Challenge/Opportunity
The specialized channel to provide mortgage lending begins a significant new phase in its development.

An effort must be made to take advantage of high-level research, formulate strategic decisions into a coherent and useful plan for the next two years and communicate/get buy-in to the plan from the national sales force.

Consulting Engagement
Prepare a strategic/business plan for the next two years. Design, develop, arrange, facilitate and follow-up on a national meeting for the management team and sales force.

Consulting Process
Using objectivity and innovation based on work with other Canadian, American and global Financial Services companies, Fleming Advisors International works with the Covenant Group to clearly define the business plan by:

- Facilitating the cross-functional team working on the plan
- Providing creative input (industry best practices)
- Monitoring progress: project plan, milestones, deadlines, post implementation

Results
Initial preparations consistent with the project outline completed on schedule.

(back to Case Studies)