Structuring for Growth
      JUEL Consulting
2007
The Future of
       Talent
2007
   environmental
shift of Darwinian
       proportions




                     Charles Darwin
HYBRIDS
BBH Eliminates
                 Account Management



DRAFT and FCB MERGE
2007          2013
1. TBWA       1. 72andSunny
2. Goodby     2. 360i
3. Crispin    3. Grey
4. Saatchi    4. R/GA
5. Martin     5. Droga5
6. BBDO       6. Pereira & O’Dell
7. Vidal      7. La Communidad
8. R/GA       8. Mullen
9. EuroRSCG   9. Razorfish
10. BBH       10. Deutsch
It is a great time to be an
   independent agency.
BUT…
Are you doing all you can to take
advantage of the changing agency
landscape?

What else could/should you be doing to
position your company to grow?

Specifically, do you have a Proactive Plan
in place to Structure for Growth?
$5-$25 million in revenue


Public Relations Digital   Luxury   Integrated      Promotions     Advertising   Field Marketing
THE SAME QUESTIONS…
Evolving Capabilities: Is the business I am in now the business I need to be
in for the future? What capabilities do we need to add to grow?


Investment in Technology and Data: Where do I invest to meet
demand and create maximum value? How do I manage the risk of such a significant
investment?


Talent:       How can I motivate my best talent to stay as I recruit outside talent to give us
the additional perspective we need to evolve? What do I do when my agency has grown
beyond the potential of some of my senior people?


Structure:          Given all the above, does bigger necessarily equal better? What should
I in-source? What can I afford to out-source? How can I evolve my agency’s structure to
capitalize on the new environment? How can I use my size to my advantage?
There is no one answer…
There is a SYSTEMATIC APPROACH to getting
   to the right answer for your agency…

              Philosophy


               Purpose


             Priority Plan


               Process
…to get to a Proactive Plan
(and some anecdotes to keep things lively)
Philosophy
1. What values do you uphold?
2. What do you want out of and from your business?
3. What is your end goal?
4. If you were to leave the agency, who would replace you?
5. If you have multiple owners, are the equity partners aligned?
Philosophy
Purpose
1. What business are you in?
2. What business do you want to be in?
3. What change do you need to effect to get there?
4. Where does your agency fit within the competitive landscape?
5. How do your clients view you? Will they go to where you want to go?
6. What capabilities do you need to take the agency to the next level?
7. Do you have the right people to get there?
8. Is the agency’s compensation model structured in a way that will drive
   your business purpose?
9. How fast do you want to effect change?
10.If you have multiple owners, are the equity partners aligned?
Philosophy
Business Purpose
Priorities
1. What do you need to do to get there? What comes 1st, 2nd, 3rd etc.
2. Who “owns” what?
Philosophy
Purpose
Priorities
Process
1. Who ultimately is responsible for making sure the Priority Plan is executed?
2. What check-points will be put in place to ensure the Priority Plan is completed
3. Who will be accountable for leading this process again next year?
Structuring for Growth
Philosophy
1.   What values do you uphold personally? What values drive the agency? Are they aligned?
2.   What do you want out of and from your business? Both personally and professionaly?
3.   What is your end goal? (exit strategy and timeline)
4.   If you were to leave the agency, who would replace you? (succession planning)
5.   If you have multiple agency owners, are the equity partners in alignment on the above?

Purpose
6. What business are you in?
7. What business do you want to be in?
8. What change do you need to effect to get there? Personally, across your senior team and from a capabilities standpoint?
9. Where does your agency currently fit within the competitive landscape? (competitive assessment)
10. How do your clients currently view you? Are they willing to go to where you want to go? (client and prospect interviews)
11. What skill sets/capabilities do you need to take the agency to the next level?
12. Do you have the right people to get there? (talent audit)
13. Is the agency’s compensation model structured in a way that will drive your business purpose? (compensation philosophy/plans)
14. How fast do you want to effect change? Are you willing to do it at the expense of margin?
15. If you have multiple agency owners, are the equity partners in alignment on the above?

Priorities
16. What do you need to do to get there? Specifically, what comes 1st, 2nd, 3rd etc. (priority plan)
17. Who “owns” what?

