Industry: IT Consulting

RINF
Outsourcing Solutions
Annual Planning Conference

Industry: IT Consulting
Timeline: 2012-2014
Number of participants: 60

Summary:
Design & implementation of a recurring Annual Planning
Conference starting with the board level and cascading to the
worker population levels. The program’s aim is to facilitate the
strategic planning process - short and mid-term - for the board
members (oct-nov FY) and cascade it to operational planning for
each business unit (jan-mar next FY)
 Mission
• To design and facilitate a 5 days planning conference
for the board members of the company using the
OGSM strategic planning model
• To design a cascading program of facilitated confer-
ences for each department’s working level population
(ranging from 8 to 30 people per conference) with
adapted tools for each department (finance and op-
erations, marketing, BPO, sourcing, sales and account
management)
• To facilitate the entire program of conferences and
coach particular groups on the planning model, the
implementation and the desired outcomes
Target group
• board members (8-10 people)
• working level population (52 people)
Approach
Aura Serea | HR Perspectives used the 10 years of
knowledge and experience in management and facilita-
tion to design and create the content of the program
and of each conference. We delivered the conferences
during a 2-3 months time span, including mixed popula-
tion (departments and seniority) to enhance know-
how transfer and encourage professional development
opportunities.
Aura Serea | HR Perspectives insured a tight organiza-
tion of administration, logistics and communication
process to allow:
• High quality of service to all participants
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• To design administrative, logistics and communication
process handled by Aura Serea | HR Perspectives’s
team
• To design and implement follow-up activities from
coaching to tailored leadership programs
• To coach the board members on the expected out-
comes correlated with the current reality of the mar-
ket, industry and company
• To train the management population on how to han-
dle operation wise the planning process back to their
teams and cascade the set business objectives
• High speed of live feedback delivery
• A 20h/ day presence at client’s disposal during the
conferences
• A highly individualized approach but still allowing
timely delivery for the entire program
• Communication during the entire program was han-
dled from a change management perspective
• Our senior consultants guaranteed a high level of
service in terms of delivery and feedback process
 Result
• Roll-out of the entire program starting with a pre-meeting preparation kit which involved business analysis from
all the participants at the conference and finishing with a 2 weeks follow-up program of coaching sessions with
the board members and their teams (end FY 2012, 2013)

• 5 days Planning Conferences for the Board level (end FY 2012, 2013) and 3 days Planning Conferences for each
department of the company with the working level population (beginning FY 2014)

• Included Mission, Vision, Values session to refresh the company’s identity within the board team

• Designed a tailored competency model based on the new company’s values for 3 seniority levels: board, manage-
ment and staff that became the backbone for every people management system in the company: recruiting, pro-
motion, development, evaluation and rewards.

• Additional consultancy services at the level of coaching, training of HR, coaching of managers in use of people
management tools and business planning

Client’s words:

“Aura is great at setting things straight, at clearing out the thickest daze of
workflow&process entanglements. She is best at setting healthy boundaries and
responsibilities. I'll work again with her in the future ! :)”

Popular tags in the program

#business planning, #OGSM, #planning conference, #team performance, #talent development,

#across leadership levels, #training, #coaching, #business focused, #results driven, #company
mission vision values, #competency model

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 C O N TA C T

Aura SEREA
managing partner

004 0740 01 75 15
hrconsultant@auraserea.ro
http://auraserea.com