jade consulting llc®. j strategic consultation engagement for puissance onze meeting a growing...

JadeConsulting LLC®

J Strategic Consultation Engagement for Puissance Onze

Meeting a Growing Industry’s Needs

Engagement proposal presented to you byJade Consulting LLC® –

Jesse Dunn, Drew Morash, and Jaclyn Tokarewicz

Presentation Delivered on Saturday, January 9, 2016

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Problem StatementJade Consulting LLC®’s Mandate

Objective 1 Objective 2Why – Analysis Why – AnalysisWhat – Strategy What – Strategy

How – Implementation How – ImplementationFinancials

The Jade Consulting LLC® Proposal ModelAgenda

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Meet Challenges and Support Member FirmsStrategic and Tactical Plan

Objective 1 Objective 2Why – Analysis Why – AnalysisWhat – Strategy What – Strategy

How – Implementation How – ImplementationFinancials


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Marketing Objective 2Bridging Promotional Gap Why – Analysis

Marketing Campaign What – StrategyHow – Implementation How – Implementation

Financials


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Marketing Human ResourcesBridging Promotional Gap Employee Analysis

Marketing Campaign Target UniversitiesHow – Implementation How – Implementation

Financials


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Marketing Human ResourcesBridging Promotional Gap Employee Analysis

Marketing Campaign Target UniversitiesHow – Implementation How – Implementation

Financials


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Problem/MandateEnvironmental AnalysisGAP AnalysisProduct-Market MatrixRecommendationObjectives

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Problem/Mandate Marketing HR Financials

ProblemEnvironmental Analysis

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What Works What Needs Work

Watch Out For Where to Grow

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What Works• Social engagement/

responsibility leader ($572,000 to schools)

• Compensation leader

What Needs Work


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What Works What Needs Work• Image problem• Underdeveloped talent

pool and lack of bilingualism


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Watch Out For• Stagnant growth as a

result of unavailable human capital and unmet client needs

Where to Grow

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Watch Out For Where to Grow• Leverage strong

university presence• Invest in promotion to

fix industry image

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ProblemGap Analysis

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• Marketing• 6.9% awareness• Image: sales-focused, boring,

bad pay• Human Resources

• Interest: 62% low, high or very high interest level

• 300 jobs created since 2007• Lack of bilingual candidates and

English training

Current

• Marketing• Increase awareness to 20%• Highlight industry human,

innovative, and responsibility sides

• Human Resources• Increase interest by 15%• Increase comfort with

bilingualism (via internal survey)

Desired

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ProblemGap Analysis

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• Interest: 35.6% high or very high• 300 jobs created since 2007• Lack of bilingual candidates and

English training

Current





Desired

Key Takeaways• Problem: Puissance 11 is looking to meet three challenges prominent in the

insurance industry to support its partners as they grow.• Mandate: To develop a strategic and tactical level plan that will enable

Puissance 11 to overcome these challenges.

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ProblemProduct-Market Matrix

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Market Penetration New Market Development

New Product Development Diversification

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Market Penetration New Market Development


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Market Penetration• Canada-focused• Replicable in

US/abroad

New Market Development


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ProblemRecommendation

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Recommendation:To launch a two-pronged campaign, focused on Marketing and Human Resources, bringing Puissance 11 out of shadows.

Marketing Human Resources

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ProblemRecommendation

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Recommendation:To launch a two-pronged campaign, focused on Marketing and Human Resources, bringing Puissance 11 out of shadows.

Marketing• Improve image of the

partners

Human Resources• Promote recruitment• Develop bilingualism of

workers

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ProblemObjectives

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Marketing• Improve

awareness to 20%

Human Resources

• Improve industry interest by 15%

Financial

StrategyBridging a Promotional GapActivity ChainImplementation

Marketing

Human Resources

Financial

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StrategyBridging a Promotional Gap

Organizational Objectives:

• Attract qualified workers

• Increase awareness of industry impact

• Increase bilingualism in employees

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Promotional Objectives:

• Human: promoting strong compensation, work-life balance

• Innovation: being seen as an exciting field, new products/services

• Social: Community citizen

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Organizational Objectives

Promotional Objectives

Traditional (TV, Radio, Print)

Online (Web and Social Media)

Events (Traditional and Guerilla)

In-Store

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Key Takeaways• Puissance 11 must align its image (and that of the industry) with its

organizational objectives• Puissance 11 must invest especially in online and event marketing to

successfully change the image of the industry

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StrategyActivity Chain

Human: Helping customers and employees

Innovative: Think Tank Contest

Responsible: Scholarships, community support, etc.

Superhero Campaign

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Finance

Research and Development

Human Resources

Infrastructure

Procurement

In-Bound Logistics Operations Out-Bound

LogisticsMarketing and Sales Services

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Finance


Human Resources

Infrastructure

Procurement



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Offer new scholarships for post-secondary students in QC, MTL, NCR and NB.

Refresh Puissance 11’s website to reflect marketing campaign and to be more interactive.

Human Resources

Translate all materials, online especially.

Hold think tank contest and consider submissions for future products/services.


Logistics

Develop social media presence and leverage it in Superhero Campaign.

