Client: KGA, Inc.
“My business has grown every quarter. I know the advisory board has helped me avoid some mistakes I might have made. Susan helps me focus on what’s important or the areas where the board may provide the most assistance. That helps me make the best use of the board’s time. Her financial expertise has been especially helpful because we don’t have that knowledge in house. I would highly recommend her as a strategist and facilitator.” – Kathleen Greer, President
KGA is an HR consulting business staffed primarily with HR professionals. The CEO wanted advice from other disciplines to help grow her business.
Susan drew upon her extensive experience with advisory boards to help the CEO prepare for, and debrief from, meetings. She also serves as a facilitator at those meetings.
Susan worked with the CEO to transition from individual consultants providing advice separately to a board of advisors who meet to address issues jointly. She drew upon her wide network of business professionals to help the CEO identify people she might invite to participate. Susan meets with the CEO a month before each advisory board meeting for a business update and to identify any significant events since the last meeting. Susan reviews the CEO’s list of potential issues and helps narrow down the list to 3-5 issues where the board may have the most impact. Susan also acts as a consultant providing guidance on financial and operational issues, saving the board’s time for other concerns.
The CEO attributes the company’s growth to the knowledge and advice supplied by the advisory board. She receives insights from outside her own area of expertise and believes the multi-disciplinary approach has helped drive her business.