Expert Details
High ROI and Creative Strategic Business Planning and Implementation
ID: 721884
California, USA
Expert has planned, organized and implemented business incubators for both foreign and American start-up businesses. This has included assisting many start-up businesses with their planning, implementation strategies and financing. For the last five years, he has worked with the Small Business Development Center to incubate numerous small businesses in the Central Coast Region.
Expert has taught -- and currently teaches as an adjunct faculty member -- business management courses at both the ungraduate and graduate level. He is thoroughly familiar with management theory, concept and application. Additionally, he has attended professional development courses at Harvard, Stanford and Wharton on these issues.
Expert has concentrated his consulting skills in the area of strategy. He is extremely familiar with almost all of Harvard professor Michael Porter's books and articles, as well as [Expert] Kaplan and [David] Norton's newest book on "The Strategy Driven Organization." Additionally, he has special intelligent software that has the capability to assess a business's strategy. Expert also gives workshops on the subject of strategy.
Expert has worked for over ten years with hundreds of entrepreneurs. He also teaches a course in entrepreneurship at the local junior college. He is very familiar with the literature on entrepreneurship. He has read Amar Bhidé's, "The Origin and Evolution of New Businesses," a ten-year research study from Harvard on the entrepreneurial patterns or lack thereof.
As a West Point graduate, a 22-year Army Lieutenant Colonel retiree, and now a Certified Management Consultant with MBA and MA degrees, Expert is highly knowledgeable on military strategic planning concepts and issues.
He has been involved in many organizational development (OD) interventions over the last ten years. He is familiar with OD theory and research, and has attended OD programs at University of Michigan, UC Berkeley, and the American Management Association.
Expert has worked with dozens of retail businesses in the area of expense reduction. He is highly familiar with ration analysis, cash flow bottlenecks, breakeven analysis, and budgeting techniques.
He has spent the last ten years working with small businesses in almost every facet. He is thoroughly knowledgeable of management problems and issues. For the last 14 months, Expert has facilitated a monthly forum for small company presidents. He has proven tools and techniques to assist them to dramatically improve their cash flow and business growth.
Expert is a specialist in strategic planning for businesses and non-profits. He utilizes creativity in teaching leaders and managers how to think and plan strategically. He has numerous tools and techniques to assist management, and makes extensive use of diagnostic organizational surveys to assess the culture and the degree to which it is encouraging profitability and organizational effectiveness.
As a CMC with MBA and MA degrees, Expert has worked with over 250 businesses over the last ten years. In many cases, team buiding was a critical step for these businesses to become aligned and to share the vision. He is a certified facilitator trainer and facilitator for Edward DeBono's Six Thinking Hats, which is a superb team building program for any organization. Further, he also facilitates a workshop called 'Building High Performance Teams.' He works with businesses to both align and empower their managers and staff through numerous team building exercises.
