A unique six step methodology Business Facts of Life Emotional State Next Stage Definition Next Stage Communication Next Stage Execution Business Results
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Winter Advisors uses the Stage Execution Model, a unique six-step methodology, to help businesses get to the next level. Winter Advisors works directly with you in gathering key information, interviewing stakeholders, analyzing results, defining action plans, and ultimately getting results. Winter Advisors uses a team of experienced executives who


Business Health Checkup: During this phase Winter Advisors analyzes:

• Financials
• Products/Services
• Customers
• Competition
• Growth

This first phase gives us a perspective on the present health of the business. By determining the scenarios that are likely to occur if nothing is changed, we can better define the key areas that need focus to achieve desired results. After conducting its research, Winter Advisors provides a written evaluation highlighting where the business is and where it is likely headed. This step provides critical inputs into later stages of the methodology.


Business Well Being: During this phase Winter Advisors assesses:

This step gives us insight into the company’s overall business culture and how it is helping or hurting. Where the ‘Business Facts of Life’ is like an annual physical, the ‘Emotional State’ is more like a visit to your psychologist. We can determine the strength and cohesiveness of the top management team and begin to get insight into existing business values and the shared understanding of business purpose. After conducting a series of interviews, Winter Advisors provides a written evaluation on the current state of corporate well being. Like Business Facts of Life, this step provides critical inputs into later stages of the methodology.

Holistic Approach to Defining Success: During this phase, Winter Advisors helps create or tunes up:

To create true success, both the company’s vision and its strategy need to be understood and then designed to work together. Like the blending of the head and heart, when vision and strategy work in unison, they can act as powerfully balancing forces that keep your business on track. The vision gets defined and refined from insights achieved in the previous stage of analyzing the ‘Business Well Being’, while the winning strategy to achieve the vision focuses on the items addressed in the ‘Business Facts of Life’. During this phase, Winter Advisors helps you define specific outcomes for both that work together to create sustainable success.

Leading through Communication: During this phase, Winter Advisors supports the active communication of:

This is a phase that is often forgotten – the clear communication of strategy and vision to all stakeholders. This phase also focuses on effective expectation management and how to deliver both good and bad news. Winter Advisors actively works with the executive team to make sure that a culture of empowerment through communication is created.


Defining Teams, Projects, and Objectives: During this phase, Winter Advisors helps implement:

Vision and Strategy provide the foundation that helps you know where you really want to go and what you need to do to get there! This stage focuses on building the right teams to get the job done, and then defining the roles and responsibilities for the players. Once the teams are formed, Winter Advisors reviews the systems, processes and communication techniques needed to be effective. Clearly understanding what needs to be done, who is going to do each part of the task, and WHY we are going to be successful, is critical in driving toward the ultimate business results.


Delivering Value to Stakeholders: During this final phase, Winter Advisors focuses on direct results involving:

At this final stage, Winter Advisors helps activate the plan to achieve the key results that will move the company to the next level. Winter Advisors helps tune the teams, processes and communication to be most effective. We help the new teams focus the product/service offering and approach to target customers, customer programs and sales targets. Winter Advisors also helps put in place measurement techniques to monitor your progress toward profitability goals. During this stage, the true benefits of the Winter Advisors six-step methodology become clear and the company is on its way to get the next level results.