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Forrest Consulting - We Build -v1

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Forrest Consulting - We Build -v1

  1. 1. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WWW.FORRESTCONSULT.COM We build organizations. We can help you achieve more.
  2. 2. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities HOW WE BUILD We facilitate strategic and business planning, provide planning systems and ensure implementation. We counsel senior management for best results and help Boards, teams and groups raise their effectiveness and reach goals. We help organizations resolve strategic issues and tackle strategic opportunities. WWW.FORRESTCONSULT.COM
  3. 3. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WHOWE SERVE We serve company, association and non-profit leaders and Boards. We have been building success in scores of industries and business segments since 1988. WWW.FORRESTCONSULT.COM
  4. 4. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities HOW WE ARE DIFFERENT We take the strategic view when we counsel you and offer solutions. We assure your strategies move you toward your vision. We focus time and resources for greatest impact. We have the expertise you need: strategy, facilitation, research, marketing, financial, operations and more. WWW.FORRESTCONSULT.COM
  5. 5. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURVISION “Every organization has a current strategic plan and is implementing it for greater success.” WWW.FORRESTCONSULT.COM
  6. 6. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WHYTHATVISION? Our research tells us that 74% of leaders say their organizations don’t use planning to make strategic decisions. And 70% of organizations with a plan fail to implement it. WWW.FORRESTCONSULT.COM
  7. 7. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities THERE’S GOOD NEWS Our research also tells us that successful organizations are more likely to plan and to use planning and implementation “best practices” WWW.FORRESTCONSULT.COM
  8. 8. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities MORE GOOD NEWS We know why organizations fail and how to address what can produce poor results or even failure. WWW.FORRESTCONSULT.COM
  9. 9. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WWW.FORRESTCONSULT.COM LEE CRUMBAUGH President and Founder, Forrest Consulting: The knowledge and experience to help your organization improve and succeed. CERTIFICATION AND EDUCATION Strategic Management Professional (SMP), Assn. for Strategic Planning. MBA, marketing management, finance emphasis, University of Chicago Booth School of Business; B.S., communications, University of Illinois; financial program, Indiana University. PROFESSIONAL AFFILIATIONS President, Assn. for Strategic Planning, 2014-2016. International Assn. of Facilitators. PUBLICATIONS AHEAD: Strategy is the way to a better future (2013, Amazon). Strategic Thinking & Strategic Action blog. POSITIONS HELD President, COO, Executive Director, Consultant, VP, Publisher, Editor, Market Research Analyst. ROLES WITH Continental Illinois Corp.; LFC Publishing, Inc.; American Fence Association; Vinyl Fence, Deck & Railing Manufacturers Association; DuPage Area Association of Business and Industry; United Way of Suburban Chicago. BUSINESSES SEGMENTS SERVED Association; Commercial and Investment Banking; Composites and Vinyl; Deck and Railing; Economic Development; Education; Entrepreneurship; Eyewear; Fencing; Food; Government; Health; Insurance; Legal; Mutual Fund; Non-Profit; Publishing; Public Affairs; Real Estate; Recreation; Recycling; RFID. REPRESENTATIVE CLIENTS Prairie Capital Advisors, American Academy of Pediatrics, The Advocacy Group, National Provisioner, National Fiber, American Lung Association, Arthritis Foundation, DuPage Foundation, COD Business & Professional Institute, Inland Real Estate, Mosaic Media, Monetta Financial Services, Physician Services of America, Sampler Publications Associated Equipment Distributors, Institute of Food Technologists, Association for Challenge Course Technology, Illinois Soybean Association, National Association of Realtors.
  10. 10. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WWW.FORRESTCONSULT.COM OUR CONSULTANTS We provide tailored, cost-effective solutions to clients by sourcing the best expertise available on a "per assignment“ basis. Examples: TOM DROUIN Focus is B-to-B companies and not-for-profits looking to develop and execute a business or mission strategy, new business launch or for support in enhancing organizational effectiveness through performance assessment and coaching and development. Roles with Boise Cascade in new business development and product launch. BA, Penn State. JIM HERRICK CPA. MBA, DePaul University. Deep experience in accounting, auditing and tax preparation for small to public companies in manufacturing and leasing and non-profits. Experienced in ERP and IT software, financial issues and tax compliance. Six Sigma Green Belt trained. RACHEL KABERON Adjunct faculty, IIT Institute of Design. Specialties are assessment, evaluation and redefinition of business effectiveness ; performance measures: behavioral analysis, data modeling and tracking, and cultural change. Former Senior Planner, Jewish Federation of Metropolitan Chicago; VP, Manager, Mortgage Analysis, Chemical Bank; VP, Collections Strategy, Citibank; and statistician, Election Unit, CBS News. MA, University of Chicago; BA, University of Minnesota, and BA, University of Illinois. LARRY LEWANDOWSKI Accounting and finance professional in manufacturing and distribution. Managed financial functions for businesses with revenues ranging from $5M to over $150M. Turned around money-losing operations and improved performance by consolidating overlapping functions. Experience in contract negotiations, mergers and acquisitions and due diligence. Finance and controller positions with Bally Manufacturing and Brunswick. Recruited to be CFO of an ailing British-owned import and distribution company where he implemented a financial turnaround. MBA, DePaul University and BA, Loyola University. Six Sigma Green Belt trained.
