Organizational Development, Change Management, Coaching, Mentoring

Developing the capabilities of the organization to embrace and drive change is critical to achieving success in today's competitive business climate. We assist our clients in developing the skills and capabilities of their people in improving their ability to identify and adopt best of breed business practices.

Projects range from establishing new organizations and processes needed to support the changes our clients are seeking, to establishing coaching and mentoring programs, to developing the specific capabilities of individuals within the organization.

In addition to consulting services, many of our training programs address these areas as well.  For information on the Dimensions Of EXCELLENCE training programs, follow the link.

For information about our Best Practices Assessments, follow this link:  Best Practices Assessments.

Case Studies:

Not For Profit Corporation:  This very successful not for profit sought to change its business model to reduce its dependence on grants and donations.  They had achieved some success in selling select services and products, but did not know how to restructure the organization and put in place new functions to support  sales and marketing.  Additionally, this change represented a significant shift in the mission.  Strong communications and leadership programs were required to help stakeholders (board, donors, employees, supporters) understand and own the changes.  Partners In EXCELLENCE worked with the management team to develop and implement the plan.  Within two quarters of implementing the plan, the organization was achieving all its sales goals and continued to build a strong base of community and industry support.

Printing and Publishing Company:  This organization sought to develop the skills of its telesales organization.  Partners in EXCELLENCE conducted extensive behavioral testing of each sales person, observed sales calls, and developed personalized development plans for each sales person in the organization.  Following this, we implemented a mentoring program, focusing on developing each individual's skills, enabling them to perform at the highest levels possible.  Within a very short period of time, the payback of this coaching program was demonstrated through dramatically increased sales results and employee satisfaction.

Consumer Packaged Goods Company: We assisted executive management in reorganizing from a geographically oriented sales organization to an industry oriented organization. We facilitated their work in re-defining the roles and responsibilities within the organization and helping them align the organization to support the needs of their customers.  One of the major problems we identified through this process was the need to improve overall teamwork and communication within the organization. The organizational development model we introduced was so successful in helping to clarify missions, roles and responsibilities, that it is now being used by other divisions within this company.

Information Technology Company: After working with a company to establish a new sales organization, improving the strategic leadership they provided their customers, we worked with key individuals in this organization as coaches and mentors. This enabled these managers to understand the new leadership model required to achieve their objectives and accelerated their learning curve in developing the skills necessary to be successful.

Data Analytics Software Start-Up:  Recruiting strong operational management to support the founders of this company as well as developing their own leadership and management skills was critical in the very early stages of this company's development.  We defined the overall organizational structure, job responsibilities, performance standards and recruitment criteria.  We worked with executive search firms and led the interview process in identifying and recruiting key individuals.  We helped bring these key individuals on board, accelerating their ability to have an impact in growing the company.

Mentoring Executives: A high potential sales executive with a technology based company identified shortcomings in his skills in developing relationships with key executives at his important accounts. He wanted to improve his ability to drive value in the business relationships with his peers at these customer accounts. We worked with this sales executive to help him better understand the typical business drivers faced by the executives he wanted to reach. We worked with him in developing his confidence in calling on these executives and having meaningful conversations. This mentoring effort has been expanded by our client to include other key executives in the sales organization.




Information in this document is subject to change without notice. Other products and companies referred to herein are trademarks or registered trademarks of their respective companies or mark holders.

Dimensions Of EXCELLENCE™, EXCELerator™, and EXCELerators™ are registered trademarks.

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If you are interested in learning how to OutPerform and OutSell your competition, please contact us by phone or email:

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Address: 22715 Barlovento, Mission Viejo, CA  92692  USA
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