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JMReid Group Fresh Solutions for a Changing World 2332 Simpson Avenue, Ocean City, NJ 08226 Phone: (856) 397-6157 • Email: john@jmreidgroup.com • Web: jmreidgroup.com TARGETED SOLUTIONS FOR PERFOMANCE IMPROVEMENT FRESH SOLUTIONS FOR A CHANGING WORLD For more than five years, JMReid Group has been helping companies improve through targeted and customized programs and solutions that engage participants and equip them to do their best work. In these professional workshops, we draw the best and brightest facilitators from around the world, experts who are equipped with the latest strategies and techniques to create solutions that make measurable differences. • SALES • LEADERSHIP • SKILLS • CONTRACT FACILITATION • CUSTOM SOLUTIONS • EXECUTIVE COACHING CONTENTS JMReid Group Approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 What We Do . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 How We Do It . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Experiential Learning Design . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Workshops—Selling Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Workshops—Strategic Selling . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Workshops—Sales Leadership Skills . . . . . . . . . . . . . . . . . . . . . . . 7 Workshops—Leadership Development . . . . . . . . . . . . . . . . . . . . . 8 Workshops—Skill Development . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Contract Facilitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Additional Featured Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Custom Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Global Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-14 Who We Are . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23 What Our Clients Say . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 JMREID GROUP APPROACH—A True Partnership JMReid Group partners with our clients to assess, develop and deliver targeted solutions that drive measurable improvement in performance. Our approach is guided by three principles that are critical to professional development. 1 CONTEXT IS KING In training, relevance makes the difference. While content and design methodology are critical, they cannot compensate for failure to connect with the participant’s real world. Understanding your business, understanding your strategic objectives, understanding the participant’s real world. Understanding trumps everything. While some other companies focus solely on a particular model or methodology, we invest our time and talent in understanding your issues. We operate with the knowledge that if we demonstrate a deep understanding of your problems and challenges, you and your participants will have reason to trust our solutions. 2 ENGAGEMENT IS THE WORD Traditional training assumes that people are aware of their performance improvement needs and require only new knowledge and skills to improve. Coincidentally, this is the easiest type of training to design. We believe that unless you engage the heart, the passion to improve, nothing else matters. We leverage self-discovery activities in all of our program designs to build the conviction necessary to embrace the new knowledge and skills. We target heads, hands and also hearts with our solutions. Training that fails to inspire, fails. “Behavior change most frequently takes place through a much more emotionaldriven process…It’s the emotional impact that in turn changes their behavior.” —John Kotter, The Heart of Change 3 THERE IS WISDOM IN AND OUT OF THE ROOM Traditional training appears to assume that participants are empty vessels. If this were the case, we would have participants open up their heads so we could dump in content—the more content the better. But it is not the case. We believe that there is “wisdom in and out of the room.” Our role is not just to share ideas but to elicit them from the participants. Also, unlike many of our competitors, we are not limited to a single thought leader. We believe in true thought leadership, and we demonstrate this by bringing to our clients the latest thinking across the discipline we are targeting. 1 WHAT WE DO—Starting from Your Objectives We create professional development workshops to help your employees thrive and succeed. Drawing on our expertise in multiple disciplines, we build relevant solutions that grow from your business objectives. We evaluate and incorporate the latest thinking on sales, leadership, relationship skills and contract facilitation. We build custom solutions and provide highly skilled facilitators to support your large-scale performance improvement implementations. CONTENT SOLUTIONS We have proven training solutions that engage the head, heart and hands. Our programs address the following capability areas: CONTRACT FACILITATION AND ONE-ON-ONE COACHING With over 30 global facilitators and consultants we provide: • Sales and Sales Management • Executive Coaching • Leadership • Sales Coaching • Skill Building • Program Facilitation (of our client’s or a third party’s content) CUSTOM SOLUTIONS With our network of world-class partners, we build custom solutions to meet your specific needs. Examples of custom work include: Custom Solutions Relevance • The Edge; The Art and Science of Relationship Building • Sale Process Consulting and Value Creation Workshop • Social Science and Neuroscience in Relationship Building Contract Facilitation Content Solutions • Post-Merger and Integration (for a global life science firm) • Mentoring Pairing and Program • On-Boarding 2 HOW WE DO IT—Establishing New Behaviors Whether it’s people skills or technical skills—the ultimate goal is to improve performance and continue to build upon those improvements. We must embrace new strategies that remove old, unproductive behaviors and, in their place, entrench new, productive behaviors. Additionally, we must retain these new behaviors. The following process ensures that we target the right content, gain insight into the context and garner the appropriate management support. Additional details on each of these phases of work, the activities and deliverables are available upon request. Set the target DISCOVERY Select the arrow SOLUTION CREATION Pull the bowstring EXECUTIVE ALIGNMENT AND TEAM FACILITATION The arrow in flight PROGRAM DELIVERY Loose more arrows SUSTAINMENT Take score MEASUREMENT Since nothing is fully learned until it is fully applied, all of our solutions include a variety of content retention and application strategies. Tools include email reinforcement, retention cards, job aids, application strategies and follow-through guides. 