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Partnering for Success:
Creative Communication & Change Management Strategies
            to meet your company’s needs
                   - Work Samples -




                          2010
              PROPRIETARY AND CONFIDENTIAL
Gardiner Consulting Capabilities
   Services

       Strategic Communication                    Change Management &                        Leadership & Team Alignment
                                                  Program Measurement
   Strategic Planning & Analysis             Change strategies, tools,               Executive and team coaching – messaging
                                               methodologies                            and presentation skills
   Communication strategies
                                              Cross-functional organizational         Team building activities
   Branding                                   alignment
                                                                                       Focus groups, pulse surveys and
   Benchmarking                              Scorecards, Surveys,                     measurement
                                               Measurement

   Industries
       High Tech                                                        Consulting Firms

       Financial Services                                               Business-to-Business

       Health Care                                                      Travel and Tourism

   Approach to Projects

       Insightful assessment: Ability to “read between the lines” of the organization structure to identify needed
        changes to encourage long-term success.
       Astute, ethical communication of issues: Ability to build rapport with C-level executives and team members to enhance
        leaders’ ability to bridge relationships across the organization and create stronger team bonds.



2/18/2010                                                  Confidential                                                           2
Strategic Communication
Strategic Planning & Analysis
   Communication Strategies
                    Branding
               Benchmarking
Strategic Initiative Integration: A Model to
Drive Initiatives
                                          Marketplace Learnings: Company point of view, Marketing, Sales

                                         B. Initiative Adoption:                      C. Offer Enhancements:
A. Initiative Launch:
                                         Disciplined Execution/ Inspired              Sustainable Differentiation
Sustainable Differentiation
                                         Culture


                                                                   LRN                                       Evolving
  External              Internal              Leadership                                   Go to Market
                                                                   Colleague                                LRN’s
                                                                                                            Re-categorize
  Marketing             Marketing             Integration                                  - Course         Current Course
                                                                   Training/                                Current
                                                                                           Development      Library
                                                                   Education                                Offerings

  Media Interviews                                                                                          Tailored
                        Messaging &                                Integrating into
  Public Events         Positioning                                the Operations                           Business
                                              Sr Exec Planning
  Speaking Ops                                                                                              Engagements
                                                                                                            Engagement
                        Events                Session              Culture Survey          Executive HOW
  Book Outreach                                                                            Workshops        Ethical
                        Global Telecom        Speakers Bureau      Team Meeting in                          Leadership
  Editorial                                   Training             a Box                   Starter Kit
                        Town Halls                                                                          Development
  Websites                                    Extended             Reformulation of        HOW in a Box
                        Exec                                                                                Interactive
  Direct marketing                            Leadership Team      Policies
                        Communication                                                                       Content
  signage                                     (ELT)                Book of                                  Development
                                                                   Questions


 Creates initial lift for Initiative       Leads the organization to being our          Creates company differentiation and
                                           own best example                             thought leadership. Drives growth
                                                                                        opportunities.



 2/18/2010                                          Confidential                                                              4
Getting Leaders on the Same Page:
 Leadership Architecture & Planning Process
Role         Group        Charter                                                                          Meeting
                                                                                                           Frequency
Strategy     Executive    Collaborate as a team to set, assess, and adjust:                                    - Weekly calls
             Committee    -      Corporate vision, mission, 1-3 yr aspirations and strategy                    - Quarterly two-
                          -      Corporate objectives and shared priorities                                      day planning
                          -      Leadership and culture for the organization                                     session
                          -      Organizational development and succession planning                            - (around Board
                          -      Corporate and business development approach – Apr-
                                          Audience          Q1 – Jan-           Q2                Q3 – July-Sept meeting timing)
                                                                                                                        Q4 – Oct-Dec
                          -      Set FY initiatives and accompanying metricsJune
                                                            March1
                          -      Accountability for results FY Kick Off         Continuing           Ongoing            Annual Look
                                          Executive
Execution    Operations   Collaborate as a team to:
                                          Committee Cascade FY                  Focus on             Initiative- Weeklyback
                                                                                                                         calls
             Team         -      Align to EC vision, mission, goals
                                                            Plans,              Operational                    - Quarterly 1-2
                                                                                                     Embedding &        Plan for Next FY
                                                            Strategic           Metrics, Ops         H1 Ops Review      Strategic
                          -      Visibly support and actively advocate for goals and initiatives
                                                            Initiatives, FY     Reviews              Performance
                                                                                                                 day offsite
                                                                                                                        Initiatives, FY
                          -      Provide input to strategies needed to & goals
                                                            Objectives meet Initiative               Update -    (August 20 –
                                                                                                                        Objectives,
                          -      Create tactical plans and execute
                                                            Metrics against FY initiatives and metrics
                                                                                Embedding                        Mumbai)
                                                                                                     Create next FY     Metrics
                                                                                                     strategy           Budgeting
                          -      Take responsibility for team’s achievement of results                         - Sub-group
                                                                                                                        process
                          -      Cascade messages to teams across LRN                                            meetings as
                          -      Collaborate cross-functionally
                                          Customers          Demand generation based on strategic plans         needed
                          -      Participate in sub-groupsforWebinars/partner engagementsprojects
                                                                 analysis and review of potential
                                                             Enhanced offerings
                                 and initiatives
Advisory/    Extended     Collaborate as a team to:          Initiative updates                               - Quarterly
                                          Board &
Sensing      Leadership   -      Serve as sensing and change agentsagainst LRN
                                          Investors          Progress across initiatives/metrics                meetings
Element      Team         -      Advisory group to vet and clarify LRN’s FY goals, objectives and              - Sub-group
                                 messages to ensure clarity Progress against initiatives/metrics
                                          All                  and understanding                                meetings as
                          -               feedback to        Performance planning/measurement
                                 Provide Company leadership team                                                 needed
                          -      At mgmt discretion, participate in subgroups