Services

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StrategyImplementation

Short Term

• Now• January 2017

Mid Term

• January 2017• January 2019

Long Term

• January 2019• Onwards

Budget: $172,000

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Period Action Actor Budget Allocation

Short Term

Translate & Refresh Website MIS 15 000,00 $

Expand Social Media Presence Marketing 500,00 $

Develop Online Ad Campaigns Marketing 40 000,00 $

Mid Term

Launch Campaign & Scholarships (January 2017) Finance 30 000,00 $

Continue to Revamp Promotional Tools Marketing 25 000,00 $

Winners Chosen (June 2017) Marketing 1 000,00 $

Launch Think Tank Contest (January 2018) Marketing 500,00 $

Measure Effectiveness, Repeat Scholarship & Double Number of Recipients (January 2018) Finance 60 000,00 $

Long Term Look to Start Internship Program (January 2019) HR - $

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Strategy

Social Media Strategy

LinkedIn, Twitter, YouTube, Facebook

Communication/dissemination with partners

10 Thousand Coffees, etc.

Implementation

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Short Term

Translate & Refresh Website MIS 15 000,00 $

Expand Social Media Presence Marketing 500,00 $

Develop Online Ad Campaigns Marketing 40 000,00 $

Mid Term

Launch Campaign & Scholarships (January 2017) Finance 30 000,00 $

Continue to Revamp Promotional Tools Marketing 25 000,00 $

Winners Chosen (June 2017) Marketing 1 000,00 $

Launch Think Tank Contest (January 2018) Marketing 500,00 $

Repeat Scholarship & Double Number of Recipients (January 2018) Finance 60 000,00 $

Long Term Look to Start Internship Program (January 2019) HR - $

StrategyEmployee AnalysisActivity ChainImplementation

Marketing

Human Resources

Financial

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StrategyEmployee Analysis

Criteria New Graduates (20 to 30)

Families (30 to 50) Seasoned Workers (50 to 65)

Wants/Needs • Reasonable pay• More training and

education

• Competitive pay and benefits

• Flexible hours

• High compensation• Increased

leadership role

Main Motivation • Finding a job after graduation

• Supporting their family

• Career self-actualisation

Career Perspective • Short-term focus • Long-term focus • Long-term focus

Interest in Insurance • Moderate • Low to Moderate • Low

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education


• Flexible hours


leadership role






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education


• Flexible hours


leadership role






Key Takeaways• New graduates are looking for employment, and many have not committed to

set career paths• New graduates want more training – training can be shared between

Puissance Onze member firms

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Finance


Human Resources

Infrastructure

Procurement



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Finance


Human Resources

Infrastructure

Procurement



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Recruit scholarship winners as Puissance 11 Ambassadors.

Develop web portal for communication between Puissance 11, partners and ambassadors.

Evaluate current bilingualism and develop a cohesive training program for partners.

Infrastructure

Procurement


Logistics

Leverage campaign on

campus to promote

recruitment.

Services

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Short Term

• Now• January 2017

Mid Term

• January 2017• January 2019

Long Term

• January 2019• Onwards

Budget: $84,000

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Short Term

Create & Distribute Working Bilingualism Survey HR 1 000,00 $

Amalgamate Training Tools from Partners HR 1 000,00 $

Create One Central Bilingualism Training Portal MIS 25 000,00 $

Create Ambassador Training Program HR 5 000,00 $

Mid Term

Launch Central Portal (January 2017) HR 1 000,00 $

Recruit & Train Ambassadors (June 2017) HR 10 000,00 $

Sponsor & Send Ambassadors to Multiple Conferences Marketing 10 000,00 $

Redistribute Working Bilingualism Survey HR 1 000,00 $

Repeat Ambassador Hire, Training & Conferences (January 2018) HR 30 000,00 $

Long Term Leverage Portal (Info from Amb to Partners) HR - $

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FinancialsBudgetAssumptionsEastern Canadian Growth

Marketing

Human Resources

Financial

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FinancialsBudget

Actor BudgetActor Allocation

Finance 90 000,00 $

Marketing 77 000,00 $

HR 49 000,00 $

MIS 40 000,00 $

Total 256 000,00 $

Annual Budget

Year Allocation

2016-2017 87 500,00 $

2017-2018 77 000,00 $

2018-2019 91 500,00 $

Total 256 000,00 $

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FinancialsAssumptions

12 Primary Post-Secondary Institutions

250 Applicable Business

Grads/Year/School

Total: 3000 Applicable Business

Grads/Year

2016 Estimated Applicant Pool: 210


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FinancialsEastern Canadian Growth

12 Primary Post-Secondary Institutions

250 Applicable Business

Grads/Year/School

Total: 3000 Applicable Business

Grads/Year



29% Estimated Applicant Pool CAGR

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OverviewGap AnalysisObjectives

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ProblemGap Analysis

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• Interest: 62% low, high or very high interest level

• 300 jobs created since 2007• Lack of bilingual candidates and

English training

Current





Desired

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OverviewObjectives

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Marketing

Human Resources

Financial

J Strategic Consultation Engagement for Puissance Onze

Meeting a Growing Industry’s Needs

Engagement proposal presented to you byJade Consulting LLC® –

Jesse Dunn, Drew Morash, and Jaclyn Tokarewicz

Presentation Delivered on Saturday, January 9, 2016

JadeConsulting LLC®

jade consulting llc®. j strategic consultation engagement for puissance onze meeting a growing...

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