What is It?
A one, half-day (5 hour) review of how your organization has evolved, its current challenges and its opportunities for growth.
Why is This Important?
The pace of change, especially with the pandemic, has impacted how we all do business. A shifting socio-economic landscape combined with the ongoing impact of a pandemic has wreaked havoc with conventional thinking. Strategies developed a year, or even six months ago, may no longer be adequate. Leadership is under the microscope, digital transformation is disturbing traditional business models, and the mental health of workers is of great concern. There is no manual to provide guidance through this.
How Can We Help?
By bringing together a team of senior Osborne Principals and Advisors (typically 3 – 5), each with their area of special expertise, we can look at your situation with a different and varied experienced lens. If we owned the business, what would we be doing with it?
Who Should Participate?
Your senior management team, the key decision makers and the business owners. We suggest a maximum of 6 participants with 3-4 being the ideal.
How Does the Process Work?
- We’ll sign a non-disclosure document.
- As part of our current state analysis, we would typically review your current business plan, financials and any other background documents for the Osborne team to pre-read and conduct internal discussions.
- The half-day session will be scheduled, and an agenda distributed to all participants.
- All notes/screen shots from that day will be provided to you.
- Within two weeks the Osborne team will deliver its report and walk your representatives through our findings and recommendations. You will own this document.
What’s the Cost?
That is the best news! Because we don’t have the overhead of the large multi-national consulting firms, we can offer this service with just as much talent around the table at a fraction of what they would charge. One set fee tailored to your needs and capacity.
If you’d like to know more about the assessment or our company, please get in touch.
Have Questions?
Please contact us if you have any questions or would like to schedule a half-day assessment.
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Osborne was able to meet our timelines to have an interim CFO in place. The Talent Acquisition Specialist did a great job for us. Given our positive experience we would consider using Osborne again in the future and highly recommend its services.
Greg Pauls – General Manager, Parallel Ag Group
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Our Executive Director left us at a critical time in the Park’s development. We couldn’t afford normal search firm fees and needed to expedite a campaign as soon as possible. Osborne knew our business and our urgent situation. Working with their partners at ScoutTalent they found us a tremendous candidate within 60 days of starting the campaign. It was both an effective and efficient process.
Georg Paffrath – Chairman of the Board, Glenbow Ranch Park Foundation
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Osborne Talent Acquisition supported our recruitment efforts for a new CEO from start to finish. They helped us develop the right profile for the individual we needed and then oversaw a process that resulted in a significant number of very qualified applicants. Their engagement in the screening and interview process led us to hire a terrific new CEO, bringing much-needed relief to the Board and invaluable momentum to our Society. I’d highly recommend their services to any other charitable or not-for-profit organization.
Julie Hamilton – Board Chair, Palliative Care Society of Bow Valley
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Osborne’s approach to talent acquisition led us to a great hire for our senior accounting role. The process from end to end was very efficient and effective, saving our team a lot of time.
Jenn Mitchell – CFO & Partner, Crop Management Network
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I want to express our gratitude and my gratitude for how Mark Olson of Osborne Interim Management has led us through the last six months. There is no denying his expertise is exactly what we needed and has us on the even footing we needed to pass the baton to our first ever Alberta Grains Executive Director. Thank you isn’t enough but I say it most sincerely.
Tara Sawyer – Chair, Interim Board of Directors, Alberta Grains
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Osborne brought both expertise and capability to help us validate and plan some significant organization changes which we felt we needed to meet operational challenges and position the business for the future. Osborne helped us communicate the changes to our wider leadership team and then fielded an Interim Executive to help us deliver them. The Interim Executive adapted well to our organization and successfully stabilized and improved our hospitality operation so that we are entering the winter 22/23 season with much-improved capability and confidence. He also ran a successful recruitment process for us to fill the role on a permanent basis with a strong candidate joining us in time for the start of the winter season. I would highly recommend the services of Osborne Interim Management for both consultancy projects and provision of interim executives.
Darcy Alexander – Vice President & General Manager, Sun Peaks Resort LP and Sun Peaks Grand Hotel LLP
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Osborne Interim Management was able to provide us with interim leadership during a period of significant transition and organizational rejuvenation. In addition to the Principal who acted as Interim Executive Director, they provided resources as required to facilitate a strategic planning session and update our Personnel Policy manual. The Interim then led the recruitment process that helped us find and onboard our new CEO. I would highly recommend the services of Osborne Interim Management.
Victor Benz – President, Alberta Fish and Game Association
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“Osborne Interim Management supported our recruitment efforts for a new CEO from start to finish. They helped us develop the right profile for the individual we needed and then oversaw a process that resulted in a significant number of very qualified applicants. Their engagement in the screening and interview process led us to hiring a terrific new CEO, bringing much needed relief to the Board and invaluable momentum to our Society. I’d highly recommend their services to any other charitable or not-for-profit organization.”
