Vivo strategies partners with leaders who want to unlock potential in their organizations.

1. Vivo Strategies
Strategy Consulting
Practice Overview
2018

2. Our Mission
We work with passionate
leaders who want to unlock
the human potential in their
organizations

3. Our Team
3
The Gist
Paul has over ten years experience
working as a strategy consultant to
top global organizations and non-
profits. His expertise is in
organizational culture, strategy,
talent development & operations.
Superpowers
A love for “sensemaking” of the big
picture combined with a creative
hands-on attitude to deliver unique
solutions to clients
Favorite Podcast
EconTalk by Russ Roberts
Paul Millerd
Founder & Principal
Consultant
Kunal Kataria
Senior Consultant
The Gist
Kunal has partnered with Paul for
over three years as a freelance
consultant and serves as Director of
Operations for the startup
SaveAmerica, where he has helped
raise funds and develop the firm
strategy.
Superpowers
Kunal has a knack for creative
solutions, leveraging his knowledge
of video, audio and music
production as well as graphic design
Fun Fact
Can freestyle rap

4. #1 Invest in relationships first and look to
add value to other people
#2 Be human - do what’s right, not always
what makes sense on a spreadsheet
#3 Stay humble, continue to learn and be
willing to admit mistakes
#4 Be willing to think different and
challenge conventional wisdom or practice
#5 Embrace the Charlie Chaplin quote: “a
day without laughter is a day wasted”
FIRM
PRINCIPLES

5. How We Work With Clients
5
• Hands-on consulting support and project
management for strategic and
organizational projects
• Market research and strategic plan
development
• Coordination of creative freelancers (e.g.
web design, graphic design, research,
consultants)
Project
Execution
• Partnership with senior leaders (e.g. CEO,
CHRO, Founder) to identify opportunities
for personal and business growth
• Ongoing support around best practices,
new ideas and leadership
• Collaborative, hands-on and business-
oriented approach
Startup
Advisory &
Coaching
• Review of company strategy and people
strategy
• Assessment of current culture, mission
and values through review of materials,
interviews and surveys
• Identification of target state culture and
gaps
• Roadmap and action planning
Talent &
Culture
Assessment
• Development of content and facilitation
of workshops for managers and front-
line research & knowledge workers
• Facilitation of existing training programs,
including advisory on improving content
• Review of training programs and strategy
Training &
Facilitation

6. How We Work With Clients
Embedded In
Team
Work on-site with your
team 1-5 days per
week
Remote
Work with you or your
team remotely
leveraging video and
the latest technology
Virtual Team
I work closely with
your team and also
leverage a network of
other highly skilled
consultants and
creative freelancers
Coach / Advisor
I partner with you as
a coach and thought
partner on strategic
projects and ongoing
initiatives

7. think-boundless.com/consulting
paul@vivostrategies.com
(860)933-0931
Let’s Partner

8. End Product Examples
Project Examples – 2017 - 2018
8

9. Professional Services: Positioning, Culture & Strategy
Developed brand storyline
& branding template,
articulated competitive
positioning and defined
internal culture for 50-
person professional
services firm through
interviews, benchmarking
and market assessment

10. Professional Development & Facilitation
10
Consulting Skills Training
Program For Mid-Sized
Software Consulting Firm
Facilitated in-person trainings for
all consulting staff on:
1. Structured Problem Solving
2. Structure Communication
3. Persuasive Storytelling

11. Website, Video Content, Layout & Design
See site here => goodjobsinstitute.org

12. Interactive Excel Tools

13. Executive Presentation & Story Development

14. Market Research & Insights: Digital Learning

15. Appendix
Detailed Bio & Past Consulting Project Experience
15

16. 01
03
02
04
Project Execution – Good Jobs Institute
• Worked closely with MIT Professor and Executive
Director to refine mission, values & purpose and to
create content, website, launch strategy and
communications for the Good Jobs Institute
• Worked closely with graphic designers, video editors
and website developers to ensure high quality,
consistent messaging and on-time delivery
CEO Succession – US REIT
• Developed criteria based on interviews with Board, C-
Suite and review of overall company strategy
• Developed framework for assessment that integrated
experiential and leadership criteria and
psychometrics
• Assessed interviews results and developed Board-
ready presentation with recommendations
Top Team Effectiveness – Global CPG
• Led project management for project working with
global C-level executive team to increase alignment
behaviors and practices on overall engagement with
the Board
• Worked closely with VP of Strategic Projects to
develop recommendations for maximum buy-in
• Benchmarked comparable Boards and behaviors
Business Coaching – Family Office CEO
• Worked with new CEO of family office to develop
vision, mission and personal goals around business
focus and values
• Helped client define his unique strengths, team goals
and refine business industries in which to invest
Additional Project Examples

17. Paul Millerd, Founder: Detailed Experience
10+ Years In Strategy, Operations & Talent Development
Completed 25+ client projects working with $1B+ public and private company boards
on Board Effectiveness, Top Team Effectiveness and CEO & Executive Succession.
Helped launch advisory division in 2017
CEO Succession & Board Advisory – Russell Reynolds
Research analyst for global operations practice supporting client teams, completing
research & analysis, developing insights and practice materials and managing the
practice with senior partner and practice manager
Lean Operations & Strategy – McKinsey & Company
As Knowledge Leader for the global transformation practice, helped to re-launch the
practice, work with global project teams and developed articles and tools for BCG
Perspectives working closely with senior Partners and practice experts
Organizational Transformation – Boston Consulting Group
a-connect is a contingent staffing firm for freelance strategy consultants
Served multiple roles, including developing project plans for client projects, being
staffed as a consultant on projects and leading talent and recruitment of freelance
consultants for US market
Future of Work & Talent – a-connect
Paul Millerd
Founder