Intro To Wingspan Performance Advisors


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Intro To Wingspan Performance Advisors

  1. 1. Improving business performance through proven experience in assessment, planning and execution
  2. 2. Market Challenges • How quickly can you adapt your business model to meet the demands of the changing market? • Are you struggling with identifying ways to reduce operating costs in your business without reducing services offered to your valued customers? • Do you have methods for evaluating your current sales channels effectiveness, whether direct or indirect (distribution)? • Does your organization understand the overall corporate strategy for where and how you want to grow and/or expand the business? • Do you know the perceived customer value of your brand/product/service? • Are you looking to add new talent to your business? • When was the last time your management reviewed and challenged your current processes? Wingspan Performance Advisors can help you to determine the best strategy to over come market challenges and help you meet your growing needs.
  3. 3. Why Wingspan Performance Advisors • Create organizational capacity to design At Wingspan Performance and execute profitable and sustainable Advisors we believe in: growth strategies • Developing a strong understand of your business • Accelerate speed to market • Building a collaborative • Improve overall customer satisfaction effort between our company (demonstrated by repurchase intention and our clients. and referrals) • Creating strategies founded on analysis and • Help you to gain commitment from your data. • Reduce unnecessary costs while • Supporting our clients overall objectives and improving quality of culture. services delivered • Creating Value for your business
  4. 4. Wingspan Performance Advisors
  5. 5. Our Services • Strategy Development • Training & Development – We work along side your leadership team to – We design tailored training programs to develop a long-range 5 year vision with strategic improve overall performance of sales and imperatives and execution planning that engage marketing teams, which offers a leg up in employees around a singular goal. today’s market. • Marketing Services – We develop comprehensive marketing, branding • Organizational Assessment, and communication strategies, and tactical plans. Design and Talent Development – We conduct market research (qualitative and quantitative) like VOC, brand equity study, – We assess your current organizational attribute and message testing, etc., structure, talent and capabilities, roles and responsibilities, etc. and advise on an – We design customer-centric promotional optimal org design and developmental campaigns to market products/services for requirements to align to your business greater penetration and conversion. strategy. • Distribution Development and • Talent Management – We help set goals, roles and responsibilities, Management compensation plans, target customer plans, – We increase sales penetration and customer strategic account development, tracking and retention through direct and indirect sales management methodology. channels with dealer standard programs, dealer development, partnership programs, etc. • Talent Acquisition • Operational Excellence – Lean/Six – Plus, we provide recruitment and placement Sigma of key sales, marketing and management personnel – We provide your organization with training and tools to identify waste in current processes, which ultimately reduces costs and improves cash flow while improving services to your customers.
  6. 6. Our Approach Market Top-Line Revenue Improvement Strategy Analysis Development Market Expansion V.O.C Testing of New Customers Hypothesis Survey Develop Current Customers Research “Game Plan” Interviews Prepare with Execs organization for changes Customer visits Earnings Employee Development/Acquisition Improvement Operations Develop new review processes Review of Communicate current Org vision structure Develop Review customized Lean Light current Org training capabilites Lean Deployment Lean Culture Bottom-Line Cost Improvement Assessment Planning Execution
  7. 7. Our Expertise • Strategy Development • Distribution Management • Organization Start-ups • Life Cycle Management • Managing Profit and Loss Centers • Aftermarket • Sales and Marketing • Lean/Six Sigma • Retail and Wholesale Management • Acquisitions & Divestitures • Organizational/Talent Development • Talent Acquisition Markets Construction Power Generation Industrial Agricultural Served Clients Manufacturers Distributors Private Equity Other Served Demonstrated success in the development of high performance teams, innovative process improvements, and bottom line results
  8. 8. Demonstrated Successes Past Experiences • Developed and executed strategy to target mid-sized contractor group including establishment of new distribution channel, product line expansion, market share growth, – Enrolled more than 120 new dealer locations throughout the U.S. and Canada. – Generated more than $150M in new revenue in 24 month period • Trained more than 1,500 independent Specifying Engineers via national training program to build awareness of companies product and services. – Program offered training on power generation and provided CEU credits to attendees. • Implemented new dealer management program including dealer evaluation tools, contracts, and dealer standards. • Implemented Lean – Six Sigma improvements into retail dealership operations generating more than $500K in annual savings while significantly improving operating efficiencies of retail stores. • Re-engineered regional marketing support functions in to one global marketing organization designed to support local, regional and global growth while leveraging expertise and tools – Reduced annual marketing spend by nearly 20% while improving marketing effectiveness through development and execution of annual marketing plan.
