Representative Engagements

Strategy - Business Planning

  • Advanced Technology – electrical engineering software company

    Development of an operational business plan and market strategy for the start–up period of thirty-six months, and subsequently, recruitment of senior technical engineers. This operational plan was designed to reflect the company's 10 – 15 year strategic plan.

  • Advanced Technology – Canada's largest manufacturer of dye cut letters / numbers / biodegradable inks / solvents

    Development of an operational business plan addressing technology, export markets, training, and finance within the context of the company's long–term strategy. This engagement led to changed banking relationships and refinancing for the company.

  • Aerospace/Transportation – innovative Canadian aero-medical company

    Development of a 10 year strategic business plan and a three year operational implementation schedule, for a long established and innovative Canadian aero-medical company. The policy was to move from traditional aircraft technologies to pure-jet long range aircraft, combined with state-of-the art single engine high altitude contemporary turbo jet aircraft, thus providing service for all of the Americas from Canada’s high Arctic to Antarctica .

  • Aerospace/Transportation – southern hemisphere facilities intensive national airports authority

    Provision of general counsel and advice on business operations, capital planning, finance and corporate structure. The 5 year capital program required US $ 250,000,000; the follow up phase encompassed design and implementation of a quality management program to improve customer satisfaction and thereby increase revenue.

  • Aerospace/Transportation – northern European technology and facilities intensive national civil aviation organization

    Provision of general counsel and advice on strategic and operational business planning, including planning methodologies, in advance of a 10 figure range ($USD) construction program.

    This engagement also included strategic and operational business planning for a wholly owned airport design and construction turn key company, as well as direct involvement in the strategic planning process to develop a five year strategic business plan for the organization.

  • Aerospace/Transportation – largest independently owned jet engine and component overhaul facility in the United States

    Provision of strategic market counsel and sales planning for the Eastern European and Caribbean markets.

  • Aviation – Airports Authority of Jamaica

    General counsel, advice and management support to the Airports Authority of Jamaica (AAJ) for a specialized trade show involving medium sized suppliers to air transportation in the Caribbean and Latin America.

    This work included the development of a directory of Canadian suppliers to air transportation, assessment of Canadian supplier investment potential, and participation in negotiations with development assistance organizations.

  • Commercial Cooperatives and Entrepreneurial Initiatives – fishermans cooperative

    Development of a 5 year strategic plan addressing advanced technologies and their application to fresh water fish processing within a market economy context. The effect on management structure was analyzed in support of structural changes.

  • Commercial Cooperatives and Entrepreneurial Initiatives – a large Western Canadian canola crushing plant

    Production of a five year strategic business plan, combining strategy and operations, addressing governance and management structural design.

    This involved assessment of the internal and external operating environments, including supply and market analysis, identification of opportunities for vertical integration and development of five year personnel plans, financial projections, and market penetration strategies.

    Extensive consultation with management and the Board of Directors was required over a 10 month period.

  • Commercial Cooperatives and Entrepreneurial Initiatives – Alberta family-owned milling operation

    A detailed market assessment to determine penetration strategies for oat flour and oat bran products in the United States and Eastern Canada. The investigation included breakfast foods, baby foods, processed meat, and the baking industries.

    The company's strategic business plan was based on the market assessment.

  • Commercial Cooperatives and Entrepreneurial Initiatives – Saskatchewan entrepreneur

    Determination of the viability of a 'boutique' bakery franchise operation for Northern Canadian resource based communities.

    Packaging, consumption patterns, consumer preference and behaviour, product competition and new product development were key factors in assessing business potential. Specifically, consumer acceptance of a bannock `ready-mix' product was tested in focus groups;

  • Energy – provincial electrical utility

    Development of the export services department business plan which has led to significant sales of professional and related services; sales have occurred in at least 50 countries, with annual revenue in the seven-figure range.

  • Energy – provincial government / Government of Canada

    Development of a five-year strategic plan for the electrical products and services sector, including identification of priority sub-sectors, capital investment needs, and implementation schedules.

    Specification of the most important areas for industrial off-set agreements was included.

  • Hospitality – Manitoba resort facility

    Design of a training program for all employee levels, encompassing facilities management, supervision, marketing and customer service.

  • Not-For-Profit Organization – international voluntary organization

    Design and analysis of American and Canadian foundations to facilitate capital generation through philanthropy, with targets in the seven figure range.

    This engagement required design of the governance structures, management systems, information systems, and compliance protocols for taxation purposes.

  • Not-For-Profit Organization – provincial community care organization

    With financial allocation responsibilities for annual distribution of capital and operating amounts in the mid-eight figure ranges, knowledge transfer with senior management and the Chief Operating Officer on decision theory, communication theory, compliance management, human resources management, and work flow scheduling.

  • Not-For-Profit Organizations – two First Nations (Dakota and Ojibwa)

    Long-term knowledge transfer on the theories and practices of governance from European, Asian, African and Indigenous North American perspectives, leading to establishment of a fully integrated health care facility in one case, and change of First Nation management practice in the other.

  • Tourism – wilderness resort lodge

    Owned and operated by a First Nation as a not-for-profit company, conduct of an analytical market analysis in Germany, development of financial projections and review of all facilities, all from the perspective of customer satisfaction and revenue implications.

  • Transportation – southern hemisphere facilities intensive national airports authority

    Provision of general counsel and advice on business operations, capital planning, finance and corporate structure. The 5 year capital program required $USD 250,000,000.

    The follow up phase encompassed design and implementation of a quality management program to improve customer satisfaction and thereby increase revenue.

  • Transportation – largest independently owned jet engine and component overhaul facility in the United States

    Provision of strategic market counsel and sales planning for the Eastern European and Caribbean markets.