Process
18. On a macro level, who ultimately is responsible for making sure the Priority Plan is executed?
19. On a tactical level, what meetings/check-points will be put in place to ensure the Priority Plan is completed?
20. And moving forward, who will be accountable for leading this process again next year?
Q&A

#4AsTransformation 2013 - March 10 - MPF - JUEL Consulting - Elizabeth Zea, Ju…

  • 1.
    Structuring for Growth JUEL Consulting
  • 2.
  • 3.
    2007 environmental shift of Darwinian proportions Charles Darwin
  • 4.
  • 6.
    BBH Eliminates Account Management DRAFT and FCB MERGE
  • 8.
    2007 2013 1. TBWA 1. 72andSunny 2. Goodby 2. 360i 3. Crispin 3. Grey 4. Saatchi 4. R/GA 5. Martin 5. Droga5 6. BBDO 6. Pereira & O’Dell 7. Vidal 7. La Communidad 8. R/GA 8. Mullen 9. EuroRSCG 9. Razorfish 10. BBH 10. Deutsch
  • 11.
    It is agreat time to be an independent agency.
  • 12.
    BUT… Are you doingall you can to take advantage of the changing agency landscape? What else could/should you be doing to position your company to grow? Specifically, do you have a Proactive Plan in place to Structure for Growth?
  • 13.
    $5-$25 million inrevenue Public Relations Digital Luxury Integrated Promotions Advertising Field Marketing
  • 14.
    THE SAME QUESTIONS… EvolvingCapabilities: Is the business I am in now the business I need to be in for the future? What capabilities do we need to add to grow? Investment in Technology and Data: Where do I invest to meet demand and create maximum value? How do I manage the risk of such a significant investment? Talent: How can I motivate my best talent to stay as I recruit outside talent to give us the additional perspective we need to evolve? What do I do when my agency has grown beyond the potential of some of my senior people? Structure: Given all the above, does bigger necessarily equal better? What should I in-source? What can I afford to out-source? How can I evolve my agency’s structure to capitalize on the new environment? How can I use my size to my advantage?
  • 15.
    There is noone answer…
  • 16.
    There is aSYSTEMATIC APPROACH to getting to the right answer for your agency… Philosophy Purpose Priority Plan Process
  • 17.
    …to get toa Proactive Plan (and some anecdotes to keep things lively)
  • 18.
    Philosophy 1. What valuesdo you uphold? 2. What do you want out of and from your business? 3. What is your end goal? 4. If you were to leave the agency, who would replace you? 5. If you have multiple owners, are the equity partners aligned?
  • 19.
    Philosophy Purpose 1. What businessare you in? 2. What business do you want to be in? 3. What change do you need to effect to get there? 4. Where does your agency fit within the competitive landscape? 5. How do your clients view you? Will they go to where you want to go? 6. What capabilities do you need to take the agency to the next level? 7. Do you have the right people to get there? 8. Is the agency’s compensation model structured in a way that will drive your business purpose? 9. How fast do you want to effect change? 10.If you have multiple owners, are the equity partners aligned?
  • 20.
    Philosophy Business Purpose Priorities 1. Whatdo you need to do to get there? What comes 1st, 2nd, 3rd etc. 2. Who “owns” what?
  • 21.
    Philosophy Purpose Priorities Process 1. Who ultimatelyis responsible for making sure the Priority Plan is executed? 2. What check-points will be put in place to ensure the Priority Plan is completed 3. Who will be accountable for leading this process again next year?
  • 22.
    Structuring for Growth Philosophy 1. What values do you uphold personally? What values drive the agency? Are they aligned? 2. What do you want out of and from your business? Both personally and professionaly? 3. What is your end goal? (exit strategy and timeline) 4. If you were to leave the agency, who would replace you? (succession planning) 5. If you have multiple agency owners, are the equity partners in alignment on the above? Purpose 6. What business are you in? 7. What business do you want to be in? 8. What change do you need to effect to get there? Personally, across your senior team and from a capabilities standpoint? 9. Where does your agency currently fit within the competitive landscape? (competitive assessment) 10. How do your clients currently view you? Are they willing to go to where you want to go? (client and prospect interviews) 11. What skill sets/capabilities do you need to take the agency to the next level? 12. Do you have the right people to get there? (talent audit) 13. Is the agency’s compensation model structured in a way that will drive your business purpose? (compensation philosophy/plans) 14. How fast do you want to effect change? Are you willing to do it at the expense of margin? 15. If you have multiple agency owners, are the equity partners in alignment on the above? Priorities 16. What do you need to do to get there? Specifically, what comes 1st, 2nd, 3rd etc. (priority plan) 17. Who “owns” what? Process 18. On a macro level, who ultimately is responsible for making sure the Priority Plan is executed? 19. On a tactical level, what meetings/check-points will be put in place to ensure the Priority Plan is completed? 20. And moving forward, who will be accountable for leading this process again next year?
  • 24.