Consulting Capabilities

Organizational Development Consulting Capabilities

Boxer Advisors has experience helping clients solve their most pressing organization development challenges by providing: meeting design and facilitation, organizational assessment, process improvement analysis, strategic and operational planning, and team building.

Meeting Facilitation

At Boxer Advisors we have a broad range of experienced OD consultants with demonstrated expertise in effective meeting facilitation. Our facilitators create a climate of shared respect and trust in meetings, reinforcing the principles of an equal voice for all, openness, transparency, collaboration, and shared ownership. Our facilitators do not rush to action or solutions; rather, we create the space to allow for a more profound understanding of the context and current state and the time to explore a fuller range of possibilities. We help define concrete commitments to action, accountability, and buy-in for decisions and agreements established during meetings, while consistently maintaining confidentiality throughout the process.

Strategic Planning

Strategic planning is a process for deciding what needs to be done today and in the near future to position the organization for success. Conducted correctly, it is a structured and disciplined process of executive decision-making that yields clarity and ownership of a “narrow few” strategic initiatives. Strategic planning is also an effective way for leaders to articulate the impact they want to make. Thoughtful consideration of the process makes strategic planning an effective mechanism for organizational learning and a catalyst for organizational change.

We have conducted strategic planning sessions for hundreds of Federal agencies and organizational subunits. Our network of facilitators represents a cadre of diverse, seasoned professionals with extensive experience in strategic planning. We understand group decision-making dynamics and have the experience and expertise to enable teams to reach clarity and agreement on, and to commit to, key issues.

Team Building

At Boxer Advisors, we understand that teams must be intentionally cultivated. Putting a group of people together, giving that group a name, and delivering a kickoff meeting hardly constitute a team. A group is only a team when its members work together to achieve shared goals and hold themselves mutually accountable. Boxer Advisors offers a deep and extensive range of strategies, tools, and wisdom to develop high-performing teams by connecting (and, if necessary, reconnecting) team members to a meaningful mission; by aligning (and, if necessary, realigning) resources and efforts to strengthen trust, communication, leadership, and other skills and capabilities; and by building a commitment to action that leads to measurable results.

Boxer Advisors partners with clients to strengthen teamwork at every level of team maturity, from newly formed teams to those challenged by change or blocked by conflict or to mature teams that are ready for an infusion of fresh energy and innovation. We help teams zoom out and consider the bigger picture and opportunities to span boundaries, and we also support teams when they zoom back in to attend to details of structure and process. We recognizes the need for organizations to harness the collective wisdom and capabilities of its vast pool of exceptional individual contributors into a fuller collaboration to maximize resource use and achieve mission success.

Approach to Organization Development Services

Our process for providing OD services is illustrated below:

Approach to org development.emf

Example Organizational Development Client Engagements

Leading Change Implementation

A team of highly talented individuals has worked with one of our clients in support of an administrative organizational change initiative.  Specific support included organizational assessments, strategic planning, facilitation services, and executive coaching for the management team.  In addition, our team designed and delivered several customized competency- based leadership training courses for managers.  As a direct result of this effort, the client was able to document at least $500,000.00 in direct and indirect cost saving as a result of managers improving their individual performance as well as the effectiveness of their teams.

Process Consultation Initiative

Borrowers required a loan processing company to meet financing contingency and closing dates in a timely manner. Preparation and delivery of the Closing Condition Letter (CCL) and Conditional Approval Letter (CAL), provided by Sales, Underwriting and Closing functions, was taking an average of nine days, while customer research and benchmarking indicated that six days should be the maximum. The company gained a “process understanding” that identified opportunities to remove bottlenecks and improve communication between the Underwriting, Sales, and Closing functions. Using process maps and measurement systems analysis, management was able to track accountability and ownership. CCL and CAL were also redesigned.

Succession Planning and Talent Management

Following a merger with another bank, our client faced the challenge of maintaining rapid growth in the retail sector.   Within the bank call center operations, human capital and its deployment are a key source of competitive advantage.  They recognized the correlation between employee satisfaction and their retention and engagement to customer service.  A survey confirmed prominent job dissatisfaction among non-exempt employees and pessimism regarding their future prospects with the company.  By enhancing employee satisfaction and improving retention, the career development initiative program has delivered a $1.5 million cost savings to the bank and has also achieved a return-on-investment of 147%.

Boxer Advisors LLC · 6701 Democracy Blvd. · Suite 300 · Bethesda, MD 20817