Advertising & Promotion
Draft Worldwide
Leading direct marketing agency. Start up strategy development and
services for consulting division.
Aerospace
Airport Authority of Washoe County
Short and long range strategic, marketing and operational planning for
Reno's Airport Board and Management team.
Arger Enterprises, Inc.
Pre and Post-acquisition strategic planning and major program implementation
planning for global aerospace after market parts distribution company.
Lockheed Martin Finance Corporation
Strategic market planning for captive defense/technology contractor financial
Alcoholic
Beverages
Jack Daniels
New product development and strategic marketing planning for one of the
nation’s most genuine and enduring consumer brands.
Arts,
Crafts & Hobbies
Duncan Enterprises
Implementation of strategic management processes to evolve product lines
and distribution channels as demographics of the hobby ceramic market
continued to change rapidly.
J. Paul Getty Center for Education in the Arts
Strategic planning for national support to secondary arts education teachers.
Missionart.com
Pre and post-launch marketing and distribution rollout planning for limited
edition art prints startup.
Automotive
Cooper Tire and Rubber
Strategic planning process guidance for identification and prioritization
of Eastern European growth opportunities.
Delco
Electronics
Market development planning for North and South American distribution
channels.
Building
& Construction
Argo Construction
Growth planning for this entrepreneurial construction firm specializing
in commercial tenant improvements and shopping mall remodel projects.
Associated General Contractors
Assist with development of strategic plan and identify market changes
and
C.F. Braun, Inc.
Strategic planning for this global leader in major infrastructure project
design and construction.
Contractors Association of Truckee Tahoe
Monitor the BEA and identify local opportunities to grow member base and
work cooperatively with architects, town planners and lumber companies.
Custom Glass
Family leadership transition planning for this local window retailer and
remodeling firm serving contractor, automotive and replacement markets.
Kenny Pipe and Supply
Planning to craft strategic direction and rapid growth strategy for this
multiple location plumbing supply distributor.
Montgomery Watson
Strategic planning for the regional office of this national environmental
consulting
Service Experts
Strategic planning, board member and merger process guidance for this
rapidly growing, multiple acquirer in the HVAC maintenance business.
Market research prior to brand name consolidation decisions and testing
of multiple brand strategy.
State Industries
Strategic planning and product portfolio update to meet changing industry
needs and changing distribution channel characteristics.
Truckee Tahoe Lumber
Strategic and marketing planning for building materials supply company
serving the Truckee/ Lake Tahoe region.
Ward Young
Strategic marketing planning to expand scope of services and decentralize
internal practice management responsibilities.
Business
Consulting
Advanswers
Corporate strategic planning for this media placement firm, following
television media placement acquisition.
CalSEA
Leadership for Association Marketing Seminar to boost membership and improve
value of services offered for this association of Northern California
Association Executives.
Catalyst Consulting Group
Partnership planning to evolve governance and internal systems for alignment
with target market strategies.
Grove Consultants
Strategic planning for transition of this consulting business to increase
the mix and customer value offered by their publications and training
services.
Index Group
Assisting clients to integrate developing technology into service delivery.
Community Services
CHP 11-99 Foundation
External and internal planning for scholarship fundraising and distribution
to families of California Highway Patrol employees.
Nashville Chamber of Commerce - Partnership 2010
Branding, marketing for Nashville's economic development effort.
Truckee Meadows Human Services
Planning for organizational continuity, prioritization of organizational
mission elements, and increase of community awareness/involvement.
United Way of Northern Nevada
Board and senior staff planning to establish giving priorities, improve
organizational continuity, and leverage community in-kind resources.
YMCA of the USA
National strategic planning for scope of services provided beyond gymnasium,
childcare and family activities.
Consumer Products
Brown Forman Beverages
Strategic marketing and promotion planning for spirits, international
and Jack Daniels divisions.
Cummings Incorporated
Corporate financial, capital, strategic and marketing planning during
a turnaround situation for this national signage firm.
Haas Outdoor
Corporate strategic planning for mass market, retail and licensing divisions.
