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A Global Leader: Enabling people
and organizations to succeed
across borders
An Overview of ITAP Services and Capabilities
Organizational Diagnostics and Strategy
Global Workforce Assessment,
Development/Learning Design and Facilitation
Local Business and Cultural Knowledge
Global Leadership and Management Development
Cross-cultural Research
…to Resolve Client Needs
©2017 ITAP International, Inc. All Rights Reserved.
ITAP Can Help Your Organization…
• Assess the effectiveness of your recruitment, selection and
succession policies to insure that your talent pool is diverse and
matches the qualities and characteristics that will succeed in various
cultures
• Identify development needs - a gap analysis should address both
individual needs and the global talent pool so the organization can
leverage needs across large employee populations
• Design learning opportunities that match leaders' learning styles,
because these, too, differ across cultures
• Provide cross-cultural coaching for executives and leaders
working in a multi-cultural environment
• Assess cultural profiles
– to help leaders and employees with self-understanding, the first step to
appreciation of cultural differences
– to identify whether location cultures differ
2
©2017 ITAP International, Inc. All Rights Reserved.
3
ITAP Consulting: Working at the intersection
of business and cultural issues
1. Growth and sustainability - entry into emerging
markets
2. Diversity and inclusion (D&I)
3. Merger & Acquisition organizational Integration
4. Talent assessment, retention and development
5. Global/virtual team effectiveness
©2017 ITAP International, Inc. All Rights Reserved.
ITAP Americas, Inc.
12 Client Examples
References furnished upon request
4
©2017 ITAP International, Inc. All Rights Reserved.
6
Clients often testify to the positive results
achieved from ITAP’s tools and approaches
You showed your commitment to building our relationship by giving us
content up front, before we even had an agreement.
German/US American Medical Devices Company
This is impressive work. You have captured the voices of each of the
groups. Thanks – we know you've gone beyond the contract.
VP of Diversity at a global pharmaceutical company
Without hesitation, ITAP exceeded our very high expectations. We will
look forward to partnering with you again in the future.
Organizational Effectiveness Group Manager at a global financial services company
©2017 ITAP International, Inc. All Rights Reserved.
7
Client Example 1: ITAP supports multi-
cultural marketing agenda
1. The Problem 2. The Tool/Services
US insurance company identified
wealthy cultural groups as targets.
Wanted senior management buy-in to
expand marketing efforts.
Culture in the Workplace
Questionnaire™
Cultural overview of their market
3. The Solution 4. The Outcome
Provides market data and cultural
information to support C-level
executives in developing multi-cultural
marketing strategy and tactics.
Expanded agency recruitment
Improved collateral materials
(culturally sensitive and targeted)
Revised product names and sales
tactics
©2017 ITAP International, Inc. All Rights Reserved.
8
Client Example 2: ITAP improves
executive team effectiveness
1. The Problem 2. The Tool/Service
Global biotech firm seeks to integrate
senior executives from companies
acquired over 3 years.
Executive Interviews
Global Team Process
Questionnaire™ (GTPQ)
Identification of dilemmas
3. The Solution 4. The Outcome
ITAP analyzes data collected, creates
an executive off-site, facilitates
discussion of dilemmas, and helps
define outcomes.
Reorganized senior team into two
distinct bodies. One reporting group
and a smaller decision making group.
Communication protocols defined and
roles clarified.
©2017 ITAP International, Inc. All Rights Reserved.
9
Client Example 3: ITAP improves multi-
cultural team effectiveness
1. The Problem 2. The Tool/Service
Global pharmaceutical company
seeks to reduce tensions among a
multi-cultural team of global franchise
leaders and increase team
effectiveness.
Global Team Process
Questionnaire™ (GTPQ)
Delivers team productivity
intervention
3. The Solution 4. The Outcome
ITAP designs team results seminars
and provides follow-up leader/team
member coaching based on the
GTPQ findings.
Identified areas for improvement of
team effectiveness
Identified and measured change
(significant improvement in team
cohesiveness and collaboration) over
time
©2017 ITAP International, Inc. All Rights Reserved.