 2/18/2010                                                           Confidential                                                          5
Getting Teams on the Same Page:
Consistent Communication Processes




2/18/2010         Confidential       6
Communication Plan Aligns and
     Cascades Messages

Q1’06                                                        Q2’06                                              Q3’06                                    Q4’06
  April             May                 June                   July             Aug                  Sept          Oct             Nov      Dec               Jan

                                 Monthly Staff Meetings & Quarterly CIT/BU CIO Meetings                                                                                 Sr Staff & BU CIOs:
                                                                                                                                                                        Joint Plans & Strategies,
                                                                                                                                                                        Ops Reviews,
CIT/CIO            CEO’s Senior           Business Unit Sr                                   CIT/CIO
                                                                                                               Summit Actions
                                                                                                                                         CIT/CIO                        Governance, Alignment
Meeting            Operating Team         Staff Meetings                                     Meeting                                     Meeting
                                                                                                               FU
                   Mtg


                                 Monthly Exec Updates/ Web Re-Launch                                                                                                    Exec Communication:
                                                                                                                                                                        Successes, Overarching
                                                                                                                                                                        Messages to Team &
All Company                                                                            All Company Call               Exec Newsletter                Meeting in a
                                                             CIT Web Refresh                                                                                            Stakeholders
Announcement          CIT Org          CIO Announce                                                                                                  Box
                                                             EOS Results & Action
All Company Call      Announce
                                                             Plans
CIT Exec Email                                               Meeting in a Box        Newsletter
                                                                                     Consolidation

                            Program & Project-Specific Communication                                                                                                    Program & Project-
                                                                                                                                                                        Specific
                                                                                                                                                                        Communication: Impact,
     Lead the Way                Plan View/ Time             Configuration Mgmt DB     Vendor Contract                                                                  Status, Business Value
                                 Tracking Rollout            Rollout                   Negotiation Review
     Network Device                                          Pharma DC Success
     Governance                  Voice Mail Integration                                Security Awareness &
                                                             Story                     Training
     Netifice Migration                                      Expense Management

                                          Team Alignment & Training                                                                                                     Team Alignment:
                                                                                                                                                                        Quarterly All Hands,
                                                                                                                                                                        Ongoing DR Staff
Region 1         All Hands Survey                                                                                                                                       Meetings, Skip-levels
                                    Region 2              CIT Planning Session Team Comm.                      Region 3                   Region 4       CIT Planning
Meet & Greet                        Meet & Greet                                                               Meet & Greet
                                                          All Hands            Audit                                                      Meet & Greet   Session




    2/18/2010
                                                                                                Confidential
Consistent Branding Keeps Shared
Services Initiative Top of Mind




2/18/2010         Confidential     8
Product Launches Employ Behavior and
Technology Changes


                            CHALLENGE

                        •        Business had no visibility to technology
                                 expenses
                        •        Use of unauthorized vendors


                            SOLUTION

                        •        Create new tool/process for online catalog
                                 of tech services
                        •        Educate business units on use of the tool
                                 and accompanying benefits