Martin Supply
Strategic planning for privately held, regional industrial supplier that
allowed this firm to successfully compete with larger national chains.
Focused on superior service and inventory management.
Meritech
Strategic and capital formation planning for this aquaculture firm, which
transitioned from pure science to commercial feasibility of their product
line.
Nashville Chemical
Strategic planning for generational transition in this regional family
business.
Orchard Marine
Strategic marketing planning to reposition this entrepreneurial firm following
market introduction of larger competitors who compete primarily on pricing.
Primo Sporting Goods
Corporate strategic plan for this privately held firm.
Ralston Purina
Promotional ideation session resulting in "pets for people"
program. PFP is a community-based program which places pets with
elderly citizens.
Distribution
Meritage, Inc.
Post-merger integration for America's leading machine tool distribution
company.
Education
Educational Field Studies
Ownership transition planning and expansion of student educational travel
services into additional specialty markets.
Santa Clara University
Update of strategic plans to further incorporate social justice components
into the University’s undergraduate and graduate educational offerings.
Tahoe Truckee Unified School District
Leadership for union negotiations, design of “win-win” negotiation
process.
UC Berkeley Chancellor's Office
Strategic marketing planning for major donor capital and operating fundraising
University of Southern California
Facilitation of staff retreat for a research-focused department of the
dental school.
Electrical
Manufacturing & Distribution
Christie Electric
Strategic planning to decide on growth routes for traditional electrical
distribution and cinema projection equipment sides of the business.
Magnetek Electric
Corporate strategic planning and plan implementation process design for
five manufacturing divisions following acquisition by this holding company.
Multi-divisional planning process design and implementation, linkage with
corporate planning processes.
Entertainment
& Recreation
Blanton Harrel Management
Entertainment Industry planning that focused on performer portfolio and
the owners' desire to diversify away from music.
Boys and Girls Club of Middle Tennessee
Strategic planning for fundraising to address at risk youth.
Broadcast Music Inc.
Major performing rights organization. Operations reengineering company-wide.
City of Sacramento
Market and program development planning for Sacramento's six community
centers.
Cornerstone Sports
Start up planning for this golf professional management firm that
redefined the Country Music Foundation and Hall of Fame. Marketing planning
prior to new building opening and re-launch.
FM Productions
Planning for expansion to new customer niches for this industry leading
event production company.
Good Nicks, Inc.
Planning to form partnerships in investing in thoroughbred horse feeding,
training and racing.
Grand Ole Opry
Marketing and sales planning during a senior management and corporate
strategy transition. Existing management team felt that their
jobs were on the line if they did not meet attendance goals. New
management team was unsure of positioning and fit within corporate
strategy. Plan resulted in a 10% overachievement.
Harrah's Entertainment Inc.
Industry leadership corporate strategy development and strategy implementation
at seven of sixteen casino properties. Post-merger integration of
Players, Harvey's, Showboat and Horseshoe Casinos.
Hillwood Country Club
Long range vision development for private country club, that resulted
in a complete makeover of a 50 year old club. Implemented new governance
planning and capital expenditure process that assures the future quality
of the club experience.
Kampgrounds of America, Inc
Strategic Planning repositioning to changes in RV market penetration,
demographics and customer needs.
Links Sports
Strategic planning with emphasis on portfolio of services for this golf
professional management firm.
Nashville Sports Council
Strategic planning focused on the need to develop quantitative economic
results. This work produced a nationally recognized "scorecard"
for sports councils around the country.
National Park Service
Strategic planning for facilities and infrastructure appropriation.
Odyssey Television
Strategic marketing planning to address programming mix and positioning
for this religious program cable distributor.
Poppy Hills - NCGA Golf
Strategic marketing planning following geographic expansion to a second
Northern California course owned by Northern California Golf Association.
Reunion Records
Interim marketing direction, during first million dollar selling album,
as well as the implementation of a market planning process for all individual
album releases.
Stations Casinos, Inc.
Marketing and strategic plan development prior to significant geographic
expansion.
