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We were initially retained to help the principals develop an exit plan for retirement purposes. When we arrived, we found the business enjoying an excess of success. Our mandate changed to one of developing an effective organization to process existing levels of growth and known future opportunities. We conducted initial planning sessions over four evenings. We consolidated our information and held a second session one month later to gain consensus on the organizational changes so that plan implementation could occur upon our departure. The
managers that participated in the consulting sessions were in charge of major
business activities.
As a group we defined management responsibilities. We defined a time line to execute
changes and established responsibilities.
We developed an organization structure for the overall company and for
each area of responsibility. We
gave responsible managers both title and authority to execute.
Today the company is charging forward. Equally our structure allows the principals, who were 100,000
air mile business travelers,
to take time for
vacations and know their business will work while they are gone. The icing
on the cake - they have doubled their business. Deliverables
included: written reports, an organization chart for each
department, and a Gantt chart outlining the tasks and time lines agreed upon to
complete the tasks. The scope of
the work following our engagement is outlined below:
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