Step One - Assessment Interviews

We focus our work on the personal factor of growing your business, beginning with interviews with key players to identify your firm's current strengths, challenges, and opportunities.  We use additional assessment tools when - and only when - they provide clear value to our clients.  We can help you clarify and prioritize your goals, the first step in achieving them.

"The moment you walked onto our site, you brought calm."  -Site Manager
"You added new energy and motivation as well as new directions."

Step Two - Strategic Planning

Whether working with a group or a single executive, through brainstorming and mindmapping we can help you uncover new ideas and opportunities for solving problems, leveraging strengths, and growing your business.  Without implementation, however, good ideas are useless.  Our consulting and facilitation will make your planning more effective and implementation more successful. 

"Your level of preparedness and ability to bring our diverse group together, allowing each voice to be heard, is the reason for our successful strategic planning.  Your skills are amazing."  
 -Kate Brooke, Corporate Attorney and Pittock Mansion Society Board President

Step Three - Advice and Feedback

We provide information, advice and feedback during and/or at the close of our engagements to help our clients reach their goals now and in the future.  We know business and we know people.  We can help you leverage the strength of your people for the success of your firm.

"You are an agent of change."
"I knew instantly that I trusted you."  -HR Manager

Step Four - Training and Coaching

Our clients often ask us to provide training and coaching after we consult with organizational leaders.  Our group training and coaching help teams and individuals excel in the areas of leadership, business development, communications, and client service.  See Training and Coaching for more information about how we can help your firm achieve its goals for exceptional success.

"[Together we] achieved every single one of our goals.  I can't say enough"  -HR Manager, Tektronix
"I've done all the things you said I could do!"  -Educational Consultant

To schedule a free consultation or learn more about consulting with Jo Smith Associates, contact us by email or at 503.234.5044.