Post on 12-May-2015
Improving business performance through proven experience in
assessment, planning and execution
Market Challenges
• How quickly can you adapt your business model to meet the demands of the
changing market?
• Are you struggling with identifying ways to reduce operating costs in your business
without reducing services offered to your valued customers?
• Do you have methods for evaluating your current sales channels effectiveness,
whether direct or indirect (distribution)?
• Does your organization understand the overall corporate strategy for where and how
you want to grow and/or expand the business?
• Do you know the perceived customer value of your brand/product/service?
• Are you looking to add new talent to your business?
• When was the last time your management reviewed and challenged your current
processes?
Wingspan Performance Advisors can help you to determine the best strategy to over
come market challenges and help you meet your growing needs.
Why Wingspan Performance Advisors
• Create organizational capacity to design
and execute profitable and sustainable
growth strategies
• Accelerate speed to market
• Improve overall customer satisfaction
(demonstrated by repurchase intention
and referrals)
• Help you to gain commitment from your
• Reduce unnecessary costs while
improving quality of
services delivered
At Wingspan Performance
Advisors we believe in:
• Developing a strong
understand of your business
• Building a collaborative
effort between our company
and our clients.
• Creating strategies
founded on analysis and
data.
• Supporting our clients
overall objectives and
culture.
• Creating Value for your
business
Wingspan Performance Advisors
Our Services
• Strategy Development– We work along side your leadership team to
develop a long-range 5 year vision with strategic imperatives and execution planning that engage employees around a singular goal.
• Marketing Services– We develop comprehensive marketing, branding
and communication strategies, and tactical plans.
– We conduct market research (qualitative and quantitative) like VOC, brand equity study, attribute and message testing, etc.,
– We design customer-centric promotional campaigns to market products/services for greater penetration and conversion.
• Distribution Development and Management
– We increase sales penetration and customer retention through direct and indirect sales channels with dealer standard programs, dealer development, partnership programs, etc.
• Operational Excellence – Lean/Six Sigma
– We provide your organization with training and tools to identify waste in current processes, which ultimately reduces costs and improves cash flow while improving services to your customers.
.
• Training & Development– We design tailored training programs to
improve overall performance of sales and marketing teams, which offers a leg up in today’s market.
• Organizational Assessment, Design and Talent Development
– We assess your current organizational structure, talent and capabilities, roles and responsibilities, etc. and advise on an optimal org design and developmental requirements to align to your business strategy.
• Talent Management– We help set goals, roles and responsibilities,
compensation plans, target customer plans, strategic account development, tracking and management methodology.
• Talent Acquisition
– Plus, we provide recruitment and placement of key sales, marketing and management personnel
Strategy
Development
Testing of
Hypothesis
Develop
“Game Plan”
Prepare
organization
for changes
Develop new
processes
Communicate
vision
Develop
customized
training
Market
Analysis
V.O.C
Survey
Research
Interviews
with Execs
Customer
visits
Operations
review
Review of
current Org
structure
Review
current Org
capabilites
Our Approach
Earnings
Improvement
Lean Light
Lean Deployment
Lean Culture
Current Customers
New Customers
Market
Expansion
Top-Line Revenue Improvement
Bottom-Line Cost Improvement
Employee Development/Acquisition
Assessment Planning Execution
Our Expertise
• Strategy Development
• Organization Start-ups
• Managing Profit and Loss Centers
• Sales and Marketing
• Retail and Wholesale Management
• Organizational/Talent Development
Demonstrated success in the development of high performance teams,
innovative process improvements, and bottom line results
Clients
ServedManufacturers Distributors Private Equity Other
• Distribution Management
• Life Cycle Management
• Aftermarket
• Lean/Six Sigma
• Acquisitions & Divestitures
• Talent Acquisition
Markets
ServedConstruction Power Generation Industrial Agricultural
Demonstrated Successes
• Developed and executed strategy to target mid-sized contractor
group including establishment of new distribution channel, product
line expansion, market share growth,
– Enrolled more than 120 new dealer locations throughout the U.S. and
Canada.