                            RESULTS


                        •        Business unit acceptance and kudos for
                                 financial visibility and tracking




2/18/2010         Confidential                                                9
New HR Tools Increase Employee
Productivity

                                CHALLENGE


                                •   Create Cisco Internet Readiness solutions for
                                    HR processes
                                •   Empower employees and increase productivity


                                SOLUTION

                                •   Redirect tools built for high growth to increase
                                    productivity
                                •   Demonstrate culture of self-service


                                RESULTS

                                •   Infrastructure allows rapid design and
                                    deployment
                                •   Productivity illustrated in money and time
                                    savings



2/18/2010        Confidential                                                          10
Company Manages Successful Transitions
via HR Tools and Communication

                                 CHALLENGE

                                 •   Market downturn affects business

                                 SOLUTION

                                 •   Rotate existing recruitment tools/processes
                                     for redeployment effort
                                 •   Build workforce assessment tools and
                                     communication processes to alleviate legal
                                     and emotional issues

                                 RESULTS


                                 •   Transition process designed and executed in
                                     six weeks
                                 •   Appropriate actions in line with Cisco culture




2/18/2010         Confidential                                                        11
Change Management
Change Strategies, Methodologies and Tools
  Cross-functional Organizational Alignment
                    Program Measurement
Ensuring Initiative Success: Meeting
Functional and Enterprise Goals
                 Prioritizing Projects Based on Business Objectives




                                                       Verticals
 Business       Marketing               Trapped Customers
 Intelligence   Campaign
                                       360 View of the Customer
                Effectiveness



 Process                                    Clean Data + Customer Process Integration = 360 View of
 Integration                                                      Customer

                                           Marketing
                                                                                Order
                                                               Sales          Management
  Foundation
                                                                                            Service Sales
  Data

                                                                                                             Support

                                Campaign
                                effectiveness and
                                market segmentation     Targeted
                                                        cross-sell and
                                                        up-sell
                                                        opportunities    Efficiency and
                                                                         Cost Avoidance    Improved
                                                                                           attachment and
                                                                                           renewal rates  Segmented entitlement;
                                                                                                          Increased customer sat


2/18/2010                                                      Confidential                                                        13
Shared Services Roadmap Aligns Initiative
Activities
   MSS Roadmap
          •      Vision & Journey                                  •        SS Functional Work Stream Integration/Ownership
          •      Scorecard                                         •        PMO Creation/Ongoing Management

          •      Governance body creation                          •        Budgeting/ Funding

               Strategy &                                                                                             Strategic
                                            Operationalize Processes
               Vision                                                                                                 Partnerships
      •       Problem Statement                •   Transition ownership to Functional BUs        •   Business + Financial mgmt competencies
      •       Vision/Journey                   •   Establish work stream project teams,          •   Service maximization/ Differentiation
      •       Functional SS Scorecard              develop charters, key deliverables,
                                                   processes, impacted stakeholders              •   Strategic planning linkage with BUs
      •       Work stream development                                                            •   Service Level cost/quality Differentiator
      •       Identify work stream owners      •   Align work streams to ensure effectiveness
                                               •   Process and gap analysis                      •   Business-process based value
      •       Identify SME council:
             Decision-making                  •   Process & Technology Training
                                               •   Measurement & Optimization
             Voting criteria
             Membership




