Peak performance requires both vision and planning.  Using proven techniques developed and applied in a vast range of situations, Don Gertsman has facilitated participative planning processes by tailoring programs to fit the unique requirements of each client organization.

Usually the process begins with a Planning Session conducted in an informal, off-site setting.  Participants are selected based on their responsibilities within the organization or project.  There is no limit on the size of the group, however, experience shows that teams of between six and twelve people are the most productive.

Don employs his broad-based experience to help teams resolve difficult issues by personally leading every program.  With his impartial leadership, the session's participants are freed from usual organizational constraints, allowing creative energies to be exercised that may previously have gone unused.

Because plan implementation often calls for the allocation of considerable resources, the participation of senior management is essential.  By the completion of a planning meeting, the team will have effectively developed:

• A plan with clear objectives
• The steps necessary to implement the plan
• The skills required to create future plans as needed
• A management system which, properly applied, virtually assures the achievement of the organization's goals

The management team and the organization benefits from the team planning experience in several meaningful ways. First, the plan itself can become a self-fulfilling prophecy with a high probability of achieving the desired results. Second, communication and teamwork are significantly enhanced. Third, individual participants gain skills that allow them to be better managers and to utilize their time and resources more effectively. Last, individuals and teams become empowered to act for the benefit of the entire organization.

General Management

• Develop the organization's business planning process from which strategies, meaningful organizational unit plans and realistic budgets are created
• Facilitate the annual off-site planning meeting
• Establish meaningful accountabilities derived from the business plan

Sales Management

• Conduct key account planning sessions
• Facilitate multiple territory planning sessions

Cross-Functional Activities

• Conduct project planning sessions for complex or behind schedule projects
• Facilitate task force meetings
• Conduct joint vendor/customer planning and communications sessions

For complete details
on how more
effective business planning
can work in
 your organization,
take the first step by calling
 

(805) 987-8222
 

for a
no obligation
discussion.