A Structured Approach to Organizational Change
We follow a proven methodology that balances thorough analysis with practical implementation. Every engagement is customized to your specific situation while maintaining consistent quality.
How We Work With You
Our process ensures we understand your situation thoroughly before recommending changes, and that we support you through implementation.
Initial Consultation
We begin with conversations to understand your situation, challenges, and goals. This exploratory phase helps both parties determine if working together makes sense. We discuss your concerns openly and answer questions about our approach.
Discovery and Assessment
We conduct comprehensive assessment through interviews, document review, and operational observation. This phase identifies organizational strengths, challenges, and opportunities. We gather perspectives from multiple stakeholders to understand different viewpoints.
Analysis and Recommendations
We analyze findings and develop recommendations tailored to your situation. Rather than prescribing single solutions, we present options with trade-offs clearly explained. This allows you to make informed decisions about direction.
Strategy Development
Together we develop detailed implementation strategies including timelines, resource requirements, and success measures. We establish clear milestones and identify potential obstacles to address proactively.
Implementation Support
We provide ongoing support as you implement changes. This includes facilitating meetings, coaching leaders, training staff, and adjusting approaches based on what you learn. Implementation timelines vary based on project scope.
Review and Adjustment
We regularly review progress against established goals and adjust strategies as needed. Organizational change rarely follows initial plans exactly, so flexibility combined with clear direction produces better outcomes.
What to Expect When Working With Us
We Listen First
Understanding your situation comes before offering solutions. We ask questions, listen carefully, and seek to understand context before making recommendations. Your knowledge of your business is essential input.
We Offer Perspective, Not Prescriptions
External consultants provide value through fresh perspective and specialized knowledge. We present options and explain trade-offs rather than insisting on specific approaches. You make final decisions about your organization.
We Work Alongside You
Organizational change requires internal commitment and effort. We support and guide, but sustainable change comes from within your organization. We transfer knowledge and build internal capability throughout engagements.
We Respect Your Timeline
Family businesses operate on generational timelines, not quarterly cycles. We develop realistic schedules that account for your operational constraints and allow time for people to adapt to changes.
We Communicate Clearly
We avoid consultant jargon and explain concepts in straightforward language. Regular communication keeps everyone informed about progress, challenges, and next steps throughout the engagement.
We Measure What Matters
Success looks different for each organization. We establish meaningful metrics aligned with your goals rather than generic measures. Progress tracking focuses on outcomes that matter to your business.
Different Ways We Can Work Together
Comprehensive Organizational Development
Multi-year engagements addressing organizational structure, processes, and culture. Appropriate when fundamental transformation is needed. Involves deep assessment, strategy development, and sustained implementation support.
Succession Planning Projects
Focused engagements specifically addressing generational transition. Typically span several years to allow gradual knowledge transfer and leadership development. Includes both business and family governance aspects.
Process Optimization Initiatives
Targeted projects improving specific operational areas. Shorter duration than comprehensive engagements but still require thorough assessment before implementation. Focus on practical improvements delivering measurable results.
Strategic Advisory Relationships
Ongoing advisory support for leadership teams navigating continuous change. Regular meetings provide external perspective on emerging challenges. Flexible arrangement adapting to evolving needs.
Ready to Explore Working Together?
Initial consultations help us both understand if our approach fits your needs. These conversations are exploratory—no commitment required. We can discuss your situation and explain how we might help.
Schedule an initial conversation
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