Consult!P !Course! Catalogue!€¦ · Ameasurement!system!for!managing!expectations!would!also!beidentified;!terms!would!include pricing!per!module,!timeline!for!completion,!budget!andmeasureable!results

Consult P3 Course Catalogue

May 2012

Consult P3 Course Catalogue

May 2012

I. About Consult P3 ........................................................................................................................... 4

II. Course Catalogue……………….……………………………………………………………………………………………………….. 4

III. People Solutions

a. Leadership Development I. Agile Business Leader....…………………………………………………………………………………………. 5 II. Executive Coaching.………………………………………………………………………………………………… 5 III. Think, Look And Act Like A Leader.…………………………………………………………………………. 6

b. Staff Development i. Coaching For Success.…………………………………………………………………………………………….. 7 ii. Team Building For A Better Workplace.………………………………………………………………….. 7 iii. Workplace Harassment………………………………………………………………………………………….. 8

IV. Planning Solutions a. AGILE Strategic Thinking Model………………………………………………………………………………………….. 8 b. Change Management………………………………………………………………………………………………………….. 9 c. Crisis Management – Facing The Vortex……….……………………………………………………………..……… 9 d. Moving Beyond The Strategic Plan……………………………….…………………………………………………… 10

V. Process Solutions

a. Innovation Essentials………………………………………………………………………………………………………… 10

VI. Communications a. Client Testimonials That Sell……………………………………………………………………………………………… 11 b. Communications To Overcome Resistance………………………………………………….……………………. 11 c. Communicate, Motivate, Celebrate………………………………………………………………………….………. 11 d. Emotional Intelligence…………………………………………………………………………………………………….… 12 e. How to Network…………………………………………………………………………………………………………….…. 12 f. Meeting Facilitation Essentials……………………………………………………………………………………….…. 13 g. Talk Up, Not Down – Building Better Relationships ……………………………………………………………13 h. Using Civility To Outclass The Competition…………………………………………………………………………14 i. Working Through Conflict…………………………………………………………………………………………….…… 14

VII. Public Speaking a. Becoming A Presentation Rock Star…………………………………………………………………………………… 15 b. Confident Presentation Skills…………………………………………………………………………………………….. 15

VIII. Marketing + Sales Training a. Becoming A Presentation Rock Star…………………………………………………………………………………… 15 b. Confident Presentation Skills…………………………………………………………………………………………….. 15 c. Defining Your Brand………………………………………………………………………………………………………….. 16 d. Sales Coaching/Outsources Sales Management………………………………………………………………… 16 e. Sales Training………………………………………………………………………………………………………………….… 16 f. Understanding Online And Mobile Marketing…………………………………………………………………... 18

IX. Sector Specialties a. Financial Services Consulting….……………………………………………………………………………………….… 18 b. Generational Change.……………………………………………………………………………………………………….. 19 c. Human Resources Consulting……………………………………………………………………………………………..20 d. Med-‐We-‐Care Management Program….……………………………………………………………………….…… 20 e. Nonprofit Development And Alignment…………….……………………………………………………………… 20

I. About Consult P3 The keys to a thriving business are its: 1) People – having the right people in the right places; 2) Planning – having strategic goals in sync with resources; and 3) Processes – having the proper systems and tools in place.

Consult P3 helps companies turn potential into profits by helping align their three Ps with their corporate goals. What makes us unique? Experience combined with our distinctive view on how a consulting firm can add value. We tailor our engagements to fit where you are today, and we emphasize implementation – actually helping clients achieve the desired performance improvement.

We’re problem solvers. We understand that not all companies are looking for someone to tell them what is impeding their corporate performance; often times they already know. Companies aren’t looking to merely “change” – they’re looking to improve.

They also want help in making the desired performance improvements; they don’t want a consultant who can’t help them see the process through to completion. Implementation, what really counts, is our core competency.

Now is the time to take a good look at the state of your business, discover and redefine your uniqueness and implement a plan of action. Let us partner with you to help your organization be the most effective and efficient that it can be.

