Planning consultants with a game-changing process

Success doesn't just happen. It's planned for.

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Method Frameworks: Planning consultants with a game-changing process

Who We Are
A division of Forte Solutions Group, Method FrameworksSM
serves some of the nation’s largest organizations with results- Guide to Successful Planning
driven planning solutions that turn traditionally unproductive
planning exercises to operationally-valued outcomes.
• Download it here

Our goal is to provide organizations with meaningful, targeted,

and executable plans that consider all aspects of the organization’s
unique business “ecosystem”. We strive to do this while
transferring our knowledge to our client’s staff and do so with our
client’s budgets and desired outcomes at the heart of our work.

We are driven by seven core values:

•  roviding clients and staff with honest and truthful
P
information - always
• Creating client-centered value
• Doing the right things, right - every time
• Taking care of our staff
• Building strong, long lasting relationships
• Respect for all people and ideas
• Giving back to our communities

Our Team
We employ proven best practices, real thought leadership,
and devoted senior consulting talent to work within your Success Stories
organization as part of your team. The Method Frameworks
When one of the foremost government
team of analysts, executive business leaders, and facilitators
consulting firms in US needed to evaluate
are the best of the best. With no less than 10 years applied
its existing services and make vital
business experience and meeting our rigorous hiring standards, improvements, they called on Method
our team defines the standard in management consulting. Frameworks. We provided an in-depth
assessment of their current strategies,
service levels and evaluated and
Our Clients formulated a plan to successfully acquire
 ome of the nation’s largest organizations are using our
S additional government business.
Planning Framework. Companies like:
The Results:
• Multi-billion dollar manufacturing organizations
• An executable organizational transformation
• Multi-billion dollar airlines and client acquisition strategy.
• County governments
• Savings of millions (in dollars) of
• Multi-billion dollar real estate investment trusts
process optimizations.
• Multi-billion dollar consulting organizations

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Method Frameworks: Planning consultants with a game-changing process

What We Do
MethodFrameworksSM provides a holistic and comprehensive
planning approach (known as Plan4SM) that can be applied Guide to Successful Planning
to ANY situation (business or technical) in which planning,
and more importantly, the outcomes of those plans are
• Download it here
consequential to our clients.

Our planning approach:

• Provides REAL business truth
• Eliminates misinterpretation Success Stories
• Reinforces and compliments existing planning
When an information technology-based
• Delivers desired outcomes organization was struggling with new
• Provides unambiguous direction client development and a fundamental
lack of any culture, they called on
• Enforces accountability
Method Frameworks. We worked with
• Delivers highest value opportunities first, faster the executive leadership team to
identify the firm’s weaknesses, uncover
potential capabilities and profoundly and
successfully change their organization.

The Results:
• A top down reorganization of the
company.

• A sweeping review and overhaul of

the company’s value proposition and
market strategy.

• A comprehensive competitive
mitigation and awareness strategy.

• A fulfilling talent acquisition strategy.

• Defined organization, culture and

services - positioning the firm for
success.

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Method Frameworks: Planning consultants with a game-changing process

Plan4SM:
Our Proprietary Planning Process
The pace of change in the global and local marketplace Guide to Successful Planning
requires that business leadership define and evolve their
plans while the organization is in full motion. Our Plan4SM • Download it here
process enables organizations to do just that -- work toward
“big picture” objectives while continuing the day-to-day work
of delivering to customers and gaining market share.

Specifically, the Plan4SM approach provides our clients Plan4SM consistently

with describable, actionable, achievable and predictable
outcomes. It justifies the plan rationale, prioritizes based on provides 140% or
objective and historical data, and eliminates non value-add greater ROI to CEOs
distractions. in organizations with
annual revenues of
In addition, Plan4SM is a scientifically-based planning process
$100 million or more.
that can be used across a wide range of applications at the
enterprise, departmental, or project level.

Applications of Plan4 Enterprise Departmental Project

Strategic Planning Departmental

Re-Organization
Enterprise Resource
Planning Sales Strategy Development
Large Methodology Training
Planning Governance Office Departmental Strategic
Alignment
Program Management Office
Departmental Process
Reorganization Optimization

3+ Departments working
Collaboratively

New Business Unit / Group Software Based

Development Enhancements for
Medium
Specific Business Units
Portfolio Management Office

New Team / Department

Executive Management
Facilitation
Problem-Solving Client Organic Growth Business Case
Strategy Development
Executive Workshop Product Selection /
Directional Analysis Process Optimization for Evaluation
Line of Business Change Management
New Growth Options Analysis
Launch of New Product

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Method Frameworks: Planning consultants with a game-changing process

Method Frameworks Plan4SM vs.

Traditional Planning
Most planning efforts fail to deliver the intended ROI. Why? Guide to Successful
Success Stories Planning
The reasons vary, but the most common are:
When a multi-billion dollar airline needed
to improve business analysis and project
• More art than science in the planning approach management for solutions delivery, they
•  ailure to define the "real" outcomes in a concise set of
F called Method Frameworks.
statements
The Results:
• Variability in the plan caused by language
• Comprehensive customized analysis
•  ailure to define and execute initiatives successfully based
F training successfully delivered.
on the plan
• Definition and implementation of
customized solutions delivery methodology.
Plan4SM is a comprehensive scientifically-based planning
• 17% increase in on-time, on-budget
process that generates ROI of 140% or MORE. This is in stark project delivery.
contrast to most traditional planning efforts which frequently
fail to deliver, providing an average value of 34% or less.

