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OUR CORE TEAM Bob has over 25 years of experience designing and facilitating executive offsites throughout North America, Europe, Asia and Africa with management teams ranging from Fortune 10 multinationals to family held businesses. His work has been the subject of articles in publications ranging from Fortune to CFO Magazine to the Johannesburg Business Report. He is co-author of Off-Sites That Work in the June 2006 issue of the Harvard Business Review. Before founding The Strategic Offsites Group,® Bob was a Managing Partner of Accenture, a leading information technology and management consulting firm, where he was brought in to help create Accenture's Organization and Change Strategy capability. Bob joined Accenture from Gemini Consulting, where he ran the Strategy Practice for the Americas, created and led the firm’s global capability in Corporate Vision and Growth and was co-lead of Gemini's worldwide Practice Innovation capability. He began his career at The Boston Consulting Group, where he progressed from summer intern to Manager. In addition to a successful consulting career, Bob twice temporarily left consulting to take senior executive roles. He ran Planning and Business Development for The Dial Corporation, where he designed and implemented new strategic planning and acquisition processes. He later served as the youngest Division President of this Fortune 500 company, managing the turnaround and divestiture of a troubled business. In 1994, Bob took on the role of leading Corporate Strategy for Sears, Roebuck and Co., where he helped guide what was, at the time, the largest voluntary restructuring in American business history. Bob is a magna cum laude graduate of Tufts University, and earned his MBA at the Yale School of Management. Dangerous Company, a best-selling book on the consulting industry, said of Bob:
"If a company is planning an offsite, and
strategic vision is on the agenda, I would want Bob Frisch at my side.
He is very good seeing over the horizon, but his unique talent is working
with a team of senior executives to figure out why they see the horizon
in different ways, and building a process that develops consensus, aligns
people around a vision and gets them ready to operationalize." "Over time, Bob Frisch became
like a member of the management team, and a trusted advisor to me and
the other senior executives."
Logan, a co-founder of The Strategic Offsites Group, has extensive experience in designing and facilitating strategy offsites for senior executive teams and boards in a diverse range of industries, including financial services, technology, food service, professional services and manufacturing. His areas of expertise include strategy formulation and execution, strategic alignment and growth best practices. His experience also extends internationally, having led engagements with clients in Mexico, the United Kingdom, South Africa and China. He is co-author of Off-Sites That Work in the June 2006 issue of the Harvard Business Review. Logan was formerly a principal of his own consulting firm, where his engagements ranged from assessing product strategy to analyzing acquisition candidates for strategic fit, for clients in the business services and retail catalog sectors. He also served as an associate at Gemini Consulting, where he was on the Strategic Intent/Core Competence team. Prior to commencing his consulting career, Logan was a founder and senior executive in several start ups, where he played a key role in developing and executing growth strategies for companies in the business service, Internet and telecommunications sectors, and experienced firsthand the challenges of translating high-level vision and strategy to the operational level. Logan was a co-founder and chief marketing officer of Wordwave, the largest captioning, videographic and stenographic company in the world. In that capacity, Logan created a nationwide service offering and branding strategy that established the company as the market leader in a highly fragmented industry and grew revenues from zero to $83 million in 3 years. He also played a central role in the acquisition and integration of 18 companies into a unified, strategically aligned organization and managed the successful turnaround of two divisions. Before attending business school, Logan practiced law for several years on Wall Street with the international firm of Willkie Farr & Gallagher, where he focused on mergers, acquisitions and finance. Logan earned a BA from the University of Pennsylvania, a JD from Northwestern
University School of Law, and an MBA from the Wharton School of the University
of Pennsylvania, where he taught Business Strategy.