2/18/2010                                                                                                                                  14
                                                             Confidential
Ensuring Initiative Success: Clarifying
Roles & Goals
                                             What you can do                               What your BU leaders can              What the Supplier Diversity
                                                                                           do                                    team can do
                                                Work with your BU lead to                     Frame and articulate a                Real-time resource with
                                                 understand the performance                     compelling and credible                diversity knowledge, metrics
                                                 metrics                                        case for change
                                                                                                                                      Serves as advocate for
                                                Work with your BU departments on              Communicate the change                 Supplier Diversity
                                                 strategy and tactics to reach your             vision: in person, one-on-             Champions
                                                 goal                                           one and in groups with your
                                                                                                                                      Escalates issues to GB and
                                                                                                people
                                                Talk to your BU teams                                                                 Buyers Council if needed
                                                                                               Stay involved, personally
             Formulate and lead the             Submit quarterly status report to                                                    Holds quarterly meetings
                                                                                                and visibly integrate
                                                                                                  Align and
             effort                              Supplier Diversity                                                                    with Champions
                                                                                                  critical initiatives
                                                                                               Be persistent and consistent
            • Sponsors initiatives                 1
                                                 Work with Supplier Diversity on
                                                                            2
                                                                                                in support and advocacy
            • Aligns their organizations         development plans                                 • Develops charter, key
            • Incents and rewards right
                                                                                               Ultimately responsiblemeasures of
                                                                                                     deliverables and for
                                                Support Company’s commitment to
                                                                           Program                   program success
              behaviors and provides                Leadership                                  BU compliance
                                                 Supplier Diversity        Management              • Helps Champions monitor
              consequences for wrong
              behaviors                         Be in tune with local outreach                      compliance and advocate their
                                                                                                     work
            • Guides, communicates and           events & work to identify
              leads                              appropriate attendees                             • Escalates issues to the Buyers
                                                                                                     Council if needed
                                                Understand synergies with
                                                    4                        3
             Create business                     Employee Diversity                                Support internal awareness
             demand for the effort                                                                 and measure results
             • Actively engages BU leaders in       Business
                                                                                  Enablement       • Works with BU leaders to develop
               identifying Supplier Diversity       Engagement
                                                                                  & Execution        compliance plans and measure
               needs
                                                                                                     results
             • Identifies plans for
                                                                                                   • Liaises to BUs to bring user point
               improvement
                                                                                                     of view in planning and ensure
             • Participates in key project                                                           business requirements are met
               activities
                                                                                                   • Identifies any issues and bring
             • Measures compliance and                                                               forward to team and BC
               project success




2/18/2010                                                                Confidential                                                                                 15
Leadership & Team Alignment
      Executive & Team Coaching
 Team Building Activities & Training
    Focus Groups & Measurement
Executive Messaging: Talking Points for Media,
Customers, Associates




            Good Morning America Talking Points
            Audience:   General public Time: 3 min
            Messages:   Building Connections in a Hyper-connected world
                        Opportunity to Out-behave
                        Integrity in a world of Transparency

            Why did you write this book?
             Underlying belief that principled behavior is critical to achieving enduring success in business
              – and in life
             Changing global landscape demands it: we’re hyper-connected – everything is right now; the
              inner workings of business are made hyper-transparent through the web, blogs, media; and
              products can be reverse engineered in a heartbeat and are thus becoming commoditized
             In this reality, success will come from building trust, about how not what
             In 21st century, it’s no longer about process TQM or process improvement – it’s about out-
              behaving versus out-performing competitors




2/18/2010                         Confidential                                                                   17
Getting on the Same Page: Education for the
 Sales Force & All Associates
                            LRN Acquisition of Fuel
                          Frequently Asked Questions

  Why did LRN purchase Fuel?
  The acquisition of Fuel is an important strategic initiative for LRN, providing
  enhanced capabilities and offerings and firmly positioning LRN as the foremost
  leader in helping companies address global ethics and compliance issues. The
  acquisition also extends LRN’s offerings and customer footprint in financial
  services, technology and military/government markets as well as further extending
  LRN’s presence in the European marketplace.

  What are the benefits of the partnership?
  Integrating offerings and operations in Los Angeles, New York, London and Mumbai
  allow both companies to better meet the needs of clients and together grow the
  combined company’s leadership position through new product innovations and
  faster time to market.

  What is the benefit to LRN clients?
  The integration of Fuel offerings and operations into LRN’s business will provide
  benefit to existing clients and make LRN more attractive to multinationals and
  European companies. More specifically:
       An expanded compliance education library offers courseware that addresses
  both common risk areas for the European workforce and specialized concerns for
  the European marketplace, such as corporate responsibility and sustainability
  issues.
       Expanded offerings for both multinationals and European companies provide
  more relevant, localized course scenarios; more multi-media options; and more
  low-bandwidth courseware for locations with limited high-speed Internet access.




2/18/2010                                                 Confidential                18
Getting Leaders on the Same Page:
Aligning Team through Competencies


               Team Framework
               Success Factors and                                  competencies
                                                                    • •Strategic Thinking
               Competencies                                             Strategic Thinking
                                                                    • •Action Planning & Implementation
                                                                        Action Planning & Implementation



              competencies
                                                          Goals
                                                       Focus
              • •Organization Design
                  Organization Design                On Results
              • •Role Clarification
                  Role Clarification
                                                                           competencies
                                                          Roles             • • Collaborative Decision Making
                                                                                 Collaborative Decision Making
                                                                            • • Establishing Team Norms and
                                                   Accountability                Establishing Team Norms and
                                                                                Procedures:
                                                                                  Procedures:
                                                                                - -Meeting Mgmt / /Facilitation
                                                                                    Meeting Mgmt Facilitation
                                                    Procedures                  - -Communication
                                                                                    Communication
                                                                                - -Feedback
                                                                                    Feedback
                                        Commitment to Team Success