  9. 9. Our Commitment Our partnership with your company will be driven by: • Mutual trust and respect • Delivering measurable value • Understanding and quickly resolving challenges • Minimizing risk and lost opportunity • Positioning your business for improved growth, efficiency, and customer satisfaction • Helping you identify and prioritize areas for improvement • Identifying and eliminating bottlenecks in current processes • Providing your team with tools to make quick, sustainable improvements
  10. 10. Personal Philosophy Terrence Dolan “For organizations to grow in today’s market it takes more than just good President products and services…….it takes a cohesive strategy that is based on the core competencies of the company and its people…..additionally companies need to eliminate the non-value added steps in their business that add to operating costs and uncompetitive positioning for their customers” Significant recent accomplishments Global Business Management: Has lead many global businesses in developing and executing on strategies for profitable growth. Managed global business in excess of $500MM in annual sales. Completed the development of acquisition strategies, process and executed on key acquisitions. Organizational Start-ups – Has successfully developed new business and new organizations to support strategic growth. Developed Utility Business Strategy that lead to nearly doubling the business in three years and was rewarded a Chairman’s Award for Dramatic Growth Creating High-Performance Work Teams: Developed processes for leadership identification, tracking, and the development of actionable plans to support individual and team growth. Focused on developing people to insure strong bench strength to support future expansion and growth. Professional Education Skills Profile Institution Degree/Course of Study Global Business Development, Sales and Marketing Duke University Entrepreneurial General Management Leadership, Distribution Management, , Team Building & University of Kentucky Executive Lean Academy - Lean Manufacturing Training P & L, Brand Management, Strategic Planning, Concordia University Bachelor of Arts Management & Communications Change Management, Lean Six Sigma, New Product Launch, Cardinal Stritch University 21 Credits toward MBA Policy/Goal Deployment, Adult Learning Development, Org Development, Life Cycle Management General Electric Management Skills Development Program Acquisitions &Divestitures Ingersoll Rand Change Management Career History Experience Industry Company President, Founder Multiple Wingspan Performance Advisors SVP Business Development Minerals Boart Longyear VP Company Owned Dealerships Construction Ingersoll Rand (Bobcat) VP ReMarketing Industrial Ingersoll Rand VP Sales & Marketing Industrial Ingersoll Rand Dir. Business Development Power Generation Generac Power Systems Various Sales and Marketing Construction/Agricultural Case/New Holland
  11. 11. Operational Excellence General Information Vinny Yakoobian Performance Advisor Significant recent accomplishments Continuous Improvement Advocate; Established an enterprise Goal Deployment Process as well as a Business Operating System with a focus on processes related to Life Cycle Management of Customers & Product at Ingersoll Rand; Current knowledge of cutting edge research in Business, Science & Leadership Change Leader; Accomplished lean transformations in manufacturing and administrative areas using a Kaizen approach with cross-functional teams; Results at Markem were savings of over $2M in three years using Lean principles and Six Sigma tools Lean Six Sigma Approach; Noted for extraordinarily strong technical, analytical and problem solving skills with a tendency for action. Application of the tools improved Quality metrics over 40% at Markem 2005-6. Developed best-practice modules with 2007 results at Ingersoll Rand of 15% Warranty cost reduction Education Skills Profile Year School Degree/Course of Study Lean Manufacturing * Six Sigma Principles * Change 2005 U of Phoenix, AZ Doctor of Management – Organizational Leadership Management * P&L/Budget Management * Corporate 2002 U of Plymouth, NH Master of Business Administration – Entrepreneurship Training * Quality Assurance * Engineering * 1996 U of Massachusetts, MA Doctor of Philosophy abd – Chemistry Strategic Planning * Policy/Goal Deployment * 1995 U of Massachusetts, MA Master of Science – Chemistry & Environmental Studies Statistical Risk Assessment * Kaizen * Value Stream 1992 U of Lowell, MA Master of Engineering – Civil & Environmental Engineering Mapping * DMAIC * 5S * 3P * SMED * DFSS * JIT * 1989 Rensselaer Poly Inst, NY Bachelor of Science – Industrial & Management Engineering TMP * FMEA Career History Experience Industry Company Lean Six Sigma Leader / Global Quality Manager Industrial Equipment Markem Corp. (Dover Co.), NH Project Manager / Process Engineer Circuit Board Manufacturing Sanmina Corp., NH Account Manager / Chemical Engineer Specialty Chemicals IBM, NY; Shipley Co, MA Manufacturing Engineer Food Processing Pilgrim Foods, NH Quality Engineer Aerospace Manufacturing Lockheed Martin, NH Board of Director President Entrepreneurial Incubator Hannah Grimes Marketplace Inc., NH Professor of Chemistry/Physics/MBA Academia UMASS/Daniel Webster Coll./U Phoenix/NH Tech Coll.
  12. 12. Human Capital Management Personal Philosophy “I believe people want to succeed and to grow…. Douglas Downs candor works well when delivered with respect… & sophisticated ideas work well when translated into practical solutions.” Significant recent accomplishments Talent Management Solutions: Partnered over three years with $8B Aerospace firm in creation and execution of integrated Talent Strategies for multiple disciplines. From strategic planning to assembly of business case and subsequent execution of numerous projects - including leader assessment, talent recruitment, retention, communications & talent development. Training & Development Series: Conceived, designed and delivered an eight-module training program to grow corporate manufacturing leaders in areas ranging from business acumen to innovation, market-focus, operational excellence and strategic human capital leadership. Creating High-Performance Work Teams: Lead intervention with multi-site national service firm to create a culture which fostered a sense of personal responsibility and accountability for results. Performance solution included a culture assessment, tool and process consultation & accountability training for all. Education Skills Profile Year Institution Degree/Course of Study Talent Management * Org Development * Change 2003 Bowling Green University Master of Organizational Development Management * Leadership Assessments * 1988 University of Pittsburgh, PA Master of Business Administration Professional Development * Corporate Training * 1987 University of Richmond, VA Bachelor of Arts Executive Coaching * Comp & Rewards * Strategic Planning * Policy/Goal Deployment * Mentoring * 2009 Human Capital Institute Talent Management Strategist Emotional Intelligence * Global HR Consulting 2008 Right Management Executive Coaching Certification 1995 Cornell University Certificate of Labor Relations Career History Experience Industry Company HR/OD Consultant & Entrepreneur Multiple Wingspan & Org-Advantage Human Capital Consulting Director, Talent Management Industrial Manufacturing Ingersoll Rand Director, Corporate University Director, Global HR & Org’l Development Director, HR & Org’l Development Consumer Product Mfg. Swiss Industrial Group Division Manager, HR Pharmaceutical Abbott Laboratories Division Manager, HR/OD Aerospace Manufacturing United Technologies Corp.
  13. 13. Contact Us For more information please contact: Terry Dolan, President 16206 Hollingbourne Rd Suite 201 Huntersville, NC 28078 Email: Web: Phone: (704) 999-5862