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Testimonials
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Organizational Assessment
Strategic Planning
Strategic Alignment & Implementation
Board Assessment
Business Process Consultation
Mergers & Acqusitions Integration
Organizational Design & Structure
Re-structure and Downsizing
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Change Management
Executive Coaching
Leadership Development
Culture and Climate Survey
Team Building & Executive Alignment
Talent Acquisition & Talent Management
Performance Management
Outsourcing OD & Learning
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Change Management |
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Dennis Obrien
President
ConAgra Foods
Omaha, Nebraska |
| "Our business was in massive
change as we have been less than one year post
an acquisition, many jobs were being consolidated
and moved back to the mid-west from California,
and our competitive pressures were as severe
as they ever had been. We were forced to re-organize
while needing to maintain very key talent and
teams, we were re-energizing or deciding on
resource allocation that was very different
than prior years with lower performing brands,
and we were trying to maintain our position
with well performing brands while our budget
was tightening. Our business situation could
best be described as chaotic. We met Michael
as a part of our re-structure planning and
he was quickly able to assess our business
conditions accurately and offer a set of steps
that were actionable and impactful. He partnered
with me and my executive team on a series of
communications plans, he partnered with our
HR function on plans for our “impacted” and “surviving” talent
and teams, and devised a knowledge transfer
plan to enable a smooth business transition
for very key functions. Michael met with dozens
of executives, delivered dozens of customized
change management type of workshops and wrote
countless drafts of communications with me
and my team for all stakeholders. The change
process we focused on was one of “building
agility” rather than getting through
some set of events… This approach was
helpful for our executives and managers far
beyond the “chaotic” times we were
in. I have since had Michael in for many other
types of strategic and operational challenges
and his breadth of experience is something
I value." |
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Ed Jordan
Senior Vice President, Operations & CFO,
Nolet Spirits U.S.A., 2009 |
"We had originally requested Brainard Strategy to assist us in the development of custom leadership development offerings. In the midst of our training, we began to go through some organizational changes at our company. In one of our sessions on Change Leadership, Michael demonstrated an amazing grasp of the organizational implications ofthese types of changes. As Michael had practical experience with organization change, we asked him to shift his focus from partnering with us on leadership development to change management. He was able to work with our executive team on communications and structural concerns, with our managers on how to deal with their own experiences of the changes and to offer them coaching and guidance on handling their direct reports. He demonstrated a true knowledge of change management, made theory real and applied his experience in practical ways.
We count on Brainard Strategy for strategic change management and leadership development needs and he is a well respected resource for many in our company." |
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| Culture
and Climate Survey |
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Carl Katz
VP Operations/Finance
The Buddy Group,
Irvine, CA
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| "Our young company faced a dilemma. A few unexpected employee departures indicated we had organizational issues, but we did not have the internal resources to objectively figure out what they were or how to handle. We interviewed several HR service providers and selected Brainard Strategy to help in our task of surveying our employees and developing an action plan. It was the right choice. Michael Brainard’s depth and breadth of background was invaluable. He is both the professor and practitioner of organizational development. After consulting with other vendors, it seems anybody can throw some questions together and call it a survey. But Michael and his team were able to help us sculpt our survey questions and most importantly translate the results into clear and addressable issues. Our culture has a ways to go as it moves out of start-up mode, but with Brainard Strategy’s guidance, we at least have a roadmap to follow." |
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Trindle Reeves
Managing Director
Marsh, MMC |
"Working with
Brainard Strategy enabled us to design, implement,
get results, and action plan based on a survey of
over 200 employees within a 4 week period of time.
Not only was the survey highly customize-able and
easy to act upon we were able to modify the survey
slightly and re-measure year over year. Michael’s
knowledge of survey design and his ability to analyze
the data, present clear reports, and help our work
teams to engage in action was invaluable for us to
engage in continuous improvement and gain a great
deal of awareness about our own culture. Having an
outside expert like the Brainard Strategy team helped
our employees feel comfortable with giving feedback
and allowed us to focus on the outcomes rather than
the detail work." |
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Jack Farnan
SVP Human Resources
Mitchell International,
Inc.
San Diego, California |
"We have a new CEO and new ownership group, and we were just completing a year focusing the senior management team on external matters. As a management team we thought it prudent to challenge ourselves around these key questions: 1) Is the culture we have the culture we need for the future? 2) Are our values still a fit for who we are and who we would like to become? I knew that Michael Brainard was the only facilitator to help us to wrestle with these questions, and that if we did not leverage Michael, then the conversation could get muddled and there could be no clear implementation that would result from the conversation.
