OUR SERVICES
|
FUSION is about bringing your leadership team together and gaining the real value from fusing the collective intelligence within your organization.
- Environmental Analysis – Strategic Analysis
- Marketplace research / Stakeholder Analysis / Core Competencies / Performance Drivers / Business & Operational Assessments
- Build powerful and transformational corporate mission, values, vision and strategic initiatives
- Assist you in the “how to” achieving your Vision – in developing strategic plans and initiatives and projects to get you there
- Develop and operationalize performance measurement systems to monitor your on-going strategic performance – the Balanced Scorecard
|
- Organizational restructuring
- Develop, review, and reengineer your business model and processes.
- Defining Roles & Priority Activities
- Develop Organizational ‘Recipe for Success’
- Financial Service Distribution Strategy Assessment (Development & Deployment)
- Establish the best distribution strategies & best disciplines
- Performance Management System & Tools
|
- Ensure your executives including board members are ‘aligned’ and all ‘on the same page’
- Help you mold and create the required culture for your organization to reach its goals
- Employee engagement and alignment process consulting
|
- “Doing” change in a sustainable way is not a given and many of our clients appreciate the guidance/insight we can provide to ensure
- Develop a leading change plan and process
- Leading change management development programs
|
- Development of a comprehensive business plan
- Creation of Action Plans and organizational disciplines required for implementation
|
- Well defined process for TPAs and group brokers
|
- Leaders have the needed mind sets and skills to navigate the inevitable noise attached to change:
- Personal Effectiveness
- Best practice Leadership & Management disciplines
|
- External Sounding Board
- Personal Renewal
- Follow up on the strategic plans
- Leadership development, based on individual needs
- Executive Coaching Leadership Development
- Leadership & Management Program
- Sales & Sales Management Program
|
- Organizational Alignment Survey
- 360 Effective Leader Survey
- Client Surveys – Customized
- Employee Surveys – Customized
- Financial Service Practice Management Assessment
- Personality Profiles (AXIOM)
|
|
FUSION’S
ALIGNMENT BUILDER
Every organization is perfectly aligned
to get the results it gets!
|
| 1. Environmental Analysis |
2. Direction |
3. Organizational Design
|
4. People/Behaviour |
- Products & Services
- Stakeholders
- Competitive Canvas
- Infrastructure
- Marketplace
|
- Foundation
- Future
- Framework/Strategies
- Priorities & Operational
/Business Plan
|
- Processes/Roles/Structures
- Disciplines/Success Recipe
/Business Model
- Technology
|
- Understanding
- Capability
- Engagement
- Organizational
Transformation
|
THE TOP 5 CHALLENGES FACED BY OUR CLIENTS
 |
Keeping on Top of Change
Keeping on top of change refers to the impact of a changing landscape, which includes:
- Marketplace
- Technology
- Demographics
|
- Competition
- Government regulation
- Globalization
|
|
 |
Continuing Growth Curve
Continuing growth curve refers to strategies for continuing sales/revenue growth:
- Bottom and top line pressure
- Organizational renewal & continuous improvement
|
- Organizational value growth
- Managing growth
|
|
 |
Resource Gaps
- Talent finding, attracting & developing
- Technology solutions
- Financial
|
- Products & services
- Marketing & distribution
|
|
 |
Managing Priorities
- Disciplined strategic process
- Defining the real priorities
- Executing priorities
|
|
 |
Building the Right Culture
- What is the culture today
- What needs to change
- Rebuilding the environment
|
|