We invite you to contact us to see if Consult P3 can help you maximize your organization’s potential.

Andy Klausner, Co-‐Founder (617) 990-‐6894 [email protected]

Petey Parker, Co-‐Founder (214) 908-‐2814 [email protected]

II. Course Catalogue Many consultants are great at telling you what is wrong, but not as helpful when it comes to fixing the problems. Our P3 University – which delivers solutions the way that you want them – sets us apart. This course catalogue describes many of the programs that we are able to offer to clients.

Utilizing our faculty of top experts and experienced leaders from a broad range of industries, we’ll develop a curriculum designed for your specific needs and delivered to your specifications. Delivery options include your location, an off-‐site venue or online via webinars and/or Skype. Your tailored curriculum could include one-‐on-‐one coaching, group training, larger group presentations, webinars or a combination thereof.

4

A measurement system for managing expectations would also be identified; terms would include pricing per module, timeline for completion, budget and measureable results expected. An acceptance agreement would clearly spell-‐out the expectations of all parties.

III. People Solutions We have categorized our people solutions into Leadership Development and Staff Development, but please recognize that there is overlap between the two areas, and we are able to customize any of these programs to make them germane to your specific audience. You can pick and choose from various parts of any program as you customize your own.

a. Leadership Development

i. Agile Business Leader Leaders around the world are being called on to be adaptive, flexible and responsive to emerging trends and demanding customers. They are called to be AGILE. Leaders must develop skills that ensure they provide value for the organization and stay ahead of shifting industry conditions and marketplace demands. The ABL Program is a multifaceted process for strategically developing skill sets, knowledge and behaviors needed by an organization for recruitment, retention, performance management and succession planning. This action-‐learning program incorporates experiential learning, coaching and facilitated planning sessions.

The Agile Business Leader program is designed to bring together senior leaders, key contributors and emerging talent together to create powerful think tanks driving the company towards future success.

Topics and learning outcomes include:

Maximizing communication – ideas and solutions Gaining a competitive edge Exemplifying corporate governance Mobilizing and incorporating existing talents Building collaborative cultures

ii. Executive Coaching

Personal sessions are uniquely designed for the client. These coaching sessions can be used to:

5

Create solutions to problems Realign and Attain goals Increase performance Improve your relationships

These sessions are completely confidential and convenient to your schedule. As a coach we help the individual address specific business challenges and resolve any organizational or people issues they might face. The coaching intervention produces significant business and economic impact for the organization. We serve as a committed confidant and personal partner, providing feedback, independent perspectives, and motivation to help enhance employee’s competencies and develop solutions and strategies for change.

iii. Think, Look And Act Like A Leader

There is a major difference between being a Leader, Manager, Coach/Mentor, Sales Person and Social Director. That difference may be the one factor that makes you either passionate or frustrated in your life!

Looking like a leader is important as well. Business leaders who are well dressed and groomed appear more professional, sophisticated, and influential. Taking a client or potential partner to a restaurant requires more preparation, attention, and knowledge of protocol than you might think. It’s not as simple as mixing food with shoptalk. It’s about building trust, respect, and confidence between your clients and partners and your associates.

Executive presence isn’t just for boardroom members. A recent study found that young people crave self-‐esteem more than receiving a paycheck and other rewards and pleasures. Looking like leaders helps young executives gain confidence and credibility, which reflects favorably on your organization.

Takeaways: Learn what Leadership is and what it is NOT and why that difference becomes

invaluable to you and your business Positioning yourself, the company, the organization through change and

transition is a matter of leading your followers into improved situations Recognize, organize and utilize the true talents of your team Create success with this simple formula, “Motivation Creates Behavior –

Behavior Creates Consequences”; this technique is used for leading, negotiating, communicating, repositioning and meeting expectations

6

Learn how to look right and behave right in social situations

b. Staff Development

i. Coaching For Success

We believe that every person can become extraordinary, if they have the right mindset and support. It is our role assist our clients discover the best way to engage in powerful transitions at a very deep level in both their personal and professional through rewiring old and unwanted neuro-‐pathways that consistently hold individuals back from getting to a goal.