JOSH PECK, SENIOR ENGAGEMENT MANAGER Josh has more than ten years of experience working with clients across various industries in the areas of strategy development and operations improvement. He has broad expertise designing and facilitating workshops for senior executive teams, with a particular focus on strategic planning, growth and innovation, and shared services. Previously, he was a Senior Consultant with Gemini Consulting (subsequently Cap Gemini Ernst & Young) where he worked primarily with technology clients focusing on new venture planning, product development, organizational improvement and cost reduction. Josh played lead roles in the planning and launch of new mobile operators in Indonesia and India, and led a team from one of the largest US media companies in a six-month project to reengineer their Business Development and Legal functions. Josh began his consulting career as an analyst in Gemini Consulting’s Strategic Research Group conducting custom analyses for senior executive teams. He was also the knowledge manager for the global strategy practice at Gemini Consulting, and was the designated advisor to the company’s leadership team on knowledge management issues. Josh received a BA from Boston College
ANDREW MCILWRAITH, SENIOR ENGAGEMENT MANAGER Since joining The Strategic Offsites Group in 2005, Andrew has worked on a variety of issues in multiple industries. He has facilitated management teams through the crafting of Mission, Vision and Values statements, and assisted the development of strategies in marketing, food manufacturing and several areas of financial services. He has also helped design and facilitate offsites around initiative rationalization, new process introduction, optimizing innovation, and data taxonomy. Before joining Strategic Offsites he spent nine years with Gemini Consulting (subsequently Cap Gemini Ernst & Young) in the Strategy practice. While at Gemini, Andrew leveraged his financial and strategy experience to develop Balanced Scorecards in a variety of industries including consumer products, chemical, and food ingredients. Other sample projects included an international French investment bank wanting to reduce its asset base in the US, a conglomerate seeking to optimize internal services, and an internet company developing its business plan. Sample additional project work included a distribution strategy for a consumer lawn and garden chemical company and a debit card strategy for a major regional retail bank. Prior to joining Gemini, Andrew worked as a credit analyst in the Specialized Finance arm of Dresdner Bank AG, London Branch. His responsibilities included analyzing several new leveraged and project finance loans, as well as several loans which had been reclassified into the specialized department. Before Dresdner, Andrew was with Citicorp Investment Bank Limited, London. Starting in the stockbroking division as a food manufacturing analyst, he moved into general corporate finance. Andrew graduated from Duke University with an AB in Economics and History. OUR AFFILIATES Larry is a Senior Fellow and Senior Vice President at Harvard Business School Interactive, where he develops and delivers the school's customized executive programs for individual companies. He has specialized in issues of strategic growth, governance and organization since 1965. During his academic career he taught on the faculties of the Harvard Business School, Stanford University School of Engineering, London Business School and GSB Lund University, Sweden. He has consulted extensively to companies in the US and Europe and has worked in Russia and the Middle East. Larry was President of the Scandinavian Institutes for Administrative Research in the US, Managing Partner of The MAC Group's Cambridge Office, Senior Vice President of Gemini Consulting and has practiced as an independent management consultant. At the MAC Group he co-founded the "Managing Strategic Change" practice, co-led the US Industrial Practice, and directed the firm's overall practice development. He serves on public boards and on advisory boards including "Strategy and Leadership," the Central Maine Power Company and Toffler Associates. Larry received a BS in General Engineering from UCLA, as well as an MA and PhD in Industrial Engineering (with specialization in Human Factors Engineering and Industrial Organization) from Stanford University. Terry Brown is an expert in strategic planning, balanced scorecard design and deployment, process improvement, and quality management. For more than 11 years Terry has worked with Fortune 100 companies, mid-sized, and small companies, both public and private. Formerly Vice President of the Manufacturing and Process Industry Sectors at the Balanced Scorecard Collaborative, he has deep experience in those sectors, and also has experience spanning multiple additional industries, including: consumer products, healthcare, government, financial services, insurance, and food service. In recent years, his focus has been on developing an integrated model of strategic management, the “Value Delivery System,” which weaves strategic planning, balanced scorecard management, initiative portfolio management, quality management, financial planning and management, and performance management into an integrated, continuous process. His recent client engagements include: Bowne & Company, Philips Consumer Electronics North America, Anthem Blue Cross Blue Shield of Maine, and Eatzi’s. His list of senior executive references extends well beyond these companies and industries.
Charlie has been on the MIT faculty since 1983 and currently holds the Chrysler Leaders for Manufacturing Professorship. He teaches in the operations management group at MIT's Sloan School of Management, and also serves as Co-Director of MIT's Communications Technology Roadmap. Charlie's teaching focuses on operations management, manufacturing strategy, strategic sourcing, and service supply chains. His research has been devoted to understanding the economics of quality improvement, flexible manufacturing, and the evolution of industry value chains in technology-intensive sectors. He is the author of many technical journal articles as well as the book, Clockspeed: Winning Industry Control in the Age of Temporary Advantage, by Perseus Books, 1998, 1999. Charlie consults widely and has worked with companies such as Agile Software, Alcan, Bombardier, Chrysler, Delphi Automotive, Deutsche Bank Alex Brown, Fluor, GE, GM, Goodyear, HP, Intel, Kodak, Lucent, Mercury Computer, Merrill Lynch, 3M, Motorola, NCR, Nokia, Nortel, Oracle, Sematech, Teradyne, Toyota, TRW, Unilever, Volkswagen, Volvo. Charlie received an AB in Mathematics and Management Science from Duke University, an MS in Operations Research from Stanford University, and a PhD in Business Administration (Decision Sciences) from Stanford University.