Michael and I had worked on goal setting and goal cascading in the past. While the OGTM process is still a part of Mitchell International five years later, what stands out most is Michael’s ability to facilitate a senior group. Michael, our CEO, and I collaborated on the agenda and Michael interviewed us prior to our session. During our session Michael was able to get us all to a common point of understanding of culture, the interaction of culture and performance, and the importance of values in the development of a new culture. We had many action-able strategies to validate and drive the values through our management practices and talent systems. Michael is unique among Management Consultants in his depth and breadth of expertise on organizational issues. Michael’s facilitation skills and pragmatism have brought about positive culture change for Mitchell International." |
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Alisa Judge
Vice President, Human Resources
Sequenom |
"We have grown very rapidly over the past 12-18 months, primarily organically, and we had a very strong sense that our growth had impacted our culture. A primary concern for our senior executive team was to proactively shape our culture during our high rate of growth and diversification rather than watching some issues arise un-checked. We worked with Brainard Strategy to better understand the aspects of culture that were measure-able and action-able. We wanted to understand our culture and it’s impact on our people, business processes, and performance. We engaged Brainard to work with us to create a custom-izeable Organizational Survey Process. This process was highly tailored to our org while encompassing a wholistic view of culture generally. Brainard worked with our steering committee and our senior mgt team to ensure solid deisgn, data collection via the web and action-able reports. We will continue to partner with Brainard well after the data has been reported to continually ewnhance our culture and business performance." |
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Executive Coaching |
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Aaron Cook
Executive Vice President
CORE Realty Holdings LLC
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"I have been blessed with a successful career in financial services over the last twelve years due to being in the right place at the right time, surrounding myself with high quality hard working team members, some luck and hard work. Over my career I have been able to grow from an individual producing financial advisor to the President and CEO of the managing broker dealer for my current company of which I am also a partner and an Executive Vice President. Over that time I have overseen and managed as many as 60 employees at any one time.
Over the last 12 months I have engaged Michael Brainard as an executive coach in order to help continue to take my career to that next level. While I had experienced reasonable success prior to working with Mr. Brainard he has helped identify weaknesses in my management style to focus and improve while also assisting in the development of my areas of strength. As a result I have been able to improve my relationships throughout the organization and motivate other departments as well as my partners to take action towards a common objective. I have been able to establish trust and confidence with my 4 partners and the “C” level executives in the organization creating a more cohesive and cooperative working environment compared with the first 2 years in the organization.
Mr. Brainard has also helped me get the most out of the 30 some employees that I currently manage by helping me develop a system of accountability as well as encouraging creative thinking, ideas and problem solving with my team members. I have been able to foster independent decision making and open discussion and debate of ideas with management while still being able to provide the final approval or veto. Once a decision or idea is implemented each team member has participated in the thought process and thus has more of a vested interest in its execution. While I am still working on improving, Mr. Brainard has helped me exhibit my trust and confidence in my team’s abilities, which has provided the platform for their improved and more rapid career development. These efforts have improved levels of performance with team members freeing me up to more effectively develop innovative investment products, consider longer term strategic direction and to continue to build and grow the company’s distribution channels all while also creating a greater sense of loyalty and commitment amongst the team." |
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Ryan Katz
CEO
Goal Financial
San Diego, California |
"Michael Brainard
has been able to provide the climate and framework
for my growth and development and I directly count
his coaching as one of the drivers of my organizations
growth and success. Michael has a unique combination
of business acumen and interpersonal savvy to listen
effectively, confront, and advise at the right time,
all the while keeping me focused on my development…" |
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Jane Baker
VP Human Resources
Qualcomm,
San Diego, California |
| "At times, when we
have executives who are derailed and/or struggling
to capitalize on their strengths and maximize
their potential we need external resources
who are able to quickly assess the situation,
confront the behaviors and attitudes that are
barriers, and advise executives “real
time”, which is often very fast... With
the help of Michael Brainard and the coaches
at Brainard Strategy, many of our executives
are able to quickly assimilate changes in their
performance and motivation. This real-time
change is what enables our leaders to help
the organization take the next steps towards
success." |
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| Business Process Consultation |
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Steve Becker
SVP HR,
Golden State Foods |
"Golden State Foods is one of the largest diversified suppliers to the Quick Service Restaurant industry. This 63-year company is values-based and is 100 percent management owned and run. As such, GSF places a high priority on quality leadership development, which has been a strong motivator for us to establish a strategic learning and development system at our company.
In the past, we have provided training and learning solutions, but it became increasingly clear in recent years that we needed a more strategic approach to further educating and developing our leaders. We participated in the Disney Institute, Kellogg Executive School, and outsourced training to AMA, DDI and CCL. The approaches were effective to a degree, but none was right for us holistically. What we needed to do was to build a comprehensive and integrated training and development program that would include the best elements from the above organizations, but one that was more customized for us.