3 EXPERIENTIAL LEARNING DESIGN—Tangible, Lasting Impact Our sales, leadership and skill workshops are not the standard lecture, discussion and occasional activity. We strive to engage each participant in a way that makes the experience unique and something they can relate to on an everyday basis and, most importantly, in a human way. Not only is this an effective method for immediate learning and improvement, but it also helps participants retain their knowledge of these new strategies and techniques for the long term. Rather than reading through a list of guidelines on how to be a good sales person or a great leader, we provide real world examples that directly relate and can be applied to everyday experiences in the business world—both the expected and the unexpected. By definition, a “participant” should participate, not only in our workshops but, more importantly, when they go back to work. Our programs are uniquely designed to involve all participants in a way that helps them realize how they can excel in their daily work performance, improve their professional relationships and provide support to the people around them. EXAMPLES AND AREAS INCLUDE: • Real Play versus Role Play • Self-Discovery Activities • Team and Group Activities • Series of Actions and Reflections • Teach-Backs of Key Concepts • Bring and Brag See and Steal • Open Space Facilitation • And more... 4 SELLING SKILLS—The Art and Science These selling skills workshops are designed to provide participants with the conviction, mindset, skills and tools they need to increase their success in winning business. KEY CONTENT AREAS CUSTOMER FOCUSED SELLING NEGOTIATION SKILLS • Principles • Negotiation Continuum • Sales Types • Negotiation Planner • Buyer and Seller Cycle • Building Power • Core Skills • Sources of Value • Buying Types (Functional, Technical, Financial, Coach and Latecomers) • Demands versus Needs • Call Preparation • Competitive Tactics and Counter Tactics • Give to Get • Opening a Call • Prospecting • Handling Objections • Questioning • Listening • Summarizing • Positioning • Closing ENGAGING PRESENTATIONS • Audience DNA (Demographic, Needs, Attitudes) ADVANCED SELLING SKILLS • Orchestrating Internal Resources • Buyer’s Motivational Style • Qualifying an Opportunity (Real, Win, Worth It) • Gaining Referrals • Networking and Accessing Decision Makers • The Product Trap SELLING TO SENIOR DECISION MAKERS • Gaining Access • Visual, Verbal, Vocal • Strategic Drivers and Priorities • Speaking in Three’s • Executive Mindset • Using Constructs • Conversation Skills • Preparation • Dealing with Ambiguity • Presentation Structure 5 STRATEGIC SELLING—Strategy for Action’s Sake Our Strategic Selling workshops provide a clear plan of action to close more deals with smarter and more efficient uses of time and resources. KEY CONTENT AREAS TIME AND TERRITORY PLANNING WINNING PURSUITS • Time Management Assessment • Sales Opportunities • Prioritization Filters • Questions • Five Windows (Customer, Prospect, Market, Competition and Offering) • Key Players Tool • Strategic Thinking and Planning Defined • Frontal and Flanking Strategies • Leveraging Strengths • Customer Segmentation • Relationship Matrix • Competitive Position • Market Dynamics • Account Development Strategies • Territory Planning Tool ACCOUNT PLANNING • Revenue History and What’s Possible • Assess Current State • Who’s Who • Competition • Strategic Possibilities • 90-Day Tactical Plan 6 SALES LEADERSHIP SKILLS—Leading by Engaging In these workshops for sales team leaders, our top-down approach provides effective management techniques they can employ to make their teams most productive. KEY CONTENT AREAS HIGH PERFORMANCE SALES MANAGEMENT BUILDING WINNING SALES TEAMS • Modeling Selling Skills • Communicating Expectations • Coaching for Performance • Leveraging Best Practices • Driving Strategy • Pipeline Management • Leading Meetings • Competitive or Collaborative CREATING ACCOUNTABILITY AND ENGAGEMENT • Leveraging Strengths • Defining Accountability • Decision Making • Esteeming and Valuing Others • Difficult Conversations • Recognition LEADING CHANGE • Five Key Levers • Power of Vision • Communicate Clearly • Engage and Involve • Optimize the Impact • Sustain Momentum 7 LEADERSHIP DEVELOPMENT—Building Leadership Capability Designed for leaders across your organization, our Leadership Development programs provide the fundamentals every leader needs to motivate others, improve teamwork and increase productivity. KEY CONTENT AREAS ONE-DAY PROGRAMS—FUNDAMENTALS • Being a Leader • Coaching and Developing People • Driving Outcomes • Formal Performance and Development • Leadership Presence • Maximizing Team Productivity • Managing Self and Up • Performance Conversations • Personal Accountability • Providing Direction • Working with Your Peers ONE-DAY PROGRAMS—ADVANCED • Teams at the Top • Driving Strategy • Creating a Culture of Accountability • Leadership Presence • Leading Change • Strategic Thinking 8 SKILL DEVELOPMENT—Knowledge, Skills