10
Client Example 4: ITAP improves
organizational integration
1. The Problem 2. The Tool/Service
Global chemical company seeks to
align organizational cultures post
acquisition.
Organizational Cultural Assessment
Instrument
Culture in the Workplace
Questionnaire™
Global Team Process
Questionnaire™
3. The Solution 4. The Outcome
ITAP analyzes data collected,
measures organizational cultural
differences, links personal values
data to identifies areas where
integration will be difficult.
Recommends approaches.
Headquarters realizes unintended
consequences of initial integration
actions.
Seeks to redress approaches to
accurately address new
organizational culture aspects.
©2017 ITAP International, Inc. All Rights Reserved.
11
Client Example 5: ITAP decreases
strategic planning time frame
1. The Problem 2. The Tool/Service
Korean division of global
pharmaceutical company seeks to
conduct strategic planning approach.
eStrategyMapper™
3. The Solution 4. The Outcome
ITAP creates offsite, uses application
to include employees at decision
points, defines new strategy.
Creation of mission, vision, values
Alignment of strategy with customer,
organization and employee needs
Creates mini-maps with action items
for all levels of the organization
including employee development to
align with the strategy
©2017 ITAP International, Inc. All Rights Reserved.
12
Client Example 6: ITAP develops global
financial business partners
1. The Problem 2. The Tool/Service
American FMCG company needed to
develop finance leaders who were
focused on strategy and analysis
(forward view) rather than just
reporting the numbers (re-view).
Designs/delivers Leadership
Development program
Designs finance curriculum for web
delivery
3. The Solution 4. The Outcome
Identifies operational business
partnership competencies (more
COO than Director of Finance).
Creates/co-delivers Leadership
development training.
Prepares subject matter trainers.
Creates content for webinars
(ongoing finance curriculum).
Measurable financial business partner
competencies
Webinar curriculum developed
including appropriate finance
content/presentations for 4000
finance ee’s worldwide
Trained Finance Subject Matter
Expert (SME) as presenters
©2017 ITAP International, Inc. All Rights Reserved.
13
Client Example 7: ITAP increases merger
/ acquisition success
1. The Problem 2. The Tool/Services
Korean financial services company
needed to align the company culture
across subsidiaries.
Organizational Cultural Assessment
Instrument
Culture in the Workplace
Questionnaire™
3. The Solution 4. The Outcome
ITAP assesses corporate culture and
subsidiary culture and identified gaps.
Compares organizational culture
(“desired state”) to employees’
cultural preferences.
Aligned business operational units to
senior leaders “desired state” of
corporate culture
Action plans to address culture gaps
(of subsidiaries) using employee data
to focus on potential trouble spots
©2017 ITAP International, Inc. All Rights Reserved.
14
Client Example 8: ITAP assesses and
develops regional and global leaders
1. The Problem 2. The Tool/Services
German high tech firm wanted to
identify local talent and assess
whether they are ready for regional
development or global development
roles.
Talent Potential Analysis (assessment
center design and delivery)
Leadership Development program
localization design and global delivery
3. The Solution 4. The Outcome
Assesses identified talent against
defined core competencies.
Facilitates quantitative and qualitative
scoring.
Makes recommendations for
individual development.
Ranked talent as Local, Regional or
Global
Identified strengths and areas for
development
Recommended readiness
for promotion
©2017 ITAP International, Inc. All Rights Reserved.
15
Client Example 9: ITAP conducts research
on cultural attitudes about risk and safety
1. The Problem 2. The Tool/Services
Global oil exploration company seeks
to measure the attitudes towards risk
and safety.
Culture in the Workplace
Questionnaire™
Custom Cultural Attitudes (Safety)
Survey
3. The Solution 4. The Outcome
Assesses attitudes of employees and
vendor employees involved in
construction or oil rigs.
Conducts research on target
candidate populations to assess
differences in attitudes concerning
safety and risk on the job.
Identified new cultural dimensions
relations to risk and safety
Recommended alternative
approaches to safety
©2017 ITAP International, Inc. All Rights Reserved.
16
Client Example 10: ITAP decreases
cultural risks in call center location
identification
1. The Problem 2. The Tool/Services
US Medical devices firm wants to
regionalize their world wide call
centers to gain efficiencies.
