Adam is a Senior Consulting Associate of Strategy Management Group/Balanced Scorecard Institute. Adam is a business strategy and digital transformation leader with over 15 years of consulting experience driving solutions and has served in management & leadership positions. Adam has a history of solving challenging, global process problems by applying appropriate agile and lean adaptive frameworks to drive recommendations. In addition, he has led various collaborative projects that made his recommendations a reality.

Adam focuses on maximizing customer impact and optimizing efficiency in large complex organizations. His expertise in consumer-centric business process transformation, market-sensing product & technology modernization, and data- driven innovation has enabled his clients to measure the impact of implementing modern business & process functions more effectively and efficiently, reducing cost while increasing value to the market. Additionally, Adam has supported his clients by delivering product management leadership, agile operating model design, process optimization, and performance management expertise.

Client Industry Experience

• Industries Include: Financial Services, Automotive, Transportation, Retail, High-Tech, Media, Large Utilities, Insurance, Telecom, Healthcare, Manufacturing, Education, Pharma
• Select Clients Include: Fiserv, CapitalOne, Discover Financial, GM, Roche, Takeda, AXA, AT&T, Verizon, Credit Suisse, UBS, NBC Universal, Comcast, CN, Cardinal Health

Jeff Brown is a Senior Associate with the Balanced Scorecard Institute and the Strategy Management Group, Inc.  He is a strategy focused business and program management implementation with over 25 years of experience in the following industries: Banking/Finance, Transportation, Manufacturing, Telecommunications, Software Development and Support, Utilities, and Government. Jeff’s value resides in his ability to draw insights from his experience in multiple industries to provide practical solutions.

He has led numerous SMG client engagements. A selected few of his clients include:

– Austin Capital Metro Transportation: Facilitated development and cascading of a Balanced Scorecard Strategy Management plan the development of an “Office of Strategic Management” to provide a framework for a Project Management Office (PMO) to facilitate the implementation and execution of the plan

– Newark New Jersey City Hall: Collaborated with the mayor and staff to develop and implement a balanced scorecard performance management system

– Greenville Utilities, Greenville NC: Facilitated development of a Balanced Scorecard Strategic Management Plan with the senior management team for association services supporting a 600-member public gas utility commission

– US Department of Commerce Foreign Commercial Service: Developed an enterprise-wide corporate scorecard strategic management system through collaboration with 80 plus embassies worldwide to improve alignment of the organization to vision, remove organization “stovepipes”, improve communications, and provide a stronger defense for budgeted programs and projects

Jeff is a Certified Project Management Professional (PMP) and a certified Quality Systems Provisional Auditor (QS-PA) from the Registrar Accreditation Board (RAB). He was awarded the Examiner for Excellence in Service Quality Awards, which is based on the Malcolm Baldrige Award, in 1998 and was a Speaker for the 5th International Conference on ISO 9000.

Jeff has a B.S. in Business Administration from the University of Colorado with concentration in Production and Operations Management, and Marketing.

Dr. Judith Cardenas is a Balanced Scorecard Institute Associate and the dynamic CEO of Strategies By Design, a consultancy renowned for aiding organizations worldwide in crafting innovative solutions and captivating experiences for their clientele. Her forte lies in guiding leaders through the transformative use of AI in their businesses, expertly blending human-centered design with AI strategy to accelerate success by crafting unparalleled experiences for customers and employees.

Her professional journey is marked by significant executive management roles, notably overseeing substantial public institutions. This includes managing a robust operational budget of $146 million, an additional $30 million in federal funds, a $10 million foundational endowment, and leading a workforce of 3000 employees. Dr. Cardenas has a rich history of developing and delivering training programs for prestigious organizations such as the World Bank, United Nations, QVC, Inc., Phillips Semiconductor, and various U.S. government agencies, including the Navy, Nuclear Regulatory Agency, and Army.

Holding dual doctorates in education administration, training, and performance improvement, Dr. Cardenas is also well-versed in leadership, innovation, and AI, having pursued extensive postdoctoral training and certifications in these areas.

Robin L. Champ is a visionary leader in strategic foresight and strategy management, currently serving as the Vice President, Strategic Foresight at LBL Strategies. With a distinguished career spanning key roles in both the Department of Defense and the U.S. Secret Service, Robin brings unparalleled expertise to the table.

Retired as the Chief of the Enterprise Strategy Division at the United States Secret Service, Robin led the organization’s foresight and strategic planning efforts. Notably, she also co-chaired the Federal Foresight Community of Interest, showcasing her commitment to advancing foresight practices across government.

