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Operations Planning engagements help companies and management teams tackle the specific day-to-day issues that get in the way progress. Our approach is to target the processes where improvement can make a difference in company performance in the short-term whether in sales, business development, product management, technology development, or general management. Typical results are:
- Improved sales and BD execution with a stronger pipeline, higher win rate, and greater knowledge of customer needs.
- On-time, on-budget delivery of new products that meet customer needs.
- Effective management of transforming events, such as scaling of operations, market re-positioning, re-organizations, and improvements in internal communications.
Our deliverables include:
- Operating Plan — provides a detailed cross-functional roadmap for operating a business over a 12- to 36-month period. It is designed to be updated and debated quarterly and to serve as the guiding document for measuring the success of the Company. In addition, an operating plan can serve as the factual basis for creating an investment-grade or sell-side business plan. When a company is seeking outside investment or a sell-side transaction, the Operating Plan also serves as the lead due diligence document for investors and can lessen the demands placed on the management team during the due diligence process.
- Change Management Plan – helps companies map out and manage key changes that need to occur inside a company. Delivered through a combination of on-site consulting and written artifacts, we help management teams transform their companies to compete more effectively in the marketplace.
- Departmental Plan – enables companies to address operating issues within specific functions, such as sales, business development, professional services, or technical development. We concentrate on the specific tasks that need to get done in a function and then recommend and help implement best practices to improve performance.
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