Services

Executive Coaching

What is Executive Coaching?

A highly personalized series of coaching conversations that address the goals of the executive. There is usually material presented that helps the executive uncover blind spots, assumptions and conflicting beliefs. The coach acts as the executive’s mirror to clarify issues, discuss decisions, deal with company issues, consider varying perspectives, become self-knowledgeable, handle conflict, consider work/life balance or whatever the executive wants to bring to the sessions. The coach also provides direction and accountability as new choices are made and new habits are developed. Includes assessments and exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended for:

  • Leaders who want to be the best they can be, like an elite athlete wanting a high-level coach to fine tune performance
  • Leaders who are ‘lonely at the top’ and want to have someone objective to discuss things with
  • Leaders who realize what got them to the present level is not going to continue to move them forward, who are stuck or may soon be stuck
  • Emerging leaders who want to develop their careers faster than the normal trajectories
  • Leaders who want clarity around personal and professional choices, direction, big picture decision

 

Benefits to Founders of Fast Growing Companies

  • Allows ‘disruptor entrepreneurs’ to evolve to the next level of infrastructure development that launches a new company to exponential growth (get past founder syndrome)
  • Better overall hiring, delegation, accountability, and culture leading to better employee engagement and, rippling to customer/client engagement and customer loyalty
  • Puts your investor at ease that your leadership is growing along with your growing company
  • Reduces expenses of staff turnover
  • Reduces the overwhelm of too much to do, less stress
  • Better work life/balance
  • Exposes you to what you don’t know that you don’t know

Benefits to Leaders in Established Organizations

  • Confirmation, validation, peace of mind that you’re making good objective decisions
  • Prepares you for your next promotion
  • Re-engages your motivation as you focus on your goals in alignment with the rest of your life
  • Clarity about decisions leading to faster response times and better decision making
  • Increased productivity from your own improved time management, goal achievement and focus
  • Increased productivity, loyalty and respect from superiors and direct reports
  • Economic benefits from these increases often reported in major studies as 700% ROI on money spent on coaching

 

Client Success Stories

Being part of a rapidly growing startup environment creates many opportunities as well as challenges. As I’ve taken on new roles along our growth curve, Jeri has helped at each stage by coaching me in a variety of ways. She’s helped in letting go of past duties, transferring those activities to direct reports, and carving out new responsibilities in my new roles.

Since the dynamics and responsibilities of operating at higher levels of an organization differ to such a degree as compared to lower levels, receiving advice on obstacles and opportunities involving people, politics, and other challenges, has greatly helped frame the right conversations at the right times. Jeri’s non biased point of view on difficult situations provides a fresh angle to obstacles and opportunities that may have otherwise gone missing.

Executive, Private Equity

 

After working with Jeri, I am on the path to accomplishing each of the goals I have set for myself, and I am finding my work much more satisfying and enjoyable than ever before.

My initial reservations about investing in a coach were quickly dispelled when I saw the immediate return on my investment. I had always considered myself effective when it came to time management, but I learned new methods to increase my efficiency as well as strategies to increase the efficiency of my staff. Further, Jeri’s insights and new perspectives have helped me utilize this extra time in ways that have directly increased my sales by over 30%.

Even more compelling is the clear business plan I have developed with the help of Jeri’s insights and expertise. I find this plan to be a tremendous asset in pursuing the best course of action in all of my business decision making.

I strongly recommend Jeri to anyone who is serious about improving his/her business and successfully achieving results he/she has struggled to accomplish in the past.

Michael Dischley, Assistant Vice-President, Frenkel Benefits, LLC

 

Founders Leadership Growth Program

What is Founders Leadership Growth Program?

Learn the skills you need to go from being a founder to an organizational leader. Two leaders from organizations that are similar in size and growth stage agree to be paired together for coaching conversations and to hold each other accountable for progress toward their professional  goals. There is usually material presented that helps the executives uncover blind spots, assumptions and conflicting beliefs. The coach acts as both a coach and a facilitator so each executive gets to clarify issues, discuss decisions, deal with company issues, consider varying perspectives, become self-knowledgeable, handle conflict, consider work/life balance or whatever the executives wants to bring to the sessions, both individually or together. In the 14 month program there are two private sessions up front, then paired sessions twice monthly and quarterly private sessions. Includes assessments and exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended for:

  • Leaders who spend most of their time putting out fires and know there is a better way to run a company. They just can’t seem to get to it.
  • Those who want to learn from and share with a peer as well as learn from a coach.
  • Leaders who are ‘lonely at the top’ and want to have someone objective to discuss things with weekly.
  • Those who want weekly or even daily accountability to take steps forward.
  • Leaders who realize what got them to the present level is not going to continue to move them forward, who are stuck or may soon be stuck
  • Partners who jointly run a company
  • Leaders who want a more structured program than individualized executive coaching

 

Benefits to Founders of Fast Growing Companies

  • Less stress, things running smoothly, more delegation to trained engaged staff in an empowering culture
  • Time to plan proactive growth initiatives
  • Time off without things falling apart
  • Better sleep, better eating habits, more exercise and more self-care
  • More time with family and friends
  • Each executive gets the perspective of the other, learning and confirming how they are similar and different, expanding their viewpoints
  • More progress toward goals because both the coach and the accountability partner are holding the executive accountable for weekly and monthly progress
  • Expanded pool of resources
  • Puts your investor at ease that your leadership is growing along with your growing company
  • Partners both grow and share a mindset and vocabulary to better lead a company together
  • Leaders who want to invest less in monthly coaching fees.

Benefits to Leaders in Established Organizations

  • Confirmation, validation, peace of mind that someone else has the same fears and problems and is working through them just like you to become a better leader
  • Each executive gets the perspective of the other, learning and confirming how they are similar and different, expanding their viewpoints
  • More progress toward goals because both the coach and the accountability partner are holding the executive accountable for weekly and monthly progress
  • Prepares you for your next promotion
  • More challenges, inspiration and motivation from a coaching partner
  • More feedback to give greater clarity and objectivity about decisions leading to faster response times and better decision making
  • Expanded pool of resources
  • Increased productivity from your own improved time management, goal achievement and focus
  • Increased productivity, loyalty and respect from superiors and direct reports
  • Economic benefits from these increases often reported in major studies as 700% ROI on money spent on coaching

 

Client Success Stories:

Since working with Jeri and her program, I have developed a stronger operational plan and have set and begun to reach ambitious but achievable goals for my business.

Jeri has the vision to ascertain key points of focus that can make a business grow. She has assisted me tremendously as I set monthly and yearly goals, articulate a vision, hire staff, track my business building efforts, and generally keep things growing. She gives us practical actionable tools and charts that enable me and my team to implement and execute improvements in all areas of my business. Based on these I’ve realigned our firm’s accounting responsibilities, creating less stress, better planning and greater accuracy. My practice has grown, I’ve paid off debt and my associate is working more productively with greater autonomy.”

