In serving our clients, we follow a simple framework: Be, Do,
Have. How do we want to BE?
we need to DO?
And what outcomes do we want to HAVE?
Our desired outcome is to always HAVE enthusiastic clients, excited about
the differences they have made for their people and their clients. To
achieve this outcome, we adhere to the following service principles:
In client projects, we will BE: Client-centered — basing decisions and actions
on what the clients’ needs and expectations are. Value-driven — always evaluating the collaborative solution
to ensure it is providing the value and impact desired by the client. Hands-on — serving as an extra, objective resource with
involvement to the level desired by the client. Responsive — being accessible to clients when specific
needs arise and being timely in our response to those needs. Creative — helping clients gain a fresh perspective on
issues and challenges and working with them to develop practical and
effective solutions for their environment.
“Throughout their work with us, they leveraged
background within the profession, but were careful to
understand our firm culture and designed a unique
solution that would work for us...”
What we DO to achieve results with our clients:
Listen — We listen for understanding, for ideas,
for pain, for perceptions, for opportunities. Through listening, we
strive to gain a greater understanding of the clients’ experiences
and the true goals they are trying to achieve. Facilitate solution development — It is important for
us to have customized solutions, not “canned”, “off
the shelf” approaches. Each firm is unique in its culture and
this demands collaborative solution development that actively engages
the client. Communicate — In working with clients, we strive to be
team members, making sure key stakeholders are informed and involved
throughout. Build organizational competence — we
believe in working ourselves “out of a job” on specific
assignments. The best solution is often to help firms unlock their potential
to perform at higher levels and help them develop their systems, processes,
and talents to create and sustain change. Exceed expectations — We strive to go above and beyond
to help our clients succeed.
“...You treated us the way we like to treat clients
and your follow up was second to none.” — Gordon Krater, Partner Plante & Moran, PLLC
Our Mission is to help individuals and organizations achieve superior
business performance through customized consulting, training, and coaching.
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