and Conviction Core skills are the building block for success and growth. Our Skill Development programs cover some of the most common areas where improvement can have an exponential affect on business outcomes. KEY CONTENT AREAS ONE-DAY PROGRAMS • Strategic Teaming • Better Business Writing • Consulting Skills • Difficult Conversations • Effective Decision Making • Emotional Intelligence • Innovation and Creativity • Myers-Briggs Type Indicator (MBTI) • Performance and Development Conversations • Project Management • Responding to Change • Resolving Conflict • Time Management • Working with Your Peers • Making Meetings Work TWO-DAY PROGRAMS • Facilitation Skills • Presentation Skills 9 CONTRACT FACILITATION—Flexible Capable Resources Whether it is to supplement your own pool of in-house facilitators or to draw upon the best-in-class experience from an outside perspective, look to JMReid Group to deliver your next training initiative. Our specialized network of over 30 contract facilitators can provide credible and effective facilitation across a variety of content. We’ve delivered everything from single-event team building sessions to multi-location program rollouts. We believe that relevant content is king. So, we work hard to understand the participants’ unique challenges and desired behavior changes. We are able to translate for participants the behaviors and skills needed in their world. We challenge our facilitators to stay current on the latest thinking about leadership, decision making, handling difficult conversations, strategic thinking and building effective client relationships. OUR PROCESS: 1 2 3 Determine your training budget. You choose a program that fits your budget and training objectives. Our best-in-class training facilitator delivers a relevant, engaging and impactful training session. Half-day. Full-day. Multi-day. We provide the facilitation services to deliver your in-house content. We adjust to your needs and your budget. OUR FACILITATORS ARE EXPERTS IN THESE MARKET SEGMENTS • Professional Services • Financial Services • Technology • Consumer Products • Government • Industrial Distribution • Manufacturing • Non-Profits • Insurance • Material and Life Science • HealthCare 10 FEATURED ADDITIONAL WORKSHOPS JMReid Group has customizable workshops across a variety of business categories. Building on our sales capability, here are additional offerings clients are requesting. VALUE CREATION WORKSHOP: Clients demand more from relationships. Anyone still standing in your space already has product—what they need are insights. This workshop will help your people trade on their business acumen to become great thinking partners with clients—thereby leading to greater revenue. VALUE PROPOSITION WORKSHOP: The best prospecting starts with a great message. Equip your people and their referral sources with a story they’re going to look forward to telling. SALES PROCESS VALIDATION SESSION: Research shows that by articulating a buyer-based sales process, you can boost revenues by 10 to 15%. That’s easy money. We blend the input of your influential stakeholders with customer feedback and come up with a process of what to do and when—all in alignment with how your buyers buy. KDM INTELLIGENCE KIT: Learn the privileged insights of the key executive stakeholders in your top accounts. This kit will help your people know what to say and when and to whom, and how to sound credible while they’re saying it. D-SUITE SELLING™: Getting to the C-suite has lost its effectiveness for many sales organizations. The best business is coming from the entrepreneurs in companies, the D or Director Suite. We’ll help you find the right executive with a high achievement motor—execs that will reward you for removing the pebble in their shoe. LEAD GENERATION: THE 90-DAY DASH™ In business, anyone who is someone is not easy to reach. On average it takes six to seven touches to reach a key prospect—most salespeople stop at three. The 90-Day Dash™ is a 12-week client acquisition program guaranteed to generate a 20% increase in qualified new relationships. Great for those who have little time for prospecting. 11 CUSTOM SOLUTIONS—Unique and Cutting Edge Clients looking for unique development experiences come to JMReid Group. Here’s a recent example. PRESENTING NEED: KEY MODEL: A professional services firm wants to differentiate and gain competitive advantage by being more than a provider of expert advice. Forging and deepening trusting relationships is identified as THE way to stand apart. Time Together/Time Apart DEFINING THE APPROACH: Create a cutting-edge program for high potential partners on building more meaningful relationships. This audience receives a lot of development; this needs to create a ‘wow.’ DETAILS: A two-day highly experiential program. On day one, participants choose which discovery learning stations to spend time at: • Being fully present: mindfulness • Right focus on feelings: the problem with too little or too much focus • Being credible by being vulnerable THE SOLUTION: • Managing the risks of thinking fast: when to question self-confidence The Edge–A truly edgy two-day program to tap the essence of current relationship theory from both neuroscience and the social sciences. Participants learn via innovative discovery, visual and social learning. • Managing self-defeating thoughts: self-directed neuroplasticity On day two, participants apply what they learned in edgeof-your-seat improv scenarios. They practice high-stakes C-Suite meetings with real-life twists and turns. 