Sugar Bowl Ski Area
Marketing and operations planning for upcoming ski season, linked with
long range
Tennessee Golf Foundation
Strategic planning for this PGA regional affiliate.
Viejas Tribal Enterprises
Post proposition 106 strategic and diversification plan development.
Warehouse Entertainment
Corporate strategic planning process design.
Warner Christian Distribution
Distribution management strategy to tailor customer service strategy to
a wide variety of distribution channels.
Financial
Services
Advanced Receivables Strategies
Corporate strategic planning, marketing plan development; new business
launch pad and successful exit strategy for this privately held hospital
receivables management firm.
Atlantic Federal West Virginia
Strategic planning for this state-wide S&L.
Bank of America
Operations integration strategic planning for the worldwide foreign trade
group.
Bank One
Post merger integration planning to integrate a money center bank and
an S&L into Texas, one of Bank One's expansion market territories.
Cadinha and Company
Divisional strategic planning following acquisition by larger firm.
California Public Employee Retirement System
California's retirement system administrators. Planning for updated
services mix and leadership transition.
CalNet Business Bank
Strategic marketing planning, and a member of the Board of Directors'
technology advisory committee for this start-up Sacramento bank focused
onto the business market using web services technology.
Citicorp Consumer Banking Group
Consumer banking group senior officer consumer marketing training, US
consumer banking group marketing strategy development implementation.
Post-merger market development implementation for Illinois and Florida
.
Clayton, Williams & Sherwood
Market and services development planning for this financial intermediary
group offering attractive investment opportunities to specific niche markets,
funding mobile home park development.
Credit Managers Association
Transition of services for this statewide industry association to integrate
technology into traditional manual core services for tracking vendor credit
worthiness.
Diners Club International
Global card strategy development. Strategic partnership and alliance
strategy implementation in nine countries.
First Interstate Bank of Nevada
Strategic planning for statewide retail banking growth.
Investors Thrift
Planning to complete the transition from an entrepreneurial business to
more decentralized management, broader geographic scope of services without
losing traditional niche focus. benefits.
Lattimore, Black, Morgan and Cain
Strategic and strategic marketing planning, at the company level that
laid the groundwork for successful diversification away from traditional
CPA firm into a leading financial management firm. The firm experienced
10 fold growth.
LeaseLoan.com
Strategic marketing and post-launch planning for highly scalable web-based
contract finance specialists, currently in Beta pre-launch mode.
MidState - People's Finance
Planning process and focused on one family member who was creating management
dilemma and significant personal liability in a family owned business.
Major turn around and family dynamic "must" issue.
Moneytree Lending
Start up planning and operational systems design for regional mortgage
origination branch office.
Old Kent Financial Corporation
Strategic planning for retail banking operations throughout Michigan.
Old Republic Title Insurance Company
Management best practices identification and implementation for one of
this major title company's highly profitable regions.
Prudential Bank
Multiple niche market national corporate strategic plan development.
Sierra High Technology Group
Member and planning specialist for .com startup venture accelerator serving
the Reno/Tahoe/Sacramento corridor.
Simmons, Durhan and Associates
Strategic planning to reduce client concentration and broaden market base.
Sun Trust Bank Nashville
Middle market development strategic planning and implementation, following
acquisition of Third National Bank.
The Mathews Company
Strategic planning focused on reallocation of their portfolio of real
estate holdings for this family owned investment firm.
Union Planters Bank
Corporate strategic planning following appointment of new senior leadership.
Government
Services
City of Carson
City council and senior staff strategic planning for municipal services.
City of Reno
Goal setting meetings and organizational development follow-up with the
City of Reno's publicly elected City Council and their senior administrative
team.
City of Sparks
Planning facilitation for the city council and senior city staff to establish
one and three year goals for their municipality.
Forum for a Common Agenda
Community issues planning to prioritize local economic and political lobbying
Incline Village General Improvement District
Facilitation of public hearings to solicit local input on high visibility
issues within thecommunity.
State of California
Public hearing facilitation and strategic plan development for medical,
pharmacy and cemetery licensing Boards.