                                                   Relationships
                                           Trust / Open Communication
              competencies
                Building Shared Vision
                   Building Shared Vision
                Developing High Performance Teams
                   Developing High Performance Teams
                Valuing / /Leveraging Style Diversity
                   Valuing Leveraging Style Diversity
                Managing Conflict
                   Managing Conflict

                            Confidential
Getting Teams on the Same Page:
Empowering Managers to Align Teams




2/18/2010         Confidential       20
Gathering Feedback to Gauge Employee
Satisfaction




             LRN Culture Survey             LRN Focus Groups




                               Culture Profile



                                         LRN Employee Interviews
               Pulse Surveys                & Team Meetings




2/18/2010               Confidential                               21
Metrics Dashboard Tracks Leading
& Lagging Indicators

                 Executive            Business Unit           Program               Process             Business
                Sponsorship           Sponsorship            Milestones            Integration       Outcomes = “The
                                                                                                     Vision Enacted”

              Drives                Projects            Define               Joint                Ability to build
               communication          Prioritized          measurable            engineering/          integrated
                                                           performance           marketing             solutions versus
              Grants resources      Resources &
                                                           criteria for          proposals             point products
               & headcount            Budget Allocated
                                                           individuals &
                                                                                Joint plans in       Increased
              Decisions and         Commit to            teams
                                                                                 product               market strength
               priorities support     targets
                                                          Link strategic        development
               change                                                                                 Increased
                                     Messages             issues & leading      cycles
                                                                                                       competitive
              Drives                 cascaded             indicators to
                                                                                Define cross-         advantage
               Commitment                                  financial returns
                                     Communication                              functional
                                                                                                      Institutionalized
              Implements             & Training to       Operational           dependencies to
                                                                                                       organizational
               consequence            Managers, End        audit of specific     ensure program
                                                                                                       capability
               management             Users                inter-corporate       success
                                                           objectives                                 Financial gain
              Spots and             Adoption
               resolves issues        managed &                                                       Increased
                                      Measured                                                         innovation
                                     MBO’s Aligned                                                   Media/industry
                                                                                                       visibility as “best
                                                                                                       in class” in
                                                                                                       collaboration

            LEADING INDICATORS                                                                   LAGGING INDICATORS




2/18/2010                           Confidential                                                                         23
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       to your project, please contact:

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Gardiner Consulting Samples

  • 1. Partnering for Success: Creative Communication & Change Management Strategies to meet your company’s needs - Work Samples - 2010 PROPRIETARY AND CONFIDENTIAL
  • 2. Gardiner Consulting Capabilities Services Strategic Communication Change Management & Leadership & Team Alignment Program Measurement  Strategic Planning & Analysis  Change strategies, tools,  Executive and team coaching – messaging methodologies and presentation skills  Communication strategies  Cross-functional organizational  Team building activities  Branding alignment  Focus groups, pulse surveys and  Benchmarking  Scorecards, Surveys, measurement Measurement Industries  High Tech  Consulting Firms  Financial Services  Business-to-Business  Health Care  Travel and Tourism Approach to Projects  Insightful assessment: Ability to “read between the lines” of the organization structure to identify needed changes to encourage long-term success.  Astute, ethical communication of issues: Ability to build rapport with C-level executives and team members to enhance leaders’ ability to bridge relationships across the organization and create stronger team bonds. 2/18/2010 Confidential 2
  • 3. Strategic Communication Strategic Planning & Analysis Communication Strategies Branding Benchmarking
  • 4. Strategic Initiative Integration: A Model to Drive Initiatives Marketplace Learnings: Company point of view, Marketing, Sales B. Initiative Adoption: C. Offer Enhancements: A. Initiative Launch: Disciplined Execution/ Inspired Sustainable Differentiation Sustainable Differentiation Culture LRN Evolving External Internal Leadership Go to Market Colleague LRN’s Re-categorize Marketing Marketing Integration - Course Current Course Training/ Current Development Library Education Offerings Media Interviews Tailored Messaging & Integrating into Public Events Positioning the Operations Business Sr Exec Planning Speaking Ops Engagements Engagement Events Session Culture Survey Executive HOW Book Outreach Workshops Ethical Global Telecom Speakers Bureau Team Meeting in Leadership Editorial Training a Box Starter Kit Town Halls Development Websites Extended Reformulation of HOW in a Box Exec Interactive Direct marketing Leadership Team Policies Communication Content signage (ELT) Book of Development Questions Creates initial lift for Initiative Leads the organization to being our Creates company differentiation and own best example thought leadership. Drives growth opportunities. 2/18/2010 Confidential 4
  • 5. Getting Leaders on the Same Page: Leadership Architecture & Planning Process Role Group Charter Meeting Frequency Strategy Executive Collaborate as a team to set, assess, and adjust: - Weekly calls Committee - Corporate vision, mission, 1-3 yr aspirations and strategy - Quarterly two- - Corporate objectives and shared priorities day planning - Leadership and culture for the organization session - Organizational development and succession planning - (around Board - Corporate and business development approach – Apr- Audience Q1 – Jan- Q2 Q3 – July-Sept meeting timing) Q4 – Oct-Dec - Set FY initiatives and accompanying metricsJune March1 - Accountability for results FY Kick Off Continuing Ongoing Annual Look Executive Execution Operations Collaborate as a team to: Committee Cascade FY Focus on Initiative- Weeklyback calls Team - Align to EC vision, mission, goals Plans, Operational - Quarterly 1-2 Embedding & Plan for Next FY Strategic Metrics, Ops H1 Ops Review Strategic - Visibly support and actively advocate for goals and initiatives Initiatives, FY Reviews Performance day offsite Initiatives, FY - Provide input to strategies needed to & goals Objectives meet Initiative Update - (August 20 – Objectives, - Create tactical plans and execute Metrics against FY initiatives and metrics Embedding Mumbai) Create next FY Metrics strategy Budgeting - Take responsibility for team’s achievement of results - Sub-group process - Cascade messages to teams across LRN meetings as - Collaborate cross-functionally Customers  Demand generation based on strategic plans needed - Participate in sub-groupsforWebinars/partner engagementsprojects analysis and review of potential  Enhanced offerings and initiatives Advisory/ Extended Collaborate as a team to:  Initiative updates - Quarterly Board & Sensing Leadership - Serve as sensing and change agentsagainst LRN Investors  Progress across initiatives/metrics meetings Element Team - Advisory group to vet and clarify LRN’s FY goals, objectives and - Sub-group messages to ensure clarity Progress against initiatives/metrics All  and understanding meetings as - feedback to  Performance planning/measurement Provide Company leadership team needed - At mgmt discretion, participate in subgroups 2/18/2010 Confidential 5
  • 6. Getting Teams on the Same Page: Consistent Communication Processes 2/18/2010 Confidential 6
