Align The Team

Head For The Same Destination

Regardless of the path, everyone must be working towards the same Vision, Mission, Values, Priorities, Goals, and Operational components that lead to the same destination. 

Where Are You Now?

Before you develop a plan, it's important to understand where you're starting from. We help you set a starting point:

Readiness Assessments

Administrative Audits

Operational Audits

Resource Audits

SWOT (Strength Weakness Opportunities Threats) Analysis

Business Gap Analysis

Where Do You Want To Go?

Your business plan got you started but now it's time to plan on being competitive long-term. Let's get you started with:

Charter Development

3 and 5 Year Vision Roadmap Development

Mission Development 

Goal Development 

Objective Development 

What Will Get In The Way?

You don't want your plan to be derailed by unexpected roadblocks. We'll help you identify things that might get in your way or interrupt your progress: 

Core Value Development Sessions

Risk Assessments

What Do You Need To Do?

It's important to know exactly where you need to start so that you get the biggest return on your efforts. We'll help you set priorities for your plan so that you can monitor your progress: 

Priority Development

SMART Goal Development

Performance Indicator Development

How Do You Implement?

What's the point of a plan if you have no idea how to put it into action. We'll show you how to set plans in motion and see them through: 

Implementation Planning

Action and Task Planning

Critical Capacity Assessments

Performance Measurement Development

Strategy Development 

We take into consideration a number of factors associated with the service business such as:


We facilitate meetings, conduct research, identify requirements and gather the necessary data to develop the strategic plan. We also create the planning documents and provide an executive presentation to communicate the strategy to senior management and the staff

Organizational Design

We can help design or redesign your service and support organization for maximum efficiency. We evaluate the current organizational structure, interview key management personnel and determine if the current functional structure is aligned to meet your future strategic objectives.

Our Approach
We conduct a high level assessment and provide a report outlining our recommendations for restructuring the organization. We also provide an implementation plan that will help you:


In conjunction with the organizational re-alignment, processes and operating procedures are examined to determine if they are enabling the organization to deliver the most efficient service at the right level of quality to customers.

Service Program Design

We can help you design an effective service portfolio to meet your clients needs and generate revenues for the company. 


In addition, we can evaluate your current delivery capability, identify gaps and make recommendations to ensure you are fully prepared to deliver the new services effectively.


Our Approach
We examine fundamental service requirements as well as response and resolution commitments, delivery requirements, value added components and the economics associated with delivering the offerings, based on your market segment. Our approach includes:


We deliver a comprehensive analysis and customer segmentation strategy, along with a proposed set of services. In addition, we provide an assessment of delivery capabilities, identify gaps and provide improvement recommendations to ensure your organization can deliver services effectively.

Global Service Model Review

Does your infrastructure enable you to deliver the most cost effective service and support across the globe utilizing staff and technology in the most efficient manner? We can help answer these questions and assist in designing a global service model that will maximize the efficiency of your operations.


Our Approach
We can help optimize the capability of your service and support global operation. We conduct a thorough review of your global service operation including:



Our strategic planning process will deliver a comprehensive analysis of the performance of the current service model.

Change Management: 

People ~ Process ~ Technology

Service organizations are under constant pressure to improve quality and efficiency and as a result, change management is crucial to their success. In order to achieve this, change is required whether it be minor process improvements or major upgrades of technology and systems. The necessary changes required for a service organization to evolve and be successful hinges on how well it adopts changes. 


Change Readiness Assessment

The first step in ensuring a successful project is to assess the organizations readiness for the impending change. This includes interviews, use of survey tools and round table discussions with management and all key contributors affected by the change. We use assessment results to prepare the organization for change and to help team members/management understand and overcome any underlying reasons for resistance and help develop strategies to overcome these barriers.

Change Management Methodology

We use the “five phases of effective change” methodology to ensure the change is implemented successfully. Using the most appropriate change model that corresponds with the size and complexity of change that needs to occur. Project plans for any system or technology implementations are aligned and incorporated with the change management plan. We can assess your current situation and help you choose a change model or we can manage the entire project from concept through to completion.