12 GLOBAL RESOURCES JMReid Group continues to grow providing performance improvement workshops and facilitation around the globe. We can bring any of our facilitators to the location of your choosing. Oliver Dawson | Toronto Canada Neil LaChappelle | Toronto Canada Paul Martin | Calgary Canada Sue Krautkramer | Minneapolis MN Cassie Schindler | San Francisco CA Christy Pettit | Toronto Canada Mike Scott | Nova Scotia Canada Olivia Porter | Chicago IL Matt Woolsey | Lincoln, NE John Reid | Philadelphia PA Steve Sheeren | Los Angeles CA Sharie Green | Los Angeles CA Lynae Steinhagen | Palm Springs CA Marilynn Draxl | Columbia MD Michael Donat | Washington DC Nancy Brodsky | Boston MA Chris Olex | Boston MA Leo Flanagan | Stamford CT William Spencer | Rye NY Whit Raymond | Princeton NJ William Walton | Princeton NJ Steven Hart | New York NY Ana Edna Ortiz | Mexico Jorge Gibbons | Argentina 13 GLOBAL RESOURCES NOTE: We also have trained facilitators in Eastern Europe who speak Polish, Czech, Slovak, Russian and Hungarian and facilitators in Western Europe who speak French and Italian. Melanie Sheridan | Ireland Michaela Mueller | UK Bernard Candel | Netherlands Pawel Chabros | Poland Jarek Chabros | Poland Walter Machold | Germany Nadine de Zoeten | Germany Barbara Rock | France Frank Halloran | Italy Pilar Lacasa | Spain PC Long | Singapore 14 WHO WE ARE—Some of Our More Than 30 Expert Facilitators JOHN REID President, JMReid Group John Reid is President of JMReid Group, a leading performance improvement and development organization. SPECIALTIES: Leadership, Process Improvement and Sales Effectiveness John leverages a broad network of content experts in order to bring his clients the current thinking across a variety of development issues. The solutions he provides are customized to the clients’ unique business challenges and participants’ needs. John is unique in the professional development space, having spent the majority of his career within industry: he worked for both global (Dow Chemical, Elf Atochem) and smaller (LCP Chemicals) firms. John’s experience within the industry includes: • Profit and loss accountability • Product rationalization and customer segmentation • Supply chain management • Negotiation of key power contracts • Creation of business strategy • Large account management • Strategy creation and implementation Within the performance improvement and development industry, he has built a reputation for providing client-focused solutions and for achieving recognition and awards for his own sales performance. He has provided an outsource solution for an existing training department, created and implemented a learning strategy for a major pharmaceutical company, as well as designed and delivered a value selling program for a global industrial sales organization. John was most recently the Vice President of Sales of a global training and development organization. He has effectively worked across industries. Key client engagements that John has led include EY, DSM, SCA North America, Ryerson and HealthStream. 15 WHO WE ARE—Some of Our More Than 30 Expert Facilitators WILLIAM SPENCER Senior Consultant CHRISTY PETTIT Senior Consultant SPECIALTIES: Engagement, Adult Learning, Cognitive Neuroscience SPECIALTIES: Organizational Development, Assessments William J. Spencer is the creator of Whole-System Learning (WSL). WSL breathes life into learning by engaging the learner’s head, heart and hands. WSL marries the art of whole-system methods with the science of rigorous instructional design. For 20 years, Christy Pettit has provided innovative leadership, expert advice and successful implementation of organizational development in companies worldwide. She consistently creates strategies that make a lasting difference within businesses, often doubling the value of their internal resources. An original thinker, Christy’s career includes impressive deliverables such as authoring and supporting the implementation of custom assessment systems, supporting billion dollar clients through transformation and increasing employee engagement while decreasing overall cost. This approach to learning incorporates the latest research from cognitive neuroscience about the physio-biological basis of perception, motivation, memory and learning. The system stands on the shoulders of Accelerated Learning, and incorporates experiential learning, as well as movement in learning; it is applied both to the design and to the facilitation of learning. The learning extends over time—and may include interactive group sessions, on-the-job learning tasks, action learning projects, self-directed learning, managerial support and periodic reinforcement. William partners with JMReid Group to provide cuttingedge learning solutions, typically for a strategic audience. WSL has worked with many Fortune 1000 companies in the financial, retail, professional services, pharmaceuticals, manufacturing, travel, and hospitality sectors, as well as government. Christy started her career as an organizational development consultant at a large hospital group in 1994, and before co-founding ODScore®, was an EVP responsible for the consulting and measurement division of a global training and development institute. Christy’s education includes a Bachelor of Arts in English and History from the University of Toronto, including an accredited year of study at the University of Sydney, Australia. Christy has also earned both a Graduate Diploma in Management and a Masters in Business Administration, both from Athabasca University’s Centre for Innovative Management. Originally from the United Kingdom, William holds a Business Studies Diploma. In 2012, The Wall Street Journal recognized William for pro-bono services and financial support to New Jersey children in the foster care system. 