This document provides an overview of consulting and training services offered by Organisational Directions including: strategic planning, reviews of organizations and business plans, executive development through training and coaching, improving team effectiveness, establishing effective organizational processes, managing change, and IT management solutions through software development. A range of client comments are also included that speak to the value and impact of the services provided.

1. AN INTRODUCTION TO OUR SERVICES

2. Consulting and Training Services Organisational Directions: We facilitate strategic planning activity, carry out reviews of organisations, sections and units. We draft business cases and critiques of business plans and programmes. We also carry out property evaluations. Executive Development: We run training sessions for management in organisations and coach individuals. We assist with recruitment and performance reviews and management. Team Effectiveness: We help teams become truly effective through team assessments, training and team facilitation. Organisational Processes: We help organisations to put in place effective systems to ensure high quality functioning, including planning, programming and budgeting systems, performance management, risk management and internal auditing. Change Management: We assist organisations to manage to down size and reorient there activity for success. We facilitate change in a humane and cost effective way. IT Management Solutions: EMC has the capacity to develop systematic responses to management needs through electronic technology. Many of EMC’s materials are backed up with Information Technology developed for generic use and specific customers using Microsoft products and a range of programmes and languages including Visual Basic, Crystall Reporting, ASP, Access, VBA, .Net and Oracle.

3. Organisational Directions: We facilitate strategic planning activity, carry out reviews of organisations, sections and units. We draft business cases and critiques of business plans and programmes. We also carry out property evaluations.In helping organisations set their directions, EMC offers the following services:Strategic Planning and Facilitation Organisation Reviews Structural Reviews Business Cases Business Assessments and Critiques Our strategic planning models ensure the integration of your activities and values with all parts of your organisation and business. We utilise a range of modern facilitation skills and processes to assist organizations to develop creative and visionary yet systematic and practical directions. “Alan’s strategic planning process is very concise and focussed - building on existing realities and quickly exposing areas of opportunity and those that need attention. Our diverse, bi-cultural board members were most impressed with the inclusive process and incisive result. What we have achieved as a result of the planning session three years ago, showed us all the power and precision of Alan’s process of strategic planning.”- Client Comment

4. Executive Development: We run training sessions for management in organisations and coach individuals. We assist with recruitment and performance reviews and management.We assist in growing organizations and individuals through:Recruiting executive managersReviewing the performance of executive managers Executive coaching and mentoringTraining programmes. Our training and development products and services include: Leadership and Management Development Programmes Balanced Career and Life Plans 360 Degree Analysis Performance Management Programme Project Management Strategic Planning ProgrammeAfter working with EMC “… outputs were 15% over volumes required; at 5% less unit cost. (I am ) much more confident in (my) job and life. The (business) has a strategic plan, has much greater customer focus. Team leaders know their roles and are contributing to team meetings.... Now they are regularly attending meetings and focusing on the big issues (e.g. they are already looking at capital items for next years budget round, before time, have addressed the issues of shift work and roistering schedules). There were two HR issues during the year… the staff concerned have settled and are working with (me) rather than against (me) – they are seeking (my) advice. There is better morale all round…. Team leaders now have a clearer understanding of what is expected of them.”

5. Team Effectiveness: We help teams become truly effective through team assessments, training and team facilitation.We have helped many teams improve their performance and become truly effective through team assessments, training and team facilitation. Our experience is that team performance is based on factors in the following four areas:Team purpose and DirectionTeam composition and membershipTeam relationshipsTeam systems and proceduresIn assisting teams to realise their potential, EMC offers the following servicesProfiling team members and team strengthsEstablishing team development and operating processes Assisting to provide the zip factor in team synergyHelping management improve its working relationships with teamsFacilitating high performance teamsWe have developed a model of team effectiveness, which surveys the effectiveness of clients’ team performance and relates this to 17 critical success factors, within the five areas mentioned above. This forms the basis for intervention and development of a successful team. "I was very pleased with the work Alan did with my team and me. Alan's preparation was thorough, and the interventions and activities on the day focused and effective. Alan achieved a good balance between the "soft" areas of strengths and styles of team members, and team relationships, and the edgier and more disciplined areas of team processes and systems. We had fun while never losing sight of the goal of improved performance. We were left with clear directions and actions for the future…” - Client Comment:

