DIAGNOSIS | PLANNING | EXECUTION | ADVICE
Strategic or Operational Planning
Strategic Situation Assessment
Business Operating Model Redesign
Aligning Strategy & Operations
Process & Documentation Improvements
Key Performance Indicators
Family & Business
Family Involvement in Business
Goals & Priorities
Roles & Authorities
Our Approach / Methodology
MODULAR SOLUTION STEPS BASED ON CLIENT NEED
Listen & Understand
Listen intently to your needs, wants, concerns, issues and/or problems. Understand the business, market, competitive landscape and situation fully.
Assess & Diagnose
Assess situation, identify problems and find root causes to properly diagnose. Review diagnosis with management.
Complete Solution Options
Based on diagnosis and your goals, create solution options. Present options & recommendations to leadership.
Based on client solution preferences, create plan for implementation.
Lead client through change effort as project quarterback.