Owner / Owner Family
We review the results of the Current State, solidifying the gaps, concerns and opportunities that we jointly identified. Together we expand your horizons on what the business can do for you and your family; you and/or your family’s involvement; as well as “what comes next.”
Our client’s goals and dreams vary, but often include multi-generational ownership of the business, the sale of a business, new ventures, philanthropy, travel, as well as other ways to make a difference in the “what comes next” time of life. In considering your legacy and the steps that it takes to get from here to there, we then focus how to bring your executive team, team members, advisors, and other constituencies together into alignment with your choices and your business.
Business Owner/Executive Team
We review the results of the Current State, solidifying the gaps, concerns and opportunities combined with the owner’s choices on direction, with an emphasis on the data that came from the Current State engagement. Then the executive team explores your key business drivers including risk mitigation, strategic initiatives, operational & technology efficiencies, growth opportunities and possible culture improvements.
Together we refine the future vision for the business and focus on the desire and need for team buy-in and involvement through the Business Team Tactical Planning.
Business Team Tactical Planning
Initial Team Focus and Gathering
One hour meeting where we meet with you and your team to ask questions, gain a first blush team understanding of concerns, and explain our process. Each team member has an opportunity to provide input, in the session and after, through online confidential surveys and possible telephonic interviews.
Facilitated Team Meeting
Leveraging from the executive team vision, we facilitate a one day meeting to coordinate the team’s input as to the Current State of the business combined with the perceived concerns of the customers, the team members, and the business’ other constituencies. Through the process of the “Nine Key Business Questions,” the owners and the team, separately and together, brainstorm concerns, ideas and opportunities where every idea is documented, talked through and eventually weighted for importance to the business.
From the team’s efforts, we compile, analyze and develop a plan on the combined original brainstorming ideas and language boards with “weighted” results. We seek clarity and insight to possible solutions that may not have been obvious and empower your team to identify enhancement initiatives for further implementation.
From the team’s efforts, we compile, analyze and develop a report of the raw and sorted original team members’ surveys; combined original brainstorming ideas and language boards with weighted results; and the team’s suggested future enhancement initiatives.
From the raw data and our insights we create a comprehensive and prioritized list of enhancement initiatives for the business.
We jointly decide the three to five enhancement initiatives to be implemented in the separate Enhancement Initiatives Engagement to address over the next quarter “90 Day Sprints.” Together, we set the parameters, goals, fees and timelines for the engagements.