Julie Hamilton – Board Chair, Palliative Care Society of Bow Valley
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“Osborne effectively employed a team approach in assisting our company with several significant projects in 2021. Their ability to communicate with stakeholders internally and externally really helped our leadership team validate and focus our needs.”
Bob Wilcox – President, Glacier FarmMedia
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“We engaged Osborne Interim Management to redesign our outdated website, wanting to modernize the design and make it easier to read and understand. Working with little direction and with a short time frame, Osborne was able to produce a dynamic, fresh and user-friendly website on time and under budget.”
David Dial – VP Corporate Services, Next Hydrogen
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“Osborne Interim Management provided invaluable assistance to us as we merged three different operating entities into the new 4-H Alberta. Mark Olson as Interim CEO of the 4-H Foundation and Judy Williams as communications strategist played a significant role in our transformation and I would highly recommend their/Osborne’s services.”
Kim McConnell – Former Interim CEO, 4-H Alberta
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“The Osborne Principals assisted us in identifying areas of improvement, then worked with us to make their recommended changes. Their actions have had a positive impact on the way we operate our business.”
Andy McKnight – Partner, Maskell Plenzik & Partners Eng.
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“We engaged Osborne Interim Management to assess the capacity of our Canadian Operations in the wake of ambitious five year growth plans. Not only did the Osborne Principals deliver a thorough report, but they provided us with valuable tools to undertake ongoing analysis and forecasting based on a number of Canadian market variables.”
Elias Partyka – Director of Global Marketing, Gowan Company, Yuma Arizona
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“As a young charity, early guidance from the Osborne Interim Management team provided timely direction as we developed the YouQuest service in support of younger families living with dementia. It was energizing to learn from each team member and very rewarding to feel their personal interest in our progress and future success.”
Myrla Burlman – Co-founder, YouQuest
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“I would recommend Osborne Interim Management’s approach for any organization looking to add coaching and mentorship into their workplace for senior and mid-management staff.”
Randy Williams – President, Premiere Suites Western
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“We engaged Osborne to undertake a thorough assessment of our business and the marketplace which involved interviewing multiple stakeholders in the development of a five year strategic plan. We were more than pleased with the results and wouldn’t hesitate to refer the quality of their work to others.”
Dave Hansen – President & CEO, CANTERRA SEEDS
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“For organizations looking for interim executive support, I would highly recommend Osborne Interim Management. They provided us with a quality CFO until we could hire a full-time replacement for this position. It was a seamless, effective process.”
Sandip Lalli – CEO, Calgary Chamber of Commerce
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“We contracted Osborne Interim Management to help transition our Foundation into the future with stronger processes, plans and leadership. We were very pleased with the results and would highly recommend their work.”
Reiny Kristel – Board Chair, Stockmen’s Memorial Foundation
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“The Osborne Principals our business has engaged have delivered important support to our business in a number of areas and provided excellent value.”
Barry Schmitt – President, Barr-Ag
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“On behalf of the Chiniki Nation, I would like to express my appreciation and gratitude for the remarkable work you have done in creating the Chiniki Cultural Centre. Your contribution to bringing our culture to the public, in an authentic and respectful way, has been invaluable. We appreciated your approach and your ability to bring people together in creating this special Centre where our people can celebrate their culture. We take great pride in our traditions, our culture and our history. You have created a place where those traditions can be celebrated and shared.”
Chief Aaron Young – Chiniki First Nation
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“Osborne worked with the Chief Financial Officer of a well-established Western Canadian advertising agency to review financial statements, financial forecasts and associated documentation to provide financial acumen and advice regarding current business challenges and their interrelationship. The Principal encouraged open communication of the various issues and was a sounding board for the executive team to review and clarify financial impacts of organization complexity. The result was we were able to move forward on some difficult decisions.”
CEO, Western Canadian Advertising Agency
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“On behalf of the Chiniki Nation, I would like to express my appreciation and gratitude for the remarkable work you have done in creating the Chiniki Cultural Centre. Your contribution to bringing our culture to the public, in an authentic and respectful way, has been invaluable. We appreciated your approach and your ability to bring people together in creating this special Centre where our people can celebrate their culture. We take great pride in our traditions, our culture and our history. You have created a place where those traditions can be celebrated and shared.”
Chief Aaron Young – Chiniki First Nation
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“Osborne provided our organization with insightful and efficient personnel for our accounting records, processes and reports. During their tenure, they improved reporting accuracy and made numerous changes in process for organizational effectiveness. I would highly recommend the Osborne solution.”
COO, Not-for-Profit
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“For organizations looking for interim executive support, I would highly recommend Osborne Interim Management. They provided us with a quality CFO until we could hire a full-time replacement for this position. It was a seamless, effective process.”
Sandip Lalli – CEO, Calgary Chamber of Commerce
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“Over the course of five years we used Osborne’s interim management services in the areas of marketing, IT, human resources, finance and overall executive advisement. Their work has been a key to the overall development of our business.”
