Consulting Services
Strategy
Organizations need to periodically take a step back and assess their prospects, the environment within which they operate, their own capabilities, and the threats and opportunities they face. Rey assists clients conduct such self assessments and facilitates the gathering of objective external feedback and industry trend data to support those efforts.
Leaders are brought through a process of aspiring toward a desired future and then led through a time tested methodology designed to maximize input and engagement while also moving from aspirational to actionable tactical plans. The emphasis is on practicality and achievability, building consensus among board members, leadership, and employees.
Recent strategic planning engagements have pointed out the importance of organizational culture to employee engagement, workforce culture, recruitment and retention, and diversity, equity and inclusion efforts. These perspectives are reflected in Rey’s planning methodology.
Change
Organizational change, turnaround and transformation is a topic Rey has written and spoken about extensively. Additionally, he has led several organizations through such changes, including in high profile and major impact scenarios. He appreciates the leadership challenges associated with such circumstances as he has “worn those shoes”.
Rey understands that organizational change takes leadership, effective communication, team building, persuasion, and exceptional tactical execution. He is prepared to assist organizations in the earliest stages of planning such an initiative… all the way through helping to facilitate successful completion. If needed, this may include executive coaching as well, whether individual or group.
Finally, it’s worth noting that Rey is biased toward taking “the long view”, understanding from experience that short-term solutions often fail and diminish the prospects of the organization. As such, he will work to build durable success into all strategic and tactical planning work.
M&A
Rey has experienced several mergers and acquisitions as a member of the senior team, CEO, and board of directors. As such, he has developed a strong instinct when it comes to the reasons such initiates can succeed… and why so many fail. He has been responsible for acquiring other organizations, led organizations that were being acquired and served as President & CEO of an organization that merged with another.
Rey is familiar with the various models of corporate development, which range from contractual, joint venture, full asset merger, and sole member acquisitions. He is able to facilitate discussions and decision making processes among all those responsible.
Because he has focused on nonprofit, mission driven organizations during his career, Rey can help boards and leadership groups evaluate options from a position of strength, ever mindful of the impact of such initiatives on their organization’s mission, employees, and especially the community it serves.
Retreats
Rey can help to lead or facilitate a leadership or governance retreat focused on decision making, education, culture change, improvement, organizational transformation, or joint problem solving. These can be customized to suit your needs and can include highly targeted and agenda driven goals or be more open ended and designed to improve group effectiveness and team building.
Assessments
Leaders, especially newly appointed ones or those driving change within their organizations, may desire an objective review of management and operational effectiveness and efficiency. Rey has conducted consulting reviews designed to foster such a self-assessment based on the stated current and emerging objectives. Such reviews can be detailed or conducted more quickly and at a higher level.
Readiness
As organizations evolve and transform, it is not uncommon for boards to search for a new CEO or leaders to make key hires… only to later find that the selected candidate was not a good, long-term fit for the dynamic environment and emerging organizational culture. Rey can conduct a pre-search organizational assessment designed to improve the success of the search and eventual new hire.
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Red Sail Advisors LLC 