ABA/RFR BUSINESS ADVISORY PRACTICE

PLAN – DO – REVIEW :
METHOD TO REACH THE NEXT LEVEL

Strategic plans

• Twelve month breakthrough plan with:

• Stretch goals in six parallel areas of the business
• Metric identification process by which to define and measure success, and hold personnel accountable to actual attain enhanced results

• Twelve month to thirty six month focused business plan
• Front end diagnostic to capture

• Appetite for growth, change, risk
• Big Opportunity
• Obstacles/pain
• Early Victory opportunities
• Longer term value enhancement opportunities
• Best practices most helpful

• SWOT assessment
• Mission statement review, development
• Action plan development based upon who – what – when

Brand, marketing, and sales plans to accelerate sales and profitability

• CEO to CEO connections to accelerate immediate sales and develop WIN WIN strategic alliances
• Brand identification and development plans
• Business development strategies to identify and secure profitable new customers
• Sales and marketing strategies to expand existing business via enhanced value proposition
• Customer profitability and contribution rating
• Customer satisfaction surveys
• Sales force assessment and improvements, including compensation

Operations

• Operational improvement plans to enhance operational excellence while lowering costs
• IT assessments and solutions
• Supply chain assessments and solutions

Human Resources and Organizational Issues

• Organizational assessments
• Job description (JD) assessments and solutions for enhanced productivity
• Critical Success Factor (CSF) identification
• Incentive compensation solutions to raise accountability and results
• Executive and employee profiles and personality/learning style assessments
• Learning and training assessments and solutions
• Organizational charts
• Employee Handbooks
• Hiring smart via behavioral interviews
• Sourcing Strategies
• Performance reviews

• Best practice instruments
• Best practice processes

• Enhancing communications to raise productivity
• Development plan assessment and formulation
• Executive and employee coaching and counseling
• Managerial and leadership development solutions
• Employee satisfaction surveys
• Succession planning
• Development of higher performance teams and organization structures
• Organizational Chart Definitions
• Advisory Board identification and implementation
• Best Practice Resource referral service:

• Banking and other financial institutions
• Attorneys
• M&A firms
• IT experts
• Supply Chain experts
• Marketing and Branding experts
• Insurance providers
• Other

Review

• Regular quarterly reviews of plan versus actual results

Merger and Acquisition Services

• Industry benchmarking to maximize stakeholder value
• Industry comparables
• Business valuation services
• Defining and implementing acquisition strategies
• Defining and implementing exit strategies

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