Culture in the Workplace
Questionnaire™
Custom Cultural Attitudes (Health)
Survey
3. The Solution 4. The Outcome
Assesses national culture issues,
attitudes about call centers, attitudes
about health.
Conducts research on target
candidate populations.
Provides analysis of benefits
requirements and practices.
Identified potential cultural issues in
recruitment and selection,
onboarding, training, and managing
performance
Assessed HR statutory requirements
to avoid legal and cultural risks
©2017 ITAP International, Inc. All Rights Reserved.
16
Client Example 11: ITAP increases
success of talent pool in relocation
assignments
1. The Problem 2. The Tool/Services
Asian client relocating "talent" to other
Asian countries, even with lots of
training support, found that only15%
of their relocated talent received an
Exceptional performance rating in
their new assignment
Culture in the Workplace
Questionnaire™
3. The Solution 4. The Outcome
One hour debrief of results as pre-
departure preparation for relocating
talent added to existing pre-departure
support
The results showed an increase to
almost 45% of the talent receiving an
Exceptional performance rating.
©2017 ITAP International, Inc. All Rights Reserved.
17
Client Example 12: ITAP improves
relationships during global process
transfer
1. The Problem 2. The Tool/Services
Global Financial institution has
offshored 70%+ of its finance
organization and processes.
Requests help for those working
across cultures
Culture in the Workplace
Questionnaire™
3. The Solution 4. The Outcome
Designed 2 day “Working Across
Offices” program for managers
designed a ½ day “Strengthening our
Business Practices” for non-
managers.
Identified 5 “Drivers of Business
Partnership” (including Cultural
Literacy)
Best practices have been identified by
the program participants and
significant financial savings have
been realized
Solution maps identified how each
side needed to behave differently to
be effective business partners
©2017 ITAP International, Inc. All Rights Reserved.
18
Catherine Mercer Bing
CEO, ITAP International, Inc.
Managing Director, ITAP Americas
353 Nassau Street, First Floor
Princeton, NJ 08540 USA
(W) +1.215.860.5640
(M) +1.609.937.1557
http://www.itapintl.com
cbing@itapintl.com
SKYPE: CatherineBing
©2017 ITAP International, Inc. All Rights Reserved.
Questions? Please call me…

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2017 ITAP Client Examples

  • 1. 1 A Global Leader: Enabling people and organizations to succeed across borders An Overview of ITAP Services and Capabilities Organizational Diagnostics and Strategy Global Workforce Assessment, Development/Learning Design and Facilitation Local Business and Cultural Knowledge Global Leadership and Management Development Cross-cultural Research …to Resolve Client Needs ©2017 ITAP International, Inc. All Rights Reserved.
  • 2. ITAP Can Help Your Organization… • Assess the effectiveness of your recruitment, selection and succession policies to insure that your talent pool is diverse and matches the qualities and characteristics that will succeed in various cultures • Identify development needs - a gap analysis should address both individual needs and the global talent pool so the organization can leverage needs across large employee populations • Design learning opportunities that match leaders' learning styles, because these, too, differ across cultures • Provide cross-cultural coaching for executives and leaders working in a multi-cultural environment • Assess cultural profiles – to help leaders and employees with self-understanding, the first step to appreciation of cultural differences – to identify whether location cultures differ 2 ©2017 ITAP International, Inc. All Rights Reserved.
  • 3. 3 ITAP Consulting: Working at the intersection of business and cultural issues 1. Growth and sustainability - entry into emerging markets 2. Diversity and inclusion (D&I) 3. Merger & Acquisition organizational Integration 4. Talent assessment, retention and development 5. Global/virtual team effectiveness ©2017 ITAP International, Inc. All Rights Reserved.
  • 4. ITAP Americas, Inc. 12 Client Examples References furnished upon request 4 ©2017 ITAP International, Inc. All Rights Reserved.