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Education
Year | Degree | Subject | Institution |
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Year: 1999 | Degree: Professional Development | Subject: Technology and Innovation | Institution: Stanford University School of Business |
Year: 1999 | Degree: Professional Development | Subject: Corporate Strategy and Growth | Institution: Harvard Business School |
Year: 1984 | Degree: M.B.A. | Subject: Corporate Strategy and Design | Institution: Long Island University of New York |
Year: 1979 | Degree: M.A. | Subject: Organizational Behavior | Institution: University of Maryland |
Year: 1971 | Degree: B.S. | Subject: Civil Engineering | Institution: U.S. Military Academy at West Point |
Work History
Years | Employer | Title | Department |
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Years: 1991 to 2001 | Employer: Visionary Strategic Consulting (VSC) | Title: Founder and President | Department: |
Responsibilities:Expert is responsible for the profitability and growth of VSC, a nationally certified management consulting firm specializing in executive leader development to create visionary strategic thinking, planning and implementation. |
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Years | Employer | Title | Department |
Years: 1971 to 1991 | Employer: United States Army | Title: Lieutenant Colonel | Department: |
Responsibilities:During his more than twenty years of service, Expert held numerous leadership and management responsibilities at all levels of the Army chain of command structure and service -- and in numerous foreign regions and countries as well, including Latin American and Korea. |
Government Experience
Years | Agency | Role | Description |
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Years: 1971 to 1991 | Agency: United States Army | Role: Lieutenant Colonel | Description: Following graduation from West Point and a distinguished 22-year Army career serving in responsible leadership and management positions worldwide, Expert retired in 1992 as a Lieutenant Colonel and formed Visionary Strategic Consulting (VSC). Expert is a Disabled Veteran Business Enterprise (DVBE). |
Career Accomplishments
Associations / Societies |
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Expert is a member of numerous professional organizations, including the National Association of Business Economists (NABE), the Institute of Management Consultants (IMC), the Global Association of Certified Management Consultants (GACMC), and the National Society of Training and Development (NSTD). He also belongs to the Monterey Peninsula Chamber of Commerce, the Salinas Valley Chamber of Commerce amd the Silicon Valley Chamber of Commerce. |
Licenses / Certifications |
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Expert is a Certified Management Consultant (CMC) -- the highest award of professional excellence in the consulting profession -- with both The Institute of Management Consultants and The National Bureau of Certified Consultants. In addition to this, he holds a number of other professional certifications: Certified in Strategic Planning with the American Management Association; Certified Facilitator for the One Page Planning and Performance System; Certified in Edward DeBono's Six Thinking Hats for Executive Effectiveness; Certified Facilitator for The Alternative Board for Executive Development; Certified in Individual and Organizational Excellence with The Pacific Institute; and Certified as a Specialist in Profitability and Growth with the Professional Management Institute. |
Professional Appointments |
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He is Past President of Kiwanis Club of Carmel By the Sea, the Industrial Education Council, the Monterey Peninsula Consultant's Breakfast Roundtable, and Past President/Founder of the Business Education Alliance Monterey Bay. Expert co-founded and is still an active member of the Board of Directors of the International Language and Culture Foundation. Additionally, he was selected as Distinguished Chamber Member for the Monterey Peninsula Chamber of Commerce. He is Past Campaign Chair of the United Way of Monterey Peninsula, and a member of Leadership Monterey Peninsula. |
Awards / Recognition |
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Expert was selected for the prestigious Innovation Professional Network. |
Publications and Patents Summary |
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Expert is a seminar speaker, a published author and is a business consultant guest on local radio and TV stations. He co-authored a chapter in a book involving the components of job satisfaction. |
Additional Experience
Training / Seminars |
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Expert serves as an adjunct business and management graduate faculty at Chapman University, University of Phoenix, St. Mary’s College, Cabrillo College, Monterey Peninsula College and the Commission on Peace Officers Standards and Training Command College in San Diego, Calif. Expert is also a Certified Facilitator for: The Alternative Board (TAB), Monthly Chief Executive Officer, Business Accelerator Forums; the One Page Business Planning & Performance System, Corporate Seminars and Implementation Programs; the American Management Association’s Strategic Thinking, Planning and Implementation; Q-Metrics, LLC, Emotional Intelligence (EQ) Mapping for Executive Leadership; Edward DeBono’s Six Thinking Hats and Lateral Thinking for The Creative and Innovative Edge; and The Pacific Institute’s Leadership Learning & Organizational Excellence. |
Other Relevant Experience |
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Expert has consulted with over 250 diverse businesses and non-profits in a wide variety of industries. His firm is an affiliate of the prestigious Howard Consulting Group, Inc., headquartered in Reno, Nev. Expert’s firm is also a California Certified Small Business [#20724]. |
Fields of Expertise
business development, business incubator, business management, business, business strategy, entrepreneurship, military strategic planning, organizational development, retail expense reduction, small business, strategic planning, team building, emotional intelligence, organizational culture, business innovation, creative strategic marketing, e-business strategic planning, market positioning, business ethics, business operations, strategic market planning, business intelligence, competitive intelligence, organization redesigning, process planning, corporate strategic planning, competitive analysis, new product development, military system, marketing, strategic research planning