Strategic planning is as much saying where an organization will go, as it is saying where an organization and more importantly the leadership will not focus. Successful strategic planning is a holistic process that should encompass more than setting of KPIs for the next 3-5 years. It should include discussions, and setting of, the organizations mission, vision, and aspirations. Creation, or realignment of, core values that align to the mission and strategic plan. A gap analysis of strengths, weaknesses, opportunities, and threats both within and external to the organization. Setting of objectives, strategies, and operational tactics; and agreement of what if any other objectives would trigger a deviation from the plan. Then, setting of measures that assess and evaluate both the KIPS as well as the organizational culture and alignment to drive it to success. Having been parts of organizations that failed, and others that succeeded at, strategic planning I bring a holistic skill set for success in this critical field.
Alan is an entrepreneur with over 30 years experience in early stage technology startups. He has been involved in all stages of early-stage technology businesses from business planning, fundraising, product development, marketing and sales to growth planning and acquisitions.
I am well versed and experienced in technologies, products, and platforms that are integral to healthcare, as well as the unmet needs. I can assess your technology or identify other options to commercialize as well as develop the overarching strategy for success in the marketplace. If starting a new business, I have experience with pitch decks and developing business plans.
I have experience with technical advising for a number of early stage startups. From architecture planning and review to guidance around development practices to continuous integration and deployment.
With over a decade of international experience in making founder CEO’s and leadership teams "Pivots" for their business, I have leveraged mastery in “Entrepreneur DNA”, “Whole brain Thinking”, “Emotional intelligence”, “Applications of neuroscience”, “ Advanced communication" and “Business strategy” to enable these leaders to “Pivot” their life and business for achieving remarkable success. Deep has coached tens of CEOs in the global business arena (US, Singapore, India, Australia and Sri Lanka) and is acknowledged for his deep understanding of business environment and its complexities. His knowledge of "Entrepreneurial DNA" helps in taking founder CEOs to the edge of possibilities in business. His learnings from the CEOs is 'Gold dust', which puts him in a very superior position to coach CEOs of start-ups and early stage companies. Focus of coaching is to engage the 6 core areas that remarkably successful entrepreneurs demonstrate in leading and creating high value businesses from virtually nothing. Assessment: Saville (Wills Towers Watson) Entrecode Whole brain thinking- Neethling brain instruments
Deep consults in designing and lead innovation labs for large manufacturing and high tech companies. Our research base innovation model is grounded in four core pillars- Mindsets, Praxis, Horizons and Spaces. We design the innovation journey from "Challenge definition" to "Hot housing and "Incubation"
I help start-ups and established companies and founders to create names for their new products, companies, apps, and websites. Taglines, too!
I listen carefully, review what you have, then help you solidify the messaging and roadmap to make you stand out based on a deep understanding of your vision, the target customer's needs, and competitors. I'll also create marketing collateral including the product pitch, deep content and sales tools to help you win in the marketplace. I spin up quickly and have many satisfied customers as references across a variety of technologies.
Leading innovation projects using data science and behavioral science in industries like healthcare, finance, insurance and AdTech. Experience building and managing teams, with or without a hands-on role.
Over 5 years of incubation consulting experience with The Ewing Marion Kauffman Foundation Center for Business Innovation, worlds largest entrepreneurial leadership organization and technology incubator. That was in the hey days of technology incubation pretty much wrote the script on how to guide successful startup. Worked with over 60 ventures in the span of 5 years. Knows first hand challenges of entrepreneurs being part of the startup team in fintech Magma, Edutech NIIT, Blockchain based Bitminutes/P2P or personal ventures in Healthcare IT or in green ventures. Guiding coach for Satistiva.com helping startups in DevSecOps market.
Startup and Entrepreneurial Coaching
I have a long track record for building forecasting and projection models based on each individual company's operations and drivers. I can help you understand where risks and opportunities exist and see the future impacts of today's decisions.