Our change process is based on three core principles:

Everything begins with you! We believe the most important relationship you have and will ever have is the relationship you with yourself. Our coaching is about changing that relationship into a more positive, self-‐supporting and self-‐confident one with you. Then, as a result, your personal and business relationships will thrive.

As within; so without. The second connection we make to spirituality is we believe everything that happens to you in life is a result of that inner relationship you have with yourself. Therefore, we coach from this place –inside you -‐to create just the world you want outside you in your personal world.

Buried emotions never die. Emotions determine our relationship with ourselves and with others. Emotions are powerful energy we have inside ourselves –they create who we are. The right mindset is created and sustained by our feelings. So it is important in Coaching for Success that we become aware of our emotions, process them and manage them in a way that creates more energy for others and us.

Coaching is an ongoing professional relationship, a partnership, which helps people produce extraordinary results in their lives, careers, businesses or organizations. Through the process of coaching, clients take action to deepen their learning, improve their leadership and performance, and enhance their quality of life.

ii. Team Building For A Better Work Place Great things can happen when people work together as a team. High performing teams share; greater productivity, increased employee satisfaction, reduced employee turnover, increased creativity and problem-‐solving ability, and more loyal customers. Through this innovative session, your team will explore the value of diversity and communication.

7

Topics include:

Moving from mediocre to superior team results. Igniting, enthusing and creating environments where everyone feels challenged

and motivated. Turning individual strengths into team assets. Facilitating open dialogue and establishing trust in relationships Recognize how personal goals fit with the team’s and organization’s direction

iii. Workplace Harassment

When harassment and discrimination exist in an organization, financial liabilities increase and efficiency decreases. A loss in productivity can lead to a negative impact on employee satisfaction and performance. This course provides an interactive approach for dealing with harassment and its prevention. It not only offers the basics of what constitutes harassment and ways to protect your employees and your organization from legal turmoil, it also addresses the more subtle and equally important issues of communication and perception that factor heavily into harassment cases.

This program provides you with immediate tools to effectively cope with harassment issues and gives you useful methods for dealing with all types of potentially confrontational situations.

Topics include:

Consequences of harassment Types of harassment Supervision/non-‐supervisor harassment How to communicate through disagreements

IV. Planning Solutions

a. AGILE Strategic Thinking Model

All strategic thinking approaches attempt to find an optimal match between the resources and capabilities available from the organization’s strengths (and limitations) and the external market and environmental conditions, trends, opportunities, and threats. The matching between resources and capabilities results in a strategy that translates, hopefully, into performance.

We use the A G I L E Strategic Thinking Model. It is a method used to create a positive “can do” attitude to the future and therefore empower individuals and organizations to excel in their

8

growth and deliver sustainable, accountable and excellent work. When a leader takes a non-‐positive approach, or what is commonly known as a deficit or gap-‐based approach, to strategic thinking, the organizational issues become problems to be solved. Action plans are created to rectify the problems and gaps in performance.

When a leader uses a positive approach to strategic thinking, the organization’s entire system becomes a solution to be incorporated into the plan for moving forward. The answers in strategic thinking lie within the talent, wisdom, and drive of the employees. With the A G I L E model, strategic dialogue occurs within the organization, which we have experienced as essential for strategic thinking to take place.

Topics include:

The fundamentals of positive psychology Expanding thinking through widespread organizational involvement Incorporating resources, capabilities, key people, and stakeholders Building upon the organization’s strengths Implementing a plan for action

b. Change Management

One fact clearly illustrates the difficulty of managing a corporate restructuring: Most transactions don’t realize the expected value. Many actually erode it. For too many companies, the word “change” translates as “chaos.”

While change can be overwhelming, it doesn’t have to be, we have a proven record of assisting organizations in maximizing success during organizational change events including mergers, acquisitions, spin-‐offs, divestitures, joint ventures, and bankruptcies.

