Beechwood     How we work     with leadership teamsBeechwood Advisors LLC
We believe that senior management’s  top responsibility is to create the right  environment for their people to be  succes...
While there are limits to leaders’ power  to drive change…  “What you can do is create the conditions for  transformation....
…they do have some key levers        Beliefs: Inspiring the search for a better way        Boundaries: Limiting the scope ...
How best to use these levers depends  on the system of challenges facing  their company.Beechwood Advisors   BeechwoodLLC
Because each company has a unique  history and circumstances, we go well  beyond packaged, off-the-shelf  solutions… Beech...
…to help leaders understand what is different about their current situation, and what they need to address it.Beechwood Ad...
We bring to each engagement a  process that helps CEOs and their  teams understand business challenges  and use the levers...
Specifically, we help leaders to                   Get on the same page with a direction and                    a plan    ...
Our work is founded on a strong belief    in the following notions:    Planning is a discipline and a thought process, not...
Usually, we work with teams  who already have momentum  and an impetus to act Beechwood Advisors LLCBeechwood Advisors    ...
That momentum can come from                   New capital                   New people                   New merger or acq...
All of which has put the   company into some form of   transitionBeechwood Advisors LLCBeechwood Advisors       BeechwoodLLC
Managed properly,         transitions can         galvanize an organization…Beechwood Advisors LLCBeechwood Advisors      ...
…and create new possibilities        Actions have significant effect on the company        for a long time        Many dec...
But they also pose certain risks        The leadership team not being on the same page;        A failure to articulate str...
Our goal is to help CEOs and  leadership teams minimize such  risks and use the momentum they  have created to drive neces...
Successful Transitions usually          play out in four stages                   Energize: Creating the impetus for chang...
Clarify: a common world view                  Vision: focus the strategy                  Perspective: seeing the whole pi...
Engage: enabling the   organization to adapt                  Innovation: Where, and from whom, do we need                ...
Execute: Guiding implementation         Beliefs: Inspiring the search for a better way                    Mission Statemen...
How we help                  Focus on how leaders influence execution                  Help create a framework for action ...
Putting it all together, we:         Advise clients in times of change         helping them gain a fresh perspective      ...
Beechwood ©2012 Beechwood Advisors LLCBeechwood Advisors    BeechwoodLLC
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How we work presentation

  1. 1. Beechwood How we work with leadership teamsBeechwood Advisors LLC
  2. 2. We believe that senior management’s top responsibility is to create the right environment for their people to be successful. Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  3. 3. While there are limits to leaders’ power to drive change… “What you can do is create the conditions for transformation. You can provide the incentives. You can define the marketplace realities and goals. But … in the end, management doesn’t change culture. Management invites the workforce itself to change the culture.” Louis V. Gerstner, Jr. Former CEO IBM Corporation Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  4. 4. …they do have some key levers Beliefs: Inspiring the search for a better way Boundaries: Limiting the scope of the search Controls: Monitoring progress, identifying problems and opportunities Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  5. 5. How best to use these levers depends on the system of challenges facing their company.Beechwood Advisors BeechwoodLLC
  6. 6. Because each company has a unique history and circumstances, we go well beyond packaged, off-the-shelf solutions… Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  7. 7. …to help leaders understand what is different about their current situation, and what they need to address it.Beechwood Advisors BeechwoodLLC
  8. 8. We bring to each engagement a process that helps CEOs and their teams understand business challenges and use the levers they have effectively. Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  9. 9. Specifically, we help leaders to Get on the same page with a direction and a plan Raise money/build a company Manage a crisis Build or adapt organizational infrastructure Identify and address specific operational and financial issues Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  10. 10. Our work is founded on a strong belief in the following notions: Planning is a discipline and a thought process, not pages in a binder; Successful companies may not be the ones with the slickest plan, but those who have developed an ability to adapt to new information and challenges; Leaders cannot control implementation; they influence it by the environment they create; Sound strategy often evolves and emerges from effective implementation. Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  11. 11. Usually, we work with teams who already have momentum and an impetus to act Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  12. 12. That momentum can come from New capital New people New merger or acquisition New ideas New technology New, possibly adverse, developments Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  13. 13. All of which has put the company into some form of transitionBeechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  14. 14. Managed properly, transitions can galvanize an organization…Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  15. 15. …and create new possibilities Actions have significant effect on the company for a long time Many decisions in a relatively short time Change brings new opportunities and challenges The organization develops new attitudes and work habitsBeechwood Advisors LLC Beechwood Advisors BeechwoodLLC
  16. 16. But they also pose certain risks The leadership team not being on the same page; A failure to articulate strategic priorities; Unclear direction to or poor engagement of field management; Ineffective integration of an acquisition; Overlooking, or not seeking out, critical information; Alienating key constituents; Moving too fast, or too slowly; Not consulting with the right people; Getting out of sync with their customers (or with their Board).Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  17. 17. Our goal is to help CEOs and leadership teams minimize such risks and use the momentum they have created to drive necessary changes Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  18. 18. Successful Transitions usually play out in four stages Energize: Creating the impetus for change Clarify: Developing a common world view Engage: Enabling the organization to adapt Execute: Guiding implementationBeechwood Advisors LLC Beechwood Advisors Beechwood LLC
  19. 19. Clarify: a common world view Vision: focus the strategy Perspective: seeing the whole picture Framework: mapping the competitive world Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  20. 20. Engage: enabling the organization to adapt Innovation: Where, and from whom, do we need new thinking? Validation: Who will help us determine whether we’re on the right track? Organization: What’s the right process for moving forward? Aspiration: How will we define success? Cooperation: What are the strategic priorities, and how are they to be developed?Beechwood AdvisorsBeechwood Advisors LLC BeechwoodLLC
  21. 21. Execute: Guiding implementation Beliefs: Inspiring the search for a better way Mission Statement Values Credos Goals and Objectives Boundaries: Limiting the scope of the search Business definition Policies Procedures/ processes Standards Controls: Monitoring progress, identifying problems and opportunities Financial Customer InternalBeechwood Advisors LLCBeechwood Advisors BeechwoodLLC
  22. 22. How we help Focus on how leaders influence execution Help create a framework for action Give weight to how, as well as what, actions are taken Provide independent, experienced perspective Bring the right questions, not canned solutions Aid in execution with hands-on support Provide access to capitalBeechwood AdvisorsBeechwood Advisors LLC BeechwoodLLC
  23. 23. Putting it all together, we: Advise clients in times of change helping them gain a fresh perspective and create the right environment for actionBeechwood AdvisorsBeechwood Advisors LLC BeechwoodLLC
  24. 24. Beechwood ©2012 Beechwood Advisors LLCBeechwood Advisors BeechwoodLLC

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