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Our expertise
helps you to create strategic culture change
through customized, successful solutions to your
complex business issues, in all economic
sectors, through:
  • strategic leadership

  • strategic planning and execution

  • organizational transformation

  • employee engagement

Great News!

Summit Advisors' President recently returned from Buenos Aires, Argentina; Lima, Peru; Johannesburg, South Africa; and Kingston, Jamaica where he was consulting with companies on strategic planning. He also conducted various three-day management workshops for companies on Executive Leadership and Improving Managerial Skills. He will be returning to Argentina and San Paulo, Brazil in a few months.

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Management Consulting  *  On-site Training & Development  *  Executive Coaching  *

Moving from Operational Manager to Strategic Leader

Provides the tools to move from being a good manager to being a great leader and manager. This seminar will give you key insights, ideas and planned actions to add value to your organization and improve your team’s performance.

Instead of being buried in your department's ongoing activities, you will become an innovator, a stronger influencer  and a leader for strategic change adding value to your organization and improved performance

Who should attend

  • Supervisors

  • Team Leaders

  • Project Managers

  • Managers with 0 to 5 years experience


  • Inspire and direct your team to greater ability, readiness and competitiveness

  • Add value to your organization by understanding the needs and expectations of your customers

  • Strategically think and innovate strategies to link strategic vision to core capabilities

  • Recognize opportunities to influence and create strategic partnerships

  • Identify strengths and weaknesses in your work teams

  • Develop persuasive skills to sell your strategic ideas that encourage and support risk taking and innovation at all levels

What We Will Cover

  • Developing and Balancing Operational and Strategic Management Skills

  • Explore the key attributes of today's strategic thinkers

  • Creating a Strategic Frame of Reference

  • Develop a strategic thinker's approach for your own work environment

  • Strategic thinking: moving from a limited context to a broader view

  • Understand how to apply a SWOT analysis to your team

  • Create a mission statement defining the operational reality of your work group

  • Developing a Strategic Vision: Moving from What Is to What If

  • How to identify priority issues to create your strategic advantage

  • Prepare a draft of a vision statement

  • Making Your Vision a Reality: Influencing Key Stakeholders

  • Explore options for influencing others




Strategic Planning

It’s that time of year to begin reviewing your strategic plan. If you have not yet developed a strategic plan, now is the time to commit.

Below are five questions to consider, developed by Peter Drucker, as an effective way to begin strategic planning.

What is your mission? Why does your organization exist in the first place? What are you trying to accomplish for your customers?

Who are your customers? Describe the organization you wish to satisfy with your actions.

What does your customer value? What is it that you do especially well that you are uniquely suited to provide to your customers? How can you exceed the standards set by your competition?

What results are you trying to accomplish? How do you measure success?

What is your plan? How do you go about satisfying your customers and getting the results that are most important?

Summit Advisors can help facilitate your strategic planning process.

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