16 WHO WE ARE—Some of Our More Than 30 Expert Facilitators LYNAE STEINHAGEN Senior Consultant SPECIALTIES: Leadership, Strategic Human Resource Management, Engagement Clients call Lynae Steinhagen when they need ideas for implementing a strategic initiative or solving an organizational challenge. She excels at engaging participants to take ownership of their learning. Her work with clients has enabled them to • Build engaging cultures that inspire shared meaning and reinforce values • Develop and expand individual, team and leadership capabilities • Facilitate the management of change • Improve operational efficiency and effectiveness Lynae’s corporate and consulting experience spans a variety of disciplines including strategic human resource management, training and development, sales management, and project management. Lynae’s is able to create an environment where teams and individuals engage, brainstorm, and discover practical solutions in creative ways—while having fun in the process. Her areas of expertise and passion include building culture, leadership development, team building, and employee engagement. Current and past clients include: Cargill, Wells Fargo Home Mortgage, Fannie Mae, Ameriprise Financial, Peace Coffee, City of Eden Prairie, American Society of Women Accountants, Korn/Ferry International, and Ameriquest Mortgage Company. JORGE GIBBONS Senior Consultant SPECIALTIES: Team Building and Communication, Negotiation Jorge Gibbons has been providing consulting and educational services internationally to a wide variety of individuals, businesses, and associations since 1997. His recent clients include Carlson Wagonlit, ExxonMobil, Hewlett Packard, Covidien, DHL, Geodis Wilson, Brazilian Development Bank (BNDES), Interamerican Development Bank (IDB), Iusacell, Elektra, Covidien, and Comscore. Jorge has designed and delivered numerous executive and management coaching projects involving participants at all levels. As a practitioner of experiential education, his philosophy is that “one cannot think their way into changed behavior,” but rather one has to “act their way into changed behavior.” Jorge’s coaching skills are very diverse including: identifying team core challenges; implementing constructive feedback models; taking a systemic approach to understanding and bridging communication-style differences; building consensus by facilitating interestbased negotiation; and aligning organizational efforts to achieve goals by leveraging tactics that maximize cohesion, satisfaction, and revenue generation. An added illustration of his diverse background, with a Master’s degree in Biology from the University of Buenos Aires, Jorge is a co-founder of the Elpis Foundation, a group of professionals focused on educational transformation and social and ecological projects in Argentina. Lynae is a graduate of the Leadership Institute of St. Catherine University and has studied Human Resource Management at St. Mary’s University. 17 WHO WE ARE—Some of Our More Than 30 Expert Facilitators CORENA CHASE Senior Consultant STEVE SHEEREN Senior Consultant SPECIALTIES: Human Resources Management, Team Building SPECIALTIES: Sales Performance, Customer Service Development Corena works with clients to effectively navigate their work environments and create productive cultures that engage and motivate those they manage. Her clients work at senior levels in a range of fields including financial services, media and entertainment, communications, management consulting and product development. Through customized facilitation and coaching methods suited to each client’s personality and goals she works with them on: • Executive presence • The behavioral skills and/or changes critical to successful leadership • Time and energy management • Alignment with their company culture and managing their brand Steve Sheeren works with clients to enable and inspire their sales organization, expand their market presence and enhance customer satisfaction. Leveraging more than 15 years of sales and customer service development experience, Steve provides an engaging and relevant learning solution for clients through his unique blend of energy, insight and conviction. In her previous career as an actor, Corena worked in the arena of human behavior, emotional intelligence and communication. She views her MFA as a communications degree with a specialty in empathy. Her job was to walk in other people’s shoes and make sure their views were convincingly conveyed to audiences every day. As an executive coach and facilitator, Corena believes it is her job to help make sure your views are convincingly conveyed to audiences every day, whether that audience is one or one hundred people. This work can include: • Public speaking skills • Managing difficult conversations • Developing effective ways to deliver feedback • Influencing others Customer Service Clients include: Union Pacific Railroad, Levi Strauss, Emerson, Rogers Wireless, Texas Instruments. At Texas Instruments Steve conducted sessions fostering the skill growth necessary to manage cross-cultural communication resulting in a a double-digit increase in Customer Satisfaction over prior year’s results. She has an MFA from Yale University, a BA from Connecticut College and has done extensive coursework in psychology. In addition to her executive coaching, Corena works with a variety of companies that cater to developing leaders in Fortune 500 companies. Sales Performance and Coaching Clients include: Halliburton, Time Warner Cable, Gates Corporation, IBM, Cisco Systems, Apple. At Apple Retail Stores, Steve facilitated sessions across the country, working with store management and staff to reach record-setting revenue and profitability numbers. Steve holds a Bachelor of Science degree in marketing from the University of Nebraska-Lincoln. As a National Account Manager with Union Pacific Railroad, he had direct sales management and growth responsibility for an account that exceeded $100 million dollars in annual revenue. Certifications include Acclivus R3 Sales, Huthwaite—SPIN Selling, Achieve Global—Professional Selling Skills. 