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What Do You Need To Change To Be More Successful?

WHAT I DO: I help credit union executives, small business owners and entrepreneurs achieve professional growth, career advancement, increased earnings and work-life balancer by providing a customized developmental process based upon their unique needs.

WHO I WORK WITH: I partner with executives, business owners and senior-level managers including:

• Credit Unions
• CPA firms
• Auto Repair
• Publishing
• Hospital CEO’s.
• Chambers of Commerce
• Non-profits

WHY IT WORKS: When you partner with me, you get the most efficient, effective and affordable executive coaching and strategic planning processes that leaders like you are looking for right now.

WHAT MAKES ME DIFFERENT? I have run a business and faced many of the challenges you now face. I was for 29 years a credit union CEO, and prior to that in in consumer finance. I am a Vietnam Vet. My knowledge has been acquired over a long haul. I do not offer cookie-cutter solutions. In fact, I do not even suggest a solution until I understand you, your organization and your needs. No prescriptions without a diagnosis.

HOW IT WORKS: We begin by talking by telephone about your organization, your vision, and what does success look like. I start with a blank page and simply listen. I request 30-minutes initially, and then schedule a follow-up call to share what I feel is the best solution for you.

READY TO TALK? Reach out to me here on LinkedIn, e-mail me at tom@kesgroupllc.com, visit online at www.kesgroupllc.com or call me direct at 941-650-9027.
6 minutes reading time (1288 words)

Strategic Planning

Goal setting meme

  • What 5 to 8 critical goals must be achieved this year and what happens if you do not achieve them?
  • What do your members expect from you and are you providing it?
  • How do you define success and are you achieving it?

 

Q: What key outputs may you expect from Executive Strategic Planning?

A:            Vision- A big picture and “rules for the road” that construct the umbrella and culture of the organization for the next 5-15 years.

Strategic Objectives (Mission) - for the next 18-24 months to draw closer to the vision.

Values statement – Your organization’s values determine its actions.

Critical Goal Categories – 5 to 8 categories which are individually necessary and together sufficient to effectively assure the achievement of the mission.

Business Plan – Actions to pursue during the next 12-18 months.

Q: How much time might your planning process take?

A: A cumulative time of 12 to 19 hours, depending on how prepared and focused the participants are. The market plan, sales plan, key assumptions, budget, and forecasts are performed by management after the planning session. Many wait until fall to plan; however, that may create stress due to budget deadlines and the holidays. Planning can be done anytime. Why not in the spring or summer?

Q:  What will your investment be?

A: That is based on the size, complexity of your organization and the number of participants. Your investment includes all materials and preparation, a kick-off session, the planning session and follow up calls. We can discuss that in a phone call and I can give you specifics. An average planning session with up to 15 participants is $9,500, plus reasonable travel expenses.

Depending on the needs of the organization, follow-up sessions and assistance in creating a strategic plan recap so it can be readily shared and referred to a dashboard to share are provided at no added investment to you.

Not included is any implementation of development processes to support your plan. Behavior and people development are often necessary critical goal categories for successful implementation. These developmental processes, e.g. executive coaching, are priced per person.

Q: How would I describe the executive strategic planning process?

A: It begins with a kick-off meeting 2 weeks in advance where each participant receives a workbook. All participants are requested to read and/or listen to the elements of the process and the business plan prior to the planning session. The planning session is a working one with my role being your facilitator. The strategic plan is usually completed in a weekend retreat setting. The CEO typically sets up the teams for the session in groups of 4 to 5 per table and they remain together. A mix of executives and directors is preferred.

This process creates ownership in the strategic plan. The benefit to the organization is that all participants are involved, understand the process, contribute and become better educated.   

