Challenge/Opportunity
Implement dramatic change at all levels of the organization; dismantle the existing distribution system and commence the establishment of a new system utilizing highly-trained, salaried advisors.

Consulting Engagement
Provide multi-dimensional advisory support to the management team. Initially, serve as a reality check and provide input vital to the refinement of implementation requirements and action plans. Contribute hands-on services to assist in the design of training, development and operational functions. Serve as a mentoring resource for selected members of management.

Consulting Process
Attendance at key management meetings. Serve as a facilitator at period review sessions. Regularly provide one on one feedback by phone, in person or through technology.

Results
Contributed significantly to the refinement and final design of the overall strategy. Provided practical ideas and input; served as an “early warning” system which saved time and money for the organization as it ventured into unchartered waters. Accelerated the learning curve and the effectiveness of newly-hired members of the management team.

 

 

A New Fraternal Order

Challenge:
An international fraternal organization committed to the repositioning of its vision, mission and delivery system.

 


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