6. Organisational Processes: We help organisations to put in place effective systems to ensure high quality functioning, including planning, programming and budgeting systems, performance management, risk management and internal auditing.Helping organisations to put in place effective systems to ensure high quality functioning, EMC offers the following services:Performance ManagementIntegrated Planning Programming and Budgeting systemsHuman Resource Management systemsProfessional Guidance systemsFinancial Management policiesInternal Audit Quality Management Systems Risk ManagementOperational reviewsCompliance/MonitoringValue for Money reviewsCommunications policies and proceduresMonitoring, evaluating and reporting systemsEMC Performance Management AnagramV= Vision ExplainedO= Objectives ClearI= Ingredients rightC= Coach to successE= Evaluate, review.

7. Change Management: We assist organisations to manage to down size and reorient there activity for success. We facilitate change in a humane and cost effective way.Assisting organisations to manage and facilitate change in a humane and cost effective way, EMC offers the following services:Structural and organisation reviews – see service area one.Project Management of Change, integrating changes in structure, systems, processes and personnelTraining and coaching to ensure the permanent nature of changes introducedSupport for the human aspects of change

8. IT Management Solutions: EMC has the capacity to develop systematic responses to management needs through electronic technology. Many of EMC’s materials are backed up with Information Technology developed for generic use and specific customers using Microsoft products and a range of programmes and languages including Visual Basic, Crystall Reporting, ASP, Access, VBA, .Net and Oracle.Elham Nobari is an experienced Business Analyst, IT Architect, IT Designer and Developer. Elham has the ability to grasp business concepts, see them in overview and recommend creative and practical solutions which have long term and enduring effect.Elham is a lateral thinker with proven ability to translate complex technical and process requirements into solutions that exceed customer expectations. She is “quietly confidant” with great social skills and strong customer relationships.ServicesDatabase design, administration, programming and integration

9. Business Analysis.

10. Solutions design and development using Microsoft tools including : Visual Basic (Versions 3 to 6), Microsoft .Net, SQL Server, All current versions of Crystal Reporting, ASP, Access, VBA and Oracle.

11. Training in software applications.

12. Documentations and procedural manuals.Recent Significant Consulting ProjectsFinance and Accounting. Development of an application that deals with payroll, foreign exchange as well as financial forecasts and plans.

13. Management tools such as 360 degree feedback and Key Performance Indicator Reporting.

14. Telecommunication - Analysis and creation of an application for staff dispatch, timesheet, help desk and remote telecommunication reporting.

15. Forestry Processes – Development of an application for on line document management.

16. Pharmaceutical industries – Development of an application for processes and sales

17. Diamond Manufacturing- Design and development of an application to produce worksheet for ground staff calculating the dimensions of the product and measurement of the resources.Some Education Projects Some Health ProjectsDeveloped $33,million funding strategy for Te Whare Wananga o Awanuiarangi

18. Prepared a Strategic Business Plan for the New Zealand Ministry of Education’s $3.9 billion school property assets.

19. Management Advisor to Kelston Deaf Education Centre; major review of the Centre

20. Developed Charters and Profiles for several PTES, Te Whare Wananga o Awanuiarangi and Unitec.

21. Provided case for the establishment of the Vision Education Agency

22. Provided a Business Case for the restructuring of the New Zealand Careers Service and the establishment of an Internal Business Unit.

23. Eleven Auckland Regional Strategies for school property

24. Review of Government Policy on International Students

25. Quality Assurance Review of Government Special Education 2000 Policy

26. Organisational Review for the Early Childhood Development Unit

27. Annual Profiles, policy papers, new business evaluations, marketing strategies, property evaluations and budgets for Awanuiarangi.

