This ISP process explores and answers, per company, where they are presently and what is required in the future in the areas of People, Process and Revenue to move forward.  The ISP is the organizational “glue” that keeps the process going, holds the corporate leaders accountable and engenders ownership of projects/programs within the company culture.

Case #1.  Startup Commercial Property Management company consisting of three owners/staff with 15 plus years experience each in the industry.  The challenge was how to translate their combined experience into an organized functional operation, attract new clients while providing excellent products and services.  The pre-launch and planning process provided direction, focus, action items, benchmarks and accountability from the first 90 days through three years.

 Case #2.  Prominent Dentist with 25+ years in practice already producing in the top 5% of his profession nationally.  The situation was a senior, long term staff of seven individuals resistant to change while the practice had not grown financially in seven years as expenses, benefits and supplies had risen dramatically.  Within two years of the initial strategic planning process and execution, the practice had a 30% increase in gross revenue, a positive turnover or retirement of five staff members resulting in a new and energetic team.  The Dentist was later identified as one of the Top Dentists voted on by his peers and patients.

 Case #3.  Executive search and professional staffing organization with eight years in business looking to grow the business and increase market share in a fiercely competitive industry.  The company was privately owned and possessed fifteen mostly long term employees/recruiters.    The facilitation of the ISP created a company with a progressive mindset and buy in of the employees to the new direction.  The organization grew from a gross revenue of $2,500,000 to Five Million dollars in just less than two years, attracted a national purchaser and was sold to a public company.