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 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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“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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“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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“I want to convey that Osborne would be a valuable resource for entities looking to engage the types of services they offer. I would not hesitate to refer someone to Osborne in the future.”
Heather Gore-Hickman – Trustee & Chair of Audit Committee, Kisoniyaminaw First Nations Heritage Trust Fund
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“Osborne provided us with the interim management and business advisory services we needed at a critical juncture for the company. I would highly recommend them.”
Dr. Kevin Maloney – Board Chair, Line of Fire Inc.
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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
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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 needed interim leadership during a time of transition and Osborne’s Principal exceeded our expectations. He was able to garner both staff and funder support and ensure continued excellence in program delivery. He also found a very dynamic new executive director for us. I would highly recommend Osborne’s services to other organizations.”
Krystyna Williamson – Board Chair, Calgary Bridge Foundation for Youth
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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
-
“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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“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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“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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“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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“After an exhaustive and inclusive recruiting process led by Osborne we were pleased to find a local Calgarian in our own backyard to take on the position of President and CEO. We were impressed by the quality and experience of applicants that applied, which made our decision even more challenging. I would personally like to thank (Osborne Principal) Mark Olson for his first class leadership over the last eight months.”
Cory Hetherington – Chair, Simon House Recovery Centre
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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 able to fill a team lead-mechanical integrity position on our production reliability team with an interim from Osborne. The Principal did an exceptional job for us over the six month contract. It wasn’t only the technical qualifications the Osborne interim brought to the position, but his business/entrepreneurial experience and leadership qualities that created value for the company.”
General Manager, Production Reliability, Canadian Oil & Gas Exploration & Production Company
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“The Calgary International Film Festival contracted Osborne to develop, with senior management support, a capacity expansion plan that was strategic, specific and attainable. Osborne delivered on all counts and on schedule; receiving unanimous Board approval to move forward in the plan’s execution. I would not hesitate in recommending the Osborne team.”
Stephen Schroeder – Executive Director, Calgary International Film Festival
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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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“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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“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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“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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“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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“With Osborne’s assistance, we validated our business concept in the marketplace and identified potential partners for our social enterprise, giving us more than a kickstart at launch. They listened to our goals and objectives, completed all work on time, and exceeded our expectations and the plan scope. We would recommend their services without reservation.”
Garth Johnson – CEO, Meticulon
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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 used Osborne to develop improvements to a number of education courses offered by our association. They delivered great work, great ideas for improvement and did it on time and on budget.”
Gary Belgrave – CEO, Radio Marketing Bureau of Canada
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“Osborne provided us with the interim management and business advisory services we needed at a critical juncture for the company. I would highly recommend them.”
Dr. Kevin Maloney – Board Chair, Line of Fire Inc.