PROJECTS
Teambuilding, Collaboration & Alignment
Client - Global shipping firm
Challenge - Less than optimal coordination and alignment between all the functions that span sales through delivery of containers to the end customer. All functions (sales, operations, finance) did not have a shared understanding of each other’s challenges and key metrics so they could make the appropriate tradeoffs to create value for the overall company. Being a lower margin business, the impact of collective mistakes erodes margins rather quickly.
Solution - Upskilling employee business acumen and developing stronger cross-functional collaboration through our learning experiences
Results - Internal client study found that the company increased operational efficiency, and growth, resulting in a $10.7MM bottom line impact (515% ROI)
Understanding Your Customer’s Business
Client - Leading global professional services firm
Challenge - Firm needed to onboard new consultants quickly to be professionally prepared for engagements with business acumen skills
Solution - Successfully facilitated over 60 programs that mirrored a real-life engagement from in-depth analysis, solution recommendation, and client presentation
Results - Participants developed skills to understand their external client’s business and challenges enabling them to make and implement impactful recommendations and increase their credibility as trusted business advisors. Average facilitator rating (4.5/5).
Client Testimonials - “Jim is very positive, insightful, motivating, and engaging - he managed to hold my attention all along. He is very knowledgeable about financial topics and a great discussion facilitator. He was fabulous, I have probably never had such a great instructor - very energetic.”
“I love his energy and vibe, he is open, friendly, and easygoing, yet, very professional, Jim was very invested in our learning and cared about us understanding the topics. He's just a great guy :) He truly modeled "I'll meet you where you're at" and I loved that! very helpful and supportive!”
“Jim is extremely confident in his knowledge and high in energy. It was a very great experience!”
Financial Literacy
Client - Fast-moving consumer goods manufacturer (FMCG)
Challenge - Middle management needed to understand drivers of encompassing ROI metric across all business units and functions
Solution - Designed, developed, and delivered a customized executive leadership development program for a FMCG. Integrated (1) financial and strategic content, (2) client business issues, financial statements, and metrics, and (3) a total enterprise business simulation.
Results - Provided leaders with the skills to make better business decisions and to understand its ROI metric, its drivers, and ways to improve it. Program exceeded client expectations and achieved highest pilot program rating (4.8/5).
Client Testimonial - “I had the great pleasure of attending the Financial Acumen Program last week. This was a customized, one-week program that we partnered to create. It far exceeded my expectations, especially since I have no background in finance and was feeling anxious about it. The instructors were amazing!”
Talent Development & Succession
Client - Largest industrial automation and digital transformation provider
Challenge - Roll out successful U.S.-based leadership development to the Asia Pacific region and balance global corporate consistency with regional preferences
Solution - Designed, developed, and delivered 13 customized High Impact Leadership programs for mid-level managers in the U.S. and tailored design and delivery for the Asia Pacific region
Results - Program achieved rating and all stakeholders' goals were met - Asia-Pacific region business leader and Corporate and Asia Pacific L&D
Client Testimonial - “Jim worked with me, in my role as the global head of our Leadership Institute. He provided outstanding training and education to our mid-level management team for several years as a consultant to us. Jim's knowledge and skill was an essential ingredient to the success of our leadership development efforts globally. He skillfully conducted powerful business simulations in Strategic Leadership, Managing Change, Developing and Using Influence, Stakeholder Management, and Strategy Implementation. During these business simulations, participants learned and applied business acumen and leadership concepts to "on-the-job" "real-life projects." Jim also played a key role in the successful rollout of our Asia Pacific Leadership Institute. I deeply enjoyed working with Jim and found him to be responsive, focused, and highly professional.”