As I began to seek advice about a resource or partner to help us to build this infrastructure, I was referred to Brainard Strategy by a number of trusted colleagues. Michael Brainard met with me and our CEO to collaborate about outcomes and process options. Michael proved himself to be a technical expert in building and delivering corporate learning initiatives, but a ‘fit’ was critical, both technically and personally. Additionally, we needed a Web-enabled solution for our managers and employees, as they are spread out around the globe.
Brainard Strategy was selected based on our comfort with Michael and his team, their technical expertise and experience, and their Learning Management System recommendations. We are finalizing the design and implementation phases for this year-long project, and we are preparing for our initial launch later this year. It is a highly complex project, and we are delighted with the substance of and personal direction from the Brainard team. We look forward to a successful implementation in 2010." |
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Organizational Design & Structure |
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Robert Nascenzi
CEO
Nielsen,
San Diego, California |
"Our business was mature
and our brand was strong, but we had been through
a couple of mergers and the executive team was a
mix of past competitors. Our Teamwork had broken
down and the company was under increasing pressure
from outside sources. Alignment among the executive
team was critical. Michael Brainard provided an effective
method to diagnosis the team, which helped me to
restructure the team and helped the executives themselves
achieve greater alignment across functions. His process
centered approach, business acumen, facilitation
skills, and pragmatism helped us over the course
of 6 months to work better as a team and to renew
and gain focus around our Mission, Vision, Values,
and core functional strategies." |
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Leadership Development |
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Jonathan Schoonmaker
SVP Human Resources
Borland
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"“Developing individual leadership acumen and team functioning is typically an important pursuit, and critical at Borland at this time given the current and future internal and external business challenges.
Brainard Strategy worked with us to define a highly customized approach to executive development that included individual and team assessment. The development activities were equally comprehensive, highly relevant to our business, and very impactful for both driving changes in behaviors and also enhancing team functioning.”" |
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Alisa Judge
VP HR, Sequenom |
"As our business changes the pressure on our leadership team to continuously improve is ever more critical. We sought customized 360 feedback and a development process. We believed that an off the shelf 360 would not meet our needs, as we needed to specifically define the unique competencies required for our leaders. In addition, we did not need a web site or book to offer development, we needed a trusted local resource to interpret the feedback and offer action-able, just in time learning tailored to each individual executive.
Brainard Strategy had partnered with us for strategic planning and they had done our employee engagement survey every 18 months. Michael and Jennifer were able to quickly and practically build an executive competency model for us that was easily validated. We then created the items, scale, open ended questions, and report format that would meet our needs. Their platform and expertise in crafting the assessments are truly unique in this now commoditized industry. In addition to creating the assessment and managing the process, Michael and Jennifer offered an emotional intelligence assessment, a personality assessment, and an assessment of cognitive style to those executives who wanted to go through a broader assessment. They were able to do this because these assessments are a part of Jennifer Konkin’s dissertation. We truly appreciate that Michael, Jennifer and the team at Brainard Strategy are partners in learning and always striving to learn and grow; they practice what they preach. Lastly, Michael and Jennifer delivered the feedback in the spirit of growth and development and our executives reported that this type of process was among the richest of its kind they have ever experienced." |
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Tony Chartrand
SVP Human Resources
Viejas Casino
San Diego, California |
“We needed an
accurate way to measure the capabilities and potential
of our management team. Brainard Strategy effectively
assessed our team and helped us better understand
our strengths and areas for improvement. Brainard
Strategy then worked with us to develop a comprehensive
and integrated leadership development curriculum
that was highly practical and focused on driving
the right results. Now, we can more effectively manage
talent at this critical level in the organization.” |
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Mergers & Acquisitions
Integration |
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Bob Hurley
Chairman
Beckman Coulter Japan |
"At Beckman Coulter we have a great deal of experience with mergers and acquisitions. In 2009 we acquired a large Japanese Diagnostics business. This business had autonomous executive management in Europe, Japan, and North America. As the executive responsible for the integration, I had and have a great sense of urgency for Beckman Coulter to realize the value targets. This more than half of a billion dollar transaction is incredibly complex due to its size, international components, regulatory and competitive environment, and the senior management implications.
I thought that Michael Brainard may be of assistance based upon his unique background and prior successes working with senior teams. Michael has completed transactions as an internal executive, and his process orientation as a consultant offers a unique combination that is valuable in integration work. We originally invited Michael to assess the combined businesses product portfolio. As a part of this process Michael facilitated a series of meetings to develop an integrated product strategy and to develop a first pass rationalization of the combined R&D budgets. As you can imagine there were executives wed to their products and products in development. Our outcomes were fantastic in that the newly combined team made objective decisions that would not have been possible without Michael’s skills. Michael then began to work with the new management team on their overall Mission, Vision, and Strategy. This team is now partnering with Michael as an on-going strategic consulting partner to assist them with the many integration activities. I have also asked Michael to “do what he does” for our Japanese executive team and then to work with that team as they interface with other management teams around the world.
