The document discusses a Management Alignment Project that aims to drive the highest value results within a target area in the shortest amount of time. It seeks to align management and shareholders under a cohesive strategy through tailored action plans. The methodology involves 8 steps: planning, communication, individual interviews, group dynamics, mappings, a report to the client, feedback to participants, and follow-up. The project schedule is approximately 6 weeks with follow-up over the next 6 months to measure progress. The company has over 10 years of experience performing these types of assessments and alignment projects across various industries and geographies.

1. search across boarders
MANAGEMENT ALIGNMENT PROJECT
Working with management to drive results

2. The Alignment project is efficient approach to targeted improvement. Its aim
is to drive the highest value results within a specific target area in the smallest
amount of time.
The project seeks to align management and shareholders under a cohesive
strategy.
We tailor made action plan in arriving to a more committed, efficient and
streamlined organization.
Alignment
SCOPE AND GOALS
The Management Alignment project is deal in addressing insufficient Returns;
Innovation; Quality; Risk Mitigation.
Most frequently, these become an issue in complex and stressful situations
such as:
• Internationalization processes
• Fluctuations in shareholder structure
• New strategies
• Mergers and acquisitions
• Reestructurings
• Changes in management structre

3. THE ALIGNMENT
Identify and extract valuable information
• Strengths and weaknesses
• Flexibility
• Bottlenecks & task duplication
• Motivation & teamwork
• Talent & culture
Design an Action Plan
• Common vision & goals
• Key performance indicators
• Communication & Problem
• Committees
• Compensation & Long term
• incentive schemes
All leading to increased margins and results and improved
performance in innovation, quality and risk mitigation.
Alignment
OROS – Leverage on:
• Organization
• Reward
• Objectives
• Style

4. Methodology
OUR PROVED METHODOLOGY – 8 STEPS
1PLANNING
2COMMUNICATION
3INDIVIDUAL INTERVIEWS
4GROUP DYNAMICS
Define criteria with client.
• Understand the problem (“performance gap” difference from where we are from
where we’d like to be)
• Explore the strategic pillars & business process and
• Define the desired alignments.
Prepare corporate message for participating executives (usually 10 to 20
executives) approximately 10 days before starting. The structure and topics of the
project are addressed, as well as the extent of confidentiality, mutual benefit,
exchange and transparency.
Participants engage in 2 hour individual interviews aimed at understanding:
• Vision: How strategic pillars are understood, embraced, how they affect the
business as well as how is the performance gap viewed.
• Implementation: How their own areas and the other’s areas are perceived and
can be improved. Evaluate general management culture.
Participants engage in smaller groups to openly debate and set priorities on specific
topics of mutual concern.

5. 5MAPPINGS (no individuals are rated)
A. Motivation Analysis
B. Mapping Growth Potential C. Mapping Proclivity to Change
Assessing level of affiliation with:
• Duties
• Compensation
• Achievements
• Managers and team
• Company Culture
POTENTIAL
EXPERIENCE CAPACITY
COMMITMENT
Methodology

6. 6REPORT TO CLIENT
7FEEDBACK TO PARTICIPANTS
8FOLLOW UP
Detailed analysis and recommendations, following the alignment mandate, which
might include:
• Common vision & goals
• Key performance indicators
• Communication & Problem committees
• Compensation & Long term incentive schemes
A content sensitive feedback message for all participants is prepared. It is frequently
presented by the CEO and/or HR Director at a special event. Depending on the case,
an additional advisor is brought on board to supervise and help implement changes in
the day to day operation.
There are two types of follow ups:
• 3 subsequent Executive Committee Meetings, to evaluate implementation
• A “follow up assessment” one year later to analyze progress and propose
additional initiatives.
Methodology

7. Schedule
PROJECT SCHEDULE
Process Total Approx. 6 weeks
During the following six months, senior management participates in approximately
three Executive Committees to measure project progress.
The Management Alignment Project is a joint effort, requiring intense though brief
and concentrated face time with the senior management.
Planning and
Communication
1-2 weeks
Presentation of results
to the client
2-3 weeks
Presentation of
the results to all
participants
1 week
6 MONTHS
FOLLOW UP
On site
interviews and
exercise
1-1,5 weeks

8. Experience
OUR EXPERIENCE
We work daily with shareholders and
managers to best unify their priorities. Based
on our executive search experience we know
how strong leadership and organization
impacts companie’s results.
We hold over 10 years experience helping
multinationals, private equity portfolios and
family firms, spanning across a variety of
sectors & geographies.
We performed assessment and alignment
projects in USA, Latin America and Europe.
Our highly qualified and global team of
professionals holds extensive experience
evaluating professionals and provide
organizational solutions.

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Plaza de la Reforma 350, Pl. 10, Ciudad de México 06600 (México) T: +52 55 116 897 16
www.zavalacivitas.com
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