I am an operating executive with PE experience for manufacturing and distribution industries with sales and EBITDA up to $100M and $10M respectively. More than 20 years experience directing "buy and build" strategies for multi-national companies that have created shareholder value, while providing me with unique leadership and operational skills. I have particular expertise developing and implementing growth strategies that include double-digit organic sales increases driven by channel development, market segmentation, key account development, new product introduction, sales force management, and marketing leadership. Identifying, acquiring, and integrating companies that provide a strategic fit supports internal rates of return and increased valuations. PLASTIC & RUBBER MANUFACTURING 25+ years serving in C-level roles for the industry-leading manufacturer of vinyl dip molding, injection molding, plastic extrusion, foam rubber extrusion, EPDM rubber molding, thermoforming (packaging). Companies involved in sales directly to industrial OEM and end-users. Industries supplied includes automotive, aerospace, electronics, machinery, lawn & garden, HVAC, tube & pipe, consumer goods, medical, and fitness equipment. CUSTOM CUTTING TOOLS Lead the industries largest manufacturer and service provider of custom carbide and diamond tipped cutting tool and saw blades. Steered the company through the housing-driven recession emerging with revenue and EBITDA growth during industry recovery. OEM customers in metalworking and woodworking industries. Manufacturing customers in the building materials, O&G, tubing and pipe, housing and remodeling materials, and CNC machining. INDUSTRIAL MATERIAL HANDLING & STORAGE Employing two-step distribution channel to supply heavy-duty storage equipment for manufacturers, machining centers, machine shops, and metal fabricating. Selling through industrial supply companies, cutting tool distributors, and MRO distributors.
My early career was highlighted by founding, growing, and exiting two business in Montreal, Canada. From there, I enjoyed the past 10+ years consulting with startups and SMBs to drive growth, providing the tools and resources to maximize potential and drive operational excellence.
EOS is a simple set of concepts and tools that synchronize how organizations meet, solve problems, plan, prioritize, follow processes, communicate, measure performance, clarify roles and manage. It helps firms gain traction.
For a publicly traded, multi-billion financial services organization with distributed operations nationally across 4 business units, he served as Chief Revenue and Sales Officer, leading an enterprise sales force of nearly 600. He restructured the sales management teams including roles and responsibilities, created a new sales management team, enhanced sales operations, developed new sales compensation plans, implemented a new CRM, established specific KPI's for the sales organization and created a sales performance annual rewards program. Additionally, new product and customer experience programs were introduced to support the growth initiative. Profitable revenues grew $165 million with increased market share as a result of these changes. For a publicly traded, $750M global professional services organization, he developed the strategy, program office and new practice line for the firm’s National Accounts and Global Accounts Groups. This was their "Chairman" accounts and highest profile customers. He assembled and hired the team (31 total) and became the National Practice Leader for their Top 20 Accounts in the firm. General Motors was personally his account which he was the Lead Partner and grew this relationship from $0 to over $40 million in 2+ years and at its peak had 160 consultants across 5 continents. He also was the Lead Partner for a large telecom account with close to 100 consultants. His leadership in their National Accounts Group increased revenues from $60 million to $135 million in 3 years. For a national real estate insurance and services company, he created, implemented and led a full-cycle Sales Management strategy including account management, pipeline management, segmentation, territory management, strategic accounts, compensation planning, voice of customer, and customer satisfaction programs helping yield annualized double-digit revenue growth and EBITDA. Managed a sales and marketing team of 21. Developed an extensive business plan and go-to-market strategy for start-up operations in the US for a global SaaS based, AI, corporate performance management platform. This included building teams across multiple offices, hiring and building out a sales team and go-to-market strategy, financial management, marketing platform, product development and customer and account servicing. Achieved 135% of target revenue growth in first 9 months. Secured and closed total contract value (TCV) in excess of $5 million. Targets for 2019 were TCV of $17 million, representing a 300+% year over year growth rate. He had responsibilities for all sales and marketing, a team of 9.
I have experience as an Advisory Board Member for a number of startups at various stages of development. Working closely with the CEO and C-Suite executives to strategize, innovate and develop the appropriate focus & next steps. Acting as an Advisor and Mentor for Leadership teams coaching them through important decisions. Proactively identifying and anticipate problems, challenges, and opportunities before they occur.
If you need an Advisor, I have experience advising startups and businesses of various stages. From strategy, culture, team building & development to leadership development, employee & customer experience, crisis & change management, and COVID-19 navigation to organizational development and simplifying operations.
Assist firms with strategic planning and optimizing people, processes and systems by putting the right people in the right seat, streamlining workflow processes and using technology to automate.
Launching a business is difficult and requires skills across all areas of business. Consultation and coaching services focus on providing entrepreneurs with the necessary skills to successfully launch their business while ensuring they are prepared for long term growth and success. Areas of focus include relationship management, strategic planning, product and service development, marketing and sales, and project management.
