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Company Strategic Assessments

  • Full Assessment (6 Steps)
  • Mini Assessment (3 Steps)
  • Combination Assessment
  • Assessment of Strengths, Weaknesses, Opportunities and Threats
  • Implementation of “Best Practices”

 

Management by Accountability (MBA) Management System

  • Annual Company Strategic Goals (One-Page Strategic Plan)
  • Supported by Employee Action Plans (Objectives) for Management and Staff

 

Strategic Planning Workshops

  • SWOT Analysis
  • Vision Statement
  • Mission Statement
  • Core Values
  • Long-Term Objectives
  • Short-Term Objectives
  • Strategic Goals Training
  • Strategic Goals
  • Employee Action Plans Guidelines
  • Employee Action Plans (Objectives)
  • One-Page Strategic Plans (Employee Specific for Management and Staff)

 

Research Reports (Examples)

  • Competitor Assessment Reports
  • BIM Product Information Models (BIM) Research Report
  • Building Integrated Photovoltaics (BIPV)
  • Construction Industry Organizations Research Report
  • USGBC Assessment Report
  • Interior Products Market Assessment Report
  • Aluminum Operable Windows Research Report (Non-Residential)
  • Residential Window Market Assessment Report (Aluminum, Vinyl, Wood, Composite and Fiberglass Materials)
  • Market Potential Report
  • Client Requested Research

 

Building Product Manufacturers Strategic Forums

  • Discussion Forum for Non-Competitor Building Product Manufacturers
  • Attendance by Invitation Only and Limited to Maximum of Five Companies
  • Promotes Strategic Thinking, Probing Discussions, Best Practices and Networking
  • Non-Competitive Environment Embracing Collaboration, Confidentiality, Transparency and Professional Growth
  • Enhance Overall Performance of Each Company by Sharing Knowledge of Best Practices and Address Critical Issues of Common Importance
  • Discussion Agenda Established by Participants Addressing Common Challenges, Opportunities and Threats

 

Building Product Manufacturers Customer Strategic Forums

  • By-Invitation-Only Forum for Non-Competing Highly Valued Customers of Building Product Manufacturer and Limited to Maximum of Six Companies
  • Promotes Strategic Thinking, Probing Discussions, Best Practices and Networking Opportunities
  • Non-Competitive Environment Embracing Collaboration, Confidentiality, Transparency and Professional Growth
  • Enhance Overall Performance of Each Customer by Sharing Knowledge of Best Practices and Address Critical Issues of Common Importance
  • Resource for Valuable Input with respect to New Product, Program and Service Development
  • Discussion Agenda includes Input from all Participants to Address Common Challenges, Opportunities, Critical Issues and Threats

 

Planning Documents

  • Strategic Business Plan
  • Mission Statement
  • Vision Statement
  • Marketing Plan

 

Field Sales Organization

  • Assessment of Performance
  • Organization Structure
  • Incentive Compensation Plan
  • Sales Training
  • Sales Management Manual
  • Territory Management Manual
  • Backlog/Pipeline Management
  • Official Job Descriptions
  • Success Assessments
  • Territory Market Share Optimization

 

Channels of Distribution

  • Distributors
  • Dealers
  • Manufacturers Representatives

 

Market Surveys and Customer Meetings

  • Client Satisfaction Surveys
  • Competitor Assessment Surveys
  • Surveys per Client Request
  • Customer Councils
  • Customer Forums and Symposiums

 

Product Development Process

  • Assessment of Product Line
  • Assessment of Product Development and Innovation Process
  • Accountability for Results
  • Product Innovation Roadmap (Company-Wide Perpetual Innovation Process)

 

Human Resources

  • Annual Performance Appraisal (One-Page Form)
  • Employee Performance Rating Profiles (One-Page Form)
  • 360° Performance Appraisal (Staff Rates Manager) (One-Page Form)
  • 360° Performance Appraisal (Peer Rates Peer in Department) (One-Page Form)
  • 360° Performance Appraisal (Department Rates Department) (One-Page Form)
  • Official Job Descriptions
  • Employee Development (One-Page Training Templates)
  • Recruiting, Interviewing and Hiring Candidates
  • Cross-Functional Employee Teams
  • Salary and Incentive Compensation
  • Profit Sharing and Gain Sharing
  • Recruiting (Sales, Engineering, Management, etc.)
  • Employee Satisfaction Surveys

 

General Management

  • Management by Accountability (MBA) Management System
  • Acquisitions
  • Mergers
  • Sales
  • Key Measurement Report (Dashboard Report)
  • Leadership by Example Seminar
  • Management Succession
  • Industry Association Advocate
  • Introductions to Prospects, Architects, etc.

 

Marketing Communications/Advertising

  • Branding
  • Assessment of Department
  • Assessment of Staff
  • Organizational Structure
  • Official Job Descriptions
  • Compensation Structure
  • Budget
  • Annual Marketing Plan
  • Strategic Priorities
  • Literature
  • Media Advertising
  • Web Site
  • Promotional Tools
  • Selling Tools
  • Press Releases
  • Processes and Procedures
  • Social Media

 

Ideally, it is best to select a consultant that can relate to your business and industry. There is no substitute for experience! Additionally, look for these attributes in a prospective consultant:

  • Professional reputation.
  • Problem-solving ability and results-oriented track record.
  • Ability to communicate effectively.
  • Essential knowledge of client’s business and industry.
  • Strong integrity, leadership and character traits.
  • Management fundamentals of business with a diversified background.
  • Awareness of “Best Practices” within business and industry.
  • At least 10 years longevity in the consulting business.
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