The Case Study: Module 1

The Green Organization is a conglomerate of many smaller business units. The organization has offices globally. Some offices are Contracted Independent agents representing the interests of the business unit. The Green Organization was founded over 50 years ago and has combined gross revenues of around $1 Billion. The leadership in the corporate office has been solid for the past 20 years. The CEO emeritus and Founder Jonathan A. Green has stepped down from his position to take a less active role in the daily operations and semi-retire. He has planned his successor, his son Jordan A. Green and mentored him for the past 5 years to take over the role as head of the organization. The Green family is the owners of the organization. The CEO Emeritus owns 75% of the company. Other family members and creditors have partial shares making up the remaining 25%.

Jordan has taken the current role of CEO and Executive Board Member in the last year. He previously has served in executive roles in the different business units which include: Finance, Investment, Real Estate Holdings Group, Mergers and Acquisitions, Consulting, Training and Development, and the Corporate office. His latest position was Co-CEO with his father for the six months prior to his father’s departure. He is a firm believer in productive, effective, and innovative training that improves overall performance.

He is looking to bring on multiple consultants to improve the productivity of the different business units and the organization as a whole. He has an idea of what he wants. There are many different types of Consultants available. He is looking for an explanation of the different types of consultants.

Please address:

1. Using Hale (2007) Introduction and Chapter 1, along with Pershing (2006) Chapters 1-3 explain the role of a Management Consultant, Business Consultant, Training Consultant and Performance Consultant. How can each assist the organization and scope of practice?
2. How might these consultants be best used in The Green Organization?
3. View these two video clips at http://www.youtube.com/watch?v=Dnt2Yl-momAand http://www.youtube.com/watch?v=fdbReKzaYVY

o    comment on the critical difference between training and performance consulting.

o    Why is the Collaborative form of consulting most preferred (and successful)?

o    Share your insights with your classmates.

The Progressive Case Study 2

The Green Organization serves all socioeconomic groups across the globe. The Real Estate Holdings group leases and sells luxury apartments in Manhattan. They also own and manage a portfolio of homes they lease to the disadvantaged, or severely infirm. The teams employed in this group range from high end real estate sales to the socially conscious leasing agent, a broad spectrum.

The Mergers and Acquisitions group buys and sells companies across the globe. The group not only does this for the Green Organization, they also broker business sales, mergers, acquisitions, and partnerships for clients. Brokers work with current and prospective clients to determine what the right business is, how to structure the deal, fix and flips, and business development. Personnel are diverse in professional sales and business skills. The average employee in this group has a minimum BA and 10 years in this industry. Turnover is very low. All personnel are well compensated.

The Finance Group provides funding and investing sources for the other groups as well as external clients. Clients can include automobile dealerships, lines of credit at retail stores, personal loans, and micro loans. The group manages a portfolio of around $10 Billion. The company owns 50% of the portfolio. The remaining 50% is client funds. The personnel range from Aggressive hard driving Sales People working with large organization to fund development or sell loan portfolios to the small business lender and individual lender to make micro-loans (amounts under 10K) to start a business.

Consider this:

1. View the clip on about Caterpillar- Running Learning Like a Business (2:37)http://www.youtube.com/watch?v=WdZcV3SxCzM&feature=related and comment on Dave Vance’s (former President of Caterpillar University) view of performance consulting.  What parts of his discussion point out the strategic influence a performance consultant needs to possess within an organization?  Share your insights with your classmates.
2. Based on your reading in Hale and Pershing this week, Describe your target audience. Who would you work best with and why? Please explain your answer.
3. Describe what demographic audience would you not work well with and why. Please explain your answer.