FAMILY BUSINESSES
Consult with business owner/entrepreneur and other family members
of a small to mid size company and consult with the following issues:
- Clarifying role function
- Succession issues
- Intervening with conflicts between business owner/entrepreneur
and other family members on issues of competence and emotionality
around family dynamics
- Estate planning
- Dealing with family businesses and other external principals
of a company - working with partnership conflict resolution on
role definition, productivity and efficiency issues, as well as
personality conflicts
CONSULTING WITH CEO'S OF SMALL AND MID SIZE COMPANIES
Consulting with the CEOs/owners of a business on the following
issues:
- Mission statements
- Defining or redefining organizational structure
- Strategic planning
- New products/service development
- Issues of collections/more productive, more efficient systems
- Setting up policies and procedures for top management and employees
- Managing conflict with partners, employees, staff
- Setting weekly/monthly goals of the CEO and monitor their success
- Testing and interviewing personnel for different job placements
- Testing and interviewing for new placements within the company
- Working with top management teams, especially partners, on
team building and problem solving
- Working out job descriptions: interviewing/screening candidates
PRE-EMPLOYMENT/CAREER INTERVIEWING/TESTING
- A variety of paper and pencil tests for aptitude, personality,
and interests for pre-employment or mid-post-employment placement
- Giving feedback to top management as well as directly to key
personnel on strengths and weaknesses of personality with emphasis
on what needs to be strengthened in someone who is being retained
in the company
- Working with managers to change personality attributes to work
more productively and efficiently based on testing evaluation
CONSULTING WITH SALE/MANAGERS
- Working on strengths of the personality on productivity and
efficiency
- Improvement of managers' delegation ability
- Working on expanding role definition and hiring potential
TEAM BUILDING
- Facilitating small problem solving activity groups
- Working with start up companies to help a project team to define
roles, strategically plan and implementing of next steps
- Helping directly implement new strategies and set up systems
of accountability
CONSULTING ORGANIZATIONAL DYNAMICS
- Interviewing different members of a whole organization to diagnose
and assess work placement dynamics to help a direction of setting
up new procedures for smooth work functioning
- Helping to implement new strategies, changing around personnel,
management procedures to help increase productivity and efficiency
SAMPLES OF BUSINESS CLIENTS
- CEO of mid-size hotel resort
- working on strategic planning of increasing business.
- Senior manager of an insurance company
- working with him on increasing his ability to be raised
for promotion or look for a job as a CEO
- working with him on issues of delegation
- Owners of sports coaching business
- working with him on strategic planning on how to expand
his business and work on delegating issues
- Family business (mother/daughter)
- partnership conflicts in office internal design business
- work with both family and business dynamics of long standing
entrenched conflict between mother and daughter and how their
relationship affected their business roles with external partners
- work on decreasing conflict resolution in their personal
and business roles
- Attorney/CEO/Entrepreneur of 20 attorney law firm
- work with him extensively on goal setting, strategic planning,
monitoring goals daily, weekly and monthly, working on collection
systems, delegation, leadership style, etc.
- this person is an active client for the last couple of
years
- Regional manager of major bank for residential real estate
- working with him on clear communication with his manager
to help deal with conflicts between them
- Vice President of a national bank
- strategic planning on him becoming an independent entrepreneur
- Pre-employment screening for a variety of police departments
- Career counseling
- variety of business clients wanting to develop new careers/out
placement
- Team builder start up companies
- land development
- organizational planning
- setting up Board of Directors
- working with role definition, and interpersonal conflicts
- Architect and Hollywood location manager partnership
- working on conflicts and new work agreements
- Facilitating investment
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