Strategic Advisory Services Approach
Based on organization needs, we go through a 6 step detailed process:
Envision the organization’s purpose (mission) and vision
- Who is the primary organization and what is the major customer need it wants to meet?
- What does the organization ‘look like’ in five years?
Determine strategic objectives for organization
- What objectives/goals are the organization trying to achieve?
- Financial (Fundraising/grants/total support)
- Member (offering / relationship /acquisition / retention / experience)
Address Operating Model considerations
- Who is the primary client/beneficiary and where can the organization add value?
- What is the primary differentiator of this organization (brand, service, operations)?
- What are the key organizational activities?
- What are the organization’s critical programs and how are they meeting strategic objectives?
Address people and organization considerations
- Who are the right people to lead this? Are they on board with the change?
- Who are critical partners to help achieve success?
- What are the right performance metrics? Key roles and responsibilities?
- People (professional development / performance management / recruitment / retention / compensation)
Address processes and procedures
- How will organizational policies and procedures be affected?
- What new policies and procedures might be necessary?
- Process Improvement (efficiency/ effectiveness/ consistency/ automation/ cost reduction)
IT, Change & Communication, and Knowledge Management
- What communication needs to be provided to employees, partners, and customers?
- How will the organization share the knowledge created with internal and external stakeholders?
- What management information systems need to be adapted to the new organizational goals?
- What technologies are needed to support new initiative?
We work hand in hand with the client and can deliver a rapid results, team based approach or we can provide ongoing consulting services to implement long term organizational change.
Transformation Management Approach
Percheron follows a delivery model designed to have immediate impact and facilitate ongoing change implementation.
- Project Scoping involves pre-proposal client meetings to identify the problem
- Current State Analysis will clearly define the problem and include documentation review, interviewing relevant stakeholders and experts, and identifying critical resources and quick wins
- Design & Optimization clarifies our client’s strategic vision and objectives. We define and agree upon design principles, identify and analyze options and trade-offs, design future state processes, develop business case and costs/benefits analysis, define organizational responsibilities, KPIs, and roles, and identify system requirements and other dependencies
- Planning and Implementation entails defining key milestones and focal activities, identifying interdependencies, reaching agreement on a high-level road map, developing and initiating an implementation plan, and seeking continuous improvement
Our end-to-end approach ensures our clients find and stay on the right path to transform their business.