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Management Benchstrength. Since 1989.




Greater Profits and
  Business Value
               Through


   • Strategic Projects
   • Business Planning
 • Interim Management

            Presented by:
 Eric Cole, EDC Business Strategies
EDC Services
Strategic Opportunities
   Strategic Project Identification & Management
   “Value Drivers” Analyses and Execution

Planning
   Business & Marketing Assessments
   Planning: Strategic, Business, Marketing, Product Devt…
   Interim Management / Special Assignments

Corporate Development
   “Look See” and valuation assessments
   M&A Buy and Sell – Side Mandates
   Strategic Alliances and Partnerships
Strategic Project Management Success

          First Pass
      IDENTIFY         VALIDATE           MAP OUT         SET UP
        Strategic       Opportunity      Project Plans   Management
      Opportunities   Benefits & Risks   & Resources      Success




      PRIORITIZE         VALUE                PLAN          LAUNCH
          By                By                 For            With
          ROI          Market Position       Synergy        Low Risk +
                                                            Momentum




            Second Pass
Strategic Opportunity Project Management
Attack BIG opportunities as projects:

 Strategic: Identify BIG profit & value potential
 Impacts, or becomes a key aspect of the business

 Opportunities: Validate benefits and- risks
 Clear ROI targets that also fit vision & objectives

 Project: Map out implementation requirements
 Staff & financial resources, action plans and timelines

 Management: Set responsibilities & targets
 Exceptional talent and “deep” teams to ensure success
Strategic Opportunity Project Management
Supported with: Prioritize Value Plan Launch

 Prioritize: significant $ is being left on the table.
 Via focussed internal and external research

 Value: higher profits & shareholder value.
 Via market, customer and competitive projections

 Plan: must be synergy with (sync to) current plan.
 If not, change the plan or handle as a “special project”

 Launch: Minimize risk – leverage-up benefits
 Via test launches, phased roll-outs & building on success
Business Planning
Profit & Value Creation




     ASSESSMENT   STRATEGY   PROGRAMS   PROFIT &
          &           &          &       VALUE
        VALUE       PLANS     ACTION    CREATION
       DRIVERS
Business Planning
                            Glean opportunities.
            ASSESSMENT       Determine options.
                 &                   .
               VALUE
              DRIVERS



     Business and Market Performance & Risks
     Products, Service, Sales & Marketing Effectiveness
     Operational Strengths & Weaknesses



     Key Drivers of Profit and Shareholder Value
     Growth Strategy Options
     Operational Improvement Options
Business Planning
                           Set strategy. Build detailed plans.
                           Ensure supporting platform.
            STRATEGY
             & PLANS




     Engage All Departments and Stakeholders
     Set Vision and Potential Scenarios
     Quantify & Refine Strategies & Plans



     Detailed Programs, Budgets & Timelines
     Supporting Business Cases As Needed
     Departmental & Individual Accountabilities
Business Planning
                            Lead, engage and manage
                               to ensure success.
            LAUNCH AND
            MONITORING




     Compelling and Effective Launch Initiatives
     Risk – Minimization Via Testing & Phased Roll-out
     “Top–to–bottom” Engagement & Management



     Coaching and Performance Management
     Pro-Active Ongoing Course Correction
     Gaining Momentum and “Multiplier Effects”
Project and Planning Results…

 PROFIT        Greater Sales, Profits and Cash Flow
   &           Stronger Market and Competitive Position
 VALUE
CREATION
               Succession / Monetization / Exit



          Ongoing Momentum Via…

SUPPORT        Business and Market Information Feeds
 TOOLS
  LEFT
               Staff and Customer Engagement Tools
BEHIND         Up-To-Date Performance Metrics
Client Comments
 “I have known Eric Cole for 20 years and have retained him as a consultant and business
 developer. He has a unique ability to write comprehensive and actionable plans to
 achieve defined objectives. I would not hesitate to recommend Eric and EDC’s services.”
 What is most refreshing is Eric's approach to action - no delay, no procrastination and a
 dedication to make things happen regardless of the obstacles. In all my dealings with Eric
 he has been extremely well organized and creative in proposing solutions. “
 “Eric promised to challenge our thinking and help accomplish our goals - he delivered. His
 engaging and candid style brought our senior team into alignment efficiently, resulting in
 a powerful business model that attracted industry partners and our target market. “
 “Eric’s meetings and individual coaching support kept us on track while sharing his
 knowledge and skills along the way. We highly valued Eric’s work with our organization
 and recommend his skills and service.”
 Eric helped us assess various options to monetize the value of the business, and then built
 the plan to sell the business . Eric not only secured a very attractive multiple, but due to
 the good will engendered with the buyer, he secured an employment contract for me.
Assignment Examples
 Environmental Companies
  –   Bio-remediation. Strategic planning, international partnerships, Chairman (COB)
  –   Bio-tech. Business planning to secure growth financing
  –   Renewable Energy. Business model devt. and services launch, advisory to Board
 Manufacturing Companies
  –   Home Products. Design & management of global category management group
  –   Food. Market and employee research, strategic planning
  –   Tires. Successful search, negotiation and completion of global merger
  –   Building Products. Performance assessment and business planning
 Web / Technology Companies
  –   Telco. Marketing plan, Interim VP marketing, launch leadership
  –   Broadcasting. Valuation and global marketing plan for archived content
  –   Publishing. Research & business plan, Interim GM and VP Sales and Marketing
  –   Web Buying Group. Strategic planning, product development & sales launch
 Other
  –   Business Services. Sales, marketing and partnerships management
  –   Financial Services Marketing planning, business development programs
  –   Heath Care. Managed sale to strategic buyer
Management Benchstrength.
      Since 1989.

