Organizational Analysis

Organizational analysis is the science of determining the health of an organization. It involves the use of proven tools to determine gaps between current and desired performance as the organization pursues its goals. One such tool is the 7S Model depicted above (click to view larger image).


Strategic Planning

Strategic planning is the process of defining strategy, or direction, and making decisions on allocating resources to pursue the strategy. It involves defining or clarifying an organization’s vision, mission, goals, objectives, and day-to-day activities.

Often people find themselves working on day-to-day activities that do not align with the goals and objectives of their organization. This is a misalignment.

Related to strategic planning is understanding an organization’s unique business strategy. Many senior leaders have never methodically considered their organizational objective, scope, and advantage, and cannot articulate their strategy in just a couple of sentences.


Metrics Development

Metrics are measurements of performance. Metrics development involves understanding what is critical to measure, why it is important, and understanding how best to do it.


Executive Coaching

Executive coaching is a professional relationship between a trained coach and a client (who may be an individual or a group) with the goal to enhance the client’s leadership or management performance and development

Seminars Available

Seminars are normally half-day events designed to be entertaining and informative, but tailored for direct application to the client organization.


How to conduct a meeting without destroying another's will to live (click to expand)

  1. Plan – Purpose. Is the meeting really required? Agenda? Who should attend? Start & stop time. Place. Tech requirements.
  2. Inform – Email agenda? Expectation of participants. Time allocation for addressing agenda items.
  3. Prepare – Check seating & audiovisual. Refreshments, breaks, restrooms, and messages.
  4. Structure & Control – Lead. Focus on agenda. Avoid destructive meeting behavior.
  5. Summarize & Record – What was accomplished? Who is recording minutes? Action items & accountability?

Improving time management skills (click to expand)

  • Goals – Document both professional and personal goals with a focus on results.
  • Priorities – Use a TODO list and prioritize important items. Update often.
  • Schedule – Make time to plan when stressed. Schedule both personal and professional time. Schedule wisely to avoid wasting time; provide yourself some margin.
  • Interruptions – Manage distractions that keep you from accomplishing daily tasks (phone calls, email, visitors). Learn to disengage politely.
  • Avoid Procrastination – Recognize it. Control with realistic milestones.

How to make winning presentations to inform and persuade (click to expand)

  • Know Your Purpose – Decision or Information brief? Structure accordingly.
  • Plan & Coordinate  Decision Brief: build a logical argument. Information Brief: “Answer the Mail”. Demonstrate intellectual rigor and coordinate with others.
  • Practice & Anticipate – Practice: pay attention to intro, transitions, and conclusion. Anticipate questions and be familiar with back-up slides.
  • Execute the Plan – Avoid over-use of notes, watch your audience, and be flexible based on their reaction. Focus on your purpose.
  • Conclude Well – Include a summary, conclusion, or recommendation.
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