Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WWW.FORRESTCONSULT.COM
We build organizations.
We can help you achieve more.
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
HOW WE BUILD
We facilitate strategic and
business planning, provide
planning systems and ensure
implementation.
We counsel senior management
for best results and help Boards,
teams and groups raise their
effectiveness and reach goals.
We help organizations resolve
strategic issues and tackle
strategic opportunities.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WHO WE SERVE
We serve company,
association and non-profit
leaders and Boards.
We have been building
success in scores of
industries and business
segments since 1988.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
HOW WE ARE DIFFERENT
We take the strategic view
when we counsel you and
offer solutions.
We assure your strategies
move you toward your vision.
We focus time and resources
for greatest impact.
We have the expertise you
need: strategy, facilitation,
research, marketing, financial,
operations and more. WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR VISION
“Every organization has a
current strategic plan and is
implementing it for greater
success.”
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WHY THAT VISION?
Our research tells us that
74% of leaders say their
organizations don’t use
planning to make strategic
decisions. And 70% of
organizations with a plan
fail to
implement
it.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
THERE’S GOOD NEWS
Our research also tells us that
successful organizations are
more likely to plan and to use
planning and implementation
“best practices”
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
MORE GOOD NEWS
We know why organizations
fail and how to address what
can produce poor results or
even failure.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WWW.FORRESTCONSULT.COM
LEE CRUMBAUGH
President and Founder,
Forrest Consulting:
The knowledge and
experience to help your
organization improve
and succeed.
CERTIFICATION AND EDUCATION Strategic Management Professional (SMP), Assn. for Strategic Planning. MBA, marketing management,
finance emphasis, University of Chicago Booth School of Business; B.S., communications, University of Illinois; financial program, Indiana University.
PROFESSIONAL AFFILIATIONS President, Assn. for Strategic Planning, 2014-2016. International Assn. of Facilitators.
PUBLICATIONS AHEAD: Strategy is the way to a better future (2013, Amazon). Strategic Thinking & Strategic Action blog.
POSITIONS HELD President, COO, Executive Director, Consultant, VP, Publisher, Editor, Market Research Analyst.
ROLES WITH Continental Illinois Corp.; LFC Publishing, Inc.; American Fence Association; Vinyl Fence, Deck & Railing Manufacturers Association;
DuPage Area Association of Business and Industry; United Way of Suburban Chicago.
BUSINESSES SEGMENTS SERVED Association; Commercial and Investment Banking; Composites and Vinyl; Deck and Railing; Economic
Development; Education; Entrepreneurship; Eyewear; Fencing; Food; Government; Health; Insurance; Legal; Mutual Fund; Non-Profit; Publishing; Public
Affairs; Real Estate; Recreation; Recycling; RFID.
REPRESENTATIVE CLIENTS Prairie Capital Advisors, American Academy of Pediatrics, The Advocacy Group, National Provisioner, National
Fiber, American Lung Association, Arthritis Foundation, DuPage Foundation, COD Business & Professional Institute, Inland Real Estate, Mosaic Media,
Monetta Financial Services, Physician Services of America, Sampler Publications Associated Equipment Distributors, Institute of Food Technologists,
Association for Challenge Course Technology, Illinois Soybean Association, National Association of Realtors.
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WWW.FORRESTCONSULT.COM
OUR CONSULTANTS
We provide tailored,
cost-effective solutions to
clients by sourcing the best
expertise available on a "per
assignment“ basis.
Examples:
TOM DROUIN Focus is B-to-B companies and not-for-profits looking to develop and execute a business or mission strategy, new business launch or for support in enhancing organizational effectiveness through performance assessment and coaching and development. Roles with Boise Cascade in new business development and product launch. BA, Penn State. JIM HERRICK CPA. MBA, DePaul University. Deep experience in accounting, auditing and tax preparation for small to public companies in manufacturing and leasing and non-profits. Experienced in ERP and IT software, financial issues and tax compliance. Six Sigma Green Belt trained. RACHEL KABERON Adjunct faculty, IIT Institute of Design. Specialties are assessment, evaluation and redefinition of business effectiveness ; performance measures: behavioral analysis, data modeling and tracking, and cultural change. Former Senior Planner, Jewish Federation of Metropolitan Chicago; VP, Manager, Mortgage Analysis, Chemical Bank; VP, Collections Strategy, Citibank; and statistician, Election Unit, CBS News. MA, University of Chicago; BA, University of Minnesota, and BA, University of Illinois. LARRY LEWANDOWSKI Accounting and finance professional in manufacturing and distribution. Managed financial functions for businesses with revenues ranging from $5M to over $150M. Turned around money-losing operations and improved performance by consolidating overlapping functions. Experience in contract negotiations, mergers and acquisitions and due diligence. Finance and controller positions with Bally Manufacturing and Brunswick. Recruited to be CFO of an ailing British-owned import and distribution company where he implemented a financial turnaround. MBA, DePaul University and BA, Loyola University. Six Sigma Green Belt trained.
