Consulting

Specialized project based business support and advisory services

What We Provide

Strategic Orientation provides consulting, coaching, and training. Our consulting services provide specialized solutions on specific business challenges. These engagements tend to be project-based and performed over a defined period of time. Strategic Orientation will provide consulting services to businesses where we and the client feel that we can provide the expertise and service appropriate to the client needs. 

CONSULTING SERVICES

Typically, these are aligned with the following specialized areas.

Strategic & Business Planning

Business success requires both Long-term and Short-term planning. Developing a Strategic Plan to guide your business through the next 3 – 5 years is key to long-term success. It helps you maintain focus and provides identifiable waypoints to monitor progress or implement course corrections.

Utilizing an annual Business Plan ensures that you reach short-term organizational performance objectives by driving growth, profitability, and efficiency.

Finance & Capital Management

Tight Cash Flow challenging your day to day operations? Investment or Growth Capital falling short of your needs to achieve key objectives? Engage Richard to work with you on developing and implementing the right cash and capital management plan for your company. Having the right plan alleviates financial stress and allows you to focus on the achievement of your goals.

Banking Practices & Relationship Management

Banking relationships can dramatically impact your ability to react to the changing financial needs of your company. With 35 years of experience in commercial banking, from main street to the C-suite, Richard will work with you to establish the right banking relationship structure that enables you to access capital as you need it, maximize your return on operating cash, and pro-actively manage the banking partnership.

Risk Identification, Assessment & Mitigation Strategies

One of the most common reasons businesses fail or have negative impacts to operations are inappropriate or ineffective Risk Management strategies. Richard’s proven system, developed and applied over 35 years in commercial banking, will allow you to identify, assess, and mitigate the known and unknown risks to your business performance or it’s very existence.

Organizational Efficiency

Sales, Operations, and Administration all need to function efficiently for you to maximize the performance of your business. When these areas are operating at inefficient levels they become less than effective and draw upon the limited resources of the organization. Make sure all areas of your business are focused on efficiency and effectiveness to capitalize on everyone’s efforts and accelerate your success.

Team Leadership & Growth Strategies

When your company has high growth objectives, utilizing teams to orchestrate the initiatives accelerates progress towards your goal. To maximize the benefits of organizational growth you must have well developed strategies and goals, coupled with effectively executed tactical plans. Team effectiveness can be a great contributor to achieving these goals sooner. That effectiveness is based in the quality of Team Leadership. Richard not only works with you to ensure you have well developed Growth Strategies and Goals but brings proven coaching and training to team leaders and members that greatly enhances team effectiveness.

KEYNOTE TOPICS

(MAY ALSO BE PRESENTED AS HALF OR FULL DAY SEMINARS)

ORGANIZATIONAL CULTURE: WHAT'S THE BIG DEAL?

30 – 60 MINUTES | INTERACTIVE

This presentation is designed to bring clarity and tangible definition to the organizational culture of the individual participant’s business. As they become more aware of their organizational culture, and what it looks like functionally, they develop strategies for improvement or change. In doing so, the benefits of an improved culture are quantified, driving the connection between organizational culture and profit. The epiphany realized from this presentation answers the question, “Organizational Culture: What’s the Big Deal?”

YOUR SUCCESS TODAY = YOUR CHALLENGE TOMORROW

30 – 60 MINUTES | NON-INTERACTIVE

We all work hard to be successful, and when we achieve success we feel like we “got there” and “achieved the goal.” This will often lead to a relaxed focus while we enjoy the benefits of all that hard work. This may effectively be our Achilles’ heel. This presentation takes a look at the concept that our success might become our own worst enemy. It explains why this happens, how to identify the symptoms and how to manage it.

THE PATH LESS TRAVELED - EXPANDING VIEWPOINTS

30 – 60 MINUTES | NON-INTERACTIVE

Innovative problem solving is one of the more difficult tasks for business leaders. Why is that? Typically, we believe that success begets success, but does it? Sure, when we see a process or solution lead to the achievement of our objectives, it’s logical to repeat that solution in the hope of continuing the successful result. We’ll even borrow the solution from others to try and ensure a positive outcome. This presentation leads the participant down a thought path that we might get better results by first considering the path less traveled and expanding our viewpoints.

THE MOST CRITICAL FACTOR FOR ORGANIZATIONAL GROWTH

30 – 60 MINUTES | INTERACTIVE

When we see high growth successful companies, we tend to view them in awe. What is it that makes the leaders of these companies successful? What drives the growth culture that seems to exist within their organizations? In this interactive presentation we explore three key factors that contribute to their success.  In doing so we identify specific characteristics for participants to utilize that will assist them in the successful growth of their business.

IF YOU THINK YOU'VE GOT IT TOUGH, STOP THINKING!

30 – 60 MINUTES | POTENTIALLY INTERACTIVE

When tough times hit, or frustration prevails, we know it because our stress level goes up and our performance goes down. Most of us spend an inordinate amount of time trying to explain or justify why these negative events are happening. This only leads to additional stress and ongoing struggles. This presentation provides insight into the fact that we all intuitively know the answer to the problem. These explanations and justifications are our way of avoiding the responsibility of dealing with it. It proposes that we should Stop Thinking and Start Doing!

WHY DOESN'T YOUR BUSINESS LOOK LIKE YOU THOUGHT IT WOULD?

30 – 60 MINUTES | POTENTIALLY INTERACTIVE

We all start in business with an idea of what we want to achieve and when. Sometime later, we look at our business and it doesn’t look like we intended. Why not? Well, things change, priorities shift, markets evolve, revenues falter, and recessions hit. You name it; it all happens. So, what can we do about it? Sometimes these changes are extraordinarily positive. Why do anything about it? Other times they present extreme challenges. What should we do about it? This presentation explores the concept of strategic focus and navigation in business. How do you use it; how do capitalize on it?

CHANGE MANAGEMENT: RESISTANCE & RESULTS

30 – 60 MINUTES | POTENTIALLY INTERACTIVE

Change is tough, but necessary. We’re told that we need to embrace change, that it’s inevitable, and critical to our survival. But how often do we embark on the path of change only to be disappointed or frustrated with the results.  Sometimes, we don’t even get to the results before we change again, exacerbating the frustration. This potentially leads to change resistance where management and employees disengage from the change activity, and we end up with less than desirable results. This presentation addresses how to stop this vicious cycle by overcoming resistance and achieving the results we desire.

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