Michael’s unique background as a psychologist and a business development executive who completed transactions, his facilitation capabilities, as well as interpersonal skills and pragmatism helped our team and company to gain value that may not have been gained without him.
Testimonial:
Michael Brainard is uniquely talented, a friend, and someone whom I trust implicitly as a strategic consultant. Please don’t write a book, Michael. We can’t have you go on the road and be unavailable to our business." |
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Organizational
Assessment |
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K. Blickenstaff
Chairman and CEO
Biosite Diagnostics, Inc.,
San Diego, California |
| "We had experienced less
than optimal business results in 2006 and
some management team conflict that was out
of the ordinary, and my feeling was that
our management structure and management team
functioning may have been less than what
it had been in the recent past. I asked Michael
for his thoughts on an approach and his expertise
in initiating an objective assessment of
our strengths, weaknesses, opportunities,
and threats if we did not change our course
of action. Michael's approach was based on
solid theory, his questioning style and data
collection techniques enabled people to be
open, and enabled us to get a very thorough
assessment that was then easy to convert
to pragmatic action. The organizational and
management plan of action was easy to understand
and prioritized in such a way that many members
of our senior management team could easily
agree with and work toward." |
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Outsourcing OD & Learning |
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Richard Swartzbaugh
VP Human Resources
Goal Financial,
San Diego, California |
"Our organization
wanted a more effective, diverse, and capable OD
department as our company continued to expand. We
discovered that with Brainard Strategy, we could
outsource our OD work and get everything that we
wanted...Plus, it was significantly more cost effective." |
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Greg Georgianni
Director, Human Resources
Kia Motors America
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| “Kia Motors America has just experienced its 14 years of sales growth in the U.S. This was accomplished within the context of declining automotive sales in the U.S. In addition, Kia Motors America is opening a new manufacturing facility in Georgia in 2010 to further support our sales efforts. Seeing the future ahead of us, our leadership team decided to look at developing some Breakthrough Ideas that would allow our company to continue to succeed and achieve our aggressive objectives over the next few years. Michael Brainard was instrumental in conducting a two day leadership team offsite that allowed us to establish our need for change. Our leadership team looked at our organizational culture, in an open and forthright manner, and assessed our internal and external enablers and barriers to change. Then working with the group, Michael was able to help the team identify actionable items and narrow the breakthrough ideas into specific, concrete, actionable initiatives via the Performance Scorecard©(Objectives, Goals, Tactics and Metrics: OGTM) framework. The outcomes from this meeting will certainly allow Kia Motors America to increase revenue, market share or other key metrics as we continue to grow as a company." |
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Clara Alonso
VP HR,
Louis Vuitton
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“Our leadership team is constantly changing as we are made up of U.S. executives and rotating executives from France who are at various levels of experience managing in the U.S. We often require team development consultation as our team is always changing.
Michael is able to work in a culturally diverse environment due to his travel and work in Europe and Asia, his understanding of group dynamics and high performing teams and his professional savvy. We trust Brainard Strategy with our team development, performance management and leadership development. Brainard Strategy is a trusted partner for all of our Organizational Development needs. Their team is versatile, professional and expert and this enables us to focus on what we are best at.
Michael has partnered with us in an on-going way for executive team development. Brainard Strategy is currently partnering with us as we overhaul our performance management system and approach, to include variable pay strategies. Michael and his team also provide highly customized leadership development solutions that are targeted and highly sought after by our leaders.
Michael’s has partnered with me for more than 10 years at a variety of companies and he is currently an extended member of our management team at Louis Vuitton, U.S.”
Testimonial:
“Michael’s team is able to synthesize a great deal of information quickly and deliver solutions that enable us to achieve our business results.” |
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Performance
Management |
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George Carpenter
CEO, CNS Response |
"After more than one year of a great amount of turbulence at the board and executive team levels, we needed a deep and independent assessment of our management effectiveness. This was particularly complex because our founder and former CEO remained a disruptive force to the organization in many ways.
Michael and I met, and at that time I was not exactly sure about the right path forward and how to implement the assessment and change process. All I knew was that we needed an outside and expert view that could enable us to better understand some of our historical dysfunction and then help us to develop a road forward as a company, board, and executive team. However, as soon as I was able, we contracted with Brainard Strategy. Michael demonstrated a confidential and practical approach for to conducting a board and executive assessment process which could be implemented instantly.
Michael’s blend of assessment skills, organizational development knowledge, and senior executive presence helped me to get our management team focused on the key re-building activities. Additionally, Michael put together a report that enabled our board to clearly understand the challenges, root causes, and strategic choices as we moved forward. Lastly, we are implementing his action items and our company is in a vastly better place today than we were prior to engaging with Brainard Strategy. As a small publicly traded firm, Michael applied a highly customized, thorough, and legally defense-able process for us to resolve once and for all some of our major challenges and move forward in a much more unified way.
