Gundersen Partners Comprehensive Team Optimization Leadership Matrix

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1 Gundersen Partners Comprehensive Team Optimization Leadership Matrix Combining judgment, experience and science to optimize your business results through people.

2 Today s Reality Every company needs to do more with less. Maximizing a business means optimizing your people. Determine what you have then fill the gaps. Do everything in a context, with a plan. 2

3 Comprehensive Team Optimization Gundersen Partners proprietary model to: identify the key performance characteristics for your specific business challenges, understand how your current team stacks up against those standards, upgrade your people through training/mentoring enhance team with missing skills. 3

4 The Challenge Every company faces complicated challenges. State and trajectory of the business. Effectiveness of existing business models v the value of potential alternatives. Capabilities of the senior management and/or staff to take the business in critical new directions. No single set of skills, characteristics and experiences can fit every situation, meet every need. 4

5 The Challenge 1. Spell out the key success factors for a given role in a given business situation 2. Determine if your current team has all the factors required 3. Measure the capabilities of a given candidate against those key factors 5

6 The Matrix Strategy The starting point is to understand the key challenge faced by your business. Then identify the key success characteristics required for the critical management positions from CEO, CFO, CMO and CRO through to the critical middle management team. 6

7 Business Situation Examples 1. Transforming a business into a marketdriven organization 2. Turning around or Restructuring an entire organization or a major function 3. Transforming a sales force from push to pull, from selling to trade marketing 4. Maintaining healthy growth, without change in structure 7

8 Performance Management Audit External Gundersen Partners provides market perspective on the critical skills required. Internal We conduct an assessment of the management team to understand the make up of the group, their skill portfolio and the best fit attributes of a new member. 8

9 Performance Management Audit BUSINESS STRATEGY CRITICAL COMPETENCIES EXISTING CULTURE 9

10 Performance Management Audit BUSINESS STRATEGY CRITICAL COMPETENCIES EXISTING CULTURE Understand the critical competencies required to deliver the business strategy within the reality of the existing culture 10

11 Performance Management Audit BUSINESS STRATEGY CRITICAL COMPETENCIES EXISTING CULTURE Competency Gap Analysis Upgrade Current Team Recruit New Talent 11

12 Holistic Team Development Classic: Whole is greater than the sum of the parts. 12

13 Critical Competencies Action Orientation Analytical Skills Change Agent Communication Creativity/Innovation Expertise with Credit Markets Expertise with mergers and acquisitions Financial acumen and bottom line focus Intuition Leadership Sensitivity to Family Strategic Vision Willingness to Take Risks 13

14 Performance Management Audit Business Issues Roles Market Driven Turn Around Trade Marketing Maintain Growth CEO CMO CRO Competencies Mkt Dir Sales Mgr Which competencies are critical for each role in each situation? How can we improve the odds of finding people with real strengths in each key characteristic? 14

15 The Hierarchy of Characteristics This audit allows Gundersen Partners to provide insight into the most critical skills by role and for your specific business situation. We provide guidance on the most important attributes but in the end you must be comfortable with that judgment. 15

16 The Metrics For each characteristic, no matter where they fit on the hierarchy, we have identified the personality factors that predict success. Using the highly acclaimed SHL Assessment tools and highly trained specialists, we evaluate each finalist candidate against our agreed success profile. 16

17 Detailed and Proven We have partnered with SHL Group Limited a global leader in the science of psychometrics we incorporate selected portions of their assessment methodologies to add even more discipline and science to Gundersen s assessment, evaluation and selection your team. SHL Group twenty-five years of experience over forty countries proven results in over 5,500 organizations validating their highly regarded processes and methodologies. 17

18 Detailed and Proven SHL Psychometric Assessment Tools We evaluate behavioral style, motivation, ability and potential against the competencies unique to each business situation. Using our own accredited professionals personality testing to measure a wide range of behavioral traits which combine to make up the key success factors inductive reasoning tests to determine an individual s ability to think -- creative problem-solving, data analysis and formulating new strategies and concepts Providing scientific results which predict whether a candidate possesses the competencies in our profile 18

19 Internal Performers Using objective measures and experienced-based judgment Identify strengths and weaknesses Provide counsel on training Set a process for future evaluation Measure and reward not just results, but the means to improve results 19

20 External Hires Judgment, Experience, Science Each Gundersen report provides both an in-depth summary of the candidate s career experiences and achievements but also a mapping of their management characteristics relative to our agreed target Leadership Creativity Risk Tolerance Change Agent Ideal Candidate 20

21 Gundersen Partners Leadership Matrix Optimizing business performance by Optimizing skills, experience and fit. 21

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