Bernard is a Business Consultant who is skilled in both change management and process improvement. The work is collaborative, beginning with and providing documented analysis of challenges and opportunities. It results in proposed changes and improvement processes. Once agreement is reached on preferred approaches, the focus is on implementing practices to deliver robust, long lasting results. Individual and group coaching and mentoring complement the paths forward.This is our typical outline business consulting plan. It can (and in many cases should) cover all aspects of the business from vision of the key stakeholders through operational, technology, human resources, financial, sales, marketing to measurable results (KPI’s). Of course, it is tailored to your specific requirements and circumstances. Following these proven steps delivers significant operational, strategic and tactical improvements.
- Meet with principal(s) and key stakeholders, separately & together, if possible.
- Learn of major goals & issues.
- Attend management and advisory board meetings to observe.
- Document:
- Goals
- Time frames
- Issues
- Product & service offerings
- Current processes
- Staffing responsibilities, reporting lines & dynamics
- Business, sales & marketing plans, if any
- Collateral
- Contracts incl. payment plans
- Financials, incl. cashflow
- Perceived gaps
- Explore the relationships and dependencies between all those factors
- Propose best course of engagement, with components:
- Mentoring one on one
- Re-setting of goals & timeframes
- SWOT analysis
- Guiding management & advisory board meetings.
- Remedial action plans
- Preparing agendas, minutes & chairing as required.
- Agreement on frequency of interactions
- Obtaining expert outside services, if required
- Key staff, customer & supplier interviews, if required
- Revisit and update documents in 4. above.
