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Trinity Advisors Organizational Development Business Report

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BUSINESS REPORT September 11, 2019
Trinity Advisors
Report to the Board of Directors
PPC, LLC California
PPC, LLC contracted with Trinity Advisors to perform an Organizational Development (OD)
Intervention. Key elements for the intervention process included; Assessment of the efficacy of
current leadership, review of management, determination of employee satisfaction/dissatisfaction
and issues, compensation matrix, position in the marketplace, quality of the existing product line,
revenue stream, banking, legal representation, development strategies and stakeholder analysis.
Initial review showed the company to be heavy in middle management, less than 10% of the
workforce under the age of 30 in a highly volatile end emerging technical business, leadership
has abdicated responsibility to middle management, relies upon older software leasing for
principal cash flow with a less than 5 year patent expiration, new less expensive software is
dominating the market, the company has fully owned real estate in an extremely expensive zip
code, management is overpaid compared to average market compensation, owners have failed to
reinvest profits in the company and employee job satisfaction is extremely low.
Internal and external reviews were conducted, and information provided to the Board. The
Board, the responsible party, restructured to include controlling shareholders, contracted with
Trinity Advisors to execute a detailed internal OD intervention utilizing key members of Trinity
Advisors to take control of day to day operations and report directly to the Board. The contract
includes a compensation agreement made up of salaries and consulting fees and a stock
ownership position based upon performance for Trinity personnel. Other key contract details
include; Trinity authority to develop new banking relationships, legal representation

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reassignment, sale of expensive real estate, relocation of offices, early retirement negotiations
with management deemed unnecessary or unwilling to embrace a new direction, hiring of onsite
and offsite personnel, ending of unnecessary nepotism within the company and authority to
develop new product development strategies. Both Trinity Advisors and the Board agree that
multiple levels of funding will be necessary to drive innovation to secure the company’s future in
the industry. The level and sources of the funding will, by contract, require unanimous vote by
the Board. Detailed review of company non-disclosure and privacy agreements shows an
immediate need to revamp said agreements for all management, employees and Trinity
personnel.
Overall plans are to:
1. Consolidate management to those ready, willing and able to embrace the coming change
2. Remove excess management through early retirement plans
3. Restructure the Board to only include controlling shareholders
4. Hold meetings with the full staff to explain the change in leadership
5. Sell the existing real estate to create an equity fund
6. Lease new space conducive to team efforts and collaborative workspaces
7. Develop new banking relationship for lines of credit
8. Develop relationship with Private Equity firm(s) for equity investment
9. Restructure employment contracts
10. Create teams to solve problems on an immediate basis
11. Provide training to all employees in Lean Six Sigma (LSS)
12. Provide concurrent training in Total Quality Management (TQM)
13. Develop protocols for Agile management techniques

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1 BUSINESS REPORT September 11, 2019 Trinity Advisors Report to the Board of Directors PPC, LLC – California PPC, LLC contracted with Trinity Advisors to perform an Organizational Development (OD) Intervention. Key elements for the intervention process included; Assessment of the efficacy of current leadership, review of management, determination of employee satisfaction/dissatisfaction and issues, compensation matrix, position in the marketplace, quality of the existing product line, revenue stream, banking, legal representation, development strategies and stakeholder analysis. Initial review showed the company to be heavy in middle management, less than 10% of the workforce under the age of 30 in a highly volatile end emerging technical business, leadership has abdicated responsibility to middle management, relies upon older software leasing for principal cash flow with a less than 5 year patent expiration, new less expensive software is dominating the market, the company has fully owned real estate in an extremely expensive zip code, management is overpaid compared to average market compensation, owners have failed to reinvest profits in the company and employee job satisfaction is extremely low. Internal and external reviews were conducted, and information provided to the Board. The Board, the responsible party, restructured to include controlling shareholders, contracted with Trinity Advisors to execute a detailed internal OD intervention utilizing key members of T ...
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