George Bischof, Bischof & Bischof, PLLC

 

Jeri showed me how to create goals that were measurable and achievable. She taught me the value in creating more structure in everything that I do – from sales and marketing, to tracking, to product creation. By creating systems around the way I market and run my business, I accomplish so much more than I used to. And I have more freedom to do more in my business and my life. When you work with Jeri, you get measurable results. In the time that we’ve started working together, my income has increased dramatically – I have nearly doubled my revenue from last year, and, as I’m writing this, we’re only 6 months into this year.

Christy Goldfeder, Entrepreneur

Leadership/Management Training and Development

What is Leadership/Management Training and Development?

The best leaders and managers inspire and motivate others, empower others to grow and learn, make decisions collaboratively, communicate so that others understand and are enrolled in taking action. The manager/leader skills also include holding direct reports accountable for achieving goals, improving productivity, managing projects and accomplishing organizational initiatives. We have individual and team training and development programs that are customized to address the needs of senior leaders as well as emerging managers. Group programs often include the team achieving a company goal. Includes assessments and exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended For:

  • Emerging leaders/managers who have never been leaders/managers before, or who are ready to be promoted to the next level of leadership/management, or who have recently been promoted
  • Companies that do detailed succession planning to ready the workforce for the future
  • Companies that are committed to promoting from within and creating career paths for employees
  • Teams where leadership shifts from person to person depending on the project
  • Candidates being considered for promotion to management to evaluate which candidate most readily picks up the skills and would make the best manager
  • An individual looking to prep for the next promotion
  • A manager who has a staff retention issue in his/her department

 

Benefits to Founders of Fast Growing Companies

  • Allows the founder to retain employees who helped found the company and now find themselves with direct reports that they don’t know how to manage
  • Consistent management/leadership practices and vocabulary achieved when all have been through the same training, creates systems and infrastructure so the company can grow
  • Development of an intentional culture through consistent leadership/management practices
  • Employee loyalty (research shows that the biggest factor in employee turnover is a poor manager)
  • Customer loyalty, which usually rises in lockstep with employee loyalty (research conducted by Bain Consulting Group)
  • Reduces expensive staff turnover

Benefits to Leaders in Established Organizations

  • Consistent management/leadership practices and vocabulary achieved when all have been through the same training, reduces conflict and interdepartmental finger pointing
  • Development of an intentional culture through consistent leadership/management practices
  • Employee loyalty (research shows that the biggest factor in employee turnover is a poor manager)
  • Customer loyalty, which usually rises in lockstep with employee loyalty (research conducted by Bain Consulting Group)
  • Reduces expensive staff turnover
  • Goal oriented, empathetic, inspiring leadership/management increases productivity, ultimately reducing the headcount and payroll

 

Client Success Stories

I hired Jeri because I was not getting ahead in the corporate world. I received great reviews on my work but never was given strong feedback on my leadership abilities. I was not getting ahead in my career. I completed her leadership program and immediately noticed drastic differences. All of a sudden, my boss saw me in a leadership light and I was getting reviews on next career steps instead of what to improve on in my current position. I have been easily promoted many times. I owe it all to what Jeri trained and coached me on. Thank you, Jeri, and I am so grateful for all your help. I highly recommend her.

Tom C., Executive in the Fashion Industry 

 

Jeri has lifted my shield of procrastination bringing my business the best two months I’ve had this year.  I now make decisions quickly without wasting energy hemming and hawing over the “next best step” to take.   She has given me practical tools that help me complete goals I want to achieve rather than spinning my wheels trying to accomplish goals set by everyone else. Working with Jeri is the best investment I’ve made for my business and myself this year – and for many years to come.

Dechay Watts, Sprout

 

Customer Service Training/Coaching

What is Customer Service training/coaching?

Step 1 – Does everyone in your organization know who the customer/client is? What is the customer’s  demographic, psychographic, buying pattern and lifestyle? Which customers are in of the top 20% that generate 80% of the revenue/profit?

Step 2 – Maya Angelou says (paraphrased for brevity) it’s not what you say, it’s not what you do, it’s how you make them feel. Have your team design an experience/journey that ‘wows’ your customer. Look at every point of connection and improve it. Also consider how we treat each other as internal customers.

Step 3 – Create standards for a consistent customer experience.

Step 4 – Put select team members in charge of training others.

Step 5 – Develop metrics and watch customer loyalty increase your bottom line.

We provide the training that sets up the project. We facilitate your team developing experiences, standards, brainstorming options for wow moments. We train your selected team on how to train the rest of your company and build it into internal systems – so it’s sustainable with your own staff indefinitely. Includes assessments and exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended For:

  • Companies who want customer service to be their competitive advantage
  • Companies who want the financial benefits of customer loyalty
  • Companies who want to be recognized in their industries and achieve visibility in a crowded market
  • Leaders who want to engage their employees in a team driven initiative
  • Leaders who want to shift their company’s cultures to be more caring about internal customers as well as external customers

 

Benefits to Founders of Fast Growing Companies

  • Founders can establish right from the beginning that the customer experience matters. It’s easier to build that from the start than try to shift it later.
  • Focus on the customer experience impacts hiring and onboarding practices from the beginning yielding a whole culture that provides a consistent and profitable customer experience.
  • The company and profitability grow faster because all customer/clients are retained while new ones are added.
  • Your company attracts talented team members who want to work alongside other top talent and who believe in the power of the customer experience to grow a world-changing brand.

Benefits to Leaders in Established Organizations

  • The company and profitability grow faster because all customer/clients are retained while new ones are added. A 5% increase in customer loyalty yields a 25-100% growth in profitability (Bain Consulting Group)
  • Increased market share, better economies of scale with increased volume
  • Increased visibility in your industry
  • More focus on the customer/client and how that individual or organization is impacted by every changed product/service/price/policy/practice of your organization.
  • A consistent customer experience produced throughout the organization.
  • A more involved workforce that has contributed to the creation of standards, the training of other staff, and the positive experience of the customers/clients.

 

Client Success Stories

Case Study: Acme Smoked Fish
Problem:
The company wasn’t taking customer service seriously. There were several customer service staff. However, people got put there because they no longer fit somewhere else. There was no training, no technology for placing orders or maintaining customer relationships, no direct supervision, no interaction with the sales people. There was little awareness of the customer experience or the value of customer loyalty. As a result, the customer service department was considered an after-thought by the company and the people in it were not engaged or proactive. There were also foreign competitors that were starting to encroach on their markets. The CFO and the Marketing VP brought in Driving Improved Results.

Solution:
Driving Improved Results conducted two full day training sessions for 2 cohorts of Acme’s employees (total 28 participants). The groups included the company owners, the CFO, other VP’s, sales staff, customer service staff, quality control staff, and others. The interactive exercises built an awareness of the importance of the customer experience as a driver of customer loyalty and profitability. Content included vocabulary, attitudes, behaviors, the brand promise, making customers feel special, internal and external customers, listening, nonverbal communication, communication by email & phone, points of connection, WOW experiences, service standards, how to deal with an angry customer.