Testimonial:
Brainard Strategy’s flexible options for management assessment enabled us to navigate very choppy waters and we are better for it at the board level, executive team level and organizational level." |
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Tammie McMann Brailsford
EVP, Chief Operating Officer, MemorialCare Health System |
"We had a performance appraisal form that was less than popular and a performance management process that, while well defined for senior executives and employees, was lacking for Managers through Vice Presidents. We evaluated many firms that might help us to develop our performance management strategy and approach. We chose Brainard Strategy based upon their team’s expertise and experience in building Performance Management initiatives in a variety of industries to include healthcare and Michael’s abilities to specifically create an inclusive and comprehensive process.
We created a steering team to work with Michael’s team to build the processes, deliverables, and measurements that would increase our organizations ability to drive results. This project took a year and covered the initial blue-print all the way through HR policies and training. Brainard Strategy’s team is flexible, technically expertise, and fun to work with. Michael’s ability to present multiple options, as well as his experiences have helped us to build a performance management approach for our managers that is going to be able to grow in sophistication as we grow. We are now looking at linking our performance management system to our variable compensation approach and succession planning strategies. Brainard Strategy has earned our business for both of these engagements.
The team at Brainard Strategy is expert in performance management, they customize and create with us rather than doing things to us, and they are easy to do business with. We will leverage Brainard Strategy to help us grow well into the future." |
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Ed Cleary
VP of Sales and Marketing
Moon Design MFG
San Diego, CA |
| "We realized that
moving our business into the future involved
a more strategic approach to talent management.
Brainard Strategy partnered with us to develop
a performance management system that facilitated
clearer, more effective communication between
managers and employees. This created a clearer
understanding of how not only the company,
but the individuals, benefit by increased
efficiencies and productivity. Brainard's
approach and training skills really impacted
the way we do business." |
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Re-structure
and Downsizing |
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Ryan Katz
CEO
Goal Financial,
San Diego, California |
"As many serious external
changes such as legislative environment and credit
risk were exerting negative pressure on every player
in our industry our company had to respond by “re-structuring” some
of our operations. Michael was able to align a comprehensive
action plan that above all was consistent with our
values. We believed that while some would be losing
their jobs and jobs would be changing we had a set
of core beliefs around respect for the individual
whether leaving our organization or not. Michael
put a plan together that addressed all stakeholders;
he planned and modeled the logistics and financial
aspects of the re-structure, the risk assessment,
and assisted us with the “new” organizational
structure. He led a team of internal and external
professionals to flawless execution. While this type
of business activity is relatively common it is never
easy and Michael’s vast experience, custom
approach, and leadership were invaluable to us getting
back on track toward growth in a still tough environment." |
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Strategic Alignment & Implementation |
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Tom Triolo
VP HR, Borland Software, 2009
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"At Borland Software we were attempting to do a great deal, as our resources became increasingly limited. It became important to bring our executives to together to re-visit strategic goals as we could not possibly operate “as usual”.
Michael met with our team to challenge us to think about our goals in a disciplined way, around value accretive activities that were to be prioritized objectively. Michael led us through a series of facilitated meetings to establish the highest level goals around operational efficiency, operating margin, employee commitment, and market position / customer intimacy. Michael then worked with Erik Prusch, our CEO and our team to develop a goal cascading methodology that we were able time implement globally within 60 days from establishing our goals at the highest level. The Performance Scorecarding method (OGTM) was unbelievably simple and efficient, as well, the individual goals and metrics were able to set in Success Factors and every single manager and above had goals set that were directly descended from the executive scorecard. An un-planned benefit was that we conducted team goal setting meetings and teams were able to collaborate about goals and metrics we have seen a great deal more clarity and openness in resource sharing and teaming.
This OGTM / Performance Scorecarding method is the single greatest innovation in goal setting I have ever seen. It is amazing and I will bring it with me as a competence, thanks Michael.
Testimonial:
This OGTM / Performance Scorecarding method is the single greatest innovation in goal setting I have ever seen. It is amazing and I will bring it with me as a competence, thanks Michael." |
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Jack Farnan
SVP Human Resources
Mitchell International,
Inc.
San Diego, California |
| "After interviewing
several consulting firms to assist us with developing
a strategy for aligning objectives across the corporation,
we selected Michael Brainard at Brainard Strategy.
Michael worked diligently with our executive team
and helped us to develop a process that has been
operational now for three years and becomes more
ingrained with each passing year. The results that
Michael achieved with us exceeded our expectations
allowing us to implement an objectives-driven culture
within the company. Michael does an outstanding job
of bringing the right blend of current business thinking
and operational practices to the table which contributes
to his success and ultimately the success of his
clients". |
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Laura Pinkham
President, Huntington Beach Academy for the Performing Arts Foundation
Huntington Beach, CA |
"Simple and effective approaches to management and organizational issues.
