beechwood approach presentation
TRANSCRIPT
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Beechwood Advisors LLC
Beechwood
How we approach our work
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We advise clients
in times of change
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Helping them gain
a fresh perspective
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And create the right
environment for action
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Perspective begins with understanding
what can be influenced versus controlled
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It also means understanding
how strategy is conceived…
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…versus how it is…versus how it is…
…executed
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culture, past decisions, reputation
Strategy is shaped by intangibles:
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With proper perspective you can
create an environment for action
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It begins with new ideas
that spring from strategic criteria
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Ideas must be validated by
confirming and developing them.
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They come to life in an
organization that is focused
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That focus comes from having the right:
• Leaders at all levels
• Frame of reference for every action
• Style for working together
• Communication forums and formats
• Deadlines for programs and tasks
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Focus then drives
all-in execution
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…guided by leadership levers:
• Beliefs: mission and values
• Boundaries: policies, procedures, standards
• Controls: monitor progress, find problems, opportunities
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How do we fit in to all of this?
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We see ourselves as
catalysts
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to see clients reach theirs…
Our goal is
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…and to do it the right way.
“The art of progress is to preserve order
amid change.”
A. N. Whitehead
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Our Mission
Advise clients in times of change
helping them gain a fresh perspective
and create the right environment for action
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Beechwood Advisors LLC
Beechwood