  • 5. 6 Clients often testify to the positive results achieved from ITAP’s tools and approaches You showed your commitment to building our relationship by giving us content up front, before we even had an agreement. German/US American Medical Devices Company This is impressive work. You have captured the voices of each of the groups. Thanks – we know you've gone beyond the contract. VP of Diversity at a global pharmaceutical company Without hesitation, ITAP exceeded our very high expectations. We will look forward to partnering with you again in the future. Organizational Effectiveness Group Manager at a global financial services company ©2017 ITAP International, Inc. All Rights Reserved.
  • 6. 7 Client Example 1: ITAP supports multi- cultural marketing agenda 1. The Problem 2. The Tool/Services US insurance company identified wealthy cultural groups as targets. Wanted senior management buy-in to expand marketing efforts. Culture in the Workplace Questionnaire™ Cultural overview of their market 3. The Solution 4. The Outcome Provides market data and cultural information to support C-level executives in developing multi-cultural marketing strategy and tactics. Expanded agency recruitment Improved collateral materials (culturally sensitive and targeted) Revised product names and sales tactics ©2017 ITAP International, Inc. All Rights Reserved.
  • 7. 8 Client Example 2: ITAP improves executive team effectiveness 1. The Problem 2. The Tool/Service Global biotech firm seeks to integrate senior executives from companies acquired over 3 years. Executive Interviews Global Team Process Questionnaire™ (GTPQ) Identification of dilemmas 3. The Solution 4. The Outcome ITAP analyzes data collected, creates an executive off-site, facilitates discussion of dilemmas, and helps define outcomes. Reorganized senior team into two distinct bodies. One reporting group and a smaller decision making group. Communication protocols defined and roles clarified. ©2017 ITAP International, Inc. All Rights Reserved.
  • 8. 9 Client Example 3: ITAP improves multi- cultural team effectiveness 1. The Problem 2. The Tool/Service Global pharmaceutical company seeks to reduce tensions among a multi-cultural team of global franchise leaders and increase team effectiveness. Global Team Process Questionnaire™ (GTPQ) Delivers team productivity intervention 3. The Solution 4. The Outcome ITAP designs team results seminars and provides follow-up leader/team member coaching based on the GTPQ findings. Identified areas for improvement of team effectiveness Identified and measured change (significant improvement in team cohesiveness and collaboration) over time ©2017 ITAP International, Inc. All Rights Reserved.
  • 9. 10 Client Example 4: ITAP improves organizational integration 1. The Problem 2. The Tool/Service Global chemical company seeks to align organizational cultures post acquisition. Organizational Cultural Assessment Instrument Culture in the Workplace Questionnaire™ Global Team Process Questionnaire™ 3. The Solution 4. The Outcome ITAP analyzes data collected, measures organizational cultural differences, links personal values data to identifies areas where integration will be difficult. Recommends approaches. Headquarters realizes unintended consequences of initial integration actions. Seeks to redress approaches to accurately address new organizational culture aspects. ©2017 ITAP International, Inc. All Rights Reserved.
  • 10. 11 Client Example 5: ITAP decreases strategic planning time frame 1. The Problem 2. The Tool/Service Korean division of global pharmaceutical company seeks to conduct strategic planning approach. eStrategyMapper™ 3. The Solution 4. The Outcome ITAP creates offsite, uses application to include employees at decision points, defines new strategy. Creation of mission, vision, values Alignment of strategy with customer, organization and employee needs Creates mini-maps with action items for all levels of the organization including employee development to align with the strategy ©2017 ITAP International, Inc. All Rights Reserved.
  • 11. 12 Client Example 6: ITAP develops global financial business partners 1. The Problem 2. The Tool/Service American FMCG company needed to develop finance leaders who were focused on strategy and analysis (forward view) rather than just reporting the numbers (re-view). Designs/delivers Leadership Development program Designs finance curriculum for web delivery 3. The Solution 4. The Outcome Identifies operational business partnership competencies (more COO than Director of Finance). Creates/co-delivers Leadership development training. Prepares subject matter trainers. Creates content for webinars (ongoing finance curriculum). Measurable financial business partner competencies Webinar curriculum developed including appropriate finance content/presentations for 4000 finance ee’s worldwide Trained Finance Subject Matter Expert (SME) as presenters ©2017 ITAP International, Inc. All Rights Reserved.
