Services Overview

David Focuses His Research On:

Skills Gap
Solutions

What are the most practical ideas to tackle your organization’s talent management problems?

Latest, cost-effective best practices used by leaders in other companies?
Innovative ways of thinking about solutions for critical skill shortages?
New insights into how rapidly changing technologies are impacting your workforce and skills needed?

In Depth

MultiGenerational
Workforce

How to create workplaces that engage younger Millennials & Gen-Zs, as well as veteran employees?

What are successful examples of building a Millennial-friendly culture?
Tactics that work best to improve cross-generational collaboration?
How to enhance mentoring and effective feedback skills?

In Depth

Lost
Knowledge

How to assess the costs & risks of losing critical capabilities? How to improve knowledge transfer?

What are the best tools for diagnosing the costs of critical knowledge loss, given a changing & aging workforce?
Best practice stories of effective knowledge retention?
How to implement new practices & processes to minimize the impacts of lost knowledge?

In Depth

Ways to Engage with David’s Expertise:

Keynote Speaker

Need a customized keynote speech that excites leaders & gives them a framework for immediate action? David’s speeches are always:

On target because of his in depth research on your industry, the audience & the solutions they need.
Engaging and entertaining because he connects personally with stories and lessons learned from different industries.
Practical and immediately useful because audiences are eager to have an immediate impact in their organizations.

Workshops

Benefit from David’s experience in executive education for in depth, practical learning in half to full-day programs that are:

Highly interactive and participant-centered to maximize learning & action planning.
Customized with case studies to address your organization’s specific challenges.
Supported by effective reinforcement that changes behavior & boosts productivity.
Aligned with your business strategy & performance improvement objectives.

Consulting/
Coaching

Execution of key initiatives requires effective diagnoses & expert coaching to overcome implementation obstacles. Work with David to:

Reinforce your change management skills.
Accelerate implementation of critical performance improvement efforts.
Close critical skills gaps faster, improve cross generational collaboration & minimize costs of critical knowledge loss.
Accelerate development of young leaders.

How We’ve Helped Clients

Improve Patient Safety By Retaining Critical Knowledge

Problem

Key managers in a community hospital are approaching retirement and executives worry they will leave with unique expertise about clinical processes that could impact patient safety. The hospital needs new approaches to transferring and retaining this essential know-how.

Solution

We used structured tools to assess the most critical risks and to develop a practical plan for transferring the expertise of veteran employees. Pilot projects were conducted on the most critical transitions, and the hospital’s HR staff was taught how to use the tools to improve knowledge retention in other roles.

Develop “Strategic Selling Skills” to Boost Revenues

Problem

The general manager of a leading provider of compliance and knowledge management software needs to teach veteran sales reps to engage clients in more strategic conversations to broaden revenue opportunities?

Solution

We created a series of customized workshops and webinars and developed sales tools to help account executives engage potential clients in more strategic conversations. This initiative helped the company grow revenues more than $7 million in the first year.

Generate Innovative Solutions for Multigenerational Workforce

Problem

A state hospital association needed to attract a diverse audience with an innovative program on “Managing Health Care’s Multigenerational Workforce.” The association wanted a kickoff speaker who could engage an audience ranging from CEOs and CNOs to hospital volunteers in pink coats.

Solution

We collaborated with conference organizers to design a program that fully engaged the varied audience in sharing innovative ideas. Evaluations from hospital CEOs and nurse executives confirmed that the content was very valuable and that proposed solutions were highly relevant.

Reduce Cultural Barriers to Knowledge Management

Problem

A major defense contractor’s employees are not supporting knowledge sharing initiatives needed to accelerate retention of mission-critical knowledge.

Solution

Using focus groups and interviews, we diagnosed specific cultural barriers to knowledge transfer. Then developed an action plan for culture change to accelerate retention of knowledge essential for future performance.

Drive Culture Change to Improve Knowledge Transfer

Problem

A technology-driven federal agency wants to accelerate culture change to increase knowledge retention practices when faced with a huge loss of expertise due to an aging workforce.

Solution

Developed customized case studies of knowledge loss threats facing the agency. Then delivered a series of tailored workshops, providing tools to identify capabilities at risk and practical steps to maximize knowledge transfer. Also conducted a train-the-trainer session to sustain new practices.

Enhance Board of Directors’ Decisions Linking Talent Risks to Business Strategy

Problem

A large utility needs its board of directors and senior executive team to make decisions about strategy with a better understanding of the talent management risks critical to the future of the business.

