for the purpose of uncovering organizational weakness, targeting improvement opportunities
or as a precursor to a planning effort or business transaction (sale, merger, etc.).
Strategy Development (Project)… Developing a strategy for use at the business,
marketing, infrastructure or program level. Effort includes a situation assessment (WOTS-UP
analysis), issue identification and formulating a set of strategic objectives to guide
development efforts and maintain a vision for the organization.
Planning (Project)… At the business-strategic, marketing, operational, IT or tactical levels;
Step-by-step plans for the organization to achieve the business requirements using a
parsing approach within given constraints.
Revenue Enhancement (Program)... Process includes assessing opportunities and
hindrances, then an alternative analysis considering available resources, isolating a
recommendation based on management preferences, risk and optimum cash-flow or rate of
return. Scope examines both marketing and sales organization within resource constraints of
the organization. Support includes networking and introduction services.
Business Development (Program)... This includes a wide range of initiatives taken in
steps to keeping a changing organization in balance or scaled. The effort includes business
strategy formulation or rationalization, business model review, marketing strategy, channel
management and strategic partnering designed to achieve balanced growth of the
organization through emphasis on revenue generation, product/service development,
service delivery and scaling of the organization.
Capital Formation (Project)... Debt or equity financing of business operations for working
capital or expansion needs, including readiness to attract and conclude the desired
business transaction. Provide networking and introductory support to credible sources.
Other forms of strategic investing, networking and the use of strategic partners are also
considered.
Venture Development (Program).. Growth development strategies such as organic
growth, equity infusion and strategic partnering as well as internal strategies of cash
management and decision-making while maintaining the entrepreneurial spirit.
Advisory (On-call)... Consultative support to executive management and major critical or
risky initiatives providing experience and guidance to manage scope, progress and to detect
and deal with unfavorable variances from established plans.
Technology (Program)... The cost-effective and beneficial management of, the application
of technology and enterprise architecture to achieve the business needs and objectives of
the corporation.
Surrogate Executive Management (On-Call)... Fill line, staff or project management
positions on an interim basis, or as a means to effect material change within the organization
quickly.
