The following case studies highlight a few of the many clients Dr. Jim & his nationwide advisory team have developed breakthrough solutions within strategic, operational, leadership and teamwork challenges. These are a small cross section of the industries and companies we serve from the Fortune 500 to INC 500 fast growth firms in such areas as:

  • Strategic planning
  • Executive advising & development
  • Operational innovation
  • Post merger alignment
  • Teamwork and silo crushing
  • Corporate culture clarification & integration

THE CLIENT: Media Giant

Nation’s largest on-line TV shopping network with new President.

THE SITUATION: Team Breakdown

The Client was locked in interdepartmental struggled and severe lack of cross-departmental teamwork. Majority of top department leaders characterized by dominant, self-focused personalities. This pervasive silo-mentality caused much on-air dysfunction and distrust between the on-air personalities and the support teams.

The newly appointed President engaged Dr. Jim Harris to advise and facilitate a breakthrough event to gently yet powerfully bring to the forefront the cultural breakdown issues, its debilitating effect on morale and its direct negative impact on sales and profit.

THE SOLUTION: Customized Off-Site Retreat

Dr. Jim customized a breakthrough process which included executive fact-finding interviews, a full-day customized off-site team experience with interactive activities, strengths bombardments and team coaching teachings, with post-retreat debriefs and impact planning.

THE RESULTS: Breakthrough in Teamwork

The comprehensive breakthrough approach launched significant senior management team re-alignment, rebuilt greater trust between key on-air and support staff, encouraged decision making at lower organizational levels, inspired new ways to improve the business, generated significant leaps in cross-departmental internal listening and improved working relationships throughout upper management.

THE CLIENT: Fortune 20 Manufacturer

International U.S.-based photo-chemical manufacturer.

THE SITUATION

A critical Client customer relationship had soured. Their customer, a Fortune 250-sized retailer, operated 1,400 stores across 16 states that utilized the Client’s extensive equipment and photo services. Customer relations and sales were stagnant, and the relationships was slowly on the decline.

THE SOLUTION

The Client engaged Dr. Jim Harris to lead a customer revitalization intervention to strengthen relationships and breakthrough relational stagnation. Through a combination of Client and customer situational analysis, Dr. Jim led a series of actions including a Client/Customer off-site retreat.

THE RESULTS

The intervention broke down barriers that were inhibiting the communication and partnership between the Client and their customer. Dr. Jim helped create new strategic links where both organizations reestablished a mutually profitable partnership with established operational benchmarks for their industries. As the Client’s leadership expressed, the interventions were “one small step for immediate sales, one giant leap for future business.”

THE CLIENT: Fortune 100 Retailer

National big box technology retailer.

THE SITUATION

This industry-leading Client was recognized internationally at the forefront of talent and team engagement. Yet their regional and store operations leaders struggled mightily with how to fully understand and integrate their massive employee engagement data drawn from a well-known international consultancy.

THE SOLUTION

Initially, the Client invited Dr. Jim Harris to their headquarters to serve as a breakthrough catalyst for a full-day of direct advising to their entire human resources executive and regional team members in how to analyze, interpret and integrate their talent data into actionable, store-level practices.

THE RESULTS

From this intensive day of discovery, interpretation and integration, the executive team launched a wave of new exciting approaches in how to implement world class employee retention best practices throughout their national retail and distribution locations. The leaders for the first time finally understood what to do with the data that they had already paid millions of dollars to collect. The rollout of the innovative approached included many locations inviting Dr. Jim to continue his advisory services within their operational regions.

THE CLIENT: Fortune 500 Retailer

Northeast-based national drug retailer.

THE SITUATION

The Client was well known in its industry as having a bureaucratic, top-down authoritative culture. Headquarters executives recognized the firms need to transform their culture. They appointed an executive team to create from scratch a fresh cultural model and launch this model within a build a new, large distribution center with a new cultural model for the firm.

THE SOLUTION

The Client retained Dr. Jim Harris as project leader to advise help them create from scratch a new cultural model for the Client with a beta-launch within the soon-to-open unionized distribution center. Dr. Jim guided the distribution executive team through an intensive series of visioning, values clarification, strategic planning and employee engagement initiatives.

THE RESULTS

The distribution center launched the new cultural model with great success and excitement.  With developing a comprehensive and detailed integration plan, the executive team was empowered to lead this new venture into previously unreachable levels of productivity and staff involvement.