Mark Friedman has over fifteen years of experience advising companies on managing change and improving performance. His consulting engagements have spanned financial services (banking and insurance), telecommunications, entertainment, healthcare, media/content, community service organizations and manufacturing industries. This work has spanned product and service issues in both consumer, not for profit, and industrial settings in the U.S. and Europe. Mark is the Founder and President of Real Time Strategy. He is a certified member of the Blue Ocean Strategy Network and a founding member of its predecessor Value Innovation Network. The network serves as a global pool of expertise to support the Blue Ocean Strategy body of business strategy work of W. Chan Kim and Renee Mauborgne of INSEAD University to drive innovation into the strategy process. Friedman is also an expert practitioner of the Balanced Scorecard and, where appropriate, uses it as a tool for strategy development and implementation. Mark was personally trained by David Norton, co-creator of the Balanced Scorecard and has personally worked with Dr. Norton. Mr. Friedman also led the Knowledge Management practices of Gemini Consulting and Emergence Consulting, focusing on the integration of strategy, process, technology and content in strategy implementation. He has dedicated considerable professional time and effort to the development of practice methodology and training of consulting professionals. Mark was a founding member of the research and practice development group in Gemini Consulting where he built and chaired the global knowledge management practice and served as an expert resource in the use of the Balanced Scorecard. He was a founder of Emergence Consulting and member of its Executive Committee. He served as its COO for 2 years. Emergence Consulting clients were globally recognized for excellence in the application of the Balanced Scorecard by Norton and Kaplan and the Balanced Scorecard Collaborative. Mark holds an MSIA from Carnegie Mellon University (now The Tepper School of Business) with High Distinction and a BA in Economics from the University of Virginia.
Rob is a Managing Partner at the Center for Executive Development, and divides his time between teaching at executive education programs and working with senior executives on the issues that lie at the intersection of business strategy, corporate organization and leadership. He has taught on the Executive Programs at the Columbia Graduate School of Business, the Kellogg Graduate School of Management at Northwestern University, and, most recently, Harvard. In addition, he has taught Management Policy in the MBA Program at Boston University Graduate School of Management. Earlier in his career, Rob was Executive Vice President and Chief People Officer of Digitas. He was also a Vice President of The MAC Group and its successor firm, Gemini Consulting, focusing largely on the strategic and organizational challenges facing Fortune 100 Companies, international financial institutions and professional services entities. He has practiced law with the international firm of Curtis, Mallet-Prevost, Colt & Mosle in New York, and has also worked in investment management, first for Citicorp in New York, and later in Boston. Rob currently sits on the Boards of Directors of Forrester Research, Inc. and Access Data Corporation. Rob has been a contributor to the Harvard Business Review on executive and HR issues. His work also has appeared frequently in the Boston Globe, as a "Job Doc" advice columnist. Rob co-authored The Trusted Advisor, Your Leadership Legacy published by the Harvard Business School Press, and The Trusted Leader published by The Free Press. He also hosts the business video, Talk About Change! with the popular cartoon character, Dilbert. His educational background includes Liceo Segre, Turin, Italy, a BA in Economics and Italian Literature from Haverford College, an MBA from Harvard and a JD from Georgetown University Law Center.
Connie is Professor of Strategy and Technology at the Tuck School of Business at Dartmouth. Connie's research focuses on firm capabilities and knowledge, with particular attention to technological innovation and adaptation and change of firm capabilities over time. She also has conducted research on corporate executives and boards of directors. Connie's research has been published in Organization Science, Strategic Management Journal, Management Science, Journal of Industrial Economics, Journal of Economic Behavior and Organization, and Industrial and Corporate Change. She also has published a book entitled Investment Choices in Industry (MIT Press) and is the editor of the forthcoming Blackwell/Strategic Management Society Handbook of Organizational Capabilities: Emergence, Development, and Change. Connie currently serves as an associate editor of Management Science, and is on the editorial boards of Strategic Management Journal, Organization Science, and Strategic Organization. Connie received her undergraduate degree in economics from the University of California, Berkeley and her PhD in economics from Yale University. Prior to coming to the Tuck School, Professor Helfat was a faculty member at the Kellogg School of Management at Northwestern University and the Wharton School at the University of Pennsylvania.
