How We Work

1. We learn your vision and goals
2. We talk to people to understand how your organization works now
3. We probe to tap ideas about structure, role and process improvements
4. We propose actionable change initiatives and work with you to prioritize them
5. We want and expect to be involved and even accountable for working closely with appropriate members of your staff in implementing leverageable changes

A typical project entails the following stages:

Planning - To gain a thorough understanding of recent history and how your organization works now we interview and review available materials such as financial reports, marketing materials and policy and procedure manuals.

Data Gathering - Through in-depth confidential conversations with a sample of employees, customers, vendors, advisors and others who know your organization's structure, processes and culture we probe perceptions about what's working well, what isn't and ideas for improvement.

Analysis and Synthesis - We review and summarize the breadth and depth of knowledge gained to understand and characterize the current state of organizational effectiveness. Then we develop clear, practical and actionable steps for improvement, which we present for discussion and further refinement. This step also includes implementation recommendations that will "connect with" your organization's culture.

Implementation - Good ideas are one thing; implementing them effectively is something else. We always seek to be involved and even accountable for planning and guiding the implementation process. While employees and those affected must "own" the changes and feel comfortable in their ability to manage them for the benefit of the organization, an outside catalyst often makes the difference in whether and when things happen.

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