“OGTM” is to goal cascading as “Monster” is to resume searching.
Excellent, professional partnership. Would definitely engage again.
Our session with Brainard Strategy was exactly what we needed. A fresh perspective that included best practices and innovative ideas all packaged into an engaging experience. Our team acquired knowledge and additional motivation as a result of the program.
Phenomenal! The company provides a remarkable A+ service to its clients and strives to build strong relationships. The staff is cohesive and truly defines a “unit”, which is the key to success.
It was incredible! I was very impressed.
Tailored hands on approach designed to fit our needs.
The Brainard Strategy team was a delight to work with! Their professionalism and accessibility allowed our organization the expertise and support we needed to complete our initial strategic plan. We are looking forward to a continued partnership, and we highly recommend their services to any company seeking creative solutions to organizational dysfunction." |
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Vic Buzacherro,
EVP Human Resources
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"In late 2008, Scripps was looking to enhance overall organizational performance through increased alignment between its overall strategic objectives and individual managers performance. After studying national best practices, Scripps designed a performance objectives program in which the organization’s strategic goals “cascaded” from senior leaders to managers as part of the company’s annual performance evaluation process. The program was designed to focus managers on the achievement of aligned objectives, increase overall management accountability and reward managers for their individual contributions to the organization’s overall goals.
As part of the program implementation, Brainard Strategy was engaged to help train Scripps managers and executives in understanding and adopting the Performance Objectives Cascade program. Brainard Strategy developed a customized training program and conducted 30 training sessions across Scripps hospitals and clinics in which senior leaders and managers had the opportunity to develop objectives similar to a performance scorecard. The training provided a consistent framework for establishing measureable, actionable objectives, as well as facilitated the proper translation of goals, tactics and metrics.
One year later, Scripps has completed a full cycle of the program with positive results. As an organization, we’ve found that the program engages managers in the achievement of our strategic objectives. Further, Scripps has found that the process helps to clarify and refine’s of senior leaders’ vision and strategic direction – in turn helping to focus managers efforts and resources." |
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Strategic Planning |
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Chris Olivier
President, ASM, 2009 |
"Advantage Sales and Marketing (ASM) is the leading sales and marketing outsourcing company for the retail food industry in the United States. Upon coming on board in 2008, I was specifically tasked by our board of directors to develop a comprehensive strategic plan to guide our more than 1 billion dollar company over the next three years. Ours is a complex company consisting of food brokers, outsourced marketing services for tier one brands, other outsourced I.T., sales, and marketing functions for the world’s largest retailers and manufacturers. Additionally, our executive team is spread out all over the U.S. and we have many stakeholders to this process (a board including private equity firms, customers, many levels of managers and employees, and a variety of consulting partners).
I sought proposals from the likes of McKinsey, Baine, and other regional and national tier one firms. One could easily imagine how critical this decision was for me as a newly hired executive, specifically tasked with the strategic plan development.
In evaluating Brainard Strategy it became clear that Michael and his team could design, lead, and facilitate this complex planning development process at or above the level of some of their global competitors. Additionally, Michael and his team were far easier to do business with, far more flexible, and vastly more pragmatic than the larger firms. Michael and I partnered together through every step of the design of the process, the implementation of the process, and the documents and board presentations. This 6 month process involved over 100 leaders in our company, at least 6 external parties, and meetings that were held in New York, Chicago, and Southern California. Michael pulled a team together that included project managers, executives from our industry, and a variety of consultants who brought both ideas and data, as well as worked with our executives to interpret a massive amount of data and information. In the end we tackled critical strategic decisions in an inclusive and efficient way. Without Michael’s experience with the process, business acumen, and work ethic, we would not have such a robust plan. Our board gave the highest marks relative to our ability to frame strategic choices, evaluate the markets and customer segments we serve, and do so in an inclusive and time sensitive manner. While it is true that our plan will evolve and change as our business does, the core evaluative information and choices are elements that we refer back to and start from when managing the business today. In addition to plan delivery, Michael worked very closely with us to define a goal cascading method that we have implemented and integrated into our performance management system.
Brainard Strategy and Michael enabled us to drive the single best strategic planning process and outcome I have ever experienced. His team’s general business acumen, assessment and facilitation capabilities, and ability to balance process and outcomes are unique.
Testimonial:
I strongly recommend Brainard Strategy for executive strategic plan development. His partnership with us remains critical to our success today and he still partners with us on a number of initiatives."
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Ken Gowen
VP Human Resources
AMN Healthcare, Inc.
