review current management practices and policies
Plan specific and customize training modules needed from library of over 1,000 slides
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Core Training Process: |
Train team on key systems and their purpose and value |
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Workshop highest level adjustments needed |
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Work with each department head develop departmental systems (dashboard etc.) |
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Work with selected team members as needed on leadership and management |
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- Goal setting and monitoring - Proven Management By Objective procedures |
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- Development of dashboards to measure and guide success
- Review hiring and training practices |
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- Process documentation and optimization/enhancement |
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Review and refine current management policies and procedures |
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Help develop and agree on dashboards for each department and corporate roll-up dashboard |
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Optional Strategic Planning Work:
(adds 1-2 days)
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- Facilitate a clear one page strategic plan |
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- Develop more detailed level strategic plan in PowerPoint slides with strategies for each department to meet long-term
corporate goals |
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- Present to management team for final input on this outline |
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Follow-up:
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Coaching for 3 months is included. |
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Attend several staff meetings by phone to coach on using systems in monthly and quarterly management meetings |
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Key Deliverables: |
Entire Senior Management Team Trained On:
A) Best practices of management and leadership
B) Complete cycle of Planning and Management By Objective (MBO) system |
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C) Budgeting process and practices (framework in place) |
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D) Define and use dashboards for each department internally plus a corporate summary to improve performance
and leverage management time better |
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E) Document key complex processes that are proprietary and create value |
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F) Review and improvement of HR policies and procedures |
This process can only be done well by an experienced CEO. It will allow any company to prepare its company to be ready to grow more rapidly. It can be done in 30 to 90 days depending on the situation and ability of the organization to adjust.
Call (508) 381-8013 to discuss your custom consulting needs.
"Bob worked with our executive team at RTP to assess our overall strengths and weaknesses and then develop a strategic business plan with specfic goals, objectives, and actionable work plans. His deep, practical, and proven experience, particularly with technology businesses was invaluable. I would highly recommend him for similar engagements."
-- Charlie L'Esperance, CEO, Resort Technology Partners
"Right out of the gate, Bob was able to quickly assess our situation and identify ways to increase revenue. After working with Bob for only 8 hours, we identified a way to at least quintuple our lead generation and also improve our sales pipeline management and revenue potential. We are also implementing many of his ideas to improve our sales closing rates and are more clearly focused on the path to building a successful business. "
-- John Eller, CEO InSight Mobile Data, Inc.
"In just 2 hours of consultation, Bob Norton helped me to re-focus my thoughts, especially with regard to financing strategy. In addition, there were several nuggets of wisdom and insight about bootstrapping, competitive intelligence, and market research. I highly recommend him."
-- Nijan Datar, Founder and CEO Smart Voice
"The best CEOs require 8 weeks to get up to speed on a new company and market. Bob did it in less than six weeks so our portfolio company could be repositioned quickly and effectively."
-- Senior Partner, Venture Capital Firm
A Testimonial On Our Approach to Vision Development:
"I must congratulate you on your excellent piece "The 11 Requirements of a Successful Vision". I am a CEO of a midsized company with an MBA in marketing. So far, I have not come across so much clarity in any other article on "Corporate Vision. . . . Thank you once again for publishing a masterpiece."
-- Uday S Desai, CEO, Suprawin Technologies Ltd.
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