Results:

  • Sales made through the Customer Service Department (cross selling and upselling) immediately increased by 10%
  • Acme set up a cross functional team headed by the CFO and involving principals and executives to create their customer service mission statement, determine root causes, brainstorm solutions, lay out important recommendations
  • Acme set up qualifications to be part of the customer service team, including experience requirements, tests, training
  • A Customer Service Manager was hired. A liaison to the outside sales staff was appointed.
  • Weekly meetings were instituted to share qualitative and quantitative data on the progress of customer service. KPI’s were developed related to customer service, measuring service defects in invoicing, order errors, customer service deficiencies, etc
  • The website was revamped, the brand was refocused on customer experience, market share increased. Product packaging was impacted.
  • Morale improved and customer service staff were now listened to and acknowledged
  • Technology was introduced automating the order entry process and allowing more time to focus on sales conversations

 

Case Study: Distribution Company
Problem:
The company wanted to increase the customer loyalty and improve the customer experience throughout their multi branch organization and among the counter sales people and phone sales teams. Their people were spread out over the New York metro area and Long Island in multiple branch locations. They had to be trained/coached in separate groups since their posts had to be covered. Driving Improved Results was hired by the CEO and a 3rd party funding agency

Solution:
This was a year-long engagement. In Part A Driving Improved Results did 2 half day workshops on a split schedule. 40 Participants were trained on customer service and the customer experience.  In Part B twelve customer service champions were selected for 6 additional sessions of group training/coaching, deepening their knowledge of providing a delightful customer experience, learning how to show more empathy to internal and external customers, and developing service level standards. In Part C the customer service champions received individual coaching on rolling out what they had learned to their teams, setting goals, overcoming situational challenges. In Part D the customer service champions had 2 more reinforcement sessions and planned training events for their teams and locations.

Results:

  • Forty customer-facing employees trained on customer service, understanding the concepts and having the vocabulary
  • Creation of a team of customer service champions representing all branches of the company. The team is commissioned to train and spread customer service throughout the company
  • 46% improvement in the attitudes and understanding of customer service/experience
  • 24% improvement in customer service behaviors
  • 74% improvement in goal setting/achieving capability
  • 34% improvement is all areas for each individual champion
  • 65% increase in trust leading to greater collaboration, friendlier work environment improved staff retention, increased productivity
  • Customer Service Standards documents created in each department
  • An inventory of customer service stories to use in meetings, during training and in newsletters to build a customer service culture
  • Improved performance, attitude and sense of responsibility in each champion

 

Team/Individual Assessments

What are Team/Individual Assessments?

Assessments improve hiring, managing, promoting and performance.

Every new hire that doesn’t work out is very costly. Some estimates are as much as 3x salary. Savvy companies use assessments in the hiring process because interviews and a resume are not good enough predictors of success. Likewise, assessments can tell a manager what training method, communication style or incentive will be most successful with a particular employee. Assessments can be used to determine a candidate’s strengths and proclivities which might indicate if s/he would be good to transfer or promote. Team performance is improved when teams are balanced with different personalities, communication styles, decision making styles, and attributes like attention to detail.

We offer an online assessment called Advanced Insights, which has 3 components: DISC is a behavioral assessment. Attribute Index is a decision-making assessment and the Values Index is a motivational assessment. Each is packaged with a debrief so you can use and apply the information contained in the report. We offer individual packages, and customized solutions including multiple assessments, training to debrief your own reports, and unlimited assessments packages.

 

Recommended for:

  • Fast growing companies that do a lot of hiring
  • Companies that want to mitigate employment costs by making fewer hiring mistakes
  • Managers who want to know how to best manage, train and motivate newly hired or newly reassigned employees, or develop new goals with existing team members
  • Leaders who want to build well balanced teams for maximum productivity and best results
  • Leaders who want to engage in team building, facilitating their teams to learn more about and respect each individual’s differences in communication, decision making, motivation and other attributes
  • Leaders who are doing succession planning and want to promote individuals into roles where they are most likely to succeed

 

Benefits to Founders of Fast Growing Companies

  • Hire faster with more information
  • Develop the culture you want to grow by hiring for cultural contribution, rather than just skills and knowledge
  • Predict someone’s success in a role by matching their assessment results to similar assessment results of another employee that was successful
  • Save money by making fewer hiring mistakes
  • Retain employees (also saves money) and have them in the right position to utilize their strengths. (grows revenues)
  • Train staff in the way they are most receptive, reducing costs, time and duplication of effort
  • Offer incentives that match what the employee truly values, increases productivity
  • More projects done on time and on budget through the use of well balanced teams
  • Better communication and understanding of different viewpoints and styles of communicating
  • Faster progress with fewer impediments
  • Aids decision making, pinpoints which candidate might be the best fit to promote or to hire

Benefits to Leaders in Established Organizations

  • Save money by making fewer hiring mistakes
  • Retain employees (also saves money) and have them in the right position to utilize their strengths. (grows revenues)
  • Train staff in the way they are most receptive, reducing costs, duplication and ineffective use of time
  • Offer incentives that match what the employee truly values, increases productivity
  • Predict someone’s success in a role by matching their assessment results to similar assessment results of another employee that was successful
  • More projects done on time and on budget through the use of well balanced teams
  • Better communication and understanding of different viewpoints and styles of communicating
  • Faster progress with fewer impediments
  • Aids decision making, pinpoints which candidate might be the best fit to promote or to hire

Team Building/Coaching

What is Team Building/Coaching?

Teams are meant to achieve goals. Often obstacles get in the way: lack of communication, personality differences, misunderstanding of the goal, inadequate or misuse of time and resources, too much or not enough structure, poor leadership, ineffective meetings. High performing teams overcome obstacles and achieve their goals. These teams are built around establishing trust and respect, understanding and leveraging individual strengths and contributions and differences, using a shared vocabulary, setting clear directions, working smarter together, co-creating solutions that are superior to what would have been created individually, expectations of accountability and other team dynamics. Our team building program provides experience driven customized sessions that build on one another and include interactive exercises, discussions about real life challenges, materials to expose the team to new ideas and best practices, practice and debrief skill development, assessments to understand the team’s strengths and capabilities. Often the team accomplishes a company goal as a focus of the team building program. Includes exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended For:

  • Companies that are willing to invest in high performing teams to achieve their strategic goals
  • Companies that want to turn around a low performing team
  • Companies that want to form an interdepartmental team for the first time
  • A newly merged company that wants to create a single team from the separate groups of staff

 

Benefits to Founders of Fast Growing Companies

  • New teams come up to speed more quickly and achieve their goals and project results more quickly
  • Stress and drama are reduced, each team member contributes and understands other’s strengths and blind spots without blaming and finding fault
  • Increased confidence, decision making, time management and a results-oriented attitude
  • Team members hold each other accountable, more gets done
  • Team members inspire each other and achieve better than expected results
  • People can be involved in ‘stretch’ projects with other team members, empowering their growth with less risk to the organization
  • Team members can learn from each other and share leadership roles

Benefits to Leaders in Established Organizations

  • Stress and drama are reduced, each team member contributes and understands other’s strengths and blind spots without blaming and finding fault
  • Increased confidence, decision making, time management and a results-oriented attitude
  • Team members hold each other accountable, more gets done
  • Team members inspire each other and achieve better than expected results
  • People can be involved in ‘stretch’ projects with other team members, empowering their growth with less risk to the organization
  • Team members can learn from each other and share leadership roles

 

Client Success Stories

A Commercial Locksmith Company
Problem:
The company is a small family business led by parents and two adult children. There were six employees. Profitability was low, the space was too small. The father wanted to retire and didn’t want to modernize. The mother wanted to leave and start her own business. The daughter (age 30) had the most business experience and was totally overwhelmed. The son (age 25) although a good lock technician, didn’t take his role in the business seriously. They did not get along well. They had inventory but no tracking system, and purchased things they already had in stock but couldn’t find. They weren’t sure if they were making money on each item or on the labor. They did have some good commercial contracts. They were constantly interrupted by retail walk-ins from which they made no profit. There was no one seeking new contracts. The mother and daughter hired Driving Improved Results with the consent of the father and son.

