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Financial Advising Series (FAS) Series: Performance Management by Role

Editor’s Note:  Karen Reitor, President of Communique Productions, is an author on Flevy and has published a series of 25+ best practice tools on Performance Management for the Financial Advising Services (FAS) vertical market.  These tools, including training guides, templates, and forms, are used to develop and deploy the FAS Performance Management Process.  The full […]

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Financial Advising Series (FAS) Series: What Is the Optimal FAS Performance Management Process?

Editor’s Note:  Karen Reitor, President of Communique Productions, is an author on Flevy and has published a series of 25+ best practice tools on Performance Management for the Financial Advising Services (FAS) vertical market.  These tools, including training guides, templates, and forms, are used to develop and deploy the FAS Performance Management Process.  The full […]

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Org Behavior

4 Organizational Design (OD) Elements Critical to Yield the Desired Organizational Behaviors

Inculcating productive workforce behaviors is of utmost significance in Business Transformation, successful Strategy Execution, and Performance Improvement.  However, making people embrace productive behaviors involves a concerted effort across the organization. The realization of Transformation, Strategy, and Performance improvement goals can become a reality by developing a thorough understanding of the 4 components of Organizational Behavior.  […]

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Financial Advising Series (FAS) Series: An Introduction to the FAS Performance Management System

Editor’s Note:  Karen Reitor, President of Communique Productions, is an author on Flevy and has published a series of 25+ best practice tools on Performance Management for the Financial Advising Services (FAS) vertical market.  These tools, including training guides, templates, and forms, are used to develop and deploy the FAS Performance Management Process.  The full […]

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The Key to Maximizing Deal Value: Post-merger Integration (PMI) Roles & Responsibilities

For Post-merger Integration (PMI) to be successful, it is critical that we have clearly defined, appropriate, and comprehensive roles and responsibilities. Post-merger Integration is a highly complex process. It requires swift action as well as running the core business activities simultaneously.  There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing […]

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Taking a Strategic Move to Post-merger Integration (PMI): Financial Integration

Our framework Post-merger Integration (PMI): Financial integration is every organization’s guide to achieving the financial alignment of both Buyer and Target. Post-merger Integration is a highly complex process. It requires swift action as well as running the core business activities simultaneously. There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing on […]

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The Devil is in the Details: Your Primer to a Lean Culture

Culture is essential today in helping employees and management survive in today’s environment. Survival has become a strong word today. Without culture, everyone in the organization would act or behave differently. No one would be able to anticipate someone else’s behavior, and no one would understand why people behave the way they do. When this […]

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How to Maximize Deal Value in Post-merger Integration (PMI): The PMI Process

Post-merger Integration (PMI) can be complex, time-pressured, and unfamiliar for most organizations. It is a highly complex process. It requires swift action as well as running the core business activities simultaneously.  There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing on the strategic objectives of the deal and the identification and […]

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Developing an Organizational Design that Works: The Galbraith Star Model

“A problem well framed is a problem half-solved.” — Jay Galbraith Organizational Design is more than just structures. It is having policies and strategies that are aligned with one another.  When this is achieved, it allows organizations to operate at maximum efficiency and achieve Operational Excellence. The Galbraith Star Model™ is the foundation on which […]

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3 Ways to Motivate High-Performing Employees

Good talent is hard to find in today’s increasingly competitive job market, so it’s in your best interests to nurture the talent within your company and keep them inspired. While it’s undoubtedly crucial to recognize high-performing employees, what’s more important is to continually challenge them and allow them to grow within the organization. Our post […]

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Starting PMI Right: Post-merger Integration (PMI): Day One Activities

Post-merger Integration is a highly complex process. It requires swift action as well as running the core business activities simultaneously.  There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing on the strategic objectives of the deal and the identification and capturing of synergies will help maximize deal value. It is […]

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I Ain’t Blue, I am Different: The Innovation Leadership Mindset

Today’s C-suite is making a significant investment in new technologies.  Yet, it is failing to achieve full value. Technologies are being deployed in pockets or silos without a Strategy for scaling the Innovation from these technologies across the enterprise. Unable to scale their Innovation, organizations are not realizing the full benefits of their technology investments. […]

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