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| "Our executive
team needed assistance in identifying opportunities
for revenue generating ideas that would bring
a ROI within the next 9 months. Brainard Strategy
effectively led us through a process that maximized
our strategy sessions and led to the development
of some exciting initiatives..." |
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Mr. Wing S. Pang
Corporate Vice President, Discovery Business Center,
Beckman Coulter, Inc. |
| "I would like to sincerely thank Mr. Michael Brainard, President of Brainard Strategy, has coached my team members and I in the area of Business Strategic Planning and Executive Level Communication Skills last six months. We were having great difficulties in developing and communicating our business strategy at the beginning of 2008. After months of intense one on one and team meetings, Michael had helped pulling my team together using a very discipline and proven approach. First we have discussed, debated and developed our business strategy. Then using Michael's presentation process and approach, we have developed a common template for multiple product lines. The improvement in last six months is just unbelievable." |
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John Jakubek
SVP Human Resources
ConAgra Foods
Omaha, Nebraska |
| "Our strategy was unclear
and the lack of alignment across departments
resulted in negative business outcomes. Brainard
Strategy came on board and partnered with us
to create and implement an executive strategy
that has made us more successful and effective
than ever." |
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Greg Georgianni
Director, Human Resources
Kia Motors America
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| “Kia Motors America has just experienced its 14 years of sales growth in the U.S. This was accomplished within the context of declining automotive sales in the U.S. In addition, Kia Motors America is opening a new manufacturing facility in Georgia in 2010 to further support our sales efforts. Seeing the future ahead of us, our leadership team decided to look at developing some Breakthrough Ideas that would allow our company to continue to succeed and achieve our aggressive objectives over the next few years. Michael Brainard was instrumental in conducting a two day leadership team offsite that allowed us to establish our need for change. Our leadership team looked at our organizational culture, in an open and forthright manner, and assessed our internal and external enablers and barriers to change. Then working with the group, Michael was able to help the team identify actionable items and narrow the breakthrough ideas into specific, concrete, actionable initiatives via the Performance Scorecard©(Objectives, Goals, Tactics and Metrics: OGTM) framework. The outcomes from this meeting will certainly allow Kia Motors America to increase revenue, market share or other key metrics as we continue to grow as a company." |
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Ed Cleary
General Manager, OCP
San Diego, CA |
| "Like many companies our size, we had hit a sales ceiling, and were at a loss for what approach to take to create the change we needed to get us to the goals we have laid out for long term growth. Within a couple hours of sitting with Michael and his team, it was obvious we were going to have to change the culture of our company and develop a completely new approach to how we implemented and accomplished goals at all levels in our organization. Now on the other side of a comprehensive assessment and strategic development, we are confident that we have eliminated many of the hurdles that were slowing us down, and have put clear strategic paths in place to keep us on the leading edge of our market. We are seeing a refreshed outlook from our staff, and consistent results in line with our company's goals. It's quite clear we would have not gotten here without the insight, mentoring, and facilitation that Michael and his team provided." |
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Talent Acquisition &
Talent Management |
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Tom Watlington
COO
Biosite Diagnostics,
San Diego, California |
| "We realized that
we just weren’t reaching the goals
our team set out to attain… We were
struggling to improve our sales and marketing
management team’s skills and sales
ability. Brainard Strategy recommended a
series of assessments and interviews for
our key talent. Once through the assessment
he advised our executive team on ways to “map” our
talent relative to our needs. We began to
revise our hiring process as a means to find
similar types of “smart” people
whom we were always able to attract, but
now we were better able to assess for “fit” with
real data. We also were able to rightly move
some key people into key roles and each and
every person in our marketing and sales organization
were given developmental feedback by our
managers in a way that enabled open and “real” conversations
about contribution and value. We then took
our team through sales training and personal
development planning activities based on
the collective assessment information. Because
of Brainard Strategy, our team is back on
track." |
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Team-Building & Executive Alignment |
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Vince Cook
EVP & CFO, AccentCare; 2009 |
"After several years of exceptional growth, it became important to pull our executive team together to refocus our strategy and commitment to teaming. We determined that an outside consultant would be helpful to facilitate this process and create a clear and concise agenda. We sought input from a number of trusted partners in the Orange County market, and Brainard Strategy’s name came up again and again.
Michael met with our CEO and me to discuss the outcomes and options for the process. We sought to both develop our executive team’s ability to work better together and to develop/refine a set of strategic objectives that would guide the business over the coming two years. Michael interviewed all of the team members, and then worked with us to refine the agenda and outcomes while offering the benefit of his insight. Michael then facilitated a series of meetings that resulted in a set of strategies that we are successfully implementing today. Michael introduced us to a team functioning assessment that gave us a starting point for the team development process. That model and language have been immensely helpful to our team.