28. Strategic Business Plans for Far North REAP and Wairarapa REAP

29. Strategic Business Plan for Te Whare Wananga o Hoani Waititi Marae

30. Review of HIPPY Programme for Pacific Foundation

31. Carried out management training for Kelston Deaf Education Centre managers,

32. Coordinating processes for the hiring of new CEOs for the Vision Education Agency and Kelston Deaf Education Centre

33. Review of Financial Management Services in Early Childhood Development Unit

34. Developed School Viability Assessment Methodology for Ministry of Education and Developed business cases for restructuring of 22 schools for the Ministry of Education

35. Facilitated Mid-central District Health Boards Strategic Visioning session

36. Facilitated Strategic Planning activity with North Shore Hospital, Orion Facilities Development Team, Health Funding Team, Health Alliance – Divisions of Waitemata District Health Board

37. Health Service Welfare Society Strategic Plan

38. Training of intern pharmacists and technicians

39. Mentored 12 senior executives at Waitemata District Health Board in from 2000 to 2004.

40. Leadership and management training for Waitemata Health senior management team.

41. Team Building Sessions for North Shore Hospital, Health and Older Persons Service and Senior Management Team at Waitemata Health DHB.

42. Developed a Management Coaching Manual for Waitemata District Health Board.

43. Managed the implementation of a new medical certification procedure for pilots for the Civil Aviation Authority.

44. Reviewed management practices of South East Auckland Radiology .

45. Reviewed risks in establishing shared services activity between Counties Manuaku and Waitemata Health.

46. Management Review of Clinical Leaders Association of New Zealand. Some Local Government ProjectsCarried out an organizational Review for Kaipara District Council

47. Developed Chief Executives contracts and facilitate Councils with CEOs Performance Reviews

48. Provided a strategic communications directions for the Auckland Regional Council

49. Conducted a structure review for Taupo District Council

50. Carried out a structure Review for Northland Regional Council

51. Assisted with the Hiring of senior staff is several Councils

52. Facilitated team work and performance management training in various Councils

53. Reviewed facilities operations is Taupo and Upper Hutt

54. Conducted reviews of the environmental management functions in Kaipara and Taupo

55. Reviewed the Land Transport function of Horizons Manuwatu

56. Assisted with strategic directions for Horizons ManuwatuSome Transport ProjectsAct as independent advisor to MOE, ARTA and Canterbury Regional Council on bus tendering processes

57. Written Government Policy papers on School Transport

58. Evaluated School Transport provision in Tauranga

59. Carried out tender evaluations for Environment Waikato

60. Reviewed Land Transport function of Horizons Manuwatu

61. Member of Transport and Clean Heat Tenders panel for Canterbury Regional CouncilSome Social Service and Other ProjectsWhangaroa Community Review for MSD.

62. Treasury sponsored Review of Finance and Management Reporting in Government Departments

63. Project management Training for TPK.

64. Reviewed Property in Northland for CYF

65. Coached and mentored managers in many organisations.

66. Review of Ngati Ranginui Iwi Inc.

67. Property Strategy for the Paroa Lands TrustEMC’s Principal PhilosophyAlan E. Wilcox BTP. M.Soc.Sci (Hons) AFNZIMEMC is a compact firm of a Principal, a small number of permanent staff and a range of highly and diversely skilled associates. EMC’s consultants draw on a wealth of capability developed by experience with many organisations. While agile in the services we offer, we are fixed on a number of things that are dear to us, and which gives us our unique brand of consulting. In our assignments we work with our clients to: Assist in developing inspiring directions so that they can relate what they do to their customers’ and community needs and to the world around them, see the broader picture and find meaning and purpose in what they do.

68. Promote universal and positive virtues in the work that we do, aim to assist all -especially the less advantaged, thereby contributing to social equity, meaning and value in life and work.

69. Introduce appropriate systems, procedures and structures to address the issues that face them and assure practical and enduring steps to achieving their vision.

70. Empower them as individuals and as organisations by providing knowledge and training to ensure changes are implemented and their organizations and customers needs are met.

71. Strive to implement the highest quality standards in all that we do together.

72. Introduce spirit, creativity and fun in all that we do.Alan Wilcox is an experienced strategist and consultant former Chief Executive and public sector manager. He has the ability to grasp situations, see them in overview and recommend creative and practical solutions which have long term and enduring effect.Alan has worked in a broad range of areas from personal initiatives in property development, to education, health, transport local and regional government. He held executive management positions in Hamilton City and Environment Waikato and was the first Chief Executive of the New Zealand Land Transport Safety Authority.