Consulting Services

Strategic Planning Workshop

Our Value Creation Strategy Development consulting engagement provides Solution Providers a crisp and cost-effective way to illuminate and pursue the paths available to the company, allowing shareholders to make the most informed investment decisions and giving leaderships the most effective action plan. For companies who have fully thought through the shareholders’ goals and business strategy, but wish to have them validated and critiqued, Service Leadership also offers our Value Creation Strategy Review engagement.

  • Suitable Goals: Business model transformation, adding or growing new offerings, turn-around, responding to an extraordinary situation such as the win of a large account or integration of a new acquisition, and value creation strategy development or review
  • Includes: A private Service Leadership Index® Benchmark analysis; detailed Operational Maturity Level™ assessment and best practices; calendared action plan and accountability support; and 12 months of follow-up phone coaching sessions to remove obstacles and support progress. Complete evaluation of target client profile, value proposition, go-to-market, sales and marketing model, organization and delivery structure, measurement and compensation, financial and operating performance in order to develop a plan for 3- to 5-year evolution and growth while immediately fixing obvious areas of need
  • Upside: Highest likelihood of short term results and of reaching 3-5 year goals
  • Downside: Largest budget in shortest term

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Strategic Planning Sample Engagement Scope and Timeline

Issue-Targeted Consulting

Addressing issues one-by-one in small consulting engagements, this personal, customized approach delivers hands-on guidance to identify underlying obstacles and assist management teams in successful knowledge transfer to accelerate adoption and implementation of new foundational concepts.

  • Suitable Goals: Sales, technical and/or management compensation; service profitability and quality; expense management; sales forecasting; service offering design, development and maturation; strategic account management, organization and workflow, etc.
  • Includes: A private Service Leadership Index® Benchmark™ analysis; detailed Operational Maturity Level™ assessment and best practices; calendared action plan and accountability support; and up to 12 months of follow-up phone coaching
  • Upside: More direct progress and predictable budget
  • Downside: Bigger chunks of cash in shorter periods of time
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