forrest consulting - we build -v1

Strategy Formulation and Research

Strategic Planning Facilitation

Strategic Management Guidance

Senior Management Counsel

Board and Team Effectiveness

Strategic Issues and Opportunities

WWW.FORRESTCONSULT.COM

We build organizations.

We can help you achieve more.







HOW WE BUILD

We facilitate strategic and

business planning, provide

planning systems and ensure

implementation.

We counsel senior management

for best results and help Boards,

teams and groups raise their

effectiveness and reach goals.

We help organizations resolve

strategic issues and tackle

strategic opportunities.








WHO WE SERVE

We serve company,

association and non-profit

leaders and Boards.

We have been building

success in scores of

industries and business

segments since 1988.








HOW WE ARE DIFFERENT

We take the strategic view

when we counsel you and

offer solutions.

We assure your strategies

move you toward your vision.

We focus time and resources

for greatest impact.

We have the expertise you

need: strategy, facilitation,

research, marketing, financial,

operations and more. WWW.FORRESTCONSULT.COM







OUR VISION

“Every organization has a

current strategic plan and is

implementing it for greater

success.”








WHY THAT VISION?

Our research tells us that

74% of leaders say their

organizations don’t use

planning to make strategic

decisions. And 70% of

organizations with a plan

fail to

implement

it.








THERE’S GOOD NEWS

Our research also tells us that

successful organizations are

more likely to plan and to use

planning and implementation

“best practices”








MORE GOOD NEWS

We know why organizations

fail and how to address what

can produce poor results or

even failure.









LEE CRUMBAUGH

President and Founder,

Forrest Consulting:

The knowledge and

experience to help your

organization improve

and succeed.

CERTIFICATION AND EDUCATION Strategic Management Professional (SMP), Assn. for Strategic Planning. MBA, marketing management,

finance emphasis, University of Chicago Booth School of Business; B.S., communications, University of Illinois; financial program, Indiana University.

PROFESSIONAL AFFILIATIONS President, Assn. for Strategic Planning, 2014-2016. International Assn. of Facilitators.

PUBLICATIONS AHEAD: Strategy is the way to a better future (2013, Amazon). Strategic Thinking & Strategic Action blog.

POSITIONS HELD President, COO, Executive Director, Consultant, VP, Publisher, Editor, Market Research Analyst.

ROLES WITH Continental Illinois Corp.; LFC Publishing, Inc.; American Fence Association; Vinyl Fence, Deck & Railing Manufacturers Association;

DuPage Area Association of Business and Industry; United Way of Suburban Chicago.

BUSINESSES SEGMENTS SERVED Association; Commercial and Investment Banking; Composites and Vinyl; Deck and Railing; Economic

Development; Education; Entrepreneurship; Eyewear; Fencing; Food; Government; Health; Insurance; Legal; Mutual Fund; Non-Profit; Publishing; Public

Affairs; Real Estate; Recreation; Recycling; RFID.

REPRESENTATIVE CLIENTS Prairie Capital Advisors, American Academy of Pediatrics, The Advocacy Group, National Provisioner, National

Fiber, American Lung Association, Arthritis Foundation, DuPage Foundation, COD Business & Professional Institute, Inland Real Estate, Mosaic Media,

Monetta Financial Services, Physician Services of America, Sampler Publications Associated Equipment Distributors, Institute of Food Technologists,

Association for Challenge Course Technology, Illinois Soybean Association, National Association of Realtors.








OUR CONSULTANTS

We provide tailored,

cost-effective solutions to

clients by sourcing the best

expertise available on a "per

assignment“ basis.

Examples:

TOM DROUIN Focus is B-to-B companies and not-for-profits looking to develop and execute a business or mission strategy, new business launch or for support in enhancing organizational effectiveness through performance assessment and coaching and development. Roles with Boise Cascade in new business development and product launch. BA, Penn State. JIM HERRICK CPA. MBA, DePaul University. Deep experience in accounting, auditing and tax preparation for small to public companies in manufacturing and leasing and non-profits. Experienced in ERP and IT software, financial issues and tax compliance. Six Sigma Green Belt trained. RACHEL KABERON Adjunct faculty, IIT Institute of Design. Specialties are assessment, evaluation and redefinition of business effectiveness ; performance measures: behavioral analysis, data modeling and tracking, and cultural change. Former Senior Planner, Jewish Federation of Metropolitan Chicago; VP, Manager, Mortgage Analysis, Chemical Bank; VP, Collections Strategy, Citibank; and statistician, Election Unit, CBS News. MA, University of Chicago; BA, University of Minnesota, and BA, University of Illinois. LARRY LEWANDOWSKI Accounting and finance professional in manufacturing and distribution. Managed financial functions for businesses with revenues ranging from $5M to over $150M. Turned around money-losing operations and improved performance by consolidating overlapping functions. Experience in contract negotiations, mergers and acquisitions and due diligence. Finance and controller positions with Bally Manufacturing and Brunswick. Recruited to be CFO of an ailing British-owned import and distribution company where he implemented a financial turnaround. MBA, DePaul University and BA, Loyola University. Six Sigma Green Belt trained.