David has been president of Proven Solutions, Inc., a consulting firm specializing in the retail industry, since 1980. He has thirty years experience in aligning a company's strategic business goals with information technology. His expertise includes assessment and gap analysis, vendor selection criteria, request for proposal processes, vendor contract negotiations, organization improvement and technical hardware analysis. His clients include major department stores, men's and women's clothing chains, specialty retailers, mail order firms, outlet stores and distributors. David received a BS in Mechanical Engineering from the University of New Hampshire.
Dan has spent twenty-five years consulting to business and IT executives on the management and strategic use of IT and alignment of IT with the broader business. His expertise includes IT strategy, e-commerce, organizational performance improvement and business re-engineering. His clients include leading companies in retail banking, insurance, commercial real estate, investment banking and capital markets. Dan spent over eight years as a partner at Accenture, first as the head of the Financial Services sector of the Information & Technology Strategy practice and then within the Strategic Information Technology Effectiveness domain. In his final assignment at Accenture, Dan led the design and implementation for the global repositioning of the firm's Strategy & Business Architecture service line. Prior to joining Accenture, Dan was a vice president at CSC Index, where he was responsible for business reengineering and IT management and strategy engagements across a broad set of industries. Dan received a BA in Mathematics from Brandeis University (Magna Cum Laude) and an MS in Computer Science and ME in Information Sciences from Harvard University.
Alastair is a world-renowned leadership and strategic change expert and consultant, with 27 years experience both as an executive in the consumer products industry and in consulting. He leads The Leadership Development activities for Stackhouse Garber Associates, specializing in helping senior executives change both the way they do business and the way they behave as leaders, individually and collectively. He has worked extensively with clients on the development of leadership behaviors specifically linked to the building of enhanced performance, tailored to the context of an organization's business strategy. He is a specialist in individual, team and organization leadership assessment and behavior development, building on personal motivational strengths, and is an advisor/coach to many European and USA based executives. His clients include many Fortune 500 companies, across all industry sectors. In addition to consulting and coaching, Alastair conducts research in leadership on an ongoing basis, has published numerous articles in this area, and is a frequent conference speaker. Alastair graduated from the University of Glasgow.
Steve's career has spanned a variety of roles in marketing and media. Most recently he has been the National Director of the Learning Annex, the largest continuing education school in North America offering over 8000 classes, workshops, and seminars annually in over 30 different cities. Steve is currently working on a new adult education start up, One Day University. Prior to that Steve was the CEO and Publisher of the Carol Publishing Group, parent company of Citadel Press, University Books, Birch Lane Press and Lyle Stuart. Steve was co-founder and Publishing Director of Spy Magazine, one of the most influential media properties in recent decades, as well as Marketing Director of Cahners Business Publications, one of the world's largest publishers of trade magazines and business information. He was also the Marketing Director of the Doral Hotel Corporation and has taught intellectual property law at New York University and the University of Chicago. Steve received a BA in economics from Tufts University and a JD from
American University Law School.
Fred is the co-founder and Chairman of The Tylor Group, a growth-strategy focused management consulting firm. Fred previously was the Executive Managing Director of the Strategic Decisions Group/Navigant, where he was responsible for the firm's high technology and information technology solutions practices. Prior to that, he was President of the Research and Advisory Services unit of CSC Index. Earlier, he was Co-Managing Director of Gemini Consulting North America. Before then, he was a Senior Vice President of the MAC Group, responsible for the firm's North American practice when it became part of Gemini Consulting. Fred has had a distinguished academic career before becoming a full time consultant. He was a professor of marketing at the University of Southern California and at the University of Texas (Austin). Later he was appointed professor of business administration at Harvard University and subsequently occupied an endowed chair as the Riklis Professor of Business and its Environment at Ohio State University. During his 20 year academic career, Fred has received teaching excellence, published numerous articles in leading journals and authored or co-authored ten books. Fred received a BS with honors from San Jose State College, an MBA from the University of Oregon and a PhD from Northwestern University.
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