lightbulb-960 We work together to define your needs and goals to make sure that your expectations and goals are met and that your project is completed in a timely and cost-effective way.

My experience working with a broad range of companies in various industries and in various stages of growth has enabled me to consult and offer value in all sorts of situations and working environments.

My projects have ranged from setting up and hiring an entire marketing communications department, to project managing specific projects, to developing comprehensive planning including marketing, communication and business plans.

We begin with a get-to-know meeting. 

Business organizations and needs are different so the process is not one size fits all but more what do you need to meet your goals and objectives.

The following is a framework for the planning process.

Idea Producing Process

1) Investigation

As with any investigation, this step involves becoming deeply immersed in your business. 

Exploration and discovery are keys.  I am a voracious explorer with the goal of understanding your business, culture, competitive environment and the mindset of your current and prospective customers.

Understanding your company’s brand from your customers’ perspective allows insight into what is and isn’t working.

This stage sounds simple and obvious and yet very important.

Over the years, I have demonstrated the ability to quickly gain market and product knowledge and use that knowledge to identify problems holding companies back from reaching their full potential.

2) Definition–Identify the issues (Problems and/or Opportunities)

At the completion of the investigation stage, I develop a situation analysis that provides you with the information learned.  In addition, I add insights and recommendations to the analysis.

My clients are often surprised at what I have uncovered in the investigation phase.   In many cases, there are insights that aren’t readily available.

Talking to current customers and potential customers provides information and perceptions that the organization often finds surprising.

In addition, mystery shopping, when applicable, gives you third-party insight that few companies have.

3) Planning and Analysis

Many companies mistakenly believe that planning is only for large businesses that have more time, money and staff. However, if you are going to compete you need a game plan.

Planning involves setting a strategy that your business can follow. The plan must meet what you need so it might be for a specific part of your business or for your business .

Without a strategy there is no direction.  A strategy tells you where to go and how to get there. Without a plan, it is like building a house without a blueprint. It can be done but the results may not be what you want.

As a consultant, I have demonstrated resourcefulness in coming up with solutions for problems or situations.

4) Solutions and Implementation

If there is no effective method to carry out the strategic plan then that plan will collect dust and be a complete waste of time and money. That is why this step is so important.

Planning is not “pie in the sky” approach or “forefront” with no plan to carry out the ideas.   The old adage “the devil is in the details” is true.

So, this the stage outlines how implementation will happen including goals and objectives, who is responsible, time frames, expectations, methods for evaluation and budget.

5) Monitoring and Modifying

Using checkpoints and measurable goals, we work together to verify that the planning and implementation is on track and meeting your goals.  It also gives us the opportunity to make changes, if needed.

Business climates change, technology changes, competition changes and with changes comes the need to reevaluate your strategy and plan to make sure it is still effectively working for you.

If you are interested in exploring working together, I invite you to read some of what my clients have said about my work, and to schedule a conversation to discover if working together is a good fit.

Thank you for your interest.

For more information, please contact me.