FAST TRACK STRATEGIC

PLANNING SYSTEM

A proven "strategic gap"

process, focused on what's

most important for success.









PLANNING SYSTEM

A better process, based on

years of planning and

implementation experience.









PLANNING SYSTEM

Find the Vision: Use stakeholder

input, an environmental scan, a

SWOT analysis and more.









PLANNING SYSTEM

Identify critical Strategic Gaps

that will block or impede

progress to the Vision.









PLANNING SYSTEM

Develop powerful Strategies

to close the Gaps and move

to the Vision.









PLANNING SYSTEM

Implement strategies through

strategic initiatives with

annual action steps.









PLANNING SYSTEM

Plan and conduct an

Assessment that leads to

re-planning for the next cycle.








WHY OUR SYSTEM WORKS

PARTICIPATIVE. Participants decide what's best.

AGILE AND FOCUSED. Straight-forward process drives action and adapts to needs.

EFFICIENT. Affordable, time-limited, tested.

BEST PRACTICES. Aligned with Association for Strategic Planning’s Body of Knowledge.

SHARED VISION. Drives desired change.

POWERFUL STRATEGIES. Work across the organization.

INFORMATION & INSIGHTS. From e-surveys, interviews, environmental scan.

PROFESSIONAL FACILITATION. International Association of Facilitators trained.

ALIGNMENT. Aligns systems, processes and people.

LINE OF SIGHT TO STRATEGY. Engages those who must implement.

CORE PROCESS. Planning is not an event.

ASSURES IMPLEMENTATION. Execution driven by initiatives and action steps, with accountability.

ASSESSMENT & RE-PLANNING. Continues

progress through assessment, adjustment, and

re-planning. WWW.FORRESTCONSULT.COM







OUR PRE-PLANNING STEPS

INITIAL MEETING. Review the work

plan and obtain information.

RESEARCH. Forrest Consulting conducts

a stakeholder e-survey, and interviews key

employees and stakeholders.

ENVIRONMENTAL SCAN. Forrest

Consulting identifies key external trends

and forecasts.

SWOT ANALYSIS. Forrest Consulting

assesses strengths, opportunities,

weaknesses and threats; and analyzes

current and potential markets.

PRE-PLANNING MEETING. Prepare

for the planning workshops.








OUR PLANNING STEPS

PLANNING WORKSHOPS.

3-4 planning workshops in which the

Planning Team:

• Develops a Shared Vision.

• Identifies Strategic Gaps

• Revisits and adopts the Vision

• Develops Strategies to close Gaps.

• Develops Strategic Initiatives and annual

Action Steps to implement Strategies

and move to the Vision.

• Sets measurements, accountabilities,

and timelines for each Action Step.

• Develops the implementation plan. WWW.FORRESTCONSULT.COM







OUR POST-PLANNING STEPS

DEVELOPMENT OF PLAN REPORT.

Forrest Consulting uses the workshops'

results to prepare the written plan.

POST-PLANNING MEETING.

Review and adjust the plan, and align on

next steps and plan implementation.

PLAN IMPLEMENTATION.

Forrest Consulting provides

implementation counsel, facilitates

quarterly review meetings, and leads an

assessment of planning progress.

PLAN UPDATE. Process resets with

development of an updated plan with

revised Strategies as needed and new

Strategic Initiatives and Action Steps. WWW.FORRESTCONSULT.COM







OUR TOOLS:

STAKEHOLDER INPUT

We use e-surveys and group

and key stakeholder interviews

to develop actionable

information and insight.








OUR TOOLS:

SWOT ANALYSIS

From research and analysis,

we assess your strengths,

weaknesses, opportunities and

threats to guide the planning.








OUR TOOLS:

BALANCED SCORECARD

We use The Balanced

Scorecard Perspectives to

assure that strategies work

across the organization.


Strategy

Financial

Business Processes

Learning & Growth

Customer







OUR TOOLS:

STRATEGY DASHBOARD

The dashboard gives you a

current picture of your plan

and implementation progress.








OUR TOOLS:

BETTER DECISION MAKING

From our extensive research,

we offer a tool kit to help you

make better strategic decisions.








OUR NICHE

Our planning process adapts

to any organization, as do all

of our services.

But we focus on growing,

smaller and middle-market

organizations of all types.

That's where we can add

greatest value at least expense

and where our competitive

advantage is greatest.









Talk to us.

We build organizations.

We can help you achieve more.

FORREST CONSULTING

725 Kenilworth Avenue,

Glen Ellyn, IL 60137 USA

Office +1 630-909-9360

www.forrestconsult.com

Lee Crumbaugh, President

Cell +1 630-730-9619

[email protected]

forrest consulting - we build -v1

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