Stuart Levine and Associates
100 Jericho Quadrangle
Suite 111
Jericho, New York 11753
Phone: (516) 465-0800
Fax: (516) 465-0801
OUR SERVICES

 



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GENERAL PRODUCTS & SERVICE OFFERINGS

Culture Change

The fundamentals and rules from both The Six Fundamentals of Success and Cut to the Chase serve as the foundation for the accelerated learning of a senior leadership team and subsequently an entire organization. Embracing the importance of leading through values and making decisions based on data and effective processes, provides an organization with the skills and tools to focus on the customer, eliminate communication breakdowns and strengthen financial performance. Our work helps to increase valuation of transactions as well as helping companies to redefine their customers and restructure their organizations based upon changing external needs.


Strategic Planning & Implementation

We facilitate a strategic business planning process for our clients that creates a broadly owned practical strategic plan with 4-6 key drivers that can be implemented throughout the organization. This disciplined process, takes the institutional wisdom and internal knowledge of the company to develop strategies, create processes and build strong teams that work together as a productive, collaborative and unified force. Planning is preceded by the creation of a new vision, mission and core values to drive the process. Our process ensures organizational support and buy-in, and provides the project management skills and tools for teams to implement new strategies. We create common language and common practice and work with organizational leadership to increase leadership capacity and accountability with focus on sustainability and results.


Merger & Acquisition Work

Our firm has a specialty in conducting due diligence in the financial sector prior to a merger. We focus on issues pertaining to market reconnaissance, deeper analysis in financial metrics uncovering things that a forensic auditor might not drill through, human issues like mission, strategy and turnover, governance and board related issues, as well as regulatory issues. In addition, we provide value as project managers, with oversight of both legal and accounting firms, so that CEOs can continue to run their franchises effectively and drive forward to a successful conclusion.


Board Governance

We help provide boards of directors guidance on processes and best practices for board governance. We focus on assessing board members and committees, as well as how the board is functioning as a whole. We can assist members in understanding their changing fiduciary responsibilities and developing the key leadership skills that will enable them to effectively serve on boards to meet the strategic and financial challenges of their organizations. We make recommendations on elements of the board, committee and membership structure and operation including mission, director’s and chairman’s roles, responsibilities and interfaces, board size, terms of membership, board books and preparation, meeting effectiveness, support requirements, Chairman and director compensation, insurance and individual guidance and support as needed.


Team Effectiveness and Alignment

We provide a comprehensive team development program that is much broader and deeper than traditional team building. Team effectiveness development is focused on the business of the team. It fosters the development of team social structures that are optimally suited to the work at hand. It focuses on matters such as refining team processes of collaboration, strengthening mutual accountabilities and solidifying team cohesion around shared strategic objectives. Assignments can include 360 degree feedback assessments, group coaching at operations meetings as well as one-on-one coaching with team members to help drive improvements in the effectiveness of the team and its leadership.


Senior Executive Leadership Development

Transitions in leadership and innovative strategic initiatives often require a process that creates momentum, engagement and focus. We are adept at creating inclusive processes that stabilize an environment, asserts leadership, sets the stage for a successful strategic planning process and aligns the team. We work with the C-Suite to communicate with the board as well as the senior leadership team to develop leadership capacity for delivering results. These communication strategies are developed and implemented up as well as down, both internally and externally to reach all stakeholders.


Leadership Development Training:

SL&A provides customized training to the country’s leading corporations. We use our perspective and experience in strategic planning and culture change to ensure our training is linked to larger business issues that support strategic efforts critical to sustainable change and linked to business results. Our programs cover a wide range of leadership topics including: The Power of Fundamentals Executive Program, Cut to the Chase Productivity and Effectiveness, Financial Literacy, Ethics, Project Management, Customer Service, Team Alignment, Motivation and Feedback, Coaching, Communication, Meeting Management and many other customized programs to fit your specific needs.


Succession Planning

SL&A helps organizations to create a clearly defined vision for the future as well as an understanding of the resources needed to fulfill that vision. We provide strategies to close the gap between where you are now and where you want to be, with focus on ensuring a pipeline of leadership talent, well prepared and positioned for advancement. We additionally provide a Model “Fellows” Program for targeting talented young professionals and providing leadership development that demonstrates the value placed on employees and perpetuates leadership excellence.


Healthcare Customer Service and Member Satisfaction Initiatives

We have designed and delivered the B.E.S.T™ Process to create patient-centric organizations and productive and aligned teams that work together to increase patient satisfaction and improved communication between labor and management and better financial results. Results not only include higher Press Ganey scores, but greater engagement and passion for the mission of the organization. We additionally have expertise that allows us to effectively assess a client’s current measures and metric structure. Based on Best-in-Class and Best Practice methodologies, evaluations are reviewed and analyzed. Recommendations are developed by SL&A to create future state Key Performance Indicators and Measures. KPI’s and associated measures allow the organization to develop a Best-in-Class Measurement Structure that can be used by the organization’s senior executives to better monitor, understand and effectively react to achieving the business Goals and Objectives.


Operation Processes & Implementation

SL&A has a skilled team that has extensive background in process analysis and improvement, productivity assessment and improvement, systems analysis, organizational design, as well as certified project management leads that are well-versed in the formality of large scale project implementation. These team attributes provide for a flexible approach that allows SL&A to transverse across multiple industries and provide best-in-class results.


Retreats

We are skilled at designing and facilitating focused retreats that provide the right process and outcomes. Our expertise in this area combines the right pre-work, the right agenda and the necessary follow up to ensure that engagement from the retreat is the beginning of an effective process for sustainable change.


Assessment Tools

CEOs are often looking to effectuate changes such as devising and implementing mission-driven and innovative strategies as well as developing the capacity of their senior leadership teams to align themselves effectively, engage their teams and establish clean accountability and responsibility for results. We design and conduct custom-designed assessments with key stakeholders to gain perspective on both challenges and opportunities facing the organization, synthesize the data and present confidentially to begin a focused and inclusive process that sets the stage for creating shared expectations and priorities. We conduct 360 degree assessments, board assessments, and electronic surveys that can be done quickly and effectively to gather critical information for determining challenges and obtaining feedback and insights into your business and its culture.


Speaking Engagements

Many organizations today are focused on actively improving workplace effectiveness. Customized workshops and speaking engagements are designed to keep the workforce engaged, motivated and aligned and to help change behaviors that impact an organization’s culture and results. Key practical tools from Stuart R. Levine’s international bestselling books, The Six Fundamentals of Success and Cut to the Chase can be implemented immediately. SL&A has offered these services as Value-Added events for customers of our clients. Breakfast or lunch meetings that bring customers together and provide information that can help them to run their businesses more effectively can strengthen your partnership with your existing and/or potential client base.


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