      Eric Cole, MBA, CMC
    Coaching. Consulting.
    Planning. Management.

     416.727.1523 edc@uniserve.com
          linkedin.com/in/coleeric

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Build Profits and Value. Business Plans and Strategic Projects

  • 1. Management Benchstrength. Since 1989. Greater Profits and Business Value Through • Strategic Projects • Business Planning • Interim Management Presented by: Eric Cole, EDC Business Strategies
  • 2. EDC Services Strategic Opportunities Strategic Project Identification & Management “Value Drivers” Analyses and Execution Planning Business & Marketing Assessments Planning: Strategic, Business, Marketing, Product Devt… Interim Management / Special Assignments Corporate Development “Look See” and valuation assessments M&A Buy and Sell – Side Mandates Strategic Alliances and Partnerships
  • 3. Strategic Project Management Success First Pass IDENTIFY VALIDATE MAP OUT SET UP Strategic Opportunity Project Plans Management Opportunities Benefits & Risks & Resources Success PRIORITIZE VALUE PLAN LAUNCH By By For With ROI Market Position Synergy Low Risk + Momentum Second Pass
  • 4. Strategic Opportunity Project Management Attack BIG opportunities as projects: Strategic: Identify BIG profit & value potential Impacts, or becomes a key aspect of the business Opportunities: Validate benefits and- risks Clear ROI targets that also fit vision & objectives Project: Map out implementation requirements Staff & financial resources, action plans and timelines Management: Set responsibilities & targets Exceptional talent and “deep” teams to ensure success
  • 5. Strategic Opportunity Project Management Supported with: Prioritize Value Plan Launch Prioritize: significant $ is being left on the table. Via focussed internal and external research Value: higher profits & shareholder value. Via market, customer and competitive projections Plan: must be synergy with (sync to) current plan. If not, change the plan or handle as a “special project” Launch: Minimize risk – leverage-up benefits Via test launches, phased roll-outs & building on success
  • 6. Business Planning Profit & Value Creation ASSESSMENT STRATEGY PROGRAMS PROFIT & & & & VALUE VALUE PLANS ACTION CREATION DRIVERS
  • 7. Business Planning Glean opportunities. ASSESSMENT Determine options. & . VALUE DRIVERS Business and Market Performance & Risks Products, Service, Sales & Marketing Effectiveness Operational Strengths & Weaknesses Key Drivers of Profit and Shareholder Value Growth Strategy Options Operational Improvement Options
  • 8. Business Planning Set strategy. Build detailed plans. Ensure supporting platform. STRATEGY & PLANS Engage All Departments and Stakeholders Set Vision and Potential Scenarios Quantify & Refine Strategies & Plans Detailed Programs, Budgets & Timelines Supporting Business Cases As Needed Departmental & Individual Accountabilities
  • 9. Business Planning Lead, engage and manage to ensure success. LAUNCH AND MONITORING Compelling and Effective Launch Initiatives Risk – Minimization Via Testing & Phased Roll-out “Top–to–bottom” Engagement & Management Coaching and Performance Management Pro-Active Ongoing Course Correction Gaining Momentum and “Multiplier Effects”
  • 10. Project and Planning Results… PROFIT Greater Sales, Profits and Cash Flow & Stronger Market and Competitive Position VALUE CREATION Succession / Monetization / Exit Ongoing Momentum Via… SUPPORT Business and Market Information Feeds TOOLS LEFT Staff and Customer Engagement Tools BEHIND Up-To-Date Performance Metrics
  • 11. Client Comments “I have known Eric Cole for 20 years and have retained him as a consultant and business developer. He has a unique ability to write comprehensive and actionable plans to achieve defined objectives. I would not hesitate to recommend Eric and EDC’s services.” What is most refreshing is Eric's approach to action - no delay, no procrastination and a dedication to make things happen regardless of the obstacles. In all my dealings with Eric he has been extremely well organized and creative in proposing solutions. “ “Eric promised to challenge our thinking and help accomplish our goals - he delivered. His engaging and candid style brought our senior team into alignment efficiently, resulting in a powerful business model that attracted industry partners and our target market. “ “Eric’s meetings and individual coaching support kept us on track while sharing his knowledge and skills along the way. We highly valued Eric’s work with our organization and recommend his skills and service.” Eric helped us assess various options to monetize the value of the business, and then built the plan to sell the business . Eric not only secured a very attractive multiple, but due to the good will engendered with the buyer, he secured an employment contract for me.
  • 12. Assignment Examples Environmental Companies – Bio-remediation. Strategic planning, international partnerships, Chairman (COB) – Bio-tech. Business planning to secure growth financing – Renewable Energy. Business model devt. and services launch, advisory to Board Manufacturing Companies – Home Products. Design & management of global category management group – Food. Market and employee research, strategic planning – Tires. Successful search, negotiation and completion of global merger – Building Products. Performance assessment and business planning Web / Technology Companies – Telco. Marketing plan, Interim VP marketing, launch leadership – Broadcasting. Valuation and global marketing plan for archived content – Publishing. Research & business plan, Interim GM and VP Sales and Marketing – Web Buying Group. Strategic planning, product development & sales launch Other – Business Services. Sales, marketing and partnerships management – Financial Services Marketing planning, business development programs – Heath Care. Managed sale to strategic buyer
  • 13. Management Benchstrength. Since 1989. Eric Cole, MBA, CMC Coaching. Consulting. Planning. Management. 416.727.1523 edc@uniserve.com linkedin.com/in/coleeric