Planning  | Process  | Organization Effectiveness  | Training  | Big Results

Business Strategic/Tactical Planning, Planning Process:

A nationally known insurance company: Assistance with corporate strategic planning and the development and implementation of a strategic planning process for the corporation. Education of executive management regarding process management. Assistance with the development of an enterprise-wide process model. Assistance with the development of a process improvement methodology for the company. The company is now self-sufficient in strategic planning and has a trained staff who do in-house process reengineering.

Assisted the I/T executive of a mid-Atlantic bank in creating a strategic planning process. The result was a process which developed and linked I/T strategies to the bank's business strategy.

Consulted with the directors of sales, parts and service of a
US automobile manufacturer. The result was a set of strategies and plans for attaining world-class support status with dealers.

An Asia-Pacific information technology products and services company: Assistance in developing the critical success factors for transforming sales organizations into a business consulting orientation.

A private university: Facilitated the development of the mission, critical success factors, long-term objectives and a strategic planning process for the university.

Services that improve and accelerate planning. What are your business planning issues?


Certified HelixPLAN Facilitator

Client Quote:

" The results are in -- and, without qualification, our officers agree that
this was one of the most valuable planning meetings they have ever attended."

Executive VP of Global Services for a Bank