Portfolio

Deliverables Sample 1: Social Enterprise Total Performance Transformation 

1. Environmental Scan:

a. Assessed existing organizational structure, processes, policies, and resources

b. Assessed internal documentation vs. best practice

c. Evaluated competitive landscape and value proposition

d. Interviewed all business unit leaders and staff members as a group

e. Created a stakeholder survey including a sample of the service clientele

f. Shared survey results

g. Created a gap analysis document and draft business plan

2. Marketing:

a. Assessed:

i. Brand Identity

ii. Pricing vs. competition

iii. Service offerings

iv. Retail (locations, footprint, traffic, operating hours, service … etc.)

v. Sales cycle (direct sales) & business partnership (indirect sales)

vi. Digital marketing & promotion

vii. Products (SKUs, brands, needs, life cycle … etc.)

b. Created a gap analysis with competitors

c. Established b0rand positioning & competitive strategy

d. Created new competitive pricing mechanism

e. Created new product plan

3. Financial Enhancement Goals:

a. Assessed the current business unit P&L

b. Assessed budget vs. actuals

c. Identified weak links

d. Assessed financial measurement metrics

e. Identified potential cost re-engineering

f. Identified potential new revenue streams

g. Created a new financial turn-plan with monthly, quarterly & full year KPIs

4. Human capital:

a. Assessed fit, needs, culture, environment, drivers for success

b. Created a human capital development plan

5. Operational Excellence, Risks & Business Continuity:

a. Assessed potential risks

b. Evaluated business execution steps

c. Examined decision making process

d. Created risk management plan

e. Created business continuity plan

f. Created Standard Operating Procedures (SoP)

g. Created Authority Matrix to streamline decision making process

6. Business Plan:

a. Utilized gathered knowledge to help guide the business unit in developing a business plan

b. Created a draft business Plan with:

i. Business Unit Charter (value, scope, KPIs, deliverables, unique value proposition, priorities, goals, objectives, target customers … etc.)

c. Made modifications and delivered final business Plan

d. Created reporting dashboards

7. Advisory, consultation and implementation:

a. Presented the business plan outcome

b. Offered assistance & guidance in implementing all the above

c. Made necessary modifications to created documents (as needed)

d. Performed audits and provide gap analysis and corrective plan

8. TalentedXpert Impact:

a. Assessed post M&A implementation challenges & identified corrective plan

b. Assessed results of divestiture vs. plan and identified gaps plus corrective plan

c. Created a realistic plan to double revenue and increase margins by 21.5% within 3 years

d. Identified 8 new revenue sources to increase revenue diversification

e. Discovered 5 business weak links (opportunities for improvement)

f. Identified 2 cost improvement sources and set targets

g. Designed 5 new KPIs for the retail unit

Deliverables Sample 2: Assessment and Restructuring of Program Offerings Based on Best Practice Benchmarks

  1. Took inventory of all the existing policies, processes and forms and categorized them in an appropriate system

    a. Worked with all relevant parties to continuously improve the policies using best practices

  2. Organizational Development:

    a. Developed a charter for each master committee using a newly developed template in coordination with the committee chairs

    b. Supervised sub-committees charter development

    c. Led the strategy development and implementation of a centralized institutional and professional human capital recruitment, intake, onboarding and nurturing of staff & volunteers

  3. Supported committees’ performance enhancement efforts to improve service quality

  4. Business Continuity:

    a. Created business continuity plan for the entire organization as well as for each master committee

    b. Developed in partnership with each committee chair, SOPs for each master committee

    c. Supported sub-committee chairs in their development of their own SOPs

    d. Performed risk assessments (financial, operational & executional) and as a result, created risk mitigation plan

    e. Created a recovery plan (financial, operational & executional)

  5. Financial Enhancements:

  6. Advised fundraising team on new sources of operations fundraising

  7. Created major costs assessments & savings evaluation

  8. Supported the finance committee with budget assessment, financial reporting assessment and overall financial results improvements

  9. Governance & Organizational Development:

  10. Supported annual board & committees transition process (adherence to transition checklists)

  11. Continuously developed and maintained the needed Authority Matrices (capital projects, procurement, finance, program/event development, operations, HR … etc.)

  12. Coached the Bylaws sub-committee on suitable / feasible best practices to adapt

  13. Supervised the implementation and continuously updated the HR policies

  14. Supervised the implementation and continuously updated the board policies

  15. Strategic planning:

  16. Performed an environment scan to gather needed information

  17. Created Strategic Plan with:

  18. Mission

  19. Vision

  20. Values

  21. Unique identity positioning

  22. Priorities

  23. Goals & objectives

  24. KPIs for the organization and its committees

  25. Created reporting dashboards

  26. Performed regular business & operational audits to ensure all of the institutional guidelines built by TalentedXpert are adhered to

  27. Advisory, consultation and implementation – Offered assistance & guidance in implementing all the above

  28. Provided executive coaching to board members and committee chairs

  29. TalentedXpert Impact:

  30. Increased revenue sources diversity by 50%

  31. Increased revenue in one year by 15%

  32. Significantly improved effectiveness by improving efficiency of units by 75%

  Deliverables Sample 3: Governance and Management Transformation

  1. Environmental Scan:

  2. Reviewed internal governance documents such as the Constitution, Bylaws, board policies, membership onboarding … etc.

  3. Assessed existing organizational structure, processes, policies, and resources

  4. Interviewed each stakeholder individually

  5. Created a gap analysis document based on best practices & ONCA (Ontario Not for Profit Act of October 19, 2021, which will take effect on October 18, 2024)

  6. Board Governance & Organizational Development:

  7. Assessed current board structure, selection, onboarding, role & responsibilities & governance vs. best practices

  8. Created a list of enhancements for the Constitution & Bylaws to bridge the gap with ONCA & best practices while maintaining the unique characteristics of the organization

  9. Created Roles & Responsibilities documents for board members at large along with a R&R for each executive position

  10. Created Board Manual

  11. Created Consent to Act as Director document

  12. Created an Authority Matrix for major decisions involving the board

  13. Created an Oath of Office document

  14. Created Ethical Code of Conduct document

  15. Created Confidentiality Agreement document

  16. Created Conflict of Interest Policy document

  17. Advisory, consultation and implementation

  18. Offered assistance & guidance in implementing all the above

  19. Made necessary modifications to the created documents

  20. TalentedXpert Impact:

  21. Resolved disputes among the Board of Directors

  22. Improved governance at the board level reducing legal and insurance risk significantly

  23. Led Board of Directors restructuring