Former Chief Operating Officer (COO) of a Florida based company specializing in a unique traceable liquid and proprietary forensic asset marking system that is applied to personal, commercial, and industrial items of value to deter theft and to identify suspects for prosecution. The non-hazardous liquid leaves a long lasting and unique identifier that is invisible to the naked eye except under an ultraviolet black light. Successfully led the team through a rapid growth period that included the doubling of forensic partnerships with law enforcement throughout the United States and the dramatic growth of commercial partnerships to include Hypower, Current Builders, Samsonite, and Coastal Mechanical Services. Played a key role in the development of the Contagious Disease Training kit, a breakthrough forensic training enhancement tool, leading to partnerships with Florida Hospital and other medical providers. Closely collaborated with Board of Directors leading the development of a long term vision and strategic plan for US expansion supported by a redesign of the supporting organizational structure that led to a dramatic increase in US business. Recognized by the British Consulate General in Miami, Florida designating SmartWater CSI as the winner of the 2016 Great Business Innovation Award in the category of technology provider. LinkedIN Profile: https://www.linkedin.com/in/lelandliebe/
Startup Advisor I will advise you on starting an Insurance Agency with or without an office. We’ll discuss everything from licensing/compliance to, “First Notice of Loss” Claims handling regarding any covered Peril.
Before becoming a coach, Tom worked in the public, private and nonprofit sectors. As a social entrepreneur, Tom secured $500,000 in seed funding and spent 16 years building programs at the Partnership for Public Service that now generate $10 million annually. Today, Tom coaches founders and C-suite leaders in growing private sector start-ups (i.e., total value of those companies is more than $1 billion), social entrepreneurs in the nonprofit sector, and executives (i.e., political and career) in government.
While at the Burger King – Pillsbury Company I started & grew profitable trucking business. Restructured & grew uniform business which reduced inventories $2 million to 500k, while increasing fill rate from low 60’s to high 90’s, while improving profitability 50% - from 16% margin => 33% margin. The margin improvement was the result of a new more pricing strategy based upon product sales and customer analysis. Also, develop business plan for an equipment & furniture business to determine business viability. Hired as Business unit manager by Veterinary Companies of America to start up and managed a northeast veterinary drug & supply business. I established a business plan and developed the promotional plan, pricing, marketing plan, operating policies, and procedures. In order to establish this business I; selected & hired key management & support personnel, selected, designed, & opened an area office and 4 distribution centers, selected & hired sales force, established service areas, service frequency and service offerings, established & implemented pricing & ordering programs/policies, established customer credit and invoicing system, setup inventory ordering and on-hand guidelines/controls, developed sales & marketing plan, created employee performance and reward program/process, and expanded customer base & customers sales volume. As Business Unit Manager at General Electric P&LS was hired to set up a Logistics services business. Started by combining three independently run GE Logistics location. Consolidate the three location and established P&L responsibilities for the Logistics services business. Expanded the business into more operations and eventually established 24 locations in Canada, USA, & Mexico serving the clients. Set policies, procedures, goals, objectives, and pricing for business. Obtained new clients and develop new services. Set strategic direction for business and evaluated, mentored, & coached 15 managers/direct reports. Proactively anticipate problems and took action to eliminate them.
International Certified Organizational and Career Coach with 20+ years of facilitating leadership and career development globally - Achieved Fellow Global Coach status in 2019 having coached mid-senior leaders in global programs, achieving consistent excellent (9-10/10). As your accountability and coaching partner, I will add value to you in addressing these questions: Do you need to determine your business strategy? Are you no longer progressing and in a space that is 'stuck'? Have you lost your creative flair when leading? Are you struggling with being proactive in facilitating 'strategy to action'? Do you find yourself challenged in connecting with your team? Have you lost clarity on how to manage and lead 'change'? Are you seeking to tap into your potential, performance and positioning as a leader? Do you need a deeper understanding of how your approach, attitude and behavior impacts on others? Have you lost 'zing' in your career and want to find a better way to work; enriching each day? Are you considering a new career but unsure what direction to take? Have you identified your career blockers/barriers that are hindering your growth? Do you really know your strengths, how to leverage these, and which are transferable for your next career? Have you identified your key focus areas lining up with your values, motivators, and interests? Are you facing a challenging situation at work and need support to consider and analyze possible approaches/solutions? Are you undertaking your development planning and seeking to assess any skills or knowledge gaps, and then align how to develop these? Are you preparing for interviews and wanting to role play scenarios and pitch yourself effectively? Do you need input into your resume to maximize the impact of how you position yourself? Are you transitioning from a technical specialist to a manager role, or, a manager to leader role, and challenged by the space you now find yourself in? Are you struggling with achieving the work-life balance you most want? https://www.linkedin.com/in/sonyadavies/
Developing executive talent and leading teams in defining, designing and implementing enhancements to operations. Elevated and mentored various levels of C-Suite including CEO, COO in start-ups, especially in the technology sector and using the Agile methodology.