Business Analysis & Assessment

 Business Analysis & Assessment Services are offered using industry experience, proven analysis methods and established templates. The breadth and depth of each of the offerings is scaled to match the need of the client and the participation level of client personnel. Active participation of client personnel is encouraged so the firm is prepared to perform future assessments without the need for external expertise.  

Business Analysis and Assessment Focus Areas

• Market Analysis
• Competitor Assessments
• Sales Barrier Analysis
• Succession Assessment
• Merger/Acquisition Analysis
• Company Values Drivers
• Operation Bottleneck/Pain Point Assessment
• Organizational Structure/Accountability Assessment
• Talent Assessment
• Right People / Right Roles Assessment
• Employee Satisfaction
• Turnover Analysis
• Barriers to Action Analysis
  

Planning & Implementation

Plan Development and Implementation Services are offered using industry experience, proven methods and established templates. The breadth and depth of each of the following offerings is scaled to match the need of the client and the participation level of client personnel. Active participation of client personnel is encouraged so the firm is prepared to develop plans in the future without the need for external expertise. 

Business Planning & Implementation Focus Areas

• Company Strategic Planning
• Annual Business Planning
• Marketing Plan and Management
• Sales Plan and Management
• Talent Acquisition
• Talent Development
• Business Metrics
• Merger/Acquisition Implementation
• Critical Process Documentation

EOS Fractional Integrator

EOS Fractional Integrator Services are offered using firsthand EOS implementation and integrator experience along with completion of EOS Basecamp Training.

My level of involvement as a fractional integrator is scaled to match the need of the client, the participation level of client leadership team personnel and decision by the firm to use a Professional EOS Implementer or Self-Implement.  The following services are available on a part-time basis until an in-house Integrator is prepared to assume the role. 

EOS Fractional Integrator Services

• Leading/Managing EOS Leadership Team
• Integrating Major Functions
• EOS Plan Execution
• Resolving Cross-Functional Issues
• EOS Communications across the Organization
• Managing Leadership Team L10 Meetings
• Managing EOS-related Documents/Systems
• Training/Coaching In-house Integrator
• Support/Coordination with Company Visionary