Frameworks For Change
Partnering to achieve effective organizational change
Our Services

To effectively deliver our services, we have aligned our practice into the following key areas:

Strategic Planning / Business Planning
The purpose of any planning effort is to provide a framework for dealing with and managing change within an organization.  We provide the following types of services to assist clients in this area:
  • Designing & facilitating planning retreats
  • Articulating vision, mission and values
  • Facilitating processes to define strategic priorities
  • Assisting in the articulation of strategies, objectives and related performance measures
  • Drafting/editing of plan documentation
  • Critiquing business plans and related performance measures
  • Operational / organizational reviews
  • Project management assistance

Independent Counsel
Acting as an objective & trusted advisor, we offer independent counsel as part of an ongoing client relationship with CEOs, Board Chairs, Directors as follows:

  • Management - in regard to the planning process, strategy, organizational structure, stakeholder relations, Board relations
  • Boards - in regard to role, governance processes & protocols, stakeholder relations, management relations 

 

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Performance Management
To ensure accountability for plan implementation, appropriate links should be forged between business plans and individual performance planning frameworks.  We assist our clients in the following areas:

  • Creating a balanced scorecard approach to performance measurement
  • Crafting meaningful performance measures aligned with targeted results & metrics
  • Assisting Boards with the structuring of CEO performance planning & evaluation processes
  • Linking individual & team objectives with business plan goals & objectives

Communications
Communications plays a vital role in planning, corporate governance and performance management processes.  We provide the following types of services to assist our clients in this area:
  • Drafting of discussion/policy/white papers on key issues/proposals re: planning or governance
  • Developing employee / stakeholder communications re: strategy, planning process, performance management, etc.
  • Preparing board / stakeholder communications
  • Designing progress reporting tools re: plans, performance measures
  • Research related to environmental scanning and/or best practice sharing



     


Corporate Governance
An effective corporate governance framework provides the foundation for an effective organization.  We provide the following types of services to assist clients in this area:

  • Critiquing of governance processes/performance improvement recommendations
  • Linking governance processes with the planning process & CEO performance management process
  • Reviewing Board structure
  • Preparing Board Committee terms of reference
  • Designing and conducting Board self-evaluation tools/processes including Board-as-a-Whole, Individual, Chair, Peer assessments
  • Defining Board roles/responsibilities
  • Drafting Board policy and corporate bylaws Developing and conducting Board orientation processes
  • Reviewing Board succession planning / recruitment strategies - skills, experience mapping
  • Chair coaching

Speaking Engagements
As part of our value commitment to ongoing professional development, we participate as speakers/workshop leaders in a variety of conferences and professional education programs.  A sampling of our recent speaking engagements include:

  • Leadership Institute - Paris, France
  • Canadian Society of Association Executives National Conference - Victoria, Canada
  • Western States Volunteers Conference - Las Vegas, USA
  • Asian Confederation of Credit Unions Annual Forum - Kuala Lumpur, Malaysia
  • Ontario Home Builders Association Executive Forum - Toronto, Canada

 

 

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