Strategy, Planning & Execution

Topic

Description

Senior Leadership Team Professional Service Firm

Designed and implemented firm and project level governance and performance management policies and procedures, including closed loop analytics.

Practice Leader

Launched and managed multiple practice areas, including Digital Production and Reporting & Analytics. Practice Leader responsibilities include client relationship management, team oversight, recruitment, and solution development.

Business Innovation

Developed the requirements, selected the systems, and created the business plan to support a nationwide talent and traffic solution.  This was the highlight of a successful IPO roadshow.

Digital Strategy Development

Led the digital strategy development project focused on creating a new entity that would serve as the online experience for all subsidiaries.

Digital Strategy Development

Let the digital strategy development project, which included digitizing the catalog and selecting an e-commerce platform.

Board Chair, Strategic Planning

Facilitated the strategic planning process.

Program Management Office (PMO)

Coordinated seven work streams focused on simplifying and standardizing control process such as inter-company and regulatory report automation, inventory policies, and route settlement.

Project Management

Designed, developed, and implemented a Sales Data Warehouse. 

Pricing Execution

Designed, developed, and implemented a standard Pricing Execution Process and pricing repository which provided visibility into $133M in annual sales reductions through the accurate recording of rebates, promotions, discounts, slotting and co-op fees.

Business Planning

Review, edit, and revise the business plan, including authoring sections on marketing strategy.

Research

Conducted primary and secondary research in our market space to determine the best path forward.

VC Fundraising

Presented the investment opportunity to multiple venture capitalists, including valuation discussions.

VC Pitch Deck

Developed a presentation to support attempts at raising venture capital.

Ideation Session

Facilitated ideation sessions for the internal communications department.

Board Chair, Strategic Planning

Facilitated the strategic planning exercise.

Board Chair,

Fundraising

Strategized on fundraising techniques and targets.  Built a social enterprise model that would achieve self-funding in a relatively short period of time.

Product Commercialization

Advised on go-to-market strategies and commercialization options for a new offering.

Online strategy development

Let the online strategy development project which included digitizing the catalog and e-commerce.

Business Strategy and Planning

Develop a business plan to help raise venture funding for this co-location company.  Assist with business development and marketing.

Program Development

Assisted this new private foundation with the development of their program that helps first generation college students be successful.

Facilitated Sessions

Facilitated strategy and planning sessions in preparation of the Texas utilities market deregulation.

Marketing Planning

Project managed the development and gathering of information on marketing initiatives into a portfolio view for use during the budgeting process.

Visioneering Session

Facilitated a planning session for school leadership, helping them identify and select paths forward.

Post Merger Integration

Location rationalization exercise, including organization design and real estate evaluations.

Alternative Channel Development

Assist in the development of the alternative channel program.  Created a triage tool to quickly score the opportunities and help the team invest time on the more lucrative opportunities.  Led brainstorming sessions designed to identify and proactively approach partners.

Meeting Facilitation

Half- and full-day meeting facilitation services, including preparation, facilitation, and follow-up.

Presentation Development

Assisted directors and vice presidents compiling and preparing presentations to senior management.

Project Paradise

Provided the program office for the sale of the Hawaii ISP property to a private equity firm (The Carlyle Group).  We started with a team of very experienced resources (including two ex-Verizon directors) to scope the work and develop a massive project plan, then evolved the engagement to a single contractor.  Because Carlyle hired BearingPoint to build Hawaiian Telecom, we worked closely with their team in Denver and Hawaii, as well as attorneys on both sides, to get the transaction closed and the services transferred.  Our approach to this spin-off was selected as the standard process for divestiture activity and is still in use by some of the same resources.

Retail Strategy

Developed a strategy for Verizon to enter the big box retail channel.  Our strategy addressed partner selection, merchandising, sales promotions, staffing, and product adjacency.

Value Added Partner Channel

Created the strategic and tactical plans to develop a channel of systems integrators.  The project included hiring a subject matter expert, benchmarking top channel programs, and assessing the program management systems platform.

Marketing Plan Development

Worked with this spin-out company to craft their first marketing plan.  Given their unique offering of one deal for one day this was especially challenging.