Solution:
The daughter and son went through a leadership program where they learned leadership content and also formed a better relationship based on appreciation of each other’s contributions, planning the forward motion of the business, coming to agreement on the vision and values of the business. They started to function as a team. Additional one-on-one coaching helped the daughter to de-stress and the son to realize the impact of his attitude and behavior. Sessions with the mother and father facilitated the hand-off of the business to the children. Team building meetings with the six employees built the company culture. The coach made introductions to a variety of professionals needed by the growing business. A large team project was a massive count of all the inventory and posting it into the accounting software.

Results:

  • The son stepped up and started taking his role in the business seriously. This improved his relationship with his sister. Subsequently, they even went on vacations together.
  • They were able to get out of their lease and move to a larger space on a higher floor, eliminating retail traffic.
  • With an accurate inventory and the ability to generate more accurate financials, they were able to establish cost savings on products. With no retail interruptions there were cost savings on labor.
  • They raised their prices after alerting their clients with no pushback.
  • The parents legally transferred the business to the children. The mother went full time into her own business and the father retired.
  • The daughter was able to hire an office assistant.
  • They were able to hire an outside salesperson to pursue new contracts.
  • They were able to modernize and get into electronic systems.

 

New York City Housing Authority
Problem:
New York City Housing Authority (NYCHA) wanted to empower the Board of the Fred Samuels Houses Resident Association to represent residents in their relationship to NYCHA. The group was comprised of 6 members, some of whom were new, others didn’t get along. There was no trust. The group had been relatively inactive and didn’t know its mission, bylaws, roles and responsibilities.  They hadn’t formed a sense of how decisions would be made, or how to create goals and execute them. The members were disengaged. Driving Improved Results was brought in by one of the board members and a grant was obtained from NYCHA to create leadership and teamwork among board members.

Solution:
Three one day sessions were conducted over 3 months. At each session members did activities to get to know each other better and build trust and express appreciation. They determined the vision and values with which they would lead the residents. They identified their roles on the board and the role of the board in its relationship to both the residents and to NYCHA. They took turns leading various segments of the meetings. They learned goal planning/achieving methodology, how to work effectively with volunteers and manage motivation, how to create a strategic plan. They role played different communication strategies, explored where to find resources, and discussed how to develop programs, how to hold people accountable and what to do about succession planning.

Results:

  • The Board had documented structures including vision, values, mission, bylaws, roles and responsibilities in place that they could use and that they could pass on as board membership changed.
  • The members of the board developed a good working relationship and were able to accomplish a number of goals together including several enrichment events for residents.
  • Several board members reported that they were doing better in their professional work environments because of things they learned during our meetings.
  • The Board was officially recognized by NYCHA for its leadership and its ability to get things done to improve the quality of life for the residents.  
  • The members were invited to an out-of-state advanced leadership conference.

 

Sales/Marketing Effectiveness Training/Coaching

What is Sales/Marketing Effectiveness Training/Coaching?

Having an effective sales and/or marketing team in your organization makes the difference between getting by or skyrocketing success. Do you engage in both marketing and sales? Are both supportive of one another and create a unified customer journey and experience? Are your people focused on creating relationships to establish the ‘know, like and trust factor?’ Do you include client empathy within your overall strategy to grow reliable sales and marketing systems? Our customized training and coaching programs address your needs for team and individual training and then coaching to assure individual application and mastery. We work through the whole process of lead generation, lead qualification, sales calls and meetings, proposals writing/presentation, and closing. We incorporate neuro-science based communication to improve the individual’s ability to connect with clients/customers. The trainer/coach incorporates accountability, goals setting, and role-playing.

 

Recommended For:

  • A complacent sales team who could use a refresher or has a need to all get on the same page of an evolving sales strategy
  • Sales and marketing departments that are siloed and rarely communicate effectively
  • A new company looking to create their marketing and sales strategy as well as train their staff
  • A new salesperson who needs to know the basics
  • An experienced sales person who wants to reach new heights and earn bigger commissions
  • A company whose sales team is providing lackluster results and wants to increase performance
  • A leadership team that wants to change sales/marketing strategy and is finding the sales/marketing team resistant to change

 

Benefits to Founders of Fast Growing Companies

  • Immediate increase in pipeline/funnel activity and closed sales
  • Increased motivation and collaboration
  • Having well trained and well-coordinated marketing and sales efforts at the start of your business produces the revenue needed to grow the rest of the organization so you can launch to the next level.
  • Smoother cash flow
  • Bigger acquisition of marketshare right from the beginning incorporates and leverages economies of scale.
  • Attracts top level sales people

Benefits to Leaders in Established Organizations

  • Immediate increase in pipeline/funnel activity and closed sales
  • Creating a collaborative strategy for your sales and marketing teams reduces expense and duplicated effort, and creates greater impact on your market.
  • Sales increase through creating more emotional intelligence and relatedness to client situations.
  • Coaching as a part of the training assures the application of new knowledge and the creation of better habits.
  • Higher levels of motivation
  • Attracts top level sales people

 

Client Success Stories

We went through the sales development course with Jeri Quinn of Driving Improved Results.  Jeri took 5 independent salesmen going in different directions and got them to come together as far as goals, technique and tracking results.

It changed the sales culture in our organization.  And started conversations and shared sales initiatives that have added revenue right to our bottom line.

Robert S. Sanchez, President, United Print Group

 

Jeri and I met through networking. I was very impressed with her skills in grasping the essence of a problem and to clearly articulate the path to a solution.  I chose Jeri to be my business coach to guide me through the maze of creating a new marketing plan.  We created a thorough business outline which helped us create marketing materials that were memorable.  

Jeri also introduced me to the concept of offering a new client a “Starter Package” that would fully engage the client while we created her own unique “Style Portrait”. We also devised a plan to target my networking.  We decided that I should focus on women over 40 who are experiencing life or professional transitions and who are in need of reassessing their personal wardrobe styling.  We created a post card-sized handout that identifies those targeted types of transitions. It has been an effective networking tool, especially if you only have 30 seconds to introduce your business. 

I would highly recommend Jeri if you are looking for clarity to expedite business solutions.     

Margo Hasen AICI, CIP, The Style Strategist

 

Seminars, Workshops & Webinars

What Seminars, Workshops, Webinars do you offer?

