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Transition Management

Transition management is the development and implementation of an intentional strategy designed to create a different state from that which exists for the organization or for the individual today. We work with the contracting organization to clearly define the strategic direction of the company. Then, incorporating the principles of Capacity Building, we facilitate the development of a transition plan including but not limited to

• Restructuring staff roles to implement strategies identified as needed to move the organization forward
• Coaching staff to embrace changing roles and direction and to let go of old ways
• Modifying organizational structure to effectively implement the new business model
• Coaching management to lead the transition

Our Transition Management Services can be applied to the entire organization through strategic planning, to a specific department or area through planning and team development or to an individual through coaching.

Transition Consulting Process is the development and implementation of a comprehensive strategy for intentional, managed change. The organization may choose to contract for a phase or the complete process based upon the organization’s needs and capacity.

Phase 1: Assessment
Consultants work with senior leadership to conduct objective assessment of the capacity of the organization in its current state to include identification of areas of strength, capacity drains, restraints and development needs.

• Assess current state
  • Production capabilities
  • Capitalization
  • Management strength
  • Human resources capacity
  • Financial position
  • Organizational systems
  • Market position
• Tools
  • Capacity Inventory
  • Management, employee, vendor, customer interviews
  • Document reviews
  • Financial Statements
  • Market research

Phase 2: Plan Development
Based upon the results of the assessment process, consultants work with management to identify specific transition strategies to include human resource utilization, system modifications, financial strategies, restructuring options, succession planning and networking opportunities.

Phase 3: Implementation
Consultants are available to work with management to implement transition strategies, coach management responsible for implementation or assume a direct short-term role in transition management.