– Generated more than $150M in new revenue in 24 month period
• Trained more than 1,500 independent Specifying Engineers via
national training program to build awareness of companies product
and services.
– Program offered training on power generation and provided CEU credits to
attendees.
• Implemented new dealer management program including dealer
evaluation tools, contracts, and dealer standards.
• Implemented Lean – Six Sigma improvements into retail dealership
operations generating more than $500K in annual savings while
significantly improving operating efficiencies of retail stores.
• Re-engineered regional marketing support functions in to one global
marketing organization designed to support local, regional and global
growth while leveraging expertise and tools
– Reduced annual marketing spend by nearly 20% while improving
marketing effectiveness through development and execution of annual
marketing plan.
Past Experiences
Our Commitment
• Mutual trust and respect
• Delivering measurable value
• Understanding and quickly resolving challenges
• Minimizing risk and lost opportunity
• Positioning your business for improved growth, efficiency, and
customer satisfaction
• Helping you identify and prioritize areas for improvement
• Identifying and eliminating bottlenecks in current processes
• Providing your team with tools to make quick, sustainable improvements
Our partnership with your company will be driven by:
Terrence DolanPresident
Personal Philosophy
“For organizations to grow in today’s market it takes more than just good
products and services…….it takes a cohesive strategy that is based on the
core competencies of the company and its people…..additionally companies
need to eliminate the non-value added steps in their business that add to
operating costs and uncompetitive positioning for their customers”
Significant recent accomplishments
Global Business Management: Has lead many global businesses in developing and executing on strategies for profitable growth. Managed global business in
excess of $500MM in annual sales. Completed the development of acquisition strategies, process and executed on key acquisitions.
Organizational Start-ups – Has successfully developed new business and new organizations to support strategic growth. Developed Utility Business Strategy
that lead to nearly doubling the business in three years and was rewarded a Chairman’s Award for Dramatic Growth
Creating High-Performance Work Teams: Developed processes for leadership identification, tracking, and the development of actionable plans to support
individual and team growth. Focused on developing people to insure strong bench strength to support future expansion and growth.
Institution Degree/Course of StudyDuke University Entrepreneurial General Management
University of Kentucky Executive Lean Academy - Lean Manufacturing
Concordia University Bachelor of Arts Management & Communications
Cardinal Stritch University 21 Credits toward MBA
General Electric Management Skills Development Program
Ingersoll Rand Change Management
Experience Industry Company
President, Founder Multiple Wingspan Performance Advisors
SVP Business Development Minerals Boart Longyear
VP Company Owned Dealerships Construction Ingersoll Rand (Bobcat)
VP ReMarketing Industrial Ingersoll Rand
VP Sales & Marketing Industrial Ingersoll Rand
Dir. Business Development Power Generation Generac Power Systems
Various Sales and Marketing Construction/Agricultural Case/New Holland
Professional Education
Career History
Skills Profile
Global Business Development, Sales and Marketing
Leadership, Distribution Management, , Team Building &
Training P & L, Brand Management, Strategic Planning,
Change Management, Lean Six Sigma, New Product Launch,
Policy/Goal Deployment, Adult Learning Development,
Org Development, Life Cycle Management
Acquisitions &Divestitures
Vinny YakoobianPerformance Advisor
General Information
Significant recent accomplishments
Continuous Improvement Advocate; Established an enterprise Goal Deployment Process as well as a Business Operating System with a focus on processes
related to Life Cycle Management of Customers & Product at Ingersoll Rand; Current knowledge of cutting edge research in Business, Science & Leadership
Change Leader; Accomplished lean transformations in manufacturing and administrative areas using a Kaizen approach with cross-functional teams; Results at