Our integrated, systematic approach and best-‐in-‐class tools have been tested and validated by hundreds of organizations.

c. Crisis Management -‐ Facing The Vortex

When, Not If: Crisis Prevention, Preparation and Response -‐ Crisis can take many forms. What happens if your CEO died in a plane crash? A tornado destroys your production facility? A trusted employee embezzles money? Our Crisis Management – Facing the Vortex team shows you and your leadership how to anticipate, prepare for and respond quickly and appropriately to any emergency, including how to control the media.

Leadership preparation Forming a crisis response team

9

Practice and role-‐playing drills Controlling your message Policies and procedures Using social media

d. Moving Beyond The Strategic Plan

Moving beyond the strategic plan to issue/solution based strategic positioning – This process is designed to reposition the direction and goals of an organization to achieve measureable results.

Takeaways:

Define the Strategic Plan as a reality rather than a wish list Describe positions and expectations of the job descriptions based on what and who is

efficient and effective Create the highest and best use of People, Processes and Planning Learn how to protect your key people beyond the recession recovery Proceed as though you have a crystal ball and determine the succession plan based on

diversity, internal/external factors, and risk vs. ROI

V. Process Solutions

a. Innovation Essentials

Innovation is about people creating value by implementing new ideas. Organizations who embrace creative problem solving and innovation can more easily meet the challenges and opportunities for improving performance. This program teaches the basics of shifting creativity to innovation, transforming ideas into valuable solutions and developing concepts to benefit employees and customers. “Innovation Essentials” provides you with great practical techniques for generating and evaluating ideas.


Building environments where diversity is respected and valued Understanding how different people innovate differently Receiving and accepting for mutual gain Establishing trust in relationships Appreciate others as valuable resources

10

VI. Communications

a. Client Testimonials That Sell

You can shorten your sales cycle when your customers say the things about you that you want to say. Yet, most customer testimonials are not useful for selling. Using a unique process to gather customer testimonials, you will have powerful customer testimonials that you can use to sell. These same letters will provide the quotes that you need for your sales and marketing materials.


Shorter sales cycle because you quickly built trust with clients Stronger client relationships because they value what you deliver More powerful proof of performance which helps you sell both on line and face-‐to-‐face

b. Communications To Overcome Resistance

Having the aptitude to communicate effectively is paramount in any relationship. Employees succeed by developing effective communication styles, including; committed to improving relationships by openly and honestly discussing and resolving issues. This program is designed for understanding ways to overcome present resistance and become orientated to the future.


Understanding the underlying issues Facilitating dialogue to create open environments Resolving conflict situations Confronting issues by negotiation rather than by power Learning to defuse & realign resistance

c. Communicate, Motivate, Celebrate

Success comes from looking for better ways to produce results and inspire commitment and performance. Critical competencies for today’s workforce include; proficiently, creating opportunities, directing work choices and ensuring high job performance. This program is designed for understanding ways to effectively communicate your message, motivate people and celebrate successes to accomplish critical path tasks.


11

Creating and conveying bold, valuable and desirable ideas Learning to celebrate team efforts Positively affecting the dynamics of a communicated message Using lateral and cascading communications Becoming a positive contributor Managing “emotional hangovers”

d. Emotional Intelligence

Emotional Intelligence is now being recognized as an important differentiator in the workplace with regards to personal and organizational success. Emotional intelligence (EQ) is about self-‐awareness, self-‐management, social awareness and social skills for working together for successful results. This program will teach you EQ fundamentals for; understanding how your emotions affect your thoughts and actions, channeling your emotions for constructive purposes, and recognizing the emotional triggers in others so you can resolve conflicts and improve communications.


Becoming adept at inducing desirable responses in others Learning about internal states, preferences, resources and intuitions Managing your internal states, impulses, and resources Promoting emotional and intellectual growth

e. How To Network Building customer relationships through your professional social life -‐ The people you meet at networking events and online want to sell their products and services as much as you do. How you establish new relationships determines whether or not you will be successful in building your client base.