THE CLIENT: Dedicated Delivery Merger

The post-merger of two regional dedicated delivery services throughout central Florida.

THE SITUATION

Two recently merged, independently operated delivery service owners desperately needed a comprehensive strategic & operational plan for their new operation to “carry them into the future.” Although sound in operations execution, the company lacked a defined goal, vision, values or long-term plan.

THE SOLUTION

Through extensive situational analysis and pre-intervention planning, Dr. Jim Harris led a substantial intervention combining visioning, values clarification, clarification of strategic objectives, live customer feedback sessions, management skills staff training and extensive executive advising and coaching.

THE RESULTS

The Co-owner’s original 7-year plan to grow and sell the Client was reached in only five. One year after launch the new strategy and plan, the Client was recognized as one of the 500 fastest growing companies in America (INC 500).  When sold, the buyer of the Client retained Dr. Jim as an advisor during the ownership transition.

THE CLIENT: Home Building Supplier

A large award-winning regional supplier to home builders throughout southwest Florida.

THE SITUATION

The Client was just awarded the “Company of the Year” by their national association, and the Company President was honored as the “President of the Year.” Yet the President knew he needed much help in raising up his executive and management teams to sustain their success and reach new levels of success.

THE SOLUTION

After hearing Dr. Jim Harris’ keynote at the association’s annual meeting, the President immediately retained Dr. Jim to lead a leadership and staff development process. Dr. Jim’s situational analysis discovered many potential avenues of staff and culture improvement upon which he integrated into a customized leadership and cultural development strategy to include all site locations of the Client throughout Florida.

THE RESULTS

Within two months of launching this one-year intervention of advising, training and coaching, the Client extended the relationship into a second year. The leadership programs ignited a new passion for excellence throughout this award-winning company, even within many old-style managers who would reject anything new.  With a continuation of advising and personalize management coaching, the Client achieved their aggressive growth plans.

THE CLIENT: Healthcare

A Malcolm Baldrige-winning healthcare provider.

THE SITUATION

The Client transformed itself from one of the worst to the recognize best healthcare provider in the U.S. They even established a leadership institute to teach other healthcare system their “way”. Now that they were recognized as the best, they began to see key staff being recruited away. Employee retention became their top priority.

THE SOLUTION

The Client initially asked Dr. Jim Harris to speak to their 600+ top managers on how to retain top talent. Immediately after the presentation, the President engaged Dr. Jim to guide and advise him in how to continue the retention momentum as well as how to more powerfully document their already industry-leading employee best-practices.

THE RESULTS

The Client immediately realized they were “more bulletproof against efforts by others who wish to lure our best employees away.” Via the continuing advising, the Client kept the retention momentum through customizing retention best practices throughout their many locations.

THE CLIENT: Media Publisher

A large, nationally recognized metropolitan newspaper publisher.

THE SITUATION

The Client struggled with a clear, concise and passionate way to verbalize their culture. Although a successful major Top 35 metropolitan newspaper publisher, executives needed a fresh approach on how to communicate and ignite passion for their organizational culture.

THE SOLUTION

The Client engaged Dr. Jim Harris to address all top managers during an off-site cultural clarification within a creative environment. Serving as a catalyst to establish clarity and commitment, Dr. Jim led the executives into a strategic and tactical process to clarify and communicating their culture to include how to empower their internal teams to lead the clarification process.

THE RESULTS

The Client immediately launched a series of internal cross-departmental discussions that fine-tuned their culture into four key principles. The resulting cultural clarity resulted in a fresh wave of employee commitment to the goals and future of this great publisher.

THE CLIENT: Insurance

A large, fast growing national insurance and annuities provider.

THE SITUATION

The Client simultaneously faced challenges ranging from heavy production, installation of new systems, moving hundreds of people into a new home office, and overall significant company growth. Further complicating these massive challenges was a pervasive corporate lethargy for change and innovation.

THE SOLUTION

The Client engaged Dr. Jim Harris to breakthrough the resistance to change and inject a fresh passion for employee productivity and engagement. Within the context of an off-site management planning session, Dr. Jim advised and coached the leaders in how to embrace positive change for themselves and their teams.

THE RESULTS

Through customizing several key business best practices to the culture of the Client, and guiding the integration of these new leadership practices into throughout the firm, the Client experience significant growth and an overall improvement in the quality of their operations.