We are flexible so that you can design seminars, workshops and webinars that address your organization’s needs. We will shape content to fit the scheduling dynamics of your face-to-face or remote teams. We can utilize video conferencing to build engagement and participation. We’re happy to mix it up and have some sessions be in person and some via online tools. That being said, some training and coaching involves experiential learning and interaction among team members. We will point out to you when we think results will not be achieved by the suggested medium.

We can tailor all content seen on our website to meet your scheduling needs. In addition, we have created workshops in goal setting, networking, brain optimization, time management, and other topics. We can also bring in other professionals to address specific needs. Please ask. We will accommodate.

 

Recommended For:

  • Teams with scheduling issues, to organize a bigger program into a series of workshops
  • Teams with remote members
  • Presentations at conferences, trade shows, internal and external events
  • As a trial and an introduction to the services provided by Driving Improved Results before investing in a longer program
  • Companies that have requests and they can’t find a speaker/facilitator to address their needs

 

Benefits to Founders of Fast Growing Companies

  • Can cater to the evolving needs of a growing staff
  • Companies that have employees that are geographically dispersed can receive training/coaching to help unite the team
  • You can get team feedback before investing in more training/coaching.
  • You can get just the content you need in the customized scheduling that works.

Benefits to Leaders in Established Organizations

  • Can cater to the evolving needs of an evolving staff
  • Companies that have employees that are geographically dispersed can receive training/coaching to help unite the team
  • You can get team feedback before investing in more training/coaching.
  • You can get just the content you need in the customized scheduling that works.

 

Past Topics:

Jeri has given many seminars, workshops and webinars. Each one is customized to the audience. Here is a sampling along with some comments from participants. 

  • Terrace Club, “Using Conversational Intelligence in Your Business”
  • Collaberex, “Relationship Selling and Neuroscience”
  • National Association of Women Business Owners, “Selling and Brain Neuroscience”
  • NY Society of Association Executives, “Communication in Project Management”
  • American Bar Association, “Business Development: Designing the Client Experience”
  • Frenkel & CO, Inc, “Performance Review Workshop”
  • Thought Leaders, “Neuroscience Based Conversations, Communication Tools That Enhance Your Brain and Your Business”
  • From Staff to Partner Summit “Creating Client Loyalty Through Empowered Staff”
  • Citibank, “Strategies to Help You Get Your Foot in the Door”
  • Citibank, “Strategies to Get the Client to Say Yes”
  • Merrill Lynch, “Becoming an Entrepreneur After All These Years”
  • Execsense, “Customer Retention”
  • Execsense, “Best Practices for Establishing Goals for Your Team”
  • Financial Women’s Association, “Customer Loyalty”
  • Meeting Professionals International, “Customer Service Inside Out”
  • HSBC, “Creating a Business Plan”
  • New York Public Library, “Creating Wow! Designing the Customer Experience”
  • Signature Bank, “Creating Profit from All Your Talent”
  • Net@Work, “How to Keep Clients For Life”
  • New Story Summit, “Creating Connection”

 

Client Success Stories

Jeri presented this interesting material with confidence, expertise and connection. I especially like the Conversational Dashboard and the exercises demonstrating Level I, ll and lll conversations. This was one of my favorite sessions. Interesting topic. Something I want to learn more about. Scientific view is a great perspective. Jeri did a great job structuring the workshop and exercises. Really good stuff. I learned a lot as I always do with Jeri. Thoughtful, immediately useful.

Executives from the Trusted Advisor Network

 

Jeri inspired me to begin a self-portrait as an ‘inspiring’ manager as my next step. It was wonderful. Thank you.

Marien Zanyk, WillowWorx Fitness

 

Jeri’s approach to business development and psychological shift will help my clients.

Chris Andrews, Lenox Advisors

 

Thank You so much for your help. The workshop was informative and extremely helpful, putting us on the right track to prepare for next year. We have finalized our Business plan. It is realistic and attainable thanks to your guidance.”

Billy Sakatis, Zabrella, inc.

 

I wish I had taken your workshop before I started my business. For the first time I can actually see my goals, know my options and tools, and understand how I am going to reach the goals I have set.

Karen Kohlhaas, Big & Slow, Inc.

 

Thank you for presenting to our group. Your creative approach to dealing with customers is fascinating. It was a very energizing meeting and the exercises you offered our group should help us to better connect with clients.

Olga Ferolito, President, BPW International

 

I was reluctant before the event but my eyes and mind are now wide open. Happy I selected you above the other candidate we were considering. This workshop has helped us get on the same page and helped us develop a consistent message and policy. My organization will benefit from incorporating service recovery in daily transactions and reworking. Also, what we did around empowerment and validation is powerful.

Executives, Acme Smoked Fish

 

Communication Training and Development

What is Communication Training and Development?

We are specialists in neuro-science based communication. In our workshops and training sessions we show you how to optimize the parts of your brain to increase connection with others, increase bonding-based neurotransmitters, reduce fear-based neurotransmitters, and put you in control of your moods and resulting behavior. We introduce you to a shared communication vocabulary, a dashboard and tools you can use to improve relationships and co-create solutions with partners. We can help you use this capability to impact the culture of your organization. Our exercises are interactive and experiential. This training and development is customized to your needs and can be used by an individual, a team or a whole company. Elements of this communication training are built into the other coaching, training and development programs we offer.

 

Recommended for:

  • Companies that want to shift their culture to be more open, engaging, and innovative
  • Companies going through change where resistance is strong
  • Business Partners who want to deepen their relationship and run their business better together
  • Individuals that feel stopped, stuck, easily triggered,
  • Individuals who want to maximize their ability to connect with others professionally and personally
  • Sales people who want to be better at relationship building and developing the ‘know, like and trust factor.’

 

Benefits to Founders of Fast Growing Companies

  • Develops the culture of a new organization around trust, respect, dignity, transparency, generating understanding, partnership, co-creation and distributed leadership.
  • Each person’s engagement inside such a culture produces exponential success
  • Provides a shared vocabulary for moving projects forward, for giving feedback, for discussing change and resistance to change, for creating a fulfilling and empowered work environment.
  • Sets up a sales team to be better at relationship building and generating sales.
  • Reduces drama in the workplace

Benefits to Leaders in Established Organizations

  • Can shift the culture of the organization toward an environment of trust, respect, dignity, transparency, generating understanding, partnership, co-creation and distributed leadership.
  • Each person’s engagement inside such a culture produces company turn arounds and stimulates growth
  • Provides a shared vocabulary for moving projects forward, for giving feedback, for discussing change and resistance to change, for creating a fulfilling and empowered work environment.
  • Sets up a sales team to be better at relationship building and generating sales.
  • Reduces drama in the workplace

 

Client Success Stories

Arts-Related Non-profit
Problem: 
A, B and C were directors of a non-profit focused on the arts. Their titles were founding director, executive director and artistic director. They couldn’t get along and they were critical of each other. Their perceptions about each other were full of unmet expectations, hurt feelings, anger, and resentment. There was confusion about their roles. Some individuals on the Board of Directors were taking sides. The organization was at a standstill. The President of the Board of Directors brought in Driving Improved Results.