Prior to her tenure at USSS, Robin served as the Chief of the Global Futures Office at the Defense Threat Reduction Agency (DTRA). There, she developed a pioneering methodology encompassing stakeholder interviews, scenario-based planning, SWOT analysis, policy analysis, and crowdsourcing. This approach formed the bedrock of the Agency’s Strategic Plan, solidifying Robin’s reputation as a thought leader in the field.

Robin’s influence extended even further at DTRA, where she led the Project on Advanced Systems and Concepts for Countering Weapons of Mass Destruction (CWMD). Through strategic studies and dialogues, she addressed critical national security and CWMD challenges, forging collaborations with esteemed institutions like the National Defense University and the U.S. Air Force Institute for National Security Studies.

Her tenure at the Defense Logistics Agency (DLA) saw her at the forefront of the 2010 Quadrennial Defense Review, where she played a pivotal role as the DLA Lead. Notably, Robin authored the DLA Transformation Roadmap and served as the Program Manager for DLA’s Balanced Scorecard, leaving an indelible mark on the agency’s strategic trajectory.
In addition to her official positions, Ms. Champ is a U.S. Army proclaimed “Mad Scientist, and also serves as an “Expert in Residence” for Toffler Associates.

Robin’s illustrious career has earned her accolades, including a commendation from the Vice President of the United States, the prestigious DTRA Director’s Distinguished Civilian Service Medal, and the U.S. Secret Service Director’s Impact Award. She holds a Bachelor of Science in Journalism/Advertising from the University of Maryland, where she graduated at the pinnacle of her Advertising class. Additionally, she holds a Master of Science in National Resource Strategy from NDU’s Industrial College of the Armed Forces (ICAF) – now the Eisenhower School, and is a graduate of the Harvard Kennedy School’s Senior Executive Fellows program.

A sought-after keynote speaker on foresight, Robin has graced numerous forums, including the International Association for Strategy Professionals, Federal Foresight Community of Interest, Palladium Strategy Summit, National Defense University, American Society of Microbiology, Department of Homeland Security, Environmental Protection Agency, Department of Energy National Labs, OPM’s Federal Executive Institute, and the Centers for Disease Control (CDC).

Kirsten is the Director of HR & Administration. She is a skilled human resources professional with 28 years of experience in Human Resource management, including recruiting, resource management systems, competency and capability frameworks and development, staff productivity and utilization, personnel assessment processes and programs, compensation, staff career development and counseling, performance management, retention and attrition strategy and goal setting, as well as handling terminations and reductions in force (RIFs). Kirsten is also knowledgeable in benefits planning and administration, and has experience with public relations, communications, and event planning.

At the Strategy Management Group, Kirsten is a member of the Executive Leadership team with responsibilities for forecasting business needs and performance planning, analysis, and execution. She is responsible for the employee policies and procedures, diversity, inclusion and ethics, annual assessment process, and all aspects of employee relations and compensation planning. She acts as an advisor to the Leadership Team on strategic HR issues, including: employee relation issues, training, goal setting, and career development. Kirsten also manages the company’s domestic and international conference planning; she has organized and managed events in the US, as well as in several Middle East countries.

Kirsten’s career has spanned multiple industries, including technology, government, non-profits, and financial institutions. She has worked for Deloitte Consulting, PriceWaterhouseCoopers, Coopers & Lybrand, Freddie Mac, and General Dynamics.

Kirsten is a certified Balanced Scorecard Professional (BSP) and holds a BS degree in Communications and Public Relations from James Madison University; she has won several Service Awards during her career.

Jay Eubanks is a Senior Associate with the Balanced Scorecard Institute and the Strategy Management Group, Inc. Jay brings 15 years’ expertise in the areas of performance management, strategy, change management, training, organization development, and organization transformation. He works with Executives and Leaders in both public and private sector organizations and uses proven methods, approaches, and frameworks to improve vision, execution, and performance focused on results. Jay’s expertise helps organizations develop and use strategic planning, performance measures, acquisition management, budgeting, change management, and strategic communications to improve organizations efficiency and results.

As a trusted advisor and consultant, Jay works with political and executive-level government officials from Federal, state, and local government agencies in the assessment, implementation, and reporting of performance. Past clients include the United States Army and Navy, the Departments of Homeland Security, Energy, Commerce, Veterans Affairs, and the Federal Energy Regulatory Commission (FERC). He has also worked with several State and local governments, including Arizona, Florida, Maryland, Texas, the City of Phoenix, and Southern California Regional Rail Authority.

Jay’s private sector experience includes assignments with GroundSwell, