Case Study 1:

Client Situation: The Executive Director and Board President of a senior living community felt the board was not leading effectively. Due to board turnover, the directors did not fully understand the challenges and opportunities facing the organization.

Client's Goal or Objective: Create a strategic plan that gave the board clarity and direction to future success and a competitive advantage.

Michele's Inspiring Solution: We conducted a Business Evaluation and Market Analysis to summarize the current state of the organization. Michele facilitated a 2-day strategic planning pro-treat^SM with the entire board and department directors.

The Result: The planning team create the mission, vision and values to establish the foundation for which the community exists. These guiding statements were incorporated into ongoing marketing, employee and resident communications. A strategic action plan was developed to address the major issues facing the organization in the next 1-3 years.

Case Study 2:
 
Client Situation: A sales manager is frustrated with the quality and performance of the sales team.

Client's Goal or Objective: Identify the competencies and personality style of the "ideal" salesperson. Recruit and train the team to be successful.

Michele's Inspiring Solution: We had five of their tope salespeople complete an online EPIC DiSC profile. The results were summarized and presented as a baseline measure for successful salespeople.

The Result: The DiSC summary was used as a recruiting tool. Each new sales applicant completed the online EPIC DiSC profile. A comparison chart is used and discussed in the interview process. Retention and sales performance has increased.

Case Study 3:
 
Client Situation: A sales manager is frustrated with the quality and performance of the sales team.

Client's Goal or Objective: Identify the competencies and personality style of the "ideal" salesperson. Recruit and train the team to be successful.

Michele's Inspiring Solution: We had five of their tope salespeople complete an online EPIC DiSC profile. The results were summarized and presented as a baseline measure for successful salespeople.

The Result: The DiSC summary was used as a recruiting tool. Each new sales applicant completed the online EPIC DiSC profile. A comparison chart is used and discussed in the interview process. Retention and sales performance has increased.

Client Situation: High employee turnover, inconsistent employee performance and poor customer service had become a way of doing business within a management firm of several CCRC and assisted living facilities throughout the country. It was identified that the majority of people in a supervisory/management position were promoted due to their technical skill and had received little or no training to lead people.

Client's Goal or Objective: Develop a standardized supervisory training program for all current and new supervisors/managers.

Michele's Inspiring Solution: We put all current supervisors through the 10-modules of our Inspirational Leadership series to develop and enhance the core competencies of a leader. The modules included:

1. The Role and Responsibilities of a Leader – The Introduction
2. Listening is Like Going to Heaven!
3. Taking Time to Manage Your Time
4. Interviewing to Find the RIGHT People, the RIGHT Way
5. Expectations: Strategies to Do What Matters Most
6. Building Teams that are Creative and CARE
7. On Target Performance Reviews and Feedback
8. The Legal Aspects of Your Job
9. Bad Apples: Dealing with Difficult People
10. And Training is Your Job Too!

The Result: The training proved to be so valuable for the confidence and effectiveness of the supervisors, the management firm has committed to have all new supervisors of all communities complete the training within the first year of getting the job.