“Our company has been using Lean in the manufacturing area. I am responsible for engineering design and development processes. I wanted to see how I could use the lean principles in my area. Shelley provided a nice balance between a high level overview and practical tools in the two day class, so that I walked away with many applications. We have already started eliminating waste, taking out time, duplication errors, and multiple touch points at our 6 technical centers. I estimate that the efficiencies will save us $1,000,000.”

Bob Niklewicz
Vice President, Engineering
Tegrant Corporation



Strategic Planning

When the Jewish Community Center was growing from portable cubicles to a full fledged campus they knew they needed a new strategic plan to help them get there. We helped them create it and implement.

Are you expanding geographically or building a new facility?

Do you need to move the organization to the next phase of its development?

Are competitors encroaching on your market?

Are your merging with another organization?

Strategic Planning can help create a common focus, build commitment for action based on critical service needs, and turn your vision into action.

Ideas and Involvement

We use a proven method to get stakeholders from diverse backgrounds with different points of view talking to one another. We will sketch out a plan for you involving key executives, staff, the Board, and other internal and external stakeholders. Out model includes

Plan and Roadmap

Organization Assessment

Building a Common Framework (Vision, Mission, Strategic Objectives, Program Matrix)

Prioritizing Initiatives


We are flexible to your needs, timeframe, and geography and can use a blended plan of virtual, small group and large group sessions, with work in between.

Implementation and Impact

Together we build a common focus vs. hashing out problems. Employees and board members are energized because they contribute, formulate ideas together, and see the bigger picture. When they build a plan and initiative together they want to implement. At the same time they understand that an integrative approach for the customer and the organization means trade offs and everyone can’t have everything.

Tool Example: Program Matrix

Length: Usually a 3-6 month engagement with periodic meetings of different groups

Please click to enlarge

Program Matrix


Tool Example: Program Matrix

Examples of Our Work Products:

Overview of Strategic Planning Sample
Organizational Assessment
Vision and Mission (These can be new or revised)
Strategic Objectives
Centers of Excellence
Program Matrix (Programs in each Centers of Excellence by Market Segments)
Initiative List
Implementation Plans
Board Review 

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