Markem were savings of over $2M in three years using Lean principles and Six Sigma tools
Lean Six Sigma Approach; Noted for extraordinarily strong technical, analytical and problem solving skills with a tendency for action. Application of the tools
improved Quality metrics over 40% at Markem 2005-6. Developed best-practice modules with 2007 results at Ingersoll Rand of 15% Warranty cost reduction
Year School Degree/Course of Study
2005 U of Phoenix, AZ Doctor of Management – Organizational Leadership
2002 U of Plymouth, NH Master of Business Administration – Entrepreneurship
1996 U of Massachusetts, MA Doctor of Philosophy abd – Chemistry
1995 U of Massachusetts, MA Master of Science – Chemistry & Environmental Studies
1992 U of Lowell, MA Master of Engineering – Civil & Environmental Engineering
1989 Rensselaer Poly Inst, NY Bachelor of Science – Industrial & Management Engineering
Experience Industry Company
Lean Six Sigma Leader / Global Quality Manager Industrial Equipment Markem Corp. (Dover Co.), NH
Project Manager / Process Engineer Circuit Board Manufacturing Sanmina Corp., NH
Account Manager / Chemical Engineer Specialty Chemicals IBM, NY; Shipley Co, MA
Manufacturing Engineer Food Processing Pilgrim Foods, NH
Quality Engineer Aerospace Manufacturing Lockheed Martin, NH
Board of Director President Entrepreneurial Incubator Hannah Grimes Marketplace Inc., NH
Professor of Chemistry/Physics/MBA Academia UMASS/Daniel Webster Coll./U Phoenix/NH Tech Coll.
Education
Career History
Skills Profile
Lean Manufacturing * Six Sigma Principles * Change
Management * P&L/Budget Management * Corporate
Training * Quality Assurance * Engineering *
Strategic Planning * Policy/Goal Deployment *
Statistical Risk Assessment * Kaizen * Value Stream
Mapping * DMAIC * 5S * 3P * SMED * DFSS * JIT *
TMP * FMEA
Operational Excellence
Douglas Downs
Personal Philosophy
“I believe people want to succeed and to grow….
candor works well when delivered with respect…
& sophisticated ideas work well when translated into practical solutions.”
Significant recent accomplishments
Talent Management Solutions: Partnered over three years with $8B Aerospace firm in creation and execution of integrated Talent Strategies for multiple
disciplines. From strategic planning to assembly of business case and subsequent execution of numerous projects - including leader assessment, talent
recruitment, retention, communications & talent development.
Training & Development Series: Conceived, designed and delivered an eight-module training program to grow corporate manufacturing leaders in areas
ranging from business acumen to innovation, market-focus, operational excellence and strategic human capital leadership.
Creating High-Performance Work Teams: Lead intervention with multi-site national service firm to create a culture which fostered a sense of personal
responsibility and accountability for results. Performance solution included a culture assessment, tool and process consultation & accountability training for all.
Year Institution Degree/Course of Study
2003 Bowling Green University Master of Organizational Development
1988 University of Pittsburgh, PA Master of Business Administration
1987 University of Richmond, VA Bachelor of Arts
2009 Human Capital Institute Talent Management Strategist
2008 Right Management Executive Coaching Certification
1995 Cornell University Certificate of Labor Relations
Experience Industry Company
HR/OD Consultant & Entrepreneur Multiple Wingspan & Org-Advantage Human Capital Consulting
Director, Talent Management Industrial Manufacturing Ingersoll Rand
Director, Corporate University
Director, Global HR & Org’l Development
Director, HR & Org’l Development Consumer Product Mfg. Swiss Industrial Group
Division Manager, HR Pharmaceutical Abbott Laboratories
Division Manager, HR/OD Aerospace Manufacturing United Technologies Corp.
Education
Career History
Skills Profile
Talent Management * Org Development * Change
Management * Leadership Assessments *
Professional Development * Corporate Training *
Executive Coaching * Comp & Rewards * Strategic
Planning * Policy/Goal Deployment * Mentoring *
Emotional Intelligence * Global HR Consulting
Human Capital Management
Contact Us
For more information please contact:
Terry Dolan, President
16206 Hollingbourne Rd
Suite 201
Huntersville, NC 28078
Email: tdolan@wingspanPA.com
Web: www.wingspanPA.com
Phone: (704) 999-5862