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’s 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