How to network in groups Listen and learn Don’t overlook a potential client Follow-‐up Using email and text appropriately Keep a record, follow-‐up Using social media effectively (Pinterest, Facebook, Twitter) The importance of participation Offer help Ask for business

12

f. Meeting Facilitation Essentials

Successful results occur when you develop interpersonal relationships to inspire commitment and shape the performance of others by running effective meetings. This program helps you become a competent facilitator who can establish a supportive environment, generate dialogue and build upon the talents and efforts of group members. This program provides a solid foundation for designing a meeting process and using meeting techniques for helping groups meet their desired outcome. This course can also help you prepare becoming a CMF-‐ Certified Master Facilitator.

Topics include:

Providing effective facilitation techniques for dialogue and achieving results Creating productive group environments for collaborative problem solving and

information gathering Guiding groups towards consensus Dealing effectively with conflicts and difficult group members Using appropriate brainstorming, prioritization, and group decision-‐making techniques Keeping discussions on track

g. Talk Up, Not Down – Building Better Relationships

Successful communicators build and maintain stronger relationships. How do they do that? They use voice inflection, body language, eye contact and facial expressions to make spoken communication more empathetic and to clearly illustrate how closely they are paying attention.

Good communication comes from paying attention, which is the foundation of civility. How you say something is as important as what you say.

Your associates can be easily trained to improve their verbal and written communication abilities. You will learn listening and comprehension skills, how to align their facial expressions and body language with their words, and to write effective letters, emails, and texts. They will grow in confidence as they learn how paying attention can enhance their negotiation and persuasion skills and helps them solve internal and external problems quickly and easily.

Communications basics – paying attention, listening, Eye contact, body language,

facial expressions Giving and receiving constructive feedback Choosing appropriate delivery methods for communication Telephone etiquette Follow-‐up – thank you notes, letters, etc.

13

h. Using Civility To Outclass The Competition

In the workplace, on the national stage, and across the world, the need for civil behavior is increasingly important to the bottom line. The cost of ignorance and rudeness is incalculable -‐ lost sales and alliances, greater employee turnover, illness and stress, and, at its worst, litigation.

That’s why business etiquette is among the fastest-‐growing and most rewarding executive training services available. Outclass the competition focuses on business and dining etiquette. Your associates will learn to create positive impressions through appropriate conduct and attire while projecting confidence, authority, and courtesy toward others.

By learning the basics of business etiquette, your team will have the confidence and leadership skills to make better first impressions and forge stronger relationships with clients and colleagues, resulting in a happier, more productive working climate and greater profits to your business.

Business etiquette isn’t just for executives – it is for everyone who represents your company in any capacity. Distinguish your company from the competition -‐ at every level.

Personal presence Making an entrance Eye contact/ body language Networking and mingling Making introductions Forms of address Handshakes Remembering names Business card protocol Electronic communications Developing and maintaining relationships

i. Working Through Conflict

Failure to confront can lead to acceptance of unacceptable behavior. This program focuses on practicing and polishing ways to confront a person in order to resolve a conflict. Using the SOLVETM method, we teach people ways to improve relationships and address issues.

Topics include:

Enhancing communication skills to work better with conflict 14

Dealing with anger Practicing a resolution process that defuses and realigns conflict Building the tools for negotiating

VII. Public Speaking

a. Becoming a Presentation Rock Star

New Tools and Ideas for Presentations -‐ Whether you’re presenting a new idea to colleagues or keynoting an event, there are tricks of the trade you can learn to make your presentations powerful and meaningful, as well as go smoothly.

Topics include:

Beat stage fright with preparation How to be yourself, but better Factor in the variables (location, audience size, time allowed) Test your equipment, backup Surprise with your opener Use presentation software wisely Video Showing and telling the story It’s not the end of the world Leave ‘em laughing Q & As Take home ideas

b. Confident Presentation Skills

Effective presentations start by engaging your audience and end with the your desired outcome. You will learn to develop a presentation plan that you can execute effectively in front of your audience.

