Challenge/Opportunity
In a new initiative, the Company restructured the primary distribution channel on an unorthodox model, an untried structure with possible hidden traps and unpredictable results.

Consulting Engagement
Provide a third-party perspective on progress, gaps. Establish tactical changes to strengthen results.

Consulting Process
Interact with Senior Management to identify critical issues and concerns. Analyze key documents related to conceptual design and implementation process. Participate in high-level steering committee meetings; close collaboration and advisory role with Supervisory Team. Fact-finding, field research and process evaluation using a variety of interview techniques at every level. Ongoing feedback, recommendations and prescriptive information for staff development.

Results
Recommendations re coordination and supervision of new distribution; identify developmental opportunities for specific field managers and individual team members; outline and deliver methodology for monitoring and reinforcing communications requirements.

 

 

A Classic Balancing Act

Challenge:
A small Mutual company, strongly rated and well positioned in a regional market. The organization is focused on business growth and greater productivity per distribution unit, balanced against managing expenses and maintaining control over capital investment.

 


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