Designed a Strategy Bootcamp for the top management team of one of Canada’s premiere appliance manufacturers. The focus of this program was to improve and augment the management team’s ability to think more strategically individually and together.  The CEO wanted to help members of his team to explore how they could use the core principles of strategic thinking to better leverage their years of experience with the company and the industry to drive stronger higher revenues and stronger margins.

Worked with a large non-traditional car retailer to develop a 3-day strategic facilitation exercise involving all of their top national and regional VPs and managers with the goal of developing specific and measurable goals for the senior management team.  A key overarching goal of the facilitation was to foster honest and productive discussions around two key areas of contention including sales effectiveness, and operational efficiency.

Provided strategic planning services to a major utility company in Ontario.  The utility’s goal was to develop a business plan to attract investors allowing it to further develop its in-house innovation and technology teams and bring its growing complement of technologies to market.

Designed a 2-day strategic facilitation for a large supplier of secure transportation and safety services.  The organization was struggling to meet their 7% annual sales growth target. Implementation to achieve this goal was not well integrated between the Operations Team who was responsible for regional sales and the National Sales team who managed national accounts.  Strat-ology worked with the leadership and key employees of the two teams to facilitate a shared understanding of the strategy and to develop a pathway to better achieve the sales growth target while increasing overall sales margins.

Worked with major non-profit who was falling short of its strategic goals, year after year.  After much consultation, Strat-ology designed a 3-day facilitation that focused on helping managers augment and improve their understanding of strategic planning and execution.  Strat-ology used the case method to explore how other organizations have dealt with similar challenges.  The workshop concluded with a consensus around initiatives for change to improve goal achievement at the unit and organizational levels.

Worked with one of California’s largest credit unions on a variety of strategic projects including facilitating a strategic planning session with the senior management team, that also allowed the team to develop strong skills in strategic thinking and implementation, and creating an implementing a bootcamp designed to facilitate teamwork among key executives and managers to improve strategy execution.

Worked with the senior management team of one of the largest public universities in the United States to facilitate a planning exercise spanning 5 months with the goal of developing a 5-year strategic plan for fundraising and advancement that integrated fundraising, alumni relations, marketing, and public relations.

Designed a 3-part strategic facilitation that involved key staff, the management team, and the board of a prestigious utility company in Canada.  The intent of this exercise was to align the utility’s strategic plan for the next five years with the city’s plan as well as with the provincial government’s energy initiatives.  This facilitation shepherded key stakeholders along a journey that represented a major shift for the utility in key areas including for-profit revenue generation, alternative energy investing, and transitioning from a wires and poles business to a professional IT business.

Worked with a major utility in the US to help its most senior IT staff hone their ability to work with key business units including generation, transmission and distribution, power and procurement, operations, and customer service.  Strat-ology wrote custom cases for each of the business units with the intent of (1) improving IT leadership’s understanding of the challenges faced by the business unit, (2) honing skills in business analysis, planning and implementation, and (3)  learning how to improve interactions with the business units to create a partnership for value creation.

Worked with the Board of a major Canadian utility, on a number of occasions, to facilitate a productive discussion between the Senior Management Team and the Board ensuring the emergence of specific and measurable guidance for management.

Designed a 3-day strategic facilitation to help the top two management layers of a major department of the Canadian Government develop a more strategic perspective of the services they provide.  The outcome of this exercise led to the development of specific and measurable action plans from 4 teams and 25 managers.  These plans delineated how managers would do their jobs differently to reflect the impending growth trajectory of the Department’s service offerings.

Worked with a major international mobile services provider to create a 4-day experience for its 25 regional CEOs.  The first 2-days were dedicated to facilitating a session to discuss key areas of strategic opportunities at the regional level with the intent of developing a country-wide strategic plan; a bottom-up approach. The second 2-days were dedicated to discussing key challenges to implementing strategy followed by putting the participants through an intense simulation exercise focused on improving implementation skills.