State of Nevada
Office of employment development planning to improve efficiency of services
delivered, as well as effectiveness of outcomes to improve re-employment
results at the statewide level.
University of Nevada
School of Medicine and Department of Health, Wellness and Recreation planning.
Grocery
Products
Bongrain
Post-acquisition planning for this leading French cheese and consumer
products manufacturer and distributor
Bryan Foods
Corporate marketing and strategic planning, design and implementation
of performance review process for this division of Sara Lee Foods.
Bunge & Born
Strategic marketing planning for operating divisions representing six
South American and four European countries.
California Wild Rice Association
Develop and implement plans for strategic growth, market awareness and
distribution channels.
Canned Foods Grocery Outlet
Strategic planning for this discount grocery chain with locations throughout
the Western US.
Faultless Starch
Strategic, marketing and new product development planning for a manufacturer
of ironing starch, garden equipment and household cleanser.
Milnot Company
Corporate strategic planning for this multi-brand grocery products company.
Sara Lee Foods
New product development process update, including product development
incentive program; corporate reorganization study that led to the consolidation
of brand marketing and sales forces.
Healthcare
Benefit Panel Services
Strategic planning for fast-growth health care Preferred Provider Organization
with industry-leading technology tools.
Correctional Medical Services
Led strategic planning effort to fulfill board requirement from venture
capital ownership. Plan gained commitment from management team to
agree to a core business philosophy and to accelerate diversification
efforts by creating a separate business development department.
Nevada Hospital Association
Develop, document and implement state, local and regional plan to comply
with federal as well as state mandates and how it affects market plan.
Nevada Rural Health Centers
Financial, strategic and marketing planning to address issues of providing
quality healthcare to underserved populations in rural Nevada.
Sierra Pathology Associates
Partner retreat and planning meeting for a medical group with multiple
hospital and laboratory contracts.
Summit Health
Strategic management process development and leadership for this chain
of acute care hospitals and nursing homes.
Washoe Health System
System, medical center and subsidiary strategic planning process design,
plan development and implementation.
Home
Security
Protection
One
Post merger integration planning for leading home security firm.
Hospitality
Holiday Inns
Marketing planning for franchise development strategy and brand standards
implementation.
La Quinta Inns & Suites
Brand re-launch strategic marketing planning.
Princeville Hotel & Resort
Strategic marketing planning for tour and travel market reopening post
hurricane
Insurance
ABD Insurance Services
Employee benefits and property/casualty division strategic planning leadership
for this California based regional fast-growing insurance broker.
Acordia Insurance Services
Pre-acquisition planning to address growth opportunities presented by
cross-marketing and integration into the Wells Fargo organization.
Benefits Alliance
Strategic and marketing planning for technology-intensive health benefits
startup offering defined-contribution, multi-carrier health plans to middle
market companies.
CNA Insurance
Planning process assistance, working in collaboration with a national
consulting
Cooper, Love and Jackson
Market development planning for this regional multi-line insurance brokerage.
Personal visioning session for owner and wife.
Dye, Van Mol and Lawrence
Strategic and strategic marketing planning, at the company level during
a turnaround situation. Strategic management and support.
Gale Smith and Company
Corporate strategic planning before during and after change in company
ownership and leadership.
Insurance Brokers & Agents of the West
Annual strategic development and action plans to assist in upcoming
fiscal, membership, industry, and market challenges and opportunities;
as well as State and Federal lobbying strategies.
Los Angeles City Employees Association
Voluntary employee benefits association for Los Angeles City employees.
Market penetration strategy development and Board planning facilitation.
Networked Insurance Agents
Strategic marketing and operational processes planning for this growing
consolidator and underwriter serving small, local insurance agencies
throughout the west.
Security Life Insurance
Post-acquisition market development planning for aggressive life and executive
benefits insurance carrier.
Legal
Services
Anderson, Pearl et al
Planning to achieve decentralized practice management leadership.
Hale Lane Law Firm
Post merger integration and practice-specific strategic plan development.
National Judicial College
Board retreat and strategic objective development for this not for profit
organization which provides judicial education to newly appointed judges.