Solution

Conducted interviews with top management and delivered a customized executive briefing for the board and executive team outlining strategic drivers shaping workforce challenges and options.

Improve Knowledge Transfer From Retiring Experts

Problem

A major non-profit has an aging workforce that includes many geographically distributed managers who have detailed local knowledge and relationships. Loss of these capabilities will have a serious negative impact on operations and fund raising.

Solution

After leading a tailored briefing for the organization’s top 50 managers, we conducted pilot programs in several departments to diagnose capabilities at risk & demonstrate the value of different knowledge retention techniques.

Accelerate Development & Retention of Young Leaders

Problem

A prominent architecture firm needs to develop the mentoring and feedback skills of its young leaders. Rapid growth and fast promotions have put several Millennials in management roles they are not fully prepared for.

Solution

A company-wide program to develop mentoring skills was followed by a series of customized workshops on using feedback to improve performance. Young managers consistently reported that the techniques they learned were immediately useful in their jobs.

Engage Diverse Audiences With Relevant Skills Gap Solutions

Problem

A state chamber of commerce and state banking association need an opening keynote speaker who can provide actionable insights to a very diverse executive audience on addressing their specific talent challenges. Must meet the objectives of both statewide organizations.

Solution

We coordinated meetings with leaders in both organizations and conducted pre-interviews with members of both groups to identify most pressing talent issues and solutions needed. Delivered a tailored keynote presentation described as “outstanding” by both the chamber and banking association’s leaders.

Develop Change Management Competencies of Leadership Team

Problem

A large university needs its senior staff aligned around a new strategy to revamp the school’s online programs. This initiative requires major changes in how the institution is run and the president is concerned about a lack of executive support.

Solution

Using an extensive series of diagnostic interviews, we designed a full day customized seminar for the university’s leadership team. This built support for the new strategy, increased coordination across silos and gave executives tools needed to manage this organizational change.

Recent Keynote Speeches & Programs

“Closing the Skills Gap: Innovative Talent Solutions for a Changing Workforce,” PA Chamber & PA Bankers Assn Economic Summit

“Building Tomorrow’s Workforce in Today’s Economy: A Framework for Action,” AAA Annual Travel Conference

“Making Experience Payoff: Maximizing the Value of Mentoring,” North American Skull Base Society Annual Conference

“Tackling the Retention Problem: Strategic Solutions for the High Cost of Turnover,” AICPA, Major Firms Group Meeting

“Accelerating Leadership Development: Lessons From the Leading Edge,” Hydraulic Institute CEO Roundtable

“The Myths & Realities of the Multigenerational Workforce: Frameworks for Action,” New Mexico Hospital Association Annual Meeting

“Staying Relevant in a Changing Workplace: Leading & Learning From Experience,” MasterCard Corporation

“Managing Organizational Change: Why The Soft Stuff is Really the Hard Stuff,” Argentum Senior Living Executive Conference

“Optimizing the Age 50+ Workforce,” Bank of America Global Human Resources Summit

“Learning to Lead: Mastering Challenging Feedback Situations to Build Effective Teams,” Dyer Brown Architects, Emerging Leaders’ Workshop

“Knowledge Retention Strategies That Work!” FCC Services Executive Institute, Farm Credit System

“Confronting the Threat of a Changing Workforce: A Framework for Action,” Microsoft US CIO Summit

Services Overview

David Focuses His Research On:

Ways to Engage with David’s Expertise:

How We’ve Helped Clients

Improve Patient Safety By Retaining Critical Knowledge

Problem

Solution

Develop “Strategic Selling Skills” to Boost Revenues

Problem

Solution

Generate Innovative Solutions for Multigenerational Workforce

Problem

Solution

Reduce Cultural Barriers to Knowledge Management

Problem

Solution

Drive Culture Change to Improve Knowledge Transfer

Problem

Solution

Enhance Board of Directors’ Decisions Linking Talent Risks to Business Strategy

Problem

Solution

Improve Knowledge Transfer From Retiring Experts

Problem

Solution

Accelerate Development & Retention of Young Leaders

Problem

Solution

Engage Diverse Audiences With Relevant Skills Gap Solutions

Problem

Solution

Develop Change Management Competencies of Leadership Team

Problem

Solution

Recent Keynote Speeches & Programs

Focus Areas

Research

Learn More