  • 12. 13 Client Example 7: ITAP increases merger / acquisition success 1. The Problem 2. The Tool/Services Korean financial services company needed to align the company culture across subsidiaries. Organizational Cultural Assessment Instrument Culture in the Workplace Questionnaire™ 3. The Solution 4. The Outcome ITAP assesses corporate culture and subsidiary culture and identified gaps. Compares organizational culture (“desired state”) to employees’ cultural preferences. Aligned business operational units to senior leaders “desired state” of corporate culture Action plans to address culture gaps (of subsidiaries) using employee data to focus on potential trouble spots ©2017 ITAP International, Inc. All Rights Reserved.
  • 13. 14 Client Example 8: ITAP assesses and develops regional and global leaders 1. The Problem 2. The Tool/Services German high tech firm wanted to identify local talent and assess whether they are ready for regional development or global development roles. Talent Potential Analysis (assessment center design and delivery) Leadership Development program localization design and global delivery 3. The Solution 4. The Outcome Assesses identified talent against defined core competencies. Facilitates quantitative and qualitative scoring. Makes recommendations for individual development. Ranked talent as Local, Regional or Global Identified strengths and areas for development Recommended readiness for promotion ©2017 ITAP International, Inc. All Rights Reserved.
  • 14. 15 Client Example 9: ITAP conducts research on cultural attitudes about risk and safety 1. The Problem 2. The Tool/Services Global oil exploration company seeks to measure the attitudes towards risk and safety. Culture in the Workplace Questionnaire™ Custom Cultural Attitudes (Safety) Survey 3. The Solution 4. The Outcome Assesses attitudes of employees and vendor employees involved in construction or oil rigs. Conducts research on target candidate populations to assess differences in attitudes concerning safety and risk on the job. Identified new cultural dimensions relations to risk and safety Recommended alternative approaches to safety ©2017 ITAP International, Inc. All Rights Reserved.
  • 15. 16 Client Example 10: ITAP decreases cultural risks in call center location identification 1. The Problem 2. The Tool/Services US Medical devices firm wants to regionalize their world wide call centers to gain efficiencies. Culture in the Workplace Questionnaire™ Custom Cultural Attitudes (Health) Survey 3. The Solution 4. The Outcome Assesses national culture issues, attitudes about call centers, attitudes about health. Conducts research on target candidate populations. Provides analysis of benefits requirements and practices. Identified potential cultural issues in recruitment and selection, onboarding, training, and managing performance Assessed HR statutory requirements to avoid legal and cultural risks ©2017 ITAP International, Inc. All Rights Reserved.
  • 16. 16 Client Example 11: ITAP increases success of talent pool in relocation assignments 1. The Problem 2. The Tool/Services Asian client relocating "talent" to other Asian countries, even with lots of training support, found that only15% of their relocated talent received an Exceptional performance rating in their new assignment Culture in the Workplace Questionnaire™ 3. The Solution 4. The Outcome One hour debrief of results as pre- departure preparation for relocating talent added to existing pre-departure support The results showed an increase to almost 45% of the talent receiving an Exceptional performance rating. ©2017 ITAP International, Inc. All Rights Reserved.
  • 17. 17 Client Example 12: ITAP improves relationships during global process transfer 1. The Problem 2. The Tool/Services Global Financial institution has offshored 70%+ of its finance organization and processes. Requests help for those working across cultures Culture in the Workplace Questionnaire™ 3. The Solution 4. The Outcome Designed 2 day “Working Across Offices” program for managers designed a ½ day “Strengthening our Business Practices” for non- managers. Identified 5 “Drivers of Business Partnership” (including Cultural Literacy) Best practices have been identified by the program participants and significant financial savings have been realized Solution maps identified how each side needed to behave differently to be effective business partners ©2017 ITAP International, Inc. All Rights Reserved.
  • 18. 18 Catherine Mercer Bing CEO, ITAP International, Inc. Managing Director, ITAP Americas 353 Nassau Street, First Floor Princeton, NJ 08540 USA (W) +1.215.860.5640 (M) +1.609.937.1557 http://www.itapintl.com cbing@itapintl.com SKYPE: CatherineBing ©2017 ITAP International, Inc. All Rights Reserved. Questions? Please call me…