Tasha Schmaltz – General Manager, DynAgra Corp
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“In a financial crisis, Osborne provided us with immediate and focused advice. With their collective high level of experience, they quickly grasped the situation and built a strong, useful action plan. Our company survived the crisis and reached a record level of profitability in only a few short months. With continued follow up, they demonstrated a true desire to see us succeed. Western Biodiesel would not hesitate to use Osborne again for focused business advice.”
Dean Cockshutt – President and CEO, Western Biodiesel Inc.
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“Osborne was referred to us by a trusted client and they did not disappoint. They assigned a Principal to act as interim COO who did a very good job in a short period of time considering we handed him some fairly complex projects. We would not hesitate to use Osborne Interim Management again or recommend them to another business.”
Dale Franko – Managing Director, Moodys Gartner Tax Law LLP
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Our Executive Director left us at a critical time in the Park’s development. We couldn’t afford normal search firm fees and needed to expedite a campaign as soon as possible. Osborne knew our business and our urgent situation. Working with their partners at ScoutTalent they found us a tremendous candidate within 60 days of starting the campaign. It was both an effective and efficient process.
Georg Paffrath – Chairman of the Board, Glenbow Ranch Park Foundation
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“On the strength of my association with [two of its Principals], I would be pleased to retain the services of Osborne again in the future. I would further recommend the services of Osborne to any private or public sector organization who may find themselves in need of your company’s services.”
Ken McCormack – General Manager, BC Milk Marketing Board
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“We contracted Osborne Interim Management to help transition our Foundation into the future with stronger processes, plans and leadership. We were very pleased with the results and would highly recommend their work.”
Reiny Kristel – Board Chair, Stockmen’s Memorial Foundation
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“Mark Olson has completed his work as Interim CEO for Glenbow Ranch Park Foundation. This is his third assignment as an interim CEO for a not-for-profit organization that I am involved with as a Director, so I am familiar with his work. The fact that I have engaged him twice more after the first speaks volumes. You can count on a good result.”
Andy Crooks – Chairman of the Board, Glenbow Ranch Park Foundation
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“Osborne effectively employed a team approach in assisting our company with several significant projects in 2021. Their ability to communicate with stakeholders internally and externally really helped our leadership team validate and focus our needs.”
Bob Wilcox – President, Glacier FarmMedia
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“The Osborne Principals our business has engaged have delivered important support to our business in a number of areas and provided excellent value.”
Barry Schmitt – President, Barr-Ag
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“We are really happy with our decision to use Osborne to help with our company’s expansion plans. Being a small business with limited experience, it was a great relief to have someone else put together plans and forecasting that I was simply not able to do. I was surprised by the attention to detail and how much interest the Principal took in learning our business model and practises. I would highly recommend their services to any business, and look forward to a continued relationship.”
Jessica Sparrow – President, Foxy Kickboxing
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“We were at an inflexion point, wanting to take a successful single-chapter networking group to the next level. The Osborne Principal worked with us to develop a strategic plan and much more; management guidance, a pricing model and a strong tactical approach that has put us well on the path. We would highly recommend Osborne’s services to other organizations.”
Ilona Makar and Debbie Van Camp – Founders and Directors, Calgary Business Women Network
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“Osborne Interim Management supported our recruitment efforts for a new CEO from start to finish. They helped us develop the right profile for the individual we needed and then oversaw a process that resulted in a significant number of very qualified applicants. Their engagement in the screening and interview process led us to hiring a terrific new CEO, bringing much needed relief to the Board and invaluable momentum to our Society. I’d highly recommend their services to any other charitable or not-for-profit organization.”
Julie Hamilton – Board Chair, Palliative Care Society of Bow Valley
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“Our experience with Osborne Interim Management was great. We were challenged to provide information that made our business plan much stronger and we are very happy with the final document.”
Stephen Learey – Executive Director, Strathcona Health Society
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“The interim management resources we brought in for a short time provided an organized overview of our HR functionality, helped to achieve a couple of senior level executive transitions without disruption and generally helped us to build a stronger organization going forward. We feel better prepared for next steps now.”
Peter Joe – CEO, Sunrise Soya Foods
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Osborne Talent Acquisition supported our recruitment efforts for a new CEO from start to finish. They helped us develop the right profile for the individual we needed and then oversaw a process that resulted in a significant number of very qualified applicants. Their engagement in the screening and interview process led us to hire a terrific new CEO, bringing much-needed relief to the Board and invaluable momentum to our Society. I’d highly recommend their services to any other charitable or not-for-profit organization.
Julie Hamilton – Board Chair, Palliative Care Society of Bow Valley
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“Osborne Interim was able to provide us with a Principal who helped guide us through a technology start-up. His extensive business experience complemented the technical expertise we bring to the table and he continues to provide support and assistance to allow us to smoothly bring our product to market.”
David Lloyd – COO, FREDsense Technologies