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