The Road to Business Success
Perceptive Planning
If you don’t know where you want to go, it doesn’t much matter how you get there. I will guide you and/or your leadership team through the thought process to create goals and decide where you want to go, and then develop the strategies and tactical plan to help you get there.
• Strategic Planning
• Marketing Planning
• Small Group Facilitation
• SWOT Analysis
Relevant Research
You can waste thousands of dollars doing too much research—or not doing enough. Understanding your market, your competitors and what your customers and prospects think, enables you to make better decisions. I’ve found reviewing available information, combined with interviews with key audience members, provides the cost-effective balance.
• Original Research
• Competitor Audits/Analysis
• Customer/Prospect Interviews
• Focus Groups
• Surveys
• Industry data
Shrewd Strategy
While planning is deciding where you want to go, strategy is determining how you’re going to get there (and let’s not forget flawless tactical execution to ensure strategic success). A well thought out strategy provides the framework and focus to achieve the goals, whether for something specific such as a press release or capital raise, or an overarching goal such as becoming the industry leader, there should be a strategy behind every decision you make.
• Business Strategy
• Marketing Strategy
• Sales Strategy
• Fundraising Strategy
Masterful Marketing & Messaging
While the traditional 7 Ps of Marketing —Product, Price, Place, Promotion, People, Process and Physical evidence—are still vital, I think an eighth P is most important. Perception. The appropriate positioning, messaging and storytelling—with flawless execution and detailed project management—fuels the perceptions for your brand and products with your customers and prospects.
• Content & Message Development
• Media & Public relations
• Digital & Traditional Advertising
• Websites
• Branding
• Collateral
• Trade Shows & Events
• Fractional CMO
Capable Coaching
Your experience and guts got you this far, but is that enough? Do you ever ponder your options or second guess your decisions? Are there times that an outside perspective or sounding board could help provide clarity and direction? I’ll give you objective, no BS insight to help you navigate obstacles, increase productivity and achieve your goals.
• Decision Options Analysis
• Executive Coach and Confidant
• Workplace Assessments
• Leadership and Team Development
Reliable Recruiting
Finding and retaining people who have the right experience, attitude and temperament is crucial to the success of every organization. I’ve hired hundreds of people over the years—and interviewed thousands. For a fraction of the cost of what full-service recruiters charge, I will find you a short list of qualified candidates who have the personal attributes necessary to be the right fit for your organization
• • Ad Management
• Networking/Outreach
• Candidate Screening
• Preliminary Interviews
• Candidate Ranking
Good Governance
In addition to Mission, Vision and Goals, effective nonprofit organizations focus on the roles and relationships between staff and volunteer leadership.
• Retreat Facilitation
• Board & Staff Job Descriptions
• Assessments
• Board & Volunteer Recruitment
• Policies & Procedures
Fruitful Fundraising
Whether you’re a business or a nonprofit organization, successful fundraising requires persuasive storytelling and packaging. If you’re looking to acquire capital to bring your dream to market, sustain or grow your operations or support your mission, I can help.
• Investment Option Strategies
• Pitch Decks
• Investor/Donor Outreach
• Nonprofit Programs & Campaigns