Outcomes include:

More engaged listeners who act on your presentation More confidence when delivering presentations Presentations are more persuasive

15

VIII. Marketing + Sales Training

a. Defining Your Brand

Presenting a consistent message in all of your interactions – from the time a prospect looks at your web site – is important in establishing your brand identity. Our goal is to help you tell your story effectively and to highlight your unique strengths and qualities in easy-‐to-‐read and attractive formats, including:

Logos and Corporate Identity Packages

o Mission Statements o Value Propositions

Web Site Development Client Presentation Books Brochures / Marketing Collateral / E-‐magazines

b. Sales Coaching/Outsourced Sales Management

Many sales managers lack the time or interest in coaching their sales staff. Sales coaching/management includes developing a customized selling strategy for a particular client or clients. Before you work with your customers, get the coaching to maximize your selling strengths and minimize your communication weaknesses. The selling strategy will include ways to shorten your sales cycle. This is a strategic focus starting from identifying your strengths and developing the skills and strategies you need to achieve your sales goals.

Outcomes include:

Increased productivity from identifying true sales potential Increased sales from shorter sales cycle Underperformers increase their sales Identify salespeople who cannot continue to sell Create sales proposals that sell

c. Sales Training

Sales professionals are more successful when they are clear about who their prospects are, have an effective strategy to reach them, and maximize their selling time. Successful sales

16

professionals prioritize accounts and allocate their time accordingly. They are able to shorten their sales cycle by identifying and working on sales objectives for their accounts. In sales calls, they demonstrate effective listening and questioning skills so they can help their customers make the best buying decisions.

Topics:

Secrets of Persuasion to Sell More Strategic Questions: What Are the Questions that Sell? Listen to Hear What Your Customers Really Mean Selling Strategy: Sell to Your Best Customers Power Persuasion: Unleash Your Influence Skills Time and Territory Management Turning Setbacks into Success Would Have Like to Know That: Selling Advice that Leads to Sales Success

Learning outcomes include:

Persuasion skills to influence and understand how customers buy Listening skills to hear what clients mean and send a clear selling message that

makes it easier for the customer to buy Maximizing credibility to increase influence and persuasion How to clearly identify the ideal prospect How to prioritize prospects What to say to reach the decision maker quickly How to communicate what you do so the prospect takes the telephone call What to say so the prospect wants to meet with the salesperson How to allocate time to the most important prospects How to shorten the sales cycle by using sales call objectives Develop sales proposals that sell Uncover customer needs to showcase why this company should be the prospect’s

preferred supplier. How to question to prevent objections What questions to ask to shorten the sales cycle How to know when to present your product to avoid creating objections How to use strategic questions to motivate a customer to buy Staying motivated despite selling setbacks Using influence strategies to persuade and shorten your sales cycle

17

d. Understanding Online and Mobile Marketing

Make your message readable and compelling on any mobile device -‐ If you’re Clint Eastwood, you can hold the attention of the Super Bowl audience through a two-‐minute TV commercial. But what about the rest of the year? Smart phones and tablets have revolutionized marketing. Attention spans are short, so how do the new devices impact the way you do business? In a word – your marketing must be sharper to hit the mark. To carry your message quickly and accurately, you need to clarify and simplify. Learn the best ways to create and use websites, catalogs, flyers, and apps for the mobile marketplace.

Topics include:

Great marketers and why their messages work What are you trying to say? Clarify and simplify Show them, don’t tell them Operating system differences and impacts Making a memorable logo Words and images Suit your message to the medium Do you need a website, app? What your website should or should not have Communications with customers/clients

IX. Sector Specialties

One of the unique aspects of Consult P3 Is the wide variety of industries it can consult to based on the background of its founders and faculty. This allows the firm to act as both generalists and specialists. Below are examples of some of the industries for which Consult P3 can offer unique insights into.

a. Financial Services Consulting

Consult P3 co-‐founder Andy Klausner has more than 25 years of experience in the financial services business. His broad range of experience ranges from sales and marketing, to product development to building and managing wealth management (and fee-‐based departments).