Solution:
Jeri worked with A, B and C in multiple group sessions and several individual coaching calls. It was discovered that above all the bickering, there was a love for the art, the artists and for seeing the art promoted in the world.  They learned each other’s stories and back stories about how this love evolved. From this space of trust, respect and empathy, they learned each other’s strengths and motivations. They explored where they had made decisions that had resulted in hurt and anger for the others. Apologies were made and new skills were learned about how to communicate more effectively. They pinned down their job descriptions and responsibilities of each of their roles. They explored the way things get done in other non-profits to add some objective models to the way they managed their own agency. They discussed what they each wanted for the agency and explored how they each wanted to contribute.

Results:
It became apparent once the personality conflicts were resolved, role responsibilities were clarified, and communication was more fluid, that there were two conflicting directions. One was to keep the agency smaller and more focused on innovation and outreach. The other direction was to create a much larger organization focused on extravaganza performances.  The directors, the board and the funding initiatives were all split on these two directions. The artistic director decided to leave the agency and start a production company that focused on large performances. The parts of the Board that favored that choice also left to become part of the Board for the new agency. Both organizations now have their focused directions and are moving forward.

 

Goodwill Industries
Problem:
The director of the agency wanted the senior leadership team of all the agencies of Goodwill to have better communication skills, especially since each had to present to the board and funders to explain and justify programs and budgets. Driving Improved Results was hired by the Agency Director.

Solution:
Driving Improved Results provided two days of training and coaching to 12 Executives. Interactive activities focused on understanding the audience, structuring a presentation so the audience can easily follow it, adding humor, the power of stories and metaphors, use of props and visual aids, using emotional intelligence, being authentic, developing confidence, different communication styles. Also, discussed and practiced: Smiling, eye contact, non-verbal gesturing, pauses, volume, pitch, strategies for preparation and delivery.

Results:

  • During the sessions each participant gave two presentations, pre and post training. These were recorded and given to each person on a DVD along with the post-training comments of the trainer and other participants. The detailed comments after each presentation showed that each participant showed remarkable improvement in engaging the audience and implementing the skills they had learned.
  • Each participant received an assessment of their own strengths and capabilities to help shape their unique authentic style.
  • Participants received two workbooks which had been custom created for the engagement plus another book on authentic speaking. These were intended to be resources as participants gave future presentations.
  • “I found our program very productive. I learned a lot of good skills and strategies that I can use with both my staff and supervisors. We had some very interesting conversation throughout the program.” Kirsten Giardi, Senior Vice President, Goodwill NYNJ
  • “I am now more aware of how different /similar others might be from me in certain traits and the need for me to be aware of them so as not to cause undo stress.” Linda Turner, Executive Vice President, Goodwill NYNJ
  • “I can now be a better representative of the organization and will communicate better with the Board and staff.” Mauricio Hernandez, Executive Vice President, Goodwill NYNJ

 

Personal Development

What is Personal Development?

Nobody exists in a vacuum. Our lives are full of family, friends, work (or lack of work) responsibilities, money issues, physical concerns and ethical choices. Sometimes we feel stuck or unmotivated or unbalanced. Sometimes we want to continue the momentum of making daily personal progress to grow into a more joyous, self-expressed, accountable and self-actualized individual. Sometimes we want to stop the current momentum and make different choices leading to a more fulfilling  or purpose driven life. Our coaching program brings the individual face-to-face with determining what he/she wants and then how to get committed to behaving in ways to make that happen. It includes assessments, materials that stimulate discussions about long held belief systems that may or may no longer be helpful, goal achieving methodology, neuroscience-based brain optimization techniques and lots of listening.

 

Recommended For:

  • Individuals who want to grow, know their life purpose, develop their best selves and prepare for future opportunities
  • Individuals dealing with personal conflict, trauma, feeling stuck, wanting to make changes
  • Individuals who have important decisions to make and want a listening objective ear and to achieve clarification
  • Companies that recognize what research shows and want to invest in employee growth: Research states employees who have been coached and who know their purpose, values and goals are more confident and resourceful, and contribute more productivity, innovation, loyalty resulting in an increased bottom line

 

Benefits to Founders of Fast Growing Companies

  • Retains employees and reduces staff turnover expenses
  • Attracts top players to your company, growing your company faster and reducing recruiting costs
  • Fulfills the founder(s) knowing that each employee is being empowered to be his or her best self
  • Faster and more profitable growth generated by committed employees
  • More employee loyalty, more knowledge staying inside the organization, more ripple effect to external customers since customer loyalty grows in lockstep with employee loyalty

Benefits to Leaders in Established Organizations

  • Retains employees and reduces staff turnover expenses
  • Attracts top players to your company, helping you achieve your strategic plan/goals and reducing recruiting costs
  • Fulfills the owner(s) knowing that each employee is being empowered to be his or her best self
  • Faster and more profitable growth generated by committed employees
  • More employee loyalty, more knowledge staying inside the organization, more ripple effect to external customers since customer loyalty grows in lockstep with employee loyalty

 

Client Success Stories

Jeri Quinn has been an inspiring mentor by encouraging me to think outside of my comfort zone. Her methodical approach has helped me identify my strengths and weaknesses. When I first started working with Jeri she explained how the methods that I had been using in the past were not the most effective. Often times I became overwhelmed and discouraged thinking that I did not possess what I thought necessary to be successful. Jeri demonstrated how establishing goals and breaking down tasks into smaller measurable steps would facilitate progress, thus increasing confidence in my ability to reach my desired destination.

The first step for anyone deciding to grow or change should be enlisting the services of a coach such as Jeri Quinn. Although, reluctant at first, I now realize that this is one of the best decisions that I have made,  since deciding to make the break from the status-quo, and refusing to continue to be another pawn in someone else’s game.

Stefan Stanley

 

“Jeri, I can’t tell you too much how grateful I am for your coaching and confidence in me (even when I resist). I love your commitment to others and the world, your humility, and your curiosity of and appreciation for all of life’s offerings. You keep me inspired.”

Nance L. Schick, Esq., Counselor at Law, Business & Conflict Resolution

 

Lean, Six Sigma, and Lean Six Sigma Training/Coaching

What is Lean, Six Sigma, and Lean Six Sigma Training/Coaching?

Do you want to develop your organizational culture to be driven by performance improvement? Continuous Improvement comes from having teams trained and then coached in Lean Six Sigma, or its two components Lean and Six Sigma. We can help you choose the right methodology to achieve your goals. The focus is spreading proactive thinking and behavior throughout every process in your company.   We work with you to train your teams to eliminate operational waste, solve problems and add customer-driven value in service businesses, manufacturing operations and transactional work environments. Your people can be trained to develop data driven ways to define, measure and analyze challenges. Whether you choose levels of mastery indicated by a sequence of different ‘colored belts’ or moving from ’Kaizen Leader to Kaizen Coach to Lean Sensei’ our trainers/coaches can train your team and then coach them in how to overcome the challenges of implementing it in your environment. Our engagements are customized and use plenty of examples from industry leaders like Toyota, Motorola, General Electric and the George Group

 

Recommended For:

  • Organizations whose senior leadership team wants its personnel to adopt a culture of continuous or continual improvement and a commitment to performance excellence.
  • Operational situations in which the root cause of the problem or the opportunity for improvement (OFI) has not yet been clearly defined and where there is substantial uncertainty about the appropriate solution or corrective action for it.
  • Individual employees or contractors, at ALL levels, who want to master the philosophy, concepts, tools, and techniques of Lean, Six Sigma, or Lean Six Sigma.