  • 7. Communication Plan Aligns and Cascades Messages Q1’06 Q2’06 Q3’06 Q4’06 April May June July Aug Sept Oct Nov Dec Jan Monthly Staff Meetings & Quarterly CIT/BU CIO Meetings Sr Staff & BU CIOs: Joint Plans & Strategies, Ops Reviews, CIT/CIO CEO’s Senior Business Unit Sr CIT/CIO Summit Actions CIT/CIO Governance, Alignment Meeting Operating Team Staff Meetings Meeting Meeting FU Mtg Monthly Exec Updates/ Web Re-Launch Exec Communication: Successes, Overarching Messages to Team & All Company All Company Call Exec Newsletter Meeting in a CIT Web Refresh Stakeholders Announcement CIT Org CIO Announce Box EOS Results & Action All Company Call Announce Plans CIT Exec Email Meeting in a Box Newsletter Consolidation Program & Project-Specific Communication Program & Project- Specific Communication: Impact, Lead the Way Plan View/ Time Configuration Mgmt DB Vendor Contract Status, Business Value Tracking Rollout Rollout Negotiation Review Network Device Pharma DC Success Governance Voice Mail Integration Security Awareness & Story Training Netifice Migration Expense Management Team Alignment & Training Team Alignment: Quarterly All Hands, Ongoing DR Staff Region 1 All Hands Survey Meetings, Skip-levels Region 2 CIT Planning Session Team Comm. Region 3 Region 4 CIT Planning Meet & Greet Meet & Greet Meet & Greet All Hands Audit Meet & Greet Session 2/18/2010 Confidential
  • 8. Consistent Branding Keeps Shared Services Initiative Top of Mind 2/18/2010 Confidential 8
  • 9. Product Launches Employ Behavior and Technology Changes CHALLENGE • Business had no visibility to technology expenses • Use of unauthorized vendors SOLUTION • Create new tool/process for online catalog of tech services • Educate business units on use of the tool and accompanying benefits RESULTS • Business unit acceptance and kudos for financial visibility and tracking 2/18/2010 Confidential 9
  • 10. New HR Tools Increase Employee Productivity CHALLENGE • Create Cisco Internet Readiness solutions for HR processes • Empower employees and increase productivity SOLUTION • Redirect tools built for high growth to increase productivity • Demonstrate culture of self-service RESULTS • Infrastructure allows rapid design and deployment • Productivity illustrated in money and time savings 2/18/2010 Confidential 10
  • 11. Company Manages Successful Transitions via HR Tools and Communication CHALLENGE • Market downturn affects business SOLUTION • Rotate existing recruitment tools/processes for redeployment effort • Build workforce assessment tools and communication processes to alleviate legal and emotional issues RESULTS • Transition process designed and executed in six weeks • Appropriate actions in line with Cisco culture 2/18/2010 Confidential 11
  • 12. Change Management Change Strategies, Methodologies and Tools Cross-functional Organizational Alignment Program Measurement
  • 13. Ensuring Initiative Success: Meeting Functional and Enterprise Goals Prioritizing Projects Based on Business Objectives Verticals Business Marketing Trapped Customers Intelligence Campaign 360 View of the Customer Effectiveness Process Clean Data + Customer Process Integration = 360 View of Integration Customer Marketing Order Sales Management Foundation Service Sales Data Support Campaign effectiveness and market segmentation Targeted cross-sell and up-sell opportunities Efficiency and Cost Avoidance Improved attachment and renewal rates Segmented entitlement; Increased customer sat 2/18/2010 Confidential 13
  • 14. Shared Services Roadmap Aligns Initiative Activities MSS Roadmap • Vision & Journey • SS Functional Work Stream Integration/Ownership • Scorecard • PMO Creation/Ongoing Management • Governance body creation • Budgeting/ Funding Strategy & Strategic Operationalize Processes Vision Partnerships • Problem Statement • Transition ownership to Functional BUs • Business + Financial mgmt competencies • Vision/Journey • Establish work stream project teams, • Service maximization/ Differentiation • Functional SS Scorecard develop charters, key deliverables, processes, impacted stakeholders • Strategic planning linkage with BUs • Work stream development • Service Level cost/quality Differentiator • Identify work stream owners • Align work streams to ensure effectiveness • Process and gap analysis • Business-process based value • Identify SME council:  Decision-making • Process & Technology Training • Measurement & Optimization  Voting criteria  Membership 2/18/2010 14 Confidential
  • 15. Ensuring Initiative Success: Clarifying Roles & Goals What you can do What your BU leaders can What the Supplier Diversity do team can do  Work with your BU lead to  Frame and articulate a  Real-time resource with understand the performance compelling and credible diversity knowledge, metrics metrics case for change  Serves as advocate for  Work with your BU departments on  Communicate the change Supplier Diversity strategy and tactics to reach your vision: in person, one-on- Champions goal one and in groups with your  Escalates issues to GB and people  Talk to your BU teams Buyers Council if needed  Stay involved, personally Formulate and lead the  Submit quarterly status report to  Holds quarterly meetings and visibly integrate Align and effort Supplier Diversity with Champions critical initiatives  Be persistent and consistent • Sponsors initiatives  1 Work with Supplier Diversity on 2 in support and advocacy • Aligns their organizations development plans • Develops charter, key • Incents and rewards right  Ultimately responsiblemeasures of deliverables and for  Support Company’s commitment to Program program success behaviors and provides Leadership BU compliance Supplier Diversity Management • Helps Champions monitor consequences for wrong behaviors  Be in tune with local outreach compliance and advocate their work • Guides, communicates and events & work to identify leads appropriate attendees • Escalates issues to the Buyers Council if needed  Understand synergies with 4 3 Create business Employee Diversity Support internal awareness demand for the effort and measure results • Actively engages BU leaders in Business Enablement • Works with BU leaders to develop identifying Supplier Diversity Engagement & Execution compliance plans and measure needs results • Identifies plans for • Liaises to BUs to bring user point improvement of view in planning and ensure • Participates in key project business requirements are met activities • Identifies any issues and bring • Measures compliance and forward to team and BC project success 2/18/2010 Confidential 15