18 WHO WE ARE—Some of Our More Than 30 Expert Facilitators OLIVIA PORTER Senior Consultant MIKE SCOTT Senior Consultant SPECIALTIES: Human Resources Management, Team Building SPECIALTIES: Sales, Leadership, Strategic Teaming Olivia Porter is a dynamic trainer, vocal coach and public speaker with 17 years experience in creating and delivering presentations to students, clients and employees in corporate and educational environments. Her unique background in human resources management, communications and acting give her the expertise needed to design high energy, interactive workshops on such topics as Coaching and Team Building, Communicating with Confidence and Conflict Resolution. Mike Scott is an executive facilitator who has worked across various industries and clients in North America and Europe. Olivia has helped clients navigate career bumps and experience turnaround moments at work. She has a huge heart, a winning smile and an enormous desire to help each person reach their potential. Her schooling, which continues, includes: • BA, Saint Mary’s College • British American Drama Academy at Oxford University—Summer Fellowship • BA, Governors State University • MHS, Governors State University— expected graduation date, 2016 Mike has 25 years direct business experience in the retail and consumer packaged goods industries. He served as President, Operations for Sobeys Inc. in Atlantic, Canada, in the turnaround of a $2.6 billion retail and wholesale division with 13,000 employees between 2003 and 2006 and was President & CEO of Alfresh Beverages, a $90 million privately held juice company in Canada. Mike also spent 13 years with The Coca-Cola Company and bottling system in the UK, Canada and Europe, assuming progressively senior roles. He was regarded as a change agent and leader within the system, able to forge productive business relationships internally and at the customer level. Mike has worked with EY as a faculty member at Leadership Forums and Senior Managers Conferences since 2008 and with different service lines on topics such as Strategic Teaming, Miller Heiman and Tracom Social Style and Versatility. Mike brings an engaging and focused perspective to building relationships and creating and sustaining high-performance teams. Mike graduated in Business and Marketing from HeriotWatt University in Scotland. 19 WHO WE ARE—Some of Our More Than 30 Expert Facilitators NEIL LACHAPELLE Senior Consultant MARILYNN A. DRAXL, PH.D. Senior Consultant SPECIALTIES: Strategic Leadership, Business Education SPECIALTIES: Leadership Development, Strategic Management Neil LaChapelle is a seasoned business educator and entrepreneur. He has over two decades experience designing and delivering sound, effective business education programs that engage learners and get results. Neil led the instructional design team that launched Canada’s first 100% online private university, constructing MBA and EMBA programs in high tech management. He has since designed and delivered online, offline and blended leadership development programs for learners from the technology, finance, manufacturing and agri-food industries. Marilynn Draxl is an organizational psychologist who has supported companies with her expertise in the fields of organizational and leadership development. She presently consults with firms in need of proficiency in organizational behavior, performance systems, leadership/executive development and strategy management. She also serves as a global leadership and HR consultant, helping companies develop leadership pipelines and improve their talent development processes and programs. Since 2005, Marilynn has conducted needs analyses for AMD, Corning and Wyeth and developed and delivered leadership programs for Philips, AMD, Chemtura, Crayola, Corning, Harris Communications, FINRA, University of Pennsylvania Healthcare Systems, Lockheed Martin, Carefirst and the US Postal Service. Neil’s blend of clarity and pragmatism is rooted in his educational background in philosophy and business education, and his personal experience as a serial entrepreneur in the web startup space. Students appreciate Neil’s ability to explain ideas well, draw connections between them and help them apply new insights to their work. Neil helps larger companies understand change and innovation from a startup’s perspective, while helping startups understand how challenges change as companies mature. Marilynn has also worked for the Strategic Management Group, an international consulting and training company. As part of their Solutions Integration Group, she was responsible for working with organizations to improve the implementation of strategic initiatives through the use of simulation in blended learning solutions. As an educator, Neil’s experience spans the entire value chain, from the strategic leadership and financing of educational companies, to the conceptualization, design, development and delivery of learning programs. She served as a developmental coach for senior leaders and executives in institutions and companies such as Allergan, AMD, American Water, Corning, IRS, Philips, Veritas and the Federal Reserve Bank of NY. 20 WHO WE ARE—Some of Our More Than 30 Expert Facilitators SUE KRAUTKRAMER Senior Consultant MICHAEL DONAT Senior Consultant SPECIALTIES: Emotional Intelligence, Leadership, Management SPECIALTIES: Leadership Development, Team Dynamics, Diversity Sue Krautkramer brings a powerful package of expertise including practical business experience in management and sales, 20 years of working with Fortune 500 companies in facilitation, instructional design, program development and coaching. Michael brings a dynamic dimension stemming from backgrounds in government and business leadership as well as his technical expertise in logistics and education within private, public and non-profit sectors. Prior to her work with JMReid Group Sue’s leadership experience