CONSULTING: DFPI; DRE; Other

CONSULTING SERVICES

If your escrow Company is a leader, or wishes to lead the industry in taking their company beyond the norm of a traditional company, consider our Consulting Services in taking you to the next level.

Our extensive experience (Fortune 500 Financial Services giant to Paragon Decision Resources and SMS), can help you meet and exceed your operational objectives, improve employee morale and team building, and enhance your overall customer service resulting in greater customer loyalty and referral business.

Contact us for a “no-cost” initial discussion of your needs and what you wish to accomplish! We look forward to hearing from you!

Offering the following services:

HR Consulting (excluding benefits/payroll)
Strategic Planning/Business Planning
Mission/Vision/Values Creation
Employee Surveys/Organizational Assessment
Employee Relations Training/Counseling
Policy/Procedure Manual Development
Performance Management Systems
Team Building
Customer Service
Custom Workshops/Consulting Needs

Offering includes In-House training and consulting services; or by phone/email. Call (949 589-1460 for details).

HR Consulting Services
What You Will Receive

Partnering with Company Management on HR/Strategic Initiatives
Employee Relations Counseling (Fee Based)
Consulting Services (General to Specific)
Organizational Assessment/Situation Analysis
Strategic/Business Planning (consulting and/or training)
Policy/Procedure Manual Development
Employee Survey & Results Analysis

Strategic Planning/Business Planning
What You Will Receive

Situation Analysis
Organizational Assessment Analysis
– Staff Interviews and/or Survey
– Management Interviews
– Senior Management/Owner Interviews
“As Is” – “Should Be” Analysis
S.W.O.T. Analysis
Mission/Vision/Values Creation (Optional)
Managing the Strategic Planning Process (Tips)
Core Business/Personal Strategy Development
Communicating the Plan (Pre/During/Post) Strategy

Mission/Vision/Values Creation
What You Will Receive

Establishment of Company Mission and Vision Statements
Establishment Values Statements That Guide the Organization
Linkage to Operational Plans; Strategic Initiatives; Marketing Material; Hiring; Company Branding and Policy & Procedure
Development of Implementation/Communication Strategy
Implementation/Energizing Workforce Through Employee Involvement
Tools to Manage/Champion the Process
Development of Industry “Best Practices” (optional)
Tips & Techniques t Sustain the Effort/Maximize Results

Employee Surveys/Organizational Assessment
What You Will Receive – Employee Surveys

Development of a Custom Survey that Aligns with Organizational Needs/Operational Objectives
Development of a “Positioning” Strategy with Senior Management/Company Ownership
Managing Distribution of Survey as a Third Party
Managing the Tabulation of Results
Analyzing Result Findings (Report)
Providing a Narrative (Verbal/Written) Explanation For Management – What Survey Says
Assistance in the Publication of Survey Results
Development of Communication Plan to Share Results

What You Will Receive – Organizational Assessment

Defining Organizational Alignment (What Needs To Be Done)
Conducting Situational Analysis (Where We Are Now)
Conducting a GAP Analysis (Shortcomings; How Do We Get There)
Defining Organizational Needs (Now and in the Future)
Identifying Organizational Barriers To Success
Managing Employee Involvement in the Process
Developing Action Plans For Achieving Results
Creating Follow Up Mechanism to Stay On Course
Development of Communication Plan

Employee Relations Training/Counseling
What You Will Receive

Employee Relations Training For Managers/Owner
– ½ day Training Sessions – Your Location or Ours
Employee Relations Consulting/Counseling – Case by Case Basis
Conducting Investigations “How To” Tips & Techniques (You Do)
Investigation of Specific Incident(s) – (We Do)
Assistance in Managing Difficult Employee Relations Issues
Documenting Employee Performance – Using Progressive Discipline
Insulating Self/Company from Employee Claims
Responding to Employee Allegations
Assistance in Drafting Written Notices/Termination Notices to Staff
Managing the Termination Process

Policy/Procedure Manual Development
What You Will Receive

Assistance in Defining Organizational Needs (Manual Style)
Identification of “Must Have” Topics
Meeting With Management on Current Company Policies Written & Unwritten
Development of Written Company Policy/Procedures
Work Progress Review Meetings
Development of Final Manual
Company Logo Integration
Company Forms Manual Integration (Optional)
Policy & Procedure Manual Printing (Optional)

Performance Management Systems
What You Will Receive

On/Off Site Company Only Training or Integration within Regular Class (Open to All) Course Offering
Tools for Coaching/Improving Employee Productivity
Tools for Employee Retention
Tools for Employee Career Development
Tips on Team Building Through Performance Management
Implementation of a Formal Performance Management System
– Coaching Employee Performance
– Goal Setting to Meet Personal/Business Objectives
– Performance Appraisal Implementation/Refinement
Tips & Techniques for Managing Employee Deviations
Creation of “Standards of Performance”
Linking Performance To Company Objectives & Business Results
Development of a Communication Plan (Introduction)
Improved Communication Between Staff/Management

Team Building
What You Will Receive

Team Needs Analysis & Situational Analysis
– Where Team is Now (What is going well; What needs to Improve)
– Where Team Needs to Be (Future)
Team Building Training Workshop
Team Building “Tips” and Techniques
Team Building Group Exercises & Debriefing
Personal Style Assessments (ex. DISC Model; other)
Use of Brainstorming/Process Improvement Initiatives
Understanding Intrapreneurial Spirit and How It Can Enhance Team Work, Customer Service and Business Results
Understanding and Implementation of a “One Team, One Focus” Philosophy and How To Get There

NOTE: Team Building Training Sessions and/or Consulting Services can be customized, based on the needs of the organization, team’s objectives, group dynamics, corporate culture, business needs and other variables.

Each in-tact team faces different issues/challenges. Programs generally need to be tailored to the specific needs of the team and of the organization.

Off site team building sessions can be conducted (optional).

Customer Service
What You Will Receive

Professional In-House (Your Site or Ours) Customer Service training that focuses on the Escrow Customer
Customer Service Consulting Service
Understanding of Life Time Value of Customer
Linkage to Company Mission/Vision/Values and Marketing Strategy
Linkage to Business/Strategic Plan
Tools to Use to Enhance Customer Service
Tools to Manage Customer Complaints and Tough Requests
Changing The Corporate Culture/Mentality From “Processing Escrows” to “Managing the Customer Experience”
“Tips” on Ensuring The Customer is Number One (from Management Meetings to Performance Reviews, Hiring Practices and Forms Design)
Facilitation “Tips” for In-House Group Customer Service Improvement Meetings

Custom Workshops/Consulting Needs
Because of the nature of customer work, please call our office to discuss your plans further. We can then assess your needs and provide you with the appropriate feedback relative to your request(s).

Call 949- 589-1460