Industry: Professional Association Members: 10,000
Nature of Request
"We have done our strategic planning, and need to communicate it to our members so they will buy into the program."
Assessment:
The association focused only on their vision. Needed is a system of delivering the message that clearly communicates the vision and its benefits to the membership.
Action Taken:
We developed a mission statement that brought into focus the association's new direction. We put together a game plan of presenting it to the past, current, and future state presidents and bringing the message to all regional meetings.
Result
"ProActive was right on target with the needs of our organization. I appreciate and applaud Jim Whelan ' s thoroughness, study, and direct approach to change in organizational structure with sensitivity to the heritage while seeing the future viability of an organization. Jim exemplifies the ProActive approach and the subsequent needs of organizations to survive and prosper."
Industry: Franchisee Employees: 1-5
Nature of Request
"Cannot get myself started to make the calls I know I should be making."
Assessment:
She has a successful sales background and has been with the franchiser approx. 3 years with some success -- enough to know much more could be accomplished.
She was focused on too many goals and loosing concentration on the selling process. The franchiser has a reporting system that appeared to be contributing the problem.
Action Taken:
We established a marketing system focused on three goals, prioritized them, and established a weekly reporting system to ProActive. The weekly follow up analysis identified strengths and weaknesses and sales took off.
Result
" The value ProActive brings to the table is the no-nonsense approach in which Jim Whelan sits with the principles of the company to identify their mission and secure agreement and commitment to the strategies needed to fulfill that mission. The operative words being " secure agreement and commitment."
Industry: Commercial Sales Employees:: 25 - 50
Nature of Request:
"My employees constantly interact with architects. To establish the company's vision, I couldn't think of anyone more effective than Jim Whelan, The Vision Architect."
Assessment:
He admitted to not giving much thought to a strategic plan. He wanted the employees' to establish the company's vision, mission and goals. His communication skills and his recognition of each employee's contribution laid the groundwork for a positive working environment.
Action Taken:
ProActive designed and facilitated an employee meeting with all participating. We developed a strategic planning program that provided every member of the team:
- A crystal clear vision of the company's future
- A focus on the company's action plan to achieve the vision
- An understanding how their work contributes to the company's future success
Result
With Jim's highly effective facilitation skills, our staff developed a program specifically designed for the company. I was impressed with the compelling goals and vision we were able to extract in just a few hours.
Industry: Children's Magician Employees: 1-5
Nature of Request
"I became involved in a venture unrelated to my business and it cost me mega bucks. Plus, my involvement in the venture diminished marketing to our core clients, resulting in a fall off. business."
Assessment:
The company has been a successful business for ten years. It has been named Washington DC's best child magician show for the last seven years by Washington Family magazine. They have been effective marketers using both standard and imaginative techniques to grow the business through the years.
Action Taken:
We went back and reviewed the past income producing tactics. Those were combined with new ideas in the show plus higher income producing shows. The company committed to an action plan with specific tactics and accomplishment dates.
A monthly report detailing progress in the plan put just enough pressure to move forward and increase income.
Result
"Jim and his company, ProActive Corp, have done a tremendous job of helping me turn my business around and get my company back on track after a tremendous financial loss on a recent project.
Jim's expertise and enthusiasm helped us to get back on our feet, get focused, and begin the rebuilding process. His follow-up and gentle reminders help us stay on track and keep going in the right direction.
Jim consistently delivers superior customer service, innovative ideas, and exceptional personal attention in all of our business dealings."
The ProActive Corporation of America, Inc.
4500 4th Road North, Arlington, VA 22203-2343
703-862-6758 / 800-224-9920
E-mail: jim@proactivecorp.net