Process & Method

The Fulcrum Group uses a standardized approach to ensure that clients receive a proven and consistent implementation, regardless of the projects nature.  

As a result of our work, our clients achieve:

• Optimal Executive and Executive Team performance that drive the intended results in the strategic plan.

• Effective strategies and initiatives supported by organizational culture

• Profitable business outcomes achieved through optimal employee performance and contribution

• High productivity achieved through leaders and teams

• Satisfied customers

• Successful growth through effective organizational life cycle management

• Continuous product, service, and business concept innovation for sustainable competitive advantage

Whatever the project, our standardized consulting process incorporates researched, best practice methods and tools in the following 5 steps:

Initial Needs Analysis and Contracting can include:

• Initial Assessment

• Situation Analysis

• Project Requirements Documentation

• Project Workplan

• Project Team

• Communication

Assessment can include:

• Goal Setting

• Tools/Methods Selection

• Assessment

• Results & Root Cause Summary

• Findings and Recommendations

Planning can include:

• Result Interpretation

• Root Cause Discovery

• Gap Analysis

• Intervention Selection

• Implementation Plan

Implementation can include:

• Communication

• Employee Input

• Job Assignments

• Cascading Goal Setting

• Document Steps

• Do-check Routine

Evaluation can include:

• Progress to Goals

• Results to Vision

• Improvement Cycle

• Communication

• Celebrate Success

In order to maximize executive and executive team impact on strategic results we need to develop a baseline assessment of current performance in your Business, Organization, and Leadership Group. An illustration can be seen below.
 

Business:

Often, our first step is to audit, analyze, and develop sustainable strategic and fiscal effectiveness. The audit consists of an analysis of your

• current situation;

• corporate governance;

• external environment: opportunities and threats;

• internal environment: strengths and weaknesses;

• analysis of strategic factors;

• strategic alternatives and recommended strategy;

• implementation;

• evaluation and control.

More specifically, this includes current performance, return on investment, market share, and profitability. Strategic posture refers to the organizations current mission, objectives, strategies and policies. Corporate Governance involves the analysis of the board of directors, top management and other key stakeholders. In the external environment, we conduct analysis of societal environment, task and industry environment, summary of external factors.

This is followed by an analysis of the Internal environment - corporate structure, culture, and resources in marketing, finance, research and development, operations and logistics, human resources management, and information systems. Next, is the analysis of strategic factors, including situation analysis, review of mission and objectives. Lastly, we work with strategic alternatives, recommended strategy, and implementation.

For strategic and fiscal effectiveness our review process includes core values and beliefs, vision, core purpose, goals, longer term targets, key thrusts, measures, brand promise, this year’s goals and key initiatives, prioritized action planning, critical numbers, and accountability.

Organization:

In order to be most effective in any intervention there must be a clear understanding of strengths and challenges in your organization. We accomplish this by administering The Fulcrum Organization and Culture Assessment. The assessment measures your organization in major areas that include:

• Mapping the Business Environment

• Effective Leadership Team

• Setting the Business Direction

• Implementing the Business Direction

• Management

Each of these seven categories is broken down into three sub areas that are assessed in a multi-rater manner and give a quantified current state percentile, individual scores on each of the organizational areas, and a prioritized list of developmental areas that would provide the greatest return to your organization. The assessment is administered in a multi-rater fashion, takes about 1 hour per individual to complete, and inevitably provides new insights and understanding of your organization to each and every respondent.

This information is used by us in various ways. It becomes part of the coaching process, may point to executive team misalignment, and indicate a requirement for strategic clarification, can name some high return and relatively easily accomplished organization development projects and indicate a requirement for training in managerial and leadership skills.

Individual:

In order for gains to be made in your business and in your organization, individuals must perform optimally and experience satisfaction and fulfillment. Here Individual levels of performance, leadership, communication, Emotional Intelligence, and skill are assessed. The strengths and challenges are moved into an issue summary, a profile, a learning and development program, and a variety of learning and development methods are applied to accomplish increased levels of personal, organizational and business effectiveness.

Sample projects using this methodology include:

• Executive Coaching

• Executive Team Coaching

• Leadership Development

• Strategic Planning

• Change Management

• Skills Development

• Revenue Generation

• Cost Control

• Work Redesign

• Team Development

• Interpersonal Communications

• Measurement/Assessment

• Innovation Development

• Succession Planning

• Performance Management

• Process Mapping/Improvement

• Internal Services Improvement

• Implementation Planning

Ready to take the Next Step?

Why not find out if you're suited for our services.  Many existing clients that did find out, also learned that we could help them increase the overall performance of their organization, for a fraction of what our services cost.

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