 

 Benefits to Founders of Fast-Growing Companies

  • Allows the founder to quickly mobilize support for the adoption or strengthening of an organizational culture of continuous or continual improvement and a commitment to performance excellence.
  • Allows the founder to provide a consistent set of efficient and effective concepts, tools, and techniques among the workforce facilitating the creation of systems and processes for the company to grow via teamwork.
  • Enhanced customer loyalty driven by the central concept of the “Voice of the Customer” (VOC).
  • Increased staff retention via the acquisition of an ascending sequence of measurable, hands-on skill levels (“Roles” or “Belts”).

Benefits to Leaders in Established Organizations

  • Can quickly mobilize support for the adoption or strengthening of an organizational culture of continuous or continual improvement and a commitment to performance excellence.
  • Replaces any talk of an operational “weakness” to that of an “opportunity for improvement”.
  • Enhanced customer loyalty driven by the common central concept of the “Voice of the Customer” (VOC).
  • Increased staff retention and recognition via the acquisition of an ascending sequence of measurable, hands-on skill level designations (“Roles” or “Belts”).

 

Client Success Story

Startup Formalwear Rental Company’s Distribution Center:
Problem:
It was taking too long to fulfill orders. Mistakes were being made on these orders. Clients were complaining, and staff were not engaged in admitting or fixing the problem. Plus, because of workload and scheduling issues, staff could not be trained all in one group. The VP of Operations brought in Ruggles2.

Solution:
Ruggles2 conducted two customized workshops on a split schedule (half days) on applying the Lean 5S + 1 Technique for these two separate groups each with 20 participants (40 total participants). covering:

  1. An Introduction to Lean and Kaizen;
  2. The History of Lean Thinking Applied to a Supply Chain Environment;
  3. Applying the 7 Deadly Wastes +1 Concept; and
  4. Performing the 5S+1 Technique

Created A “5S+1 Technique in a Warehouse/Distribution Center Playbook” for the participants to use as a practical reference following the two, half-day, split-schedule sessions.

Conducted quarterly, web-based, virtual Coaching Sessions with all of the participants for one year following the workshops.

Results:
A 12% improvement in the Order Fulfillment Process (Pre-Training performance vs. Post- Training performance) for the ensuing 3 Quarters.

 

Project, Program, and Portfolio Management Training/Coaching

What is Project, Program, and Portfolio Management Training/Coaching?

Do you want to enhance your organization’s ability to execute its strategic priorities and initiatives better, faster, and with up to 20% less expense by working smarter than ever before? We are able to help your personnel develop the level of discipline needed to align, plan, execute, check/act-on, and confirm your critical projects, programs and portfolios.

We work with your teams on detailed project management, training them to complete project work activities that meet project requirements in spite of constraints, usually identified as cost, quality, scope, scheduling, resources and risk. Since many Projects roll up into Programs we can train your staff in Program Management, so your organization can obtain benefits and controls not available by managing the components individually. Then, since many Programs and Projects roll up into Portfolios, our training/coaching in Portfolio management allows the organization to proactively achieve its objectives by assuring their strategic alignment with those Programs and Projects.

Our customized engagements provide team and individual competency training, and then coaching for your highest-potential individuals to apply the concepts, tools, and techniques to specific strategic initiatives.

 

Recommended For:

  • Organizations whose senior leadership wants their personnel to adopt a culture of driving change in a way that is fundamentally proactive, integrated, and preventive.
  • Operational situations in which the root cause of the problem or the opportunity for improvement (OFI) has already been clearly defined and where there is relatively little uncertainty about the appropriate solution.
  • Individuals who want to master the principles, processes, and practices of Project, Program, and Portfolio Management.

 

Benefits to Founders of Fast Growing Companies

  • Allows the founder to quickly mobilize support for the adoption or strengthening of an organizational culture focused on driving positive change using an “agile project management” (accelerated) approach.
  • Allows the founder to provide a consistent set of efficient and effective principles, processes, and practices for the workforce that will facilitate project-, program- or portfolio-based teamwork.
  • Enhanced stakeholder engagement driven by the Project Stakeholder Management performance domain (knowledge area).
  • Increased staff retention and recognition via the acquisition of one or more professional certifications (e.g., “CAPM”, “PMP”, “PgMP”, “PfMP”, etc.).

Benefits to Leaders in Established Organizations

  • Can quickly mobilize support for the adoption or strengthening of an organizational culture focused on driving positive change using either a “waterfall” (traditional) or an “agile” (contemporary) project management approach.
  • Can provide a consistent set of efficient and effective principles, processes, and practices for the workforce that will facilitate project-based teamwork.
  • Enhanced stakeholder engagement driven by the Project Stakeholder Management performance domain (knowledge area).
  • Increased staff retention and recognition via the acquisition of one or more professional certifications (e.g., “CAPM”, “PMP”, “PgMP”, “PfMP”, etc.).

 

Client Success Story

Fortune 100 Pharmaceutical Firm

Problem: The Learning Shared Services department of this company and the Continuing Education arm of an accredited University wanted to customize the University’s existing Project Management Evening Certificate Program, so it would better suit the company’s need for well-prepared project managers. A team of Senior Trainers was needed as well as a team of Senior Instructional Developers/Consultants to customize the curriculum and to create a Project Management Framework for consistent project performance outcomes. Their mission was to create a set of common metrics to evaluate, plan, and execute requirements, schedules, and budgets, and to manage project risks. The GSS Chief Information Officer, the R&D Chief Information Officer, and the Chief Learning Officer hired Ruggles2.

Solution:

  • Recruited, selected, oriented and prepared 5 pairs of Senior Trainers to team-teach the series of evening classes.
  • Recruited, selected, oriented and prepared a team of 6 curriculum consultants. Four focused on a customized Project Management Framework for Large-sized Projects based on the PMBOK® Guide Two others focused on a customized Project Management Framework-Lite for Small/Medium-sized Projects based on the full-scale PM Framework.
  • Developed with the team a set of 18 Tools and Templates for use with the PM Framework and PM Framework-Lite.

Results:

  • The trainers and consultants created the Continuing Education Project Management Evening Certificate Program and delivered the twenty-four 3-hour sessions to eleven “waves” of trainees, totaling over 300 participants.
  • 70 participants went on to become certified Project Management Professionals (PMP).
  • The company saw a 17% improvement in the Average Project ROI and Project Outcomes one (1) year after the completion of the first 6 “waves” of Training and the use of the PM Frameworks, Tools and Templates.

 

Meeting Facilitation

What is Meeting Facilitation?