Tom Randle

Certified Business Coach

This email address is being protected from spambots. You need JavaScript enabled to view it.

tele: 941-650-9027

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Website: www.kesgroupllc.com

BLOG: www.kesgroupllc.com/blog

Facebook: https://www.facebook.com/mtncoach/?ref=bookmarks

Twitter: https://twitter.com/mtncoach

Instagram: https://www.instagram.com/coach_tom455/

LinkedIn: https://www.linkedin.com/in/tomrandle/

Tumblr: https://www.tumblr.com/blog/mtncoach

Referrals to your associates and friends are greatly appreciated and welcome.

Goal setting meme

  • What 5 to 8 critical goals must be achieved this year and what happens if you do not achieve them?
  • What do your members expect from you and are you providing it?
  • How do you define success and are you achieving it?

 

Q: What key outputs may you expect from Executive Strategic Planning?

A:            Vision- A big picture and “rules for the road” that construct the umbrella and culture of the organization for the next 5-15 years.

Strategic Objectives (Mission) - for the next 18-24 months to draw closer to the vision.

Values statement – Your organization’s values determine its actions.

Critical Goal Categories – 5 to 8 categories which are individually necessary and together sufficient to effectively assure the achievement of the mission.

Business Plan – Actions to pursue during the next 12-18 months.

Q: How much time might your planning process take?

A: A cumulative time of 12 to 19 hours, depending on how prepared and focused the participants are. The market plan, sales plan, key assumptions, budget, and forecasts are performed by management after the planning session. Many wait until fall to plan; however, that may create stress due to budget deadlines and the holidays. Planning can be done anytime. Why not in the spring or summer?

Q:  What will your investment be?

A: That is based on the size, complexity of your organization and the number of participants. Your investment includes all materials and preparation, a kick-off session, the planning session and follow up calls. We can discuss that in a phone call and I can give you specifics. An average planning session with up to 15 participants is $9,500, plus reasonable travel expenses.

Depending on the needs of the organization, follow-up sessions and assistance in creating a strategic plan recap so it can be readily shared and referred to a dashboard to share are provided at no added investment to you.

Not included is any implementation of development processes to support your plan. Behavior and people development are often necessary critical goal categories for successful implementation. These developmental processes, e.g. executive coaching, are priced per person.

Q: How would I describe the executive strategic planning process?

A: It begins with a kick-off meeting 2 weeks in advance where each participant receives a workbook. All participants are requested to read and/or listen to the elements of the process and the business plan prior to the planning session. The planning session is a working one with my role being your facilitator. The strategic plan is usually completed in a weekend retreat setting. The CEO typically sets up the teams for the session in groups of 4 to 5 per table and they remain together. A mix of executives and directors is preferred.

This process creates ownership in the strategic plan. The benefit to the organization is that all participants are involved, understand the process, contribute and become better educated.   

Tom Randle

Certified Business Coach

This email address is being protected from spambots. You need JavaScript enabled to view it.

tele: 941-650-9027

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Website: www.kesgroupllc.com

BLOG: www.kesgroupllc.com/blog

Facebook: https://www.facebook.com/mtncoach/?ref=bookmarks

Twitter: https://twitter.com/mtncoach

Instagram: https://www.instagram.com/coach_tom455/

LinkedIn: https://www.linkedin.com/in/tomrandle/

Tumblr: https://www.tumblr.com/blog/mtncoach

Referrals to your associates and friends are greatly appreciated and welcome.

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Monday, 17 December 2018

Testimonial

“As a Senior Executive in the Credit Union industry - I have personally experienced along with my staff - what Tom brings to the table as a Coach. Tom is uniquely qualified from his experiences as CEO and President of a Credit Union and brings not only that experience but has a special way of identifying unique qualities that we all have but sometimes have not fully realized and utilized in the work place and in our personal lives. Tom delivers in such a way that exhibits high integrity and a genuine concern for his clients -- I strongly recommend Tom for your organization if you are looking for ways to inspire and motivate your staff to reach to the next level.”…Tim Smith

Contact Details

941.650.9027

KES Group LLC
P.O. Box 2025
Clayton, GA 30525

tom@kesgroupllc.com