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.
2 minutes reading time (470 words)

Strategic Planning For Optimum Business Management

Strategic Planning is an organizational tool that is used by groups and corporations globally to refine their goals and maximize their resources. Drawing from the concepts of strategic military planning, the strategic planning process is one way in which businesses strive to attain a competitive edge. Strategic planning involves defining goals, creating an adaptable business plan and measuring core competencies of staff to increase productivity and results. The understanding and implementation of strategic planning can significantly affect a company's ability to maximize revenue and growth. The process has been used effectively in many fields of business, education, and government to formulate productive business systems and resource management solutions.  

While there are several different approaches to implementing a strategic planning process, most models use the following definitions:

  • Mission definition: The mission definition stage of strategic planning encourages an organization to develop a brief description of the purpose to inform potential stockholders, employees, and customers what they can expect from the company. From the mission definition, a mission statement can be developed that serves as a company's calling card and core focus description.   


  • Vision/Trend Analysis: The next facet of strategic planning directs a company to analyze current market trends and make committed decisions about where the business is heading. Defining long-term goals and visualizing the future of the organization can help to focus on current activities and important financial decisions.   
  • Strategic Objectives: Once long term goals have been set, the strategic objectives phase consists of formulating actual business plans to achieve the visualized goals. One acronym used frequently in this stage of strategic planning is SMART. SMART stands for Specific, Measurable, Achievable, Realistic, and Time frame assessed. Ensuring all objectives meet the SMART criteria improves increases the odds of goal achievement.     
  • Critical Success Factors: Important milestones and achievements key to goal realization should be identified at the critical success factor stage of strategic planning. Singling out these factors provides an easy means for measuring the ongoing success of the business plan.   
  • Actions to be implemented: After critical success factors have been identified, the next phase involves the development of action plans need to realize success. Specific tasks and management strategies are designed to effectively implement the business plan. Task management is often defined by the core competencies required for each position in the company.   
  • Performance Analysis and Progress Measurement: The last of the most common steps is comprised of formulating methods by which to measure the organization's progress. Comprehensive performance analysis tools and measurement criteria are developed to effectively monitor the success of the current system. These tools can be used to report both internally and externally on the progress and growth of the company.  

Creating a defined strategic plan will maximize the use of resources to achieve organizational success and sustainability.

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Saturday, 25 May 2019


“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

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