Consulting Project for PwC\'s Becky Medina

1. Presented By
APEX Consulting
Asia Adell Sean Kinsella
Chris Bala Katie Martin
Molly Pahkamaa
Megan Bauer
Farhaan Serang
Philip Alexander Chen
Chelsea Winkler
Melissa Hahm

2. Agenda

3. Leadership Challenge
∗ Underdeveloped relationships with Orange County
coworkers
∗ Lack of output from specific FRP
∗ Inefficient allocation of time and energy

4. Our Proposal
∗ Provide a plan to improve communication among
FRPs
∗ Establish a strict outline highlighting projected
expectations of FRPs
∗ Devise a strategy to levy off responsibilities to
administrative assistant
∗ Suggest an agenda for July’s meeting

5. Establish Better Relationships
∗ Use Personality Test to gauge group dynamics
∗ Personality Types –Lion, Peacock, Koala, Owl
∗ Understanding YOUR results
∗ Using results of others to effectively communicate

6. Personality Test
∗ Lion:
∗ “The Doers” Controlling Style
∗ Extroverted
∗ Task Oriented
∗ Practical
∗ Assertive
∗ Aggressive
∗ Decisive

7. Personality Test
∗ Peacock
∗ “The Communicators” Promoting Style
∗ Extroverted
∗ People Oriented
∗ Expressive
∗ Creative
∗ Energetic
∗ Charismatic

8. Personality Test
∗ Owl
∗ “The Thinkers” Analytical Style
∗ Introverted
∗ Task Oriented
∗ Intuitive
∗ Organized
∗ Serious
∗ Meticulous

9. Personality Test
∗ Koala
∗ “The Listeners” Supporting Style
∗ Introverted
∗ People Oriented
∗ Patient
∗ Caring
∗ Emotionally Stable
∗ Reserved

10. Understanding the Results
∗ Highest scores
∗ Lowest scores
∗ Strongest combinations Extroverted
Introverted

11. Results Can Improve Group Dynamics
∗ Understand results
∗ Team dynamic
strengthens
∗ Higher level of
understanding

12. Section 2: FRP Agendas
∗ Specify expectations for each FRP to get better
results (agenda)
∗ Address improvement areas for each FRP
∗ Suggest for Gary Gee to shadow Suzanne

13. Section 3: Delegating (solutions)
∗ Gradually assimilate to job
∗ Increase responsibility as Becky deems necessary
∗ Create a step-by-step instructions
∗ Develop consistent standards for assistant

14. Benefits to these solutions
Solidify
FRP team

15. Implementation Strategy

16. Wrap Up

17. "Alone we can do so little;
together we can do so much.”
Helen Keller