18

He understands the unique challenges faced by industry participants at all types of firms – banks, traditional brokerages, investment management firms, mutual fund companies and RIAs.

Some of the programs that can be customized to each client’s needs include:

Gaining Referrals ASAP Transparency = Client Confidence = Client Retention Success – As Measured by Client Service The Importance of YOUR Brand Creating a Compelling Client Experience Find Your Niche – Grow Your Business! The 10 Keys to Marketing Success Create a Buzz to Grow Your Business On-‐Line and On-‐Point: A Guide to Social Media Success Can You Articulate Your Value Proposition?

b. Generational Change

We can help employees and employers bridge the generation gap to work more productively and achieve a competitive advantage in the marketplace. We’ve see our share of on the job squabbles, and have learned what works and what doesn’t in an era where four distinctly different generations must all work together and get along.

For the first time in history there are four distinct generations in the workplace: Traditionalists, Boomers, Xers and Millennials. Each has their own perspective, style and expectations. These differences often create misunderstandings, stereotypes and conflicts. What has worked in the past with three generations no longer works with the new four-‐generation workplace. Leaders know they need to get their teams past the stereotyping and though the conflict so that they can keep the focus on the work, but don’t know how. But what if leaders could leverage the differences between the generations instead of just eliminating conflict?

Topics include:

Keeping your keepers Collaboration v. Collision: Bridging the communications gap Developing tomorrow’s leaders today Leading across generations Coaching for success

19

c. Human Resources Consulting

We provide Human Resource consulting solutions to manage the important issues that affect the lives and performance of your people.

We combine years of industry experience with technological resources to manage your business risks and help you define your organization’s needs and expectations. Our HR Consulting Practice is devoted exclusively to your human capital management. That’s why we have a proven track record for delivering innovative and effective HR outsourcing and HR consulting solutions to companies everywhere.

HR Co-‐sourcing Team Building HR Compliance HR Assessments Coaching

d. Med-‐We-‐Care Management Training

Improving clinical processes and services -‐ This program, spearheaded by co-‐founder Petey Parker, will help your hospital’s employees and operations meet and exceed the new CMS Hospital Value-‐Based Purchasing Program requirements.

Working in tandem with our Lean Management philosophy, will show you how to

develop ideas from the bottom up, limit territorialism, and implement new initiatives

With enthusiastic buy-‐in from your staff, you will quickly see patient satisfaction turn into better HCAHPS and greater profits

Methods cover three key areas: people, planning and processes Offers a specific but flexible curriculum that features onsite and offsite training,

guest speakers, celebration events, and much more Can provide custom proposal and quick results Raise the level of staff – prepare you for succession

e. Nonprofit Development and Alignment

The Non Profit Roadmap offers non-‐profits customized programs that go beyond the strategic plan. Whether it's a one-‐day seminar, one-‐on-‐one executive coaching, hands-‐on

20

staff mentoring/coaching, creating and implementing a strategic plan or a series of sessions, non-‐profits will be able to show accountability and measureable results to their board of directors and donors.

The Nonprofit Roadmap begins with an introductory meeting, followed by a needs assessment. The nonprofit can then select from a menu of services that address issues identified by the assessment.

The process is:

Introductory meeting Exchange ideas Conduct a needs assessment Defines the needs in planning, people and processes Proposal Outlines solutions, fees and terms of selected programs Create customized programs to fit the budget Creating processes for implementing beyond the strategic plan Ongoing support

Once the program has been completed, ongoing support will be provided through follow-‐up meetings to ensure that the strategic plan is being successfully implemented.

21

Documents

Consult!P !Course! Catalogue!€¦ · Ameasurement!system!for!managing!expectations!would!also!beidentified;!terms!would!include pricing!per!module,!timeline!for!completion,!budget!andmeasureable!results