Management Services

CEO Coaching/Advisory Board

While it can be “lonely at the top,” TheJacksonGroup becomes an integral part of your senior management team and can serve as a CEO coach or a CFO coach or as a coach for any other senior management role. By identifying areas of improvement, as a "coach" we challenge the senior management to improve in quantifiable means, and provide support along the way. We believe that a good coaching relationship has the power to increase your range of motion, broaden your repertoire of responses, and help you gain perspective on your own experiences. Our coaching model is based upon three foundational concepts:

  • Situation Assessment: Working along side senior management, we become an integral part of our client’s management team, but only as you need the resource.  We assess "where are we?" and "where do we want to be?"
  • Action Plans:  We encourage goal setting with targeted deadlines both for the individual and the company based on the feedback in the Assessment stage.
  • Support/Feedback: By challenging our client and providing support along the way, the executive team member continues to learn and grow via accountability, feedback and suggestions for improvement all throughout the Coaching process.

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Team Building

Teams consist of more than one person working together as depicted by the cliché "Together We Achieve More."  Effective teams must have team members with common goals and each team member has specific roles and responsibilities.  These team members must be able to communicate effectively with each other and with those outside the team.  Of course each team must have a strong leader that can lead the way and capitalize on the synergies of the team members.

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Meeting Facilitation

TheJacksonGroupcan serve as a facilitator, to your team. At strategic meetings, a third party facilitator can enhance the workings of that meeting. Having a facilitator frees the participants up to engage fully in addressing issues and creating opportunities.

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Strategic Planning

Strategic Planning enables an organization to define "where and who they are" and "where and who they want to be." It also creates the map of how the organization will move from where they are to where they want to be. This process is typically an organization-wide procedure but it can be focused on one particular division or area of responsibility.  TheJacksonGroup can work with your senior management team to develop the Strategic Plan, both operational and financial, to serve as your roadmap for the next 2-3 years.  This Plan should be reviewed annually and updated as necessary but the entire Plan does not have to be reconstructed each year.  TheJacksonGroup can assist your management team in developing, communicating and revising your Strategic Plan.  TheJacksonGroup can prepare a SWOT Analysis which outlines, in a matrix format, your Strengths, Weaknesses, Opportunities and Threats (SWOT) in order to capitalize on your strengths and opportunities and minimize your weaknesses and threats.

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Organizational Effectiveness

TheJacksonGroup belief is the best business strategies begin with having the best people strategies which is determined in an Organizational Effectiveness study. Using the right talents and skills in the right places leads to better efficiency and effectiveness.  Eliminating duplication or busy work leads to increased efficiency and profit savings.  So many times, work is performed because "we have always done it this way." But in reality, it is no longer needed or can be achieved in a more efficient manner.  TheJacksonGroup will review your internal systems, tasks and procedures to identify efficiencies and duplications while maintaining the interest of internal controls in place.

Organizational Effectiveness does not only deal with systems and procedures but the people that carry out the procedures (employees) and those who benefit from your procedures (customers). Motivated and efficiently performing customers yield satisfied and loyal customers which ultimately yield higher profits.

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Change Management

All organizations experience change either via the planning process or an organizational effectiveness study or just through natural attrition.  Change management includes proper communication to your employees to manage change effectively and to maintain the effectiveness of the organization while continuing to enhance the capabilities of the organization and its employees. TheJacksonGroup assist in determining the necessary change and the communication of the change to the employees and customers as needed. Sometimes Change Management involves affecting the corporate culture and reshaping the workplace practices. Another impact of Change Management is Succession Planning where an organization prepares for the future leadership of the entity. This is a critical process in a privately-held company, especially family-owned companies. The critical positions in an organization should be identified and tracked out either by cultivating internal candidates or identifying external candidates. TheJacksonGroup can help your organization with Succession Planning not only identifying candidates but in developing tools of transition such as a Buy-Sell Agreement or tools to fund a Buy-Sell Agreement.

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Risk Management

Risk Management does not need to be a major process, TheJacksonGroup can evaluate your situation and work with your insurance provider to ascertain you have the best coverage and the lowest premium.  Risk Management also includes anticipating potential events and planning a response in the event of occurrence. In addition, Risk Management also includes risk avoidance by promoting safety in the workplace, improved driving records and other similar actions.  With an appropriate Risk Management Program, TheJacksonGroup will negotiate to reduce your cost of insurance while maintaining appropriate coverage. TheJacksonGroup will become in integral part of your Risk Management Committee who will develop and implement your Risk Management Plan.

  • Why should I have a risk management plan?
    • To reduce your insurance costs
    • To reduce the number of employee work-related injuries
    • To reduce absenteeism due to injuries
  • Who should be responsible for the risk management plan? 
    • Typically, the general manager, or executive director of a non-profit agency, should take on this responsibility as they report to the Board of Directors
  • Should we develop a Risk Management Committee?
    • A Risk Management Committee can be established to include individuals from different areas of the company.  This committee should identify risks and develop suitable loss control and intervention strategies.
    • The committee should evaluate and prioritize each risk including the probability of the risk becoming a reality and its possible effect and cost to the organization.
  • What are Risk Management Strategies?
    • Risk management strategies assist in managing an organization’s risks.  They would include the following:
        • Avoidance – Do not offer or cease to provide a service or conduct an activity considered too risky.
        • Modification – Change the activity so that the chance of harm occurring and impact of potential damage are within acceptable limits.
        • Retention – Accept all or part of the risk, and prepare for the consequences.
        • Sharing – Consider sharing the risk with another organization.
        • Risk Transfer – Traditional risk management texts categorize the purchase of insurance and use of contractual arrangements to allocate risk as methods of "risk transfer."

