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Vivo Strategies
Practice Overview 2019
On-demand Top-Tier Consulting
The Work I Am
Drawn To
I work with managers and
leaders who want to “go
deep,” create exceptional
work and engage in a human-
centered way
Nice to meet you…
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” and turning complexity into a clear story
• Finding creative tools or technologies to make an idea become a reality
• Making the complex simple in writing or online course content
Currently Living In
Boston, MA and Taipei, Taiwan (all work is done remotely)
What I’m Inspired By These Days
I’ve been enjoying David Epstein’s book Range
Paul Millerd
Founder & Principal
Consultant
#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
Kinds Of Work I Am Drawn To
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
How We Work With Clients
Embedded In
Team
Work on-site with your
team 1-5 days per
week
(only available in Asia)
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
End Product Examples
Project Examples – 2017 - 2018
7
Consulting Firm: Steel Industry Research
On-demand industry
research on 24-hour
response (additional
fees for high-speed
delivery)
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
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
Website, Video Content, Layout & Design
See site here => goodjobsinstitute.org
Interactive Excel Tools
Executive Presentation & Story Development
Market Research & Insights: Digital Learning
Appendix
Detailed Bio & Past Consulting Project Experience
15
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
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

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Paul Millerd - Freelance Consulting Services 2019

  • 1. Vivo Strategies Practice Overview 2019 On-demand Top-Tier Consulting
  • 2. The Work I Am Drawn To I work with managers and leaders who want to “go deep,” create exceptional work and engage in a human- centered way
  • 3. Nice to meet you… 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” and turning complexity into a clear story • Finding creative tools or technologies to make an idea become a reality • Making the complex simple in writing or online course content Currently Living In Boston, MA and Taipei, Taiwan (all work is done remotely) What I’m Inspired By These Days I’ve been enjoying David Epstein’s book Range Paul Millerd Founder & Principal Consultant
  • 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. Kinds Of Work I Am Drawn To 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 (only available in Asia) 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. End Product Examples Project Examples – 2017 - 2018 7
  • 8. Consulting Firm: Steel Industry Research On-demand industry research on 24-hour response (additional fees for high-speed delivery)
  • 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
  • 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