  • 16. Leadership & Team Alignment Executive & Team Coaching Team Building Activities & Training Focus Groups & Measurement
  • 17. Executive Messaging: Talking Points for Media, Customers, Associates Good Morning America Talking Points Audience: General public Time: 3 min Messages: Building Connections in a Hyper-connected world Opportunity to Out-behave Integrity in a world of Transparency Why did you write this book?  Underlying belief that principled behavior is critical to achieving enduring success in business – and in life  Changing global landscape demands it: we’re hyper-connected – everything is right now; the inner workings of business are made hyper-transparent through the web, blogs, media; and products can be reverse engineered in a heartbeat and are thus becoming commoditized  In this reality, success will come from building trust, about how not what  In 21st century, it’s no longer about process TQM or process improvement – it’s about out- behaving versus out-performing competitors 2/18/2010 Confidential 17
  • 18. Getting on the Same Page: Education for the Sales Force & All Associates LRN Acquisition of Fuel Frequently Asked Questions Why did LRN purchase Fuel? The acquisition of Fuel is an important strategic initiative for LRN, providing enhanced capabilities and offerings and firmly positioning LRN as the foremost leader in helping companies address global ethics and compliance issues. The acquisition also extends LRN’s offerings and customer footprint in financial services, technology and military/government markets as well as further extending LRN’s presence in the European marketplace. What are the benefits of the partnership? Integrating offerings and operations in Los Angeles, New York, London and Mumbai allow both companies to better meet the needs of clients and together grow the combined company’s leadership position through new product innovations and faster time to market. What is the benefit to LRN clients? The integration of Fuel offerings and operations into LRN’s business will provide benefit to existing clients and make LRN more attractive to multinationals and European companies. More specifically: An expanded compliance education library offers courseware that addresses both common risk areas for the European workforce and specialized concerns for the European marketplace, such as corporate responsibility and sustainability issues. Expanded offerings for both multinationals and European companies provide more relevant, localized course scenarios; more multi-media options; and more low-bandwidth courseware for locations with limited high-speed Internet access. 2/18/2010 Confidential 18
  • 19. Getting Leaders on the Same Page: Aligning Team through Competencies Team Framework Success Factors and competencies • •Strategic Thinking Competencies Strategic Thinking • •Action Planning & Implementation Action Planning & Implementation competencies Goals Focus • •Organization Design Organization Design On Results • •Role Clarification Role Clarification competencies Roles • • Collaborative Decision Making Collaborative Decision Making • • Establishing Team Norms and Accountability Establishing Team Norms and Procedures: Procedures: - -Meeting Mgmt / /Facilitation Meeting Mgmt Facilitation Procedures - -Communication Communication - -Feedback Feedback Commitment to Team Success Relationships Trust / Open Communication competencies  Building Shared Vision Building Shared Vision  Developing High Performance Teams Developing High Performance Teams  Valuing / /Leveraging Style Diversity Valuing Leveraging Style Diversity  Managing Conflict Managing Conflict Confidential
  • 20. Getting Teams on the Same Page: Empowering Managers to Align Teams 2/18/2010 Confidential 20
  • 21. Gathering Feedback to Gauge Employee Satisfaction LRN Culture Survey LRN Focus Groups Culture Profile LRN Employee Interviews Pulse Surveys & Team Meetings 2/18/2010 Confidential 21
  • 22. Metrics Dashboard Tracks Leading & Lagging Indicators Executive Business Unit Program Process Business Sponsorship Sponsorship Milestones Integration Outcomes = “The Vision Enacted”  Drives  Projects  Define  Joint  Ability to build communication Prioritized measurable engineering/ integrated performance marketing solutions versus  Grants resources  Resources & criteria for proposals point products & headcount Budget Allocated individuals &  Joint plans in  Increased  Decisions and  Commit to teams product market strength priorities support targets  Link strategic development change  Increased  Messages issues & leading cycles competitive  Drives cascaded indicators to  Define cross- advantage Commitment financial returns  Communication functional  Institutionalized  Implements & Training to  Operational dependencies to organizational consequence Managers, End audit of specific ensure program capability management Users inter-corporate success objectives  Financial gain  Spots and  Adoption resolves issues managed &  Increased Measured innovation  MBO’s Aligned  Media/industry visibility as “best in class” in collaboration LEADING INDICATORS LAGGING INDICATORS 2/18/2010 Confidential 23
  • 23. For more information or other samples relevant to your project, please contact: