We view our role as being a sounding board and trusted advisor to you in the spirit of a partnership. From initial discussions and brainstorming, to scope of project agreements and engagements, we're with you each step of the way.
engagement process
An open dialogue quickly bubbles up issues that present a discussion matrix around aspirations, unmet opportunities, challenges and timelines. You get some immediate feedback and, importantly, a sense of the fit between your firm and Lavan Financial Group.
Here we assess your needs and requirements, and deliver a Scope of Project (SOP) as a working draft of a potential engagement. The SOP includes a combination of discovery and analysis on which both consultant and client will collaborate and contemplate opportunities, challenges, and expected outcomes over a specific timeline.
The SOP is rationalized by a series of discussions with the client and becomes both a de facto roadmap for the project and the basis of an engagement agreement. Our agreements are both project related, targeting specific initiatives, or retainer based.
our process
Every client's journey is unique. Although we can offer a comprehensive process, all the way from initial diagnostics, through to strategic management and final implementation and iteration, we view our client journey as a flexible ecosystem that offers the solutions necessary to your specific requirements.
Typically, our client engagements include one or more of the following:
our solutions
Our diagnostic process comprises analysis from thousands of organizations across a diversity of sectors and contexts, giving you concrete benchmarks against which to measure your business performance.
Gauge your business's current operational effectiveness, diagnose core issues, and determine which value drivers represent the best opportunities for growth - then grow sustainably.
A strategy management practice that offers unparalleled partnership and delivery, creating effective frameworks for growth, firmly rooted in objective data.
Implementing ROSE℠ helps leadership teams improve organizational health and increase value by providing concrete solutions to complex problems, at every level of your business.
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