Sample Consulting Engagements

We’re pleased to have been a part of our clients’ successes. Here are a few examples of our work.

Industry:

Financial

Objective:

To grow their business with institutional investors

Engagement:

Conducted small group coaching sessions for portfolio managers to hone their communication styles, presentation skills and techniques for handling challenging questions from investment committees.

Industry:

Financial

Objective:

To build the effectiveness of the speakers at their shareholders and investor conferences

Engagement:

Together with the speakers, developed the presentations and accompanying PowerPoint slides, conducted speaker rehearsals, and directed on-site staging.

Industry:

Information Technology

Objective:

To assist subsidiary managers with integrating employees into parent company

Engagement:

Designed and facilitated workshops for their managers to fine-tune their ability to handle sensitive questions from employees in the midst of the transition.

Industry:

Pharmaceutical

Objective:

To polish a Research Director’s presentations to the Leadership Board

Engagement:

One-on-one coaching to develop her skills in planning presentations, structuring messages that meet the needs of a C-suite audience, and delivering her information with confidence and conviction.

Industry:

Pharmaceutical

Objective:

To enhance the communication skills of their experienced sales representatives, and help assess their management talents

Engagement:

Conducted 2-day seminars which incorporated real world content and sales techniques in practice drills and exercises, and provided just-in-time observations, coaching and feedback.