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
A proven "strategic gap"
process, focused on what's
most important for success.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
A better process, based on
years of planning and
implementation experience.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
Find the Vision: Use stakeholder
input, an environmental scan, a
SWOT analysis and more.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
Identify critical Strategic Gaps
that will block or impede
progress to the Vision.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
Develop powerful Strategies
to close the Gaps and move
to the Vision.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
Implement strategies through
strategic initiatives with
annual action steps.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
FAST TRACK STRATEGIC
PLANNING SYSTEM
Plan and conduct an
Assessment that leads to
re-planning for the next cycle.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WHY OUR SYSTEM WORKS
PARTICIPATIVE. Participants decide what's best.
AGILE AND FOCUSED. Straight-forward process drives action and adapts to needs.
EFFICIENT. Affordable, time-limited, tested.
BEST PRACTICES. Aligned with Association for Strategic Planning’s Body of Knowledge.
SHARED VISION. Drives desired change.
POWERFUL STRATEGIES. Work across the organization.
INFORMATION & INSIGHTS. From e-surveys, interviews, environmental scan.
PROFESSIONAL FACILITATION. International Association of Facilitators trained.
ALIGNMENT. Aligns systems, processes and people.
LINE OF SIGHT TO STRATEGY. Engages those who must implement.
CORE PROCESS. Planning is not an event.
ASSURES IMPLEMENTATION. Execution driven by initiatives and action steps, with accountability.
ASSESSMENT & RE-PLANNING. Continues
progress through assessment, adjustment, and
re-planning. WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR PRE-PLANNING STEPS
INITIAL MEETING. Review the work
plan and obtain information.
RESEARCH. Forrest Consulting conducts
a stakeholder e-survey, and interviews key
employees and stakeholders.
ENVIRONMENTAL SCAN. Forrest
Consulting identifies key external trends
and forecasts.
SWOT ANALYSIS. Forrest Consulting
assesses strengths, opportunities,
weaknesses and threats; and analyzes
current and potential markets.
PRE-PLANNING MEETING. Prepare
for the planning workshops.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR PLANNING STEPS
PLANNING WORKSHOPS.
3-4 planning workshops in which the
Planning Team:
• Develops a Shared Vision.
• Identifies Strategic Gaps
• Revisits and adopts the Vision
• Develops Strategies to close Gaps.
• Develops Strategic Initiatives and annual
Action Steps to implement Strategies
and move to the Vision.
• Sets measurements, accountabilities,
and timelines for each Action Step.
• Develops the implementation plan. WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR POST-PLANNING STEPS
DEVELOPMENT OF PLAN REPORT.
Forrest Consulting uses the workshops'
results to prepare the written plan.
POST-PLANNING MEETING.
Review and adjust the plan, and align on
next steps and plan implementation.
PLAN IMPLEMENTATION.
Forrest Consulting provides
implementation counsel, facilitates
quarterly review meetings, and leads an
assessment of planning progress.
PLAN UPDATE. Process resets with
development of an updated plan with
revised Strategies as needed and new
Strategic Initiatives and Action Steps. WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR TOOLS:
STAKEHOLDER INPUT
We use e-surveys and group
and key stakeholder interviews
to develop actionable
information and insight.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR TOOLS:
SWOT ANALYSIS
From research and analysis,
we assess your strengths,
weaknesses, opportunities and
threats to guide the planning.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR TOOLS:
BALANCED SCORECARD
We use The Balanced
Scorecard Perspectives to
assure that strategies work
across the organization.
WWW.FORRESTCONSULT.COM
Strategy
Financial
Business Processes
Learning & Growth
Customer
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR TOOLS:
STRATEGY DASHBOARD
The dashboard gives you a
current picture of your plan
and implementation progress.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR TOOLS:
BETTER DECISION MAKING
From our extensive research,
we offer a tool kit to help you
make better strategic decisions.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
OUR NICHE
Our planning process adapts
to any organization, as do all
of our services.
But we focus on growing,
smaller and middle-market
organizations of all types.
That's where we can add
greatest value at least expense
and where our competitive
advantage is greatest.
WWW.FORRESTCONSULT.COM
Strategy Formulation and Research
Strategic Planning Facilitation
Strategic Management Guidance
Senior Management Counsel
Board and Team Effectiveness
Strategic Issues and Opportunities
WWW.FORRESTCONSULT.COM
Talk to us.
We build organizations.
We can help you achieve more.
FORREST CONSULTING
725 Kenilworth Avenue,
Glen Ellyn, IL 60137 USA
Office +1 630-909-9360
www.forrestconsult.com
Lee Crumbaugh, President
Cell +1 630-730-9619
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