Manufacturing
& Assembly
International Gaming Technology
Strategic plan development for the international division of this casino
games
Kemper Manufacturing, Inc.
Operations planning for manufacturer of hobby ceramics tools and accessories.
McKnight Manufacturing
Fast rollout planning for startup fire suppression equipment company.
Newtech
Robotic equipment for industrial packaging lines. US market entry
planning.
SMW
Strategic product and marketing planning in the machine tool accessories
segment.
State Water Heaters
Truly strategic planning for this leading water heater manufacturer facing
oligopoly market conditions, family leadership transition and potential
broad scale geographic expansion.
ZPS Závody presného strojírenství
Global leader in machine tool design and manufacturing-planning to serve
western (North and South America) markets.
Market
Intelligence
Arbitron
Major media rating bureau. European market entry planning.
Information Advantage
Startup firm offering custom B2B software application development (Nashville)
Information Resources, Inc.
Western region growth planning for leading consumer packaged goods market
syndicated research provider.
Institute for the Future
Organizational development planning for groupware research project teams
Meat
Packing and Processing
Bryant Foods
Strategic marketing planning to reduce percentage of product sold on promotion;
new product development process design.
Sara Lee
Organizational development planning for this leading consumer packaged
goods foods manufacturer.
Newspaper
Easy Reader
Organizational development assistance for this local weekly newspaper.
Petroleum
Santa
Fe Drilling
Strategic marketing and operational planning for this global leader in
petroleum.
Texaco
Workshop on branding for commercial services depots.
Western States Petroleum Association
Plan development for regional distribution, process map and identification
of challenges and opportunities.
Printing
Creative Data Services
Strategic marketing planning for the firm that invented grocery shelf
bar coding and eye-level in-store promotions.
Logoitall.com
Conversion of traditional custom apparel business to web-based front end
marketing.
Mimeo.com
HP-funded startup offering web-based printing services. Post-launch
growth
Public
Policy & Advocacy
California Coalition for Economic and Environmental Balance
Board-level planning to focus priorities for statewide lobbying on economic
and environmental issues.
North Tahoe Chamber of Commerce
Facilitate annual planning retreat and develop Priority Objectives for
unique challenges and opportunities that face the North Lake Tahoe region.
Truckee Chamber of Commerce
Annual Board/Staff planning retreat to prioritize public policy initiatives
and member resources.
Real
Estate
Alex Palmer
Public relations communication planning with emphasis on upcoming major
development projects.
Economic Development Agency of Western Nevada
Strategic planning for this public private partnership, to establish criteria
for changing the character of companies recruited for relocation to Northern
Nevada.
FN Realty Services
Strategic and marketing planning for a major regional loan servicing organization.
Metropolitan Nashville Affordable Housing
Strategic planning to increase housing stock for this local not-for-profit.
Nahro
Strategic planning for Board and senior staff of the National Association
of Housing and Redevelopment Officers.
NAIOP - Association for Commercial Real Estate
Strategic plan development for fostering synergy with agents, brokers
and Parker Ranch Foundation and Trust Visioning and strategic planning
with focus on reallocation of assets for long term benefit of the community
and beneficiaries.
Reno Housing Authority
Strategic land and program planning for Reno’s low-income housing
authority.
Restaurants
Darden Restaurants
Strategic direction identification including values and purpose for this
Fortune 500 company which owns Red Lobster and Olive Garden restaurants.
In-and-Out Burger
California/Nevada market development rollout planning and corporate strategy
development for fast service restaurant chain.
O'Charley's
Strategic information planning to maximize the use of operational data
for strategy development and customer retention purposes.
O'Charley's Commissary
Led strategic planning session for the company's commissary that positioned
the commissary as a major asset and differentiators in the company's portfolio.
Rusty Pelican Restaurants
Rapid expansion planning for white table cloth restaurant chain.
Silver Diner
Growing regional chain of “historically accurate” diner concept
restaurants, planning to achieve high confidence in prototype restaurant
operating statistics which could be used as the basis for more broad scale
geographic rollout of the concepts.
