Our consulting methodologies aren’t scripted from one school of thought or any one methodology. Centered by innovation strategies, we cater our approach
and methodology to the needs of our clients, the business environment, market stage, threats and opportunities.  Drawing from one core mandate, listen, we are highly
disciplined in our learning, collaboration and development, ensuring cost efficient and timely engagements that conclude in high client satisfaction.
 

Here is a loose outline of the process flow for three-month strategic planning and positioning engagements:

-Client-side Immersion

-Independent Review & Analysis

-Issue Framing & Client Collaboration

-Data Modeling, Research, Interviewing

-Scenario Building

-Client Collaboration

-Refinement

-Presentation

-Issue or Plan Documentation


Work Products

Client Business Review

Client/Industry Research & Landscape

Business Modeling


Services

Business Planning 

Marketplace Positioning

Investment Positioning & Presentations

Market Research

Industry Research

Competitive Research & Landscaping

Audience Segmentation & Profiling

Product Development Plans

Web Strategy

Marketing Communications Plans

Media Planning

Corporate Communications

HR Assessments & Restructuring

Training Program Development

Customer Service Planning


 


Strategic Planning

Principal-lead customized planning process, beginning with internal interviews, industry, customer & investor research and market landscaping, working with an integrated team from your company.
Typical Duration 3 to 6 months 
 
"Carla is a most capable and talented leader who guarantees quality and timely deliverables. She is a very focused and passionate business professional whose analytical and problem solving ability is self evident. Carla embraces accountability and responsibility and is a diligent, thorough practitioner who sees and advocates the big picture without losing sight of the relevant detail. It has been a pleasure to work with her and to learn from her experience.” 

Project Work

Project work is usually marketing or product-centric, closely tied to strategic initiatives, with clear goals and deliverables. 
Typical Duration: 1 to 3 months, with wide variance 
 
"Carla consistently demonstrated high level intellectual and analytical abilities. Her ability to quickly and comprehensively grasp problematic areas, prioritize their significance, suggest alternative resolutions, and develop or direct strategy in accordance with the significance to the overall mission is what most impressed me. Carla displayed an extraordinary ability to design strategies that harnessed and focused company resources to support the ultimate goals. Undoubtedly, Carla’s greatest strength is her ability to be a change agent with a comprehension of what is required to position a company to be a solid competitive enterprise in today’s world.” 

Retainers

Quarterly Retainers are offered to existing clients after strategic planning and/or project work is complete. Long-term retainers are not offered. We believe in contributing tangible results and leaving our knowledge for internal teams to succeed.