Michael’s blend of assessment skills, facilitation capabilities, and pragmatism helped our team and company to gain ever more focus on the highest value activities and have helped us to work better together." |
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Paul Brubaker
VP Human Resources
Pioneer,
Long Beach, CA
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"After unifying three separate HR groups within North America under a Shared-Services umbrella, I decided to hold the first-ever national HR Leadership team meeting for Pioneer Electronics, North America. I asked several consultants for thoughts about team building activities that might be helpful and most suggested using the DISC profile. However, having used the tool many times previously myself, I knew that it likely would have no lasting impact on our team.
Michael Brainard brought us added value by not only administering the DISC and doing a debrief with our team, but by also having us read the Patrick Lencioni book, “The Five Dysfunctions of a Team.” The book about building a high-functioning team led to valuable discussion that the DISC alone would not have generated. Michael did a masterful job in guiding the discussion, asking probing questions, and helping to set a tone of openness for the remainder of the two-day meeting. We’ll have Brainard Strategy back again!" |
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Sarah Gunhouse
VP of US Sales
Biosite Diagnostics Inc,
San Diego, California |
“We realized that
while we were having great business success,
in order to continue at our current rate
of growth we needed to assist our Regional
Sales Directors in the development of certain
skill sets. We sought to strengthen their
own leadership and management awareness,
and then provided them the opportunity to
build their own teams in a much more effective
manner. Brainard Strategy took our team through
a 360 degree assessment and the DISC assessment.
These were valuable tools for both our sales
management team and our sales representatives,
as they helped us to better understand ourselves
and lead our teams. Going forward, we were
able to link the assessments to our own sales
training. This has helped us build stronger
leaders and has enhanced our effectiveness
with our customers.” |
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Judy Bentley
VP Human Resources
Edwards Life Science,
Irvine, California |
| "We were having a
difficult time with bringing together our
executive sales team. There were obvious
effects due to the lack of synergy around
teaming and the team was resistant towards
chance. Brainard Strategy created and facilitated
an offsite that precisely hit the team’s
needs! By the end of the teambuilding, the
team had removed many barriers and created
common goals. My employees are now working
as a team for the first time." |
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Shelly Applegate
HR Director, Life Technologies |
"We had a major corporate initiative being driven by one of our teams of Ph. D. scientists. This team is incredibly smart, but less than incredibly appreciative of the importance of teaming and / or the impact of true organizational leadership. It was difficult to get this type of team to be open enough to be willing to learn something about the “soft skills” associated with a high performing team; however, the need to increase team performance was clear to all. When I was referred to Michael, I was impressed by his way of thinking, his experience in life sciences with this type of population, and his credentials.
Michael met with me and the leader of this team who was not yet convinced that “team building” would do any good. Michael reframed his belief about team building to be more of a team development process…. Michael dispelled his beliefs about some kumbya session, or ropes courses, etc. Rather, Michael’s approach was based on pre-assessment of the core issues, an agenda built upon inclusive dialogue, and objectives that were measure-able. The team development process changed many of the key leaders’ approach to teaming and leadership. Michael has a unique ability to communicate with highly educated and tough executives, so much so that we now leverage Michael for similar types of work with other groups. It is meaningful to me when a member of the team that we worked with over a year ago refers to something Michael covered with that team. I appreciate Michael and his firm, and they are a trusted partner for us at Life Technologies. Michael’s facilitation skills and pragmatism helped many of our teams go from “performing” to “high-performance."
Testimonial:
Michael’s unique facilitation skill and communication skills, as well as his adept understanding of group dynamics are an asset for us and we are a challenging environment. |
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| Process Consulting |
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Steve Becker
Senior Vice President, Human Resources
Golden State Foods
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"We are a 3+ billion dollar company who is among the most values driven corporations you will ever experience. We have provided one-off training and learning solutions throughout our history, and it became clear that we needed a strategic approach to learning and development in 2009. I attended the Disney Institute, we had executives attend Ivy League programs, and we had hired firms like PDI and CCL in the past. All of these approaches were effective, but none of these solutions were right for us holistically. What we needed to do was to build a comprehensive training and development program that might include the best elements from the above firms, but one that was highly customized for us. As I began to seek advice about a resource or partner to help us to build this infra-structure I was referred to Brainard Strategy by a number of trusted colleagues.
Michael met with me and our CEO to collaborate with us relative to the outcomes and options for the process. Michael was clearly a technical expert in building and delivering corporate learning initiatives, but fit was to be critical. Additionally, we needed a web-enabled solution as our managers and employees are spread out around the globe. Brainard Strategy was selected based on our comfort with Michael and his team, their technical expertise and experience, and their flexible Learning Management System. We are just finishing design and implementation for this year long project. It is a highly complex project and we are delighted with the substance of and interpersonal interactions with the Brainard team. We look forward to a successful implementation in 2010." |
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