Retail
AC Service and Installation
Board member, corporate marketing and strategic planning before and during
acquisition for this regional chain of HVAC retail chain.
Allegra - Vuarnet
Sales meeting facilitation to solicit market input as competition in the
sunglasses/eyewear apparel industry heated up significantly.
Bula, Inc
Planning for transition of this entrepreneurial firm from single product
line to additional products and markets which could leverage awareness
and distribution of their powerful “genuine” retail brand.
Hobie Sports
Retail sportswear chain rollout planning.
Porter's Ski & Sport
This active sports retailer was expanding to new locations, which required
marketing planning, and internal training to allow delegation of more
responsibility to allow less senior employees to grow into positions with
significantly more responsible.
Retail Association of Nevada
Work with retailers in developing a plan for growth management and identifying
opportunities in Southern and Northern Nevada.
Shipping
& Mailing
Federal Express
Strategic marketing and technology planning for the North and South American
marketing management team.
iShip.com
Post-merger integration planning for multi-carrier internet shipping ASP
startup. Now owned by UPS.
Stamps.com
The first internet postage licensee and current market leader. Strategic
planning and market development planning for 3 SBU's, product and
network development planning.
US Postal Service
Planning process design and strategic plan development with the Postmaster
General's senior team for 1998 Congressional plan submission.
Software
Aktave Software
Original strategic planning session to determine merits of spinning off
as a software only company; subsequent marketing planning for software
launch to tightly targeted consumer groups.
TeleAtlas North America
Transition to vertical marketing for this global digital mapping data
provider
Steel
Processing & Distribution
Russell Steel
Strategic planning leadership for this Canadian steel firm taking advantage
of smaller, more flexible mills.
Technology
Apple Computer
Strategic plan development for consumer service and repair groups.
Hewlett Packard
Cross-division strategic marketing planning to align multiple-sales channel
strategies.
Preferred Reduction Services
Strategic marketing planning for environmental clean up firm introducing
new technology breakthroughs to the industry.
Telecommunications
France Telecom
Strategic services planning for new leadership in France Telecomm's Silicon
Valley Research and Development center.
Nevada Bell
Project planning for initial ISDN deployment team.
Pacific Bell
California post-deregulation plant and equipment logistics planning.
Telewest (US West + TCI Cable)
Pioneered offering telephone and television services over a common electronic
infrastructure to more than half of the UK's households. Market
development planning.
Temporary Staffing
Temps & Company
A chain or regional temporary staffing offices was planning to grow the
geographic presence of their business, and to focus on selected job positions
to improve their market focus.
Transportation
Infrastructure Contractors Group
Led diverse group of road construction contractors and venture capital
firm through a business development planning process to determine the
feasibility and economic potential in a roll-up effort. The primary
challenge was to build a new company on a platform of trust among very
independent thinking entrepreneurs.
Regional Transportation Comm
Board and senior staff strategic planning for Reno Nevada’s public
transportation
Transystems, Inc.
Specialized high volume, short haul trucking throughout the Western United
States.
US Air Force
Quality management process implementation for Air Logistics Command
Utilities
North Tahoe Public Utilities District
Board and senior staff planning retreat facilitation regarding expansion
of services beyond traditional utilities.
Pacific Gas and Electric
Seismic safety contingency plan development for power generating facilities.
Vitamins
& Nutritional Supplements
F.I.T. Australia
Strategic planning and ongoing strategic management processes as this
nutritional supplements distributor changed primary manufacturers, customer
education strategies and sales management approaches.
Healthcomm, Inc.
New product development and introduction planning for this functional
medicine and nutritional supplements manufacturer and distributor.
P. Leiner Nutritional Products
Establishment of a strategic management system to run parallel with financial
management systems enabling very consistent, highly confident growth rates
in the vitamin and nutritional supplement industry, in spite of potential
financial swings due to primary distribution through mass market drug
chains.
Web
SeniorLiving.com
Prospectus development for this start up firm serving companies focused
onto the lucrative seniors market.
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