Method Frameworks Traditional Planning

“Customer”-Centered Internally Focused

Holistic - Top down and bottom up Top down management

Communications and Culture-based Technical

Alignment with business vision departmentally-based

Long and short term (linking planning with the Budget focused
successful execution of plans)

Value-Driven Done to meet requirements (shareholders / “what

we’ve always done” / expectations)

Prioritizes opportunity by value to the organization Prioritizes by subjective means

and end customer impact - scientific prioritization

Assigns responsibilities and accountability Assigns who is responsible for what task but does
not assume responsibility or accountability - CEO
default accountability

Inclusive Exclusive

Unifies functions Distances functions

Recognizes staff as active in development and Recognizes staff as an object to implement the plan
realization of key outcomes

Encourages facilitation and empowerment Controlling

Is based on business truth - without subjectivity Truth is in the eye of the beholder

Builds relationships of confidence Creates lack of confidence

Transparency Black box

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Method Frameworks: Planning consultants with a game-changing process

The 5 Keystones of Plan4SM

1. Accountability, Performance & Reward
Reaching your organizational objectives requires more than just a plan; Guide to Successful Planning
it requires people who have sufficient incentive and understanding to
execute to that plan. Employees that understand what is being done, • Download it here
why, when, and how they can contribute become empowered team
players. It is for this reason that accountability, performance, and reward
comprise the first keystone of the Plan4SM approach.

2. Acceleration
Historical acceleration is an important value to our process. It is
an indicator of organizational reality and a predictor of the future.
It is the rate of change (accomplishment of objectives) for the
organization - moving from idea generation through implementation.
When we bring historical acceleration into the planning process, Value Driven
we take into account both the “speed” at which the organization Outcomes
accomplishes tasks and the desired direction of the organization.

3. Energy and Focus

Organizational energy and focus are critical components to the
achievement of success or sustainability of the organization’s
progress. The Plan4SM approach focuses and provides energy
(excitement) back into the traditionally “boring” and uninspiring Acceleration
planning process. With renewed energy and focus a team becomes
more effective as a result of “doing the right things, right”.
Accountability,
Performance
4. Communication
& Reward
The Plan4SM approach to communication is multi-disciplinary,
meaning that we look at the organization holistically. We
consider how the organization communicates today, the issues Energy
and risks that the existing communication strategy poses to & Focus
the organization, and how the organization needs and should
communicate various planning results.
Communication
5. Clarity and Visualization
Clarity and visualization of outcomes allows those involved with
Clarity &
the project to have insight through efficient and effective means.
Visualization
It enables understanding, early detection of issues, and the ability
to determine patterns. We accomplish clarity by clearly defining
the vision and mission of the organization. Visualization is achieved
through our tactical task boards and unique visualization workshops.

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Method Frameworks: Planning consultants with a game-changing process

What Can Plan4SM Accomplish For Your

Organization?
Guide to Successful Planning
•  educe risk by eliminating variability and ambiguity in
R
language, outcomes and process • Download it here
• Provide a customer-centered perspective
• Create hard links between planning and execution
• Facilitate bidirectional communication
• Enforce accountability
• Empower your organization with "Business Truth" Success Stories
• Provide clarity and steps to achieve outcomes
When a large national Real Estate
•  an be applied in any context (internal, external, business
C Investment Trust needed to make sweeping
or technical) organizational transformations in loan
• Provide repeatable, predictable, measurable results origination, servicing, security and overall
replacement of supporting technology
• Develop plans more efficiently with flawless delivery
systems, they called Method Frameworks.
• Cost savings through a repeatable set of processes
• Minimal intrusion to your organization The Results:
• Successful replacement of
technology systems.

• New loan servicing and structured

finance program.

• Automated processes.

• Executable critical
communications strategy.

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Method Frameworks: Planning consultants with a game-changing process

Become a Client
Let us count your organization among our valued and
successful clients. Contact us today to learn more about Guide to Successful Planning
Method FrameworksSM and our Plan4SM approach.
• Download it here
(972) 516-3807
1-877-31PLAN4 - (877-317-5264)
Email: inquiries@methodframeworks.com
Online: www.methodframeworks.com

Address:
101 East Park Boulevard
Suite 600
Plano, Texas 75074

Success Stories

When a multi-billion dollar manufacturer

was undertaking the largest capital
investment project in their 100 year
history and spanning 65 countries, they
called Method Frameworks.

The Results:
• Comprehensive planning and execution
that resulted in the successful delivery,
on-time and on-budget, for the massive
set of global initiatives.

• Recognition from the Board of Directors

that they had never witnessed a more
successfully planned and managed
engagement…ever. They were especially
impressed given the magnitude of
the business changes called for and the
complexity of the global scope.

© Copyright 2009 Forte Solutions Group, LLC All rights reserved.

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