Phase 1

Organization Assessment

The objective of my assessment is to facilitate a high-level review of your people, process and overall performance. I will: 

a. Conduct debriefing interviews with the executive team to understand their vision, strategy, current and future initiatives, goals, culture, political climate and the issues plaguing their organization (management and non-management). 

b. Facilitate 1×1 meetings with individual contributors to build trust and to understand the issues and get their perspective on the organization. 

Once the interviews and fact-finding have been completed, I will document my findings and provide recommendations for resolving these issues. This assessment is the foundation for building a ‘world-class’ organization. My approach (with industry credibility) allows me to establish key relationships for a better understanding of the most prevalent issues. Additional benefits to your organization are: 

a. Minimal drain on resources 

i. 2-10-day assessment (based on the size of your organization and the number of individuals I interview). 

ii. 30-60-minute interviews with key management and individual contributors. 

b. Provide comparisons from hundreds of assessments involving Fortune 500 and Global 2000 companies. 

c. Facilitated by me. I have extensive in-depth people, process, leadership, performance and organization experience. 

Phase 3

Strategy Workshop

I will facilitate a strategy workshop, which I have developed and facilitated over the past 25+ years. It is designed to assist management to quickly implement change by addressing issues, initiatives and goals through a comprehensive framework. This is not the typical workshop. The workshop is comprised of 3 days of structured, facilitated exercises. Different members of your organization participate at different times: Key management session (Day 1), key staff session (Day 2) and a joint planning session (Day 3). To minimize the resource impact on the organization, I only request that key representatives attend each session. 

Strategy Workshop Framework (Day 1: Management) 

The management session objectives are to: 

1. Identify details of the current organization, its history and evolution; 
2. Brainstorm to gain a collective agreement of the people, process and performance issues facing the organization; 
3. Organize, categorize and prioritize the brainstormed issues;  
4. Identify root causes of the current problems; 
5. Discuss potential solution strategies; 
6. Develop a preliminary roadmap. 

Strategy Workshop Framework (Day 2: Key Staff) 

The staff session objectives are identical to Day 1 but management is not invited to the forum. 

Strategy Workshop Framework (Day 3: Joint Session) 

The joint planning session includes representatives from both the management and staff sessions, who work together to integrate the plans developed during the previous sessions into a single, cohesive plan (a roadmap or action plan), which is presented to the executive sponsoring the workshop. The team then formalizes and delivers the consolidated plan. Additional objectives from Day 3 are: 

1. Gain buy-in and commitment for the roadmap across all affected areas of the organization. 
2. Build a cohesive team moving forward. 
3. Wrap up engagement and the team will present findings to senior executive.