Approach

Analytical Approach

An unusual combination compared to typical strategy OR operational consultant,

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I was a very hands-on CEO: I reviewed EVERY line of EVERY budget for 60 departments when I lead the turnaround of this business; I visited every room and space in every building (from the penthouse to the sub-basement on a 69-acre campus); I knew at least half of the employees by name; I had 10 direct reports and ran ALL major decisions through this leadership group.

Example of what I do:

1. Layout of new office space that he is considering
   1. I helped him design the workflow, office sizes, vision panels, acoustics, planning for future additional staff; even the communications closet
2. Leasing/buying new vehicles for the employees to use
   1. I recommended two sources for discounts on vehicle purchases
3. Marketing, target audiences, where to invest the marketing budget
   1. I helped him analyze the profit margin generated by each audience
   2. I gave him specific suggestions on new sources of referrals
4. A major human resources problem
   1. I suggested ways to hold the problem employee accountable without losing a valuable employee
5. Productivity of personnel
   1. Following up on previous discussions of measuring productivity to enhance productivity and increase profits
6. Customer communications
   1. I prepared some guidelines for his consideration
7. Strategic planning:
   1. Recruitment of personnel – I suggested sources of potential hires
   2. Lateral expansion of the company into new but related fields
   3. Strategies for helping the entire firm embrace (rather than fear) its growth – he shared that existing staff may be threatened by recruiting
8. Articles/clippings that I collected prior to our meeting and shared with him:
   1. Growing revenue and sustaining it
   2. 3 steps for better cybersecurity
   3. Article about a regional firm that could generate referrals
   4. Containing repetitional fallout (they advertise a lot on social media)
   5. Environmental risks (potential source of business)
   6. Clipping about a local trade association (potential source of business)
   7. Ad about another local trade organization (potential source)

Why CEO’s need me:

1. CEOs live with constant uncertainty and ambiguity
2. Issues and challenges that CEOs can’t discuss with anyone else
3. Lonely at the top
4. No peers in their organization