A meeting facilitator is necessary when the parties at a high stakes meeting have too much invested in their own agendas to also be an objective facilitator of the meeting. Objectivity is crucial if all participants are to feel safe voicing their concerns. All the participants can then fully participate without one of them wearing an extra hat. Meetings are sometimes between 2 people. Often more. Our trained facilitators work with all stakeholders, understand the issues, bring new ideas and best practices, challenge ‘group think’, and use a variety of exercises and neuro-science based activities to create a non-threatening trusting space. Everyone participates, everyone is heard, and solutions are co-created. We ask a lot of questions to determine your goals, build an agenda, plan activities that address your goals, determine who will be included, perhaps ask a cross-section of the attendees questions to uncover themes and challenges, objectively facilitate the meeting being sensitive to underlying issues and conflicts, include decision-making activities, manage time so you leave the session with your goals accomplished.

 

Recommended For:

  • A team retreat to build team collaboration, motivation, trust, working relationships
  • 2 or more business partners having an annual partner review meeting, or another meeting where they want to resolve issues or make future plans
  • 2 employees in conflict, especially where others are impacted
  • A family meeting where multiple generations of a family-owned business have to make decisions together
  • Two companies that are merging and the senior teams have issues to work out that go beyond the M&A Agreement
  • Interdepartmental meetings where conflict and silos occur and better working relationships are desired

 

Benefits to Founders of Fast Growing Companies

  • Builds motivation and higher performance
  • Creates team-based solutions that get buy-in from stakeholders and so are more easily implemented
  • Resolves issues between founders so that the business can move forward with greater progress and employees get unified direction and leadership
  • Retain important employees in spite of conflict originating out of fast-moving change, keeps knowledge inside the business

Benefits to Leaders in Established Organizations

  • Builds motivation and higher performance
  • Creates team-based solutions that get buy-in from stakeholders and so are more easily implemented
  • Resolves issues between business partners, departments, employees so that the business or department can move forward with greater progress and employees get unified direction and leadership
  • Retain important employees in spite of conflict, keep knowledge inside the business
  • Leaders don’t have to handle conflict themselves. They can outsource the facilitation of the resolution. They can stay more objective and use their time for business building and other strategic work.
  • Merged companies make faster progress in realizing the economies of scale that prompted them to merge.
  • Family business-related issues can be worked out so they don’t cloud non-business familial relationships.

 

Client Success Stories

Tech Start Up
Problem:
A and B became partners in a new tech startup because they wanted to create a business. They shared a vision for a solution that could be used to solve a particular problem. They also heard from venture capitalists and other tech strategists that partnering was encouraged. A was very numbers oriented, progress was measured by stats, views per page, pay per click. His view of their strategic planning was data driven. B was more people oriented, focused on the customer experience, customer service, having non-web strategies to support the business outcome. Not only did these two orientations affect business strategy, it effected how they worked together. B took some time off to handle family issues and A resented it because he would not have made the same choice. A & B together decided to hire Driving Improved Results to facilitate the meetings that would help them move forward.

Solution:
A and B hired Jeri to work out their differences. Jeri coached them to rediscover why they had chosen each other in the first place, and helped them reestablish trust, empathy and likability. Then in that space of using the prefrontal cortex, Jeri debriefed assessments so they could objectively look at their similarities and differences. They then looked at options for moving forward, dividing duties, growing different parts of the company, using scarce resources in various ways. 

Results:
A and B decided to break up their partnership. They continued as friends respecting each other’s different points of view. They came to the conclusion that, as a startup, they couldn’t work together when they each wanted to follow such different strategies to grow the company. And the resources weren’t present to do both simultaneously.

 

Strategic Planning

What is Strategic Planning?

How do you move your organization to the next level?  What does the future of your organization look like? What resources will be needed? What’s the plan of action? Companies annually evaluate everything about their industries, market trends, competitors, current performance and then set direction and goals for the following year. They realign and reaffirm their vision, values and long-term initiatives. They come up with financial projections and a budget to accomplish their plans. Often it’s the senior management team that is included in this process and sometimes other stakeholders from the company, the client base and the community participate. Goals can then be cascaded down throughout the appropriate departments so progress is made toward the completion of the strategic plan. Our facilitators prep your participants with interviews and document collection and distribution prior to the planning session(s). We conduct exercises that are proven to enhance clarity, communication and bring out everyone’s ideas and concerns to create an actionable plan. We help your notetakers pull it all together to create functional documents you can use to accomplish the plan. We include, as appropriate, exposure to neuroscience-based brain optimization concepts and exercises.

 

Recommended For:

  • New entrepreneurs who are creating their first business plan
  • Companies who intentionally want to think bigger, plan growth, and engage everyone in implementing expanded goals
  • Companies facing challenges who may be seeking clarity about new directions
  • Companies led by multiple business partners, so all partners can contribute and come to agreement on the future direction of the company

 

Benefits to Founders of Fast Growing Companies

  • A shared vision and purpose throughout your organization
  • Clear direction, improved motivation, agreement on goals and resource allocation
  • Potential investors will want to see your strategic plan so they know what they might be investing in.
  • A well thought out strategic plan speaks to your capability and credibility as a leader whose skills an investor can trust.
  • You can plan break-even points, how much capital you’ll need, and how long you can go til you run out of cash.
  • Your initial strategic plans bring partners together to assess if you all see the business growing in the same way.
  • Your initial strategic plans are generally way off because you haven’t projected sales before. Each iteration gets better and more accurate. Getting started earlier helps learning start earlier.

Benefits to Leaders in Established Organizations

  • A shared vision and purpose throughout your organization
  • Clear direction, improved motivation, agreement on goals and resource allocation
  • Increased chances of achieving your goals, because they are written down and action steps have been created to work through obstacles.
  • Your banker and potential investors will want to see your strategic plan before lending you money or investing in your company.
  • The more people who help to create the strategic plan, the more will be engaged in implementing it.
  • Your strategic plans bring partners together to assess if you all see the business growing in the same way.
  • Your leadership with your staff is reinforced giving them confidence and a sense of security that you know what you’re doing and there is a plan that can be relied upon.

 

Client Success Stories

Thanks to Jeri Quinn’s help I am able to strategize and complete projects that benefit my business. I now have a workable business plan that helps me stay focused on the short term while taking into account my long range goals. With Jeri’s ongoing coaching support I am able to track my progress especially in marketing and meeting my financial goals. I’m empowering our employees and using their ideas to increase our profits. Together we have been able to identify areas of the business, especially in shipping and our answering service, where we can save money. We’ve lowered the amount of inventory we are carrying while still increasing sales. My business is running lean and mean and sales are up. Thank you Jeri!

iv Vassar, CEO of Hey Viv!

 

Under Jeri’s business coaching we doubled the number of car fleets we put under coverage last year. We’ve expanded our staff and developed better teamwork and communication which has increased productivity. Most of all, I’ve grown as a business owner/leader. I’m much more aware of my role as a strategist and business planner. This comes from interacting with other CEO’s as well as Jeri’s emphasis on 90 Day Business Plans.

Daniella Kirfeld, Interwest United Insurance Brokerage Inc

 

Contact Us:

Telephone: 212-923-5820
Or: 570-881-4261
E-mail: jeri@DrivingImprovedResults.com

610 5th Avenue, #833
New York, NY 10185

Thank you. I will reply within 24 hours, unless this is a weekend or a US holiday.