Client Situation Reviews
Our firm has developed a unique business meeting we call the Client Situation Review or CSR. In the course of three to four hours we will facilitate a meeting involving members of your team plus our team including a full complement of HR, strategy and financial experts. The purpose of the meeting is to identify those issues that are most important to your company. You will receive a complete report from us, and learn what others within and outside your industry are doing.
Benefits of a Client Situation Review:
- To provide an opportunity for the company to go off line and address important issues
- To receive a viable work product with ideas and recommendations that will benefit the company
- For the client to learn what’s been used by others in their industry, or best practices from other industries’ technology
- In this exercise you will have an opportunity to see how your business stacks up in comparison to other successful middle market companies
- You will receive a detailed report summarizing all the issues, ideas and recommendations resulting from the meeting
Who participates?
It has been the Firm’s experience that a CSR is most effective when the client team is composed of knowledgeable participants representing the key disciplines of the client’s company. Ideally the following participants would attend:
- Executive Management – Owner, General Manager, CEO and/or President, COO
- Financial Management – VP Finance, CFO or Controller
- Production Management – COO, VP Production, General Manager, or Plant Manager
- Information Technology – CIO, VP-MIS, MIS Manager
- Marketing/Sales – VP Sales/Marketing, Sales Manager
For more information about Customer Advisory Boards, please email or call:
