STRATEGY DEVELOPMENT

Purpose, Mission, and Vision Workshop
Why does your organization exist? What do you provide in terms of products and services? Who are your target customers? What value do you provide to them? What does success look like for your organization? How are you going to reach that desired future state?

Developing Your Core Competencies
What are the strengths of your organization which enable you to create unique value for customers and clients? How will you focus your investments in your organizational capabilities? What do you develop in-house and what do you out-source?

Developing a Synergy Map
Understand key partnerships and points of collaboration. Understand how the whole can be greater than the sum of the parts. Find ways to create new value together with others which would not otherwise be possible.

Risk Management and Contingency Planning
Indentify the key risks to your business or project and develop contingency plans including monitoring systems, trigger points, preventative actions, and contingent actions.

Developing a Balanced Scorecard
The balanced scorecard is a strategic measurement system which drives performance and accountability throughout the organization. The balanced scorecard helps link planning and execution processes.

Hoshin Planning
In this workshop, your team will identify the key breakthroughs needed for your organization to reach the next level of performance.

Functional Planning
Now that you have your business strategy defined, how will you implement it throughout your organization? Functional/Team Planning enables you to create a coordinated plan that you can measure and track progress.

TEAM DEVELOPMENT

Team Launch
Building high-performance teams is critical to business success, especially during times of great change. The team development model illustrates the stages that teams must go through to achieve high performance

Margerison-McCann Team Management Profile (TMP)
Understanding work preferences is a critical component in developing individual, team, and organizational performance. Team Management Systems' Team Management Profile Questionnaire (TMPQ) is a 60-item assessment focused on enhancing understanding of an individual's approach to work. Based on the responses to the TMPQ, the Personal Team Management Profile provides constructive, work-based information outlining an individual's work preferences, based on the Team Management Wheel, and the strengths that an individual brings to a team.

Optimizing Interaction Style
This 2.5 – 3 hour intact team facilitated session is designed to understand team dynamics and develop team operating principles. The objectives are to: (a) optimize our interaction style to our specific team members and (b) make a list of “operating principles/norms/agreements” that may help you to work together more effectively. Note that all team members must have previously taken the Margerison-McCann Team Management Profile.

Conflict and Teams Workshop
The Thomas-Kilmann Conflict Mode Instrument (TKI) is the world's best-selling instrument for understanding how different conflict-handling styles affect personal and group dynamics and for learning how to select the most appropriate style for a given situation. Easy to administer, with just 30 carefully chosen items, the web-based TKI assessment is a key tool for managers, team leaders, and human resource experts to safely open a productive dialogue about conflict. To see an example of the report [ click here ]. For the link to the TKI website - [ click here ].

MBTI® and Teams Workshop
The most widely used personality inventory in the world; the MBTI® instrument provides an accurate picture of a person’s personality type. The MBTI® instrument determines preferences on four dichotomies. Terry is qualified to administer the MBTI®.

FIRO-B® Team Building Workshop
FIRO-B® (Fundamental Interpersonal Relations Orientation Behavior) instrument assesses your client’s interpersonal needs and the impact of that individual’s behavior in the workplace. Three needs are measured in two dimensions: “expressed” behavior (how much we initiate behavior) and "wanted" behavior (how much we prefer others to initiate behavior). Terry is qualified to administer the FIRO-B®.

Team Values Workshop using the McCann Window on Work Values Profile
Values have a major influence on how individuals approach their work. Values drive our decisions, cause us defend what we believe in and determine our behavior at work. This Profile is based on Dick McCann's Window on Work Values which describes eight core Value Types. The Window on Work Values Profile Questionnaire is a 64-item questionnaire where individuals record those activities or situations at work that they value. Profile feedback gives a work values hierarchy and key information to help individuals understand how their values influence behavior.

ORGANIZATION DEVELOPMENT

Organization Structure Design
Terry uses an integral approach to organization design including strategy, structure, processes, people, measurements, results, rewards, values and culture. I can work with your to create a roadmap to create an optimal organization design for your unique business.

Organizational and Team Culture Indicator (OTCI®)
A ground-breaking, scientifically validated measure of an organization's culture and its brand and employee identities, the OTCI® recognizes that the deepest and clearest understanding of corporate culture is embodied in the work experiences and belief systems of its employees—essentially the "stories" the corporation believes about its origins, practices, and goals. Terry is certified to deliver the OTCI® for your team or organization.

Organization Culture Change
Using assessments and workshops, Terry will work with your leadership team to create a vision for the desired team or organization culture and create a change management roadmap to shift organizational culture.

INNOVATION AND CREATIVITY WORKSHOPS
Terry has led dozens of Innovation Workshops to create novel solutions technical and business challenges. His unique background in both technology/engineering and social science enables him to serve as a bridge between engineers, business, and marketing. Terry draws upon multiple tools and methodologies including group process, lateral thinking, and TRIZ to develop a custom workshop for your unique context.

MEETING DESIGN AND FACILITATION
We can work with your to clarify meeting purpose, objectives, and deliverables and create a meeting design to efficiently and effectively meet your needs. Terry can also facilitate your meeting so you can focus on the content while Terry takes care of the process and structure of the meeting. Terry is experienced in designing and facilitating virtual meetings using web-based technology and face-to-face meetings of all sizes.

BUILDING BRIDGES™ DIVERSITY LEADERSHIP TRAINING
Terry is a certified trainer with Out & Equal Workplace Advocates and can work with you to create a diversity learning experience to improve workplace equality and inclusion.

APPRECIATIVE INQUIRY RETROSPECTIVES
Learning is a key success factor in organizations. Appreciative Inquiry (AI) allows teams to learn what went well and focus on improvement for the next round of work in a way which validates the strengths of the team. The focus in on carrying forward the learning and creating actions to create even better performance. AI retrospectives are particularly useful for large projects or programs.