  11. 11. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM A proven "strategic gap" process, focused on what's most important for success. WWW.FORRESTCONSULT.COM
  12. 12. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM A better process, based on years of planning and implementation experience. WWW.FORRESTCONSULT.COM
  13. 13. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM Find theVision: Use stakeholder input, an environmental scan, a SWOT analysis and more. WWW.FORRESTCONSULT.COM
  14. 14. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM Identify critical Strategic Gaps that will block or impede progress to theVision. WWW.FORRESTCONSULT.COM
  15. 15. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM Develop powerful Strategies to close the Gaps and move to theVision. WWW.FORRESTCONSULT.COM
  16. 16. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM Implement strategies through strategic initiatives with annual action steps. WWW.FORRESTCONSULT.COM
  17. 17. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities FASTTRACK STRATEGIC PLANNING SYSTEM Plan and conduct an Assessment that leads to re-planning for the next cycle. WWW.FORRESTCONSULT.COM
  18. 18. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WHY OUR SYSTEM WORKS PARTICIPATIVE.Participants decide what's best. AGILE AND FOCUSED. Straight-forward process drives action and adapts to needs. EFFICIENT. Affordable, time-limited, tested. BEST PRACTICES. Aligned with Association for Strategic Planning’s Body of Knowledge. SHAREDVISION. Drives desired change. POWERFUL STRATEGIES. Work across the organization. INFORMATION & INSIGHTS. From e-surveys, interviews, environmental scan. PROFESSIONAL FACILITATION. International Association of Facilitators trained. ALIGNMENT. Aligns systems, processes and people. LINE OF SIGHTTO STRATEGY. Engages those who must implement. CORE PROCESS. Planning is not an event. ASSURES IMPLEMENTATION. Execution driven by initiatives and action steps, with accountability. ASSESSMENT & RE-PLANNING. Continues progress through assessment, adjustment, and re-planning. WWW.FORRESTCONSULT.COM
  19. 19. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OUR PRE-PLANNING STEPS INITIAL MEETING. Review the work plan and obtain information. RESEARCH. Forrest Consulting conducts a stakeholder e-survey, and interviews key employees and stakeholders. ENVIRONMENTAL SCAN. Forrest Consulting identifies key external trends and forecasts. SWOT ANALYSIS. Forrest Consulting assesses strengths, opportunities, weaknesses and threats; and analyzes current and potential markets. PRE-PLANNING MEETING. Prepare for the planning workshops. WWW.FORRESTCONSULT.COM
  20. 20. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OUR PLANNING STEPS PLANNING WORKSHOPS. 3-4 planning workshops in which the PlanningTeam: • Develops a SharedVision. • Identifies Strategic Gaps • Revisits and adopts theVision • Develops Strategies to close Gaps. • Develops Strategic Initiatives and annual Action Steps to implement Strategies and move to theVision. • Sets measurements, accountabilities, and timelines for each Action Step. • Develops the implementation plan. WWW.FORRESTCONSULT.COM
  21. 21. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OUR POST-PLANNING STEPS DEVELOPMENT OF PLAN REPORT. Forrest Consulting uses the workshops' results to prepare the written plan. POST-PLANNING MEETING. Review and adjust the plan, and align on next steps and plan implementation. PLAN IMPLEMENTATION. Forrest Consulting provides implementation counsel, facilitates quarterly review meetings, and leads an assessment of planning progress. PLAN UPDATE. Process resets with development of an updated plan with revised Strategies as needed and new Strategic Initiatives and Action Steps. WWW.FORRESTCONSULT.COM
  22. 22. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURTOOLS: STAKEHOLDER INPUT We use e-surveys and group and key stakeholder interviews to develop actionable information and insight. WWW.FORRESTCONSULT.COM
  23. 23. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURTOOLS: SWOT ANALYSIS From research and analysis, we assess your strengths, weaknesses, opportunities and threats to guide the planning. WWW.FORRESTCONSULT.COM
  24. 24. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURTOOLS: BALANCED SCORECARD We useThe Balanced Scorecard Perspectives to assure that strategies work across the organization. WWW.FORRESTCONSULT.COM Strategy Financial Business Processes Learning & Growth Customer
  25. 25. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURTOOLS: STRATEGY DASHBOARD The dashboard gives you a current picture of your plan and implementation progress. WWW.FORRESTCONSULT.COM
  26. 26. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OURTOOLS: BETTER DECISION MAKING From our extensive research, we offer a tool kit to help you make better strategic decisions. WWW.FORRESTCONSULT.COM
  27. 27. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities OUR NICHE Our planning process adapts to any organization, as do all of our services. But we focus on growing, smaller and middle-market organizations of all types. That's where we can add greatest value at least expense and where our competitive advantage is greatest. WWW.FORRESTCONSULT.COM
  28. 28. Strategy Formulation and Research Strategic Planning Facilitation Strategic Management Guidance Senior Management Counsel Board andTeam Effectiveness Strategic Issues and Opportunities WWW.FORRESTCONSULT.COM Talk to us. We build organizations. We can help you achieve more. FORREST CONSULTING 725 Kenilworth Avenue, Glen Ellyn, IL 60137 USA Office +1 630-909-9360 www.forrestconsult.com Lee Crumbaugh, President Cell +1 630-730-9619 leec@strategicbusinessleader.com

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