includes serving as the President of a global training and development organization, managing sales people and multiple offices throughout the U.S. Knowing how to build a culture as well as leveraging a company budget is crucial. Sue’s areas of expertise include emotional intelligence, leadership and management skills, team dynamics, relationship development and uncovering individuals’ unique design. Her unique brand of facilitation combines common sense, academic knowledge, practical application, a passion for people and a drive to create results. Her work has included extensive travel throughout the U.S. and Canada as well as in Brazil, Korea, Australia, South Africa, New Zealand, France, Spain, Ireland, England, Panama, Uruguay, Egypt and Bulgaria. Sue received a B.A. in Journalism from Arizona State University, M.A. in Human Development from St. Mary’s University in Minneapolis and M.A. in Pastoral Counseling from the Minnesota Graduate School of Theology. Michael works alongside executives who lead operations to integrate existing capabilities in new ways to exceed industry standards. Michael’s expertise includes leadership development, team dynamics, diversity and temperament. He fuses discovery learning with relevant content, a people-first mindset and a commitment to tie discoveries to results. Prior to working with JMReid Group, Michael spent two decades in operational and managerial roles developing a sharp eye for how organizations get bloated with cross-purposes and miscommunication. He led change initiatives retooling waste into leaner, strategically aligned operations, improving sustainable results and valuing learning attitudes. He inspired transformation in organizational culture through developing people. His teams earned consistent national recognition for benchmark capabilities, including sales performance which maximized revenue margins. Michael received undergraduate degrees in Education and Psychology as well as two master’s degrees, one in Counseling and another in Operations. He has worked internationally which built an appreciation for the importance of integrating cultures to achieve unity of purpose. 21 WHO WE ARE—Some of Our More Than 30 Expert Facilitators BERNARD CANDEL Senior Consultant OLIVER DAWSON Senior Consultant SPECIALTIES: Sales Effectiveness, Team Performance Improvement SPECIALTIES: Leadership Development, Communication, Sales Bernard is an entrepreneur who studied law in Amsterdam and worked for AKZO, SHV, ALDI and Boedelbak. He has been working as a business owner, facilitator, coach and consultant for 15 years. Bernard is passionate about creating work performance with job fulfillment. Oliver Dawson brings over 30 years of experience in the business world. With a CV that includes roles in sales, marketing, training and leadership, he is also very active as an entrepreneur and business owner. In the 14 years working as a business educator, facilitator and presenter, his diverse business experience has enabled him to work effectively within a wide range of industries and businesses. His clients have included start-ups to Fortune 500 companies. He has been responsible for developing and delivering go-to-market strategies and breaking ground through organisational change initiatives, working with a variety of organisations in support of their commercial and strategic aims. Areas of expertise: • Strategy Implementation • Performance Coaching • Sales Effectiveness • Entrepreneurship • Management Effectiveness • Team Performance Improvement Bernard has worked in many countries around the globe, selling, consulting and facilitating in English, German and Dutch. His thorough understanding of inter-cultural differences enriches his work, enhances impact and produces tangible results. Clients include: • KPMG • ECORYS • IMS Consulting Group • Deltares • Oracle • Ecomatters • Seagate • AstraZeneca • Agilent Technologies In addition to his business experience, Oliver continues to enjoy a parallel career in the performing arts. A professional opera singer and actor, Oliver brings to the classroom an energy and dynamism that effectively engages participants to think, discover and learn. Also, leveraging his university education in political theory, history and languages, Oliver applies classical methods to provoke thought, challenge assumptions and deepen context and understanding. Oliver’s expertise includes, leadership development, communication, sales training, presentation skills development, coaching and emotional intelligence training. Oliver is also a multi-lingual facilitator. His first language is German and he can also function in French and Italian. This has expanded his training ground to include much of Europe and other parts of the world. 22 WHO WE ARE—Some of Our More Than 30 Expert Facilitators MATTHEW WOOLSEY, ED.D. Senior Consultant KELLEY NICHOLSON Senior Learning & Operations Manager SPECIALTIES: Communication, Leadership, Team Development SPECIALTIES: Project Management, Logistics Planning, Coaching and Development Matthew’s career spans the professional services sector (Learning & Development leader in management consulting) and higher education bringing over 20 years of experience to each new challenge. Matthew’s expertise includes communication, executive presence, content structure, leadership, cross-cultural team development, project management and strategic visioning for human capital in domestic and international markets. With over nine years in the learning and development and professional services industries, Kelley is a seasoned project manager with extensive experience leading and managing large-scale conferences and other training-related initiatives. Her approach to training and project management focuses on effective leadership, motivation, engagement and collaboration. Kelley is the back bone of day-to-day