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Management Services

CEO Coaching/Advisory Board

While it can be “lonely at the top,” TheJacksonGroup becomes an integral part of your senior management team and can serve as a CEO coach or a CFO coach or as a coach for any other senior management role. By identifying areas of improvement, as a "coach" we challenge the senior management to improve in quantifiable means, and provide support along the way. We believe that a good coaching relationship has the power to increase your range of motion, broaden your repertoire of responses, and help you gain perspective on your own experiences. Our coaching model is based upon three foundational concepts:

  • Situation Assessment: Working along side senior management, we become an integral part of our client’s management team, but only as you need the resource.  We assess "where are we?" and "where do we want to be?"
  • Action Plans:  We encourage goal setting with targeted deadlines both for the individual and the company based on the feedback in the Assessment stage.
  • Support/Feedback: By challenging our client and providing support along the way, the executive team member continues to learn and grow via accountability, feedback and suggestions for improvement all throughout the Coaching process.

Back to Top

Team Building

Teams consist of more than one person working together as depicted by the cliché "Together We Achieve More."  Effective teams must have team members with common goals and each team member has specific roles and responsibilities.  These team members must be able to communicate effectively with each other and with those outside the team.  Of course each team must have a strong leader that can lead the way and capitalize on the synergies of the team members.

Back to Top

Meeting Facilitation

TheJacksonGroupcan serve as a facilitator, to your team. At strategic meetings, a third party facilitator can enhance the workings of that meeting. Having a facilitator frees the participants up to engage fully in addressing issues and creating opportunities.

Back to Top

Strategic Planning

Strategic Planning enables an organization to define "where and who they are" and "where and who they want to be." It also creates the map of how the organization will move from where they are to where they want to be. This process is typically an organization-wide procedure but it can be focused on one particular division or area of responsibility.  TheJacksonGroup can work with your senior management team to develop the Strategic Plan, both operational and financial, to serve as your roadmap for the next 2-3 years.  This Plan should be reviewed annually and updated as necessary but the entire Plan does not have to be reconstructed each year.  TheJacksonGroup can assist your management team in developing, communicating and revising your Strategic Plan.  TheJacksonGroup can prepare a SWOT Analysis which outlines, in a matrix format, your Strengths, Weaknesses, Opportunities and Threats (SWOT) in order to capitalize on your strengths and opportunities and minimize your weaknesses and threats.

Back to Top

Organizational Effectiveness

TheJacksonGroup belief is the best business strategies begin with having the best people strategies which is determined in an Organizational Effectiveness study. Using the right talents and skills in the right places leads to better efficiency and effectiveness.  Eliminating duplication or busy work leads to increased efficiency and profit savings.  So many times, work is performed because "we have always done it this way." But in reality, it is no longer needed or can be achieved in a more efficient manner.  TheJacksonGroup will review your internal systems, tasks and procedures to identify efficiencies and duplications while maintaining the interest of internal controls in place.

Organizational Effectiveness does not only deal with systems and procedures but the people that carry out the procedures (employees) and those who benefit from your procedures (customers). Motivated and efficiently performing customers yield satisfied and loyal customers which ultimately yield higher profits.

Back to Top

Change Management

All organizations experience change either via the planning process or an organizational effectiveness study or just through natural attrition.  Change management includes proper communication to your employees to manage change effectively and to maintain the effectiveness of the organization while continuing to enhance the capabilities of the organization and its employees. TheJacksonGroup assist in determining the necessary change and the communication of the change to the employees and customers as needed. Sometimes Change Management involves affecting the corporate culture and reshaping the workplace practices. Another impact of Change Management is Succession Planning where an organization prepares for the future leadership of the entity. This is a critical process in a privately-held company, especially family-owned companies. The critical positions in an organization should be identified and tracked out either by cultivating internal candidates or identifying external candidates. TheJacksonGroup can help your organization with Succession Planning not only identifying candidates but in developing tools of transition such as a Buy-Sell Agreement or tools to fund a Buy-Sell Agreement.

Back to Top

Risk Management

Risk Management does not need to be a major process, TheJacksonGroup can evaluate your situation and work with your insurance provider to ascertain you have the best coverage and the lowest premium.  Risk Management also includes anticipating potential events and planning a response in the event of occurrence. In addition, Risk Management also includes risk avoidance by promoting safety in the workplace, improved driving records and other similar actions.  With an appropriate Risk Management Program, TheJacksonGroup will negotiate to reduce your cost of insurance while maintaining appropriate coverage. TheJacksonGroup will become in integral part of your Risk Management Committee who will develop and implement your Risk Management Plan.

  • Why should I have a risk management plan?
    • To reduce your insurance costs
    • To reduce the number of employee work-related injuries
    • To reduce absenteeism due to injuries
  • Who should be responsible for the risk management plan? 
    • Typically, the general manager, or executive director of a non-profit agency, should take on this responsibility as they report to the Board of Directors
  • Should we develop a Risk Management Committee?
    • A Risk Management Committee can be established to include individuals from different areas of the company.  This committee should identify risks and develop suitable loss control and intervention strategies.
    • The committee should evaluate and prioritize each risk including the probability of the risk becoming a reality and its possible effect and cost to the organization.
  • What are Risk Management Strategies?
    • Risk management strategies assist in managing an organization’s risks.  They would include the following:
        • Avoidance – Do not offer or cease to provide a service or conduct an activity considered too risky.
        • Modification – Change the activity so that the chance of harm occurring and impact of potential damage are within acceptable limits.
        • Retention – Accept all or part of the risk, and prepare for the consequences.
        • Sharing – Consider sharing the risk with another organization.
        • Risk Transfer – Traditional risk management texts categorize the purchase of insurance and use of contractual arrangements to allocate risk as methods of "risk transfer."

Back to Top