office and business operations at JMReid Group. She manages projects from their inception to completion, performing multiple and varied roles and ensuring stakeholder satisfaction. Kelley specializes in complex projects with multiple stakeholders, deadlines and key milestones, leading multidisciplinary teams to success. Her experience within the industry includes: The recipient of the Edward R. Murrow Award for Excellence in Broadcasting from Washington State University, Matthew holds a bachelor’s in Communication, a master ’s in Education Administration and a doctorate in Higher Education and Organizational Change. Along the way his programs have received recognition by the Association of Professional Communication Consultants, Consulting.Com Magazine and Experience.com. Matthew is also an adjunct professor teaching courses in public speaking, critical thinking and a senior capstone class on Society, Ethics, and Technology. The feedback he typically receives is usually something like, “contagious energy, passionate engagement, and creative solutions to complex issues.” As a classically trained musician, in his spare time he enjoys playing the flute as well as gardening, cooking, reading and physical fitness. • Project scoping, including requirements gathering, concepting, project plan creation, staffing and budgeting • Project management, including stakeholder management, facilitator preparation, vendor management, execution and course assessment • Management and oversight for project teams, including mentorship and career development • Ownership of project management best practices and standards • Meeting and event planning, including event goals and themes, production elements, food and beverage selection and vendor management Kelley received a Bachelor of Science in Leisure Studies from the University of Illinois at Urbana-Champaign and a Master of Arts in Counseling from DePaul University. 23 WHAT OUR CLIENTS SAY We partner with our client to understand their strategy and goals and then build a unique and effective solution. Here is what a few have had to say: “John Reid’s passion to understand the client’s issues, coupled with his experience and network, make him a valuable resource to anyone considering investing in people development.” —Doug Bryant, Vice President, Sonic Automotive “JMReid Group’s approach to selling helps our sales organization achieve its goals. John’s approach leverages all of the latest thinking, while linking it to our own strategy. He incorporates his own experiences in sales, which enables the team to easily relate to him and he does it in a way that is authentic and engaging for the sales team.” —Marc Held, Vice President of Sales, Bodek and Rhodes “One size does not fit all. That is how I would describe John’s approach to our need to develop best-of-class sales management. John is a valued extension of our company, having developed into a trusted partner who is responsible for changing the coaching, mentoring and management skills of our managers. By effectively delving into our company culture, he understands the strengths and challenges of our diverse sales management whether they have been in the position for a while or recently promoted. He is an experienced and intuitive trainer/facilitator who acknowledges the personal and regional differences of his audience. His perseverance, accountability and flexibility have resulted in the implementation of a North American training initiative. He brings credibility to Ryerson and our sales managers.” “John and his team are unique because they listen first and then deliver excellent design/delivery that meets our strategic business needs. So many other groups will push their canned programs at you. With John’s guidance, his team custom built and delivered a global post merger integration program that was effective for three separate integrations. The feedback from participants has been extremely positive, and John has truly leveraged his experience in the industry to engender trust and credibility with both the participants and the local management teams. I look forward to continuing to work with John and his team on this and other programs.” —Marion Witte, DSM Pharmaceuticals “The custom designed program John created showed his passion for understanding the client’s situation. He brings together a knowledge of the latest thinking, his own experience and an engaging style to create a meaningful learning experience. I would strongly recommend John for those considering implementing sales training.” —Alex Scott, HealthStream —Doug Fox, Ryerson, Inc. “John and William—it was a smashing success. Senior leadership is all incredibly happy. The participants were engaged and appreciative. We learned a huge amount and it was a great success. Thanks for all your time, energy, expertise—not to mention, thanks for being fun to work with.” —Alison Hooker, EY “John is a tremendous sales trainer and mentor. His skill at understanding and assessing his client’s needs is top notch. His attention to detail and presentation of materials is beyond anything that I have experienced from other Sales Trainers and has led to a turnaround of many of our sales staff from mediocre performers to top players in the industry. The skill sets, processes, and methodologies that he possesses and uses makes his training transferable across a variety of industries. I highly recommend John, and will be using John again in the future. Great Job!” —Paul A. Claro, President, International Division at Argo Turboserve Corporation 24 Professional improvement workshops and facilitation SALES LEADERSHIP SKILLS CONTRACT FACILITATION CUSTOM SOLUTIONS EXECUTIVE COACHING JMReid Group Fresh Solutions for a Changing World 2332 Simpson Avenue, Ocean City, NJ 08226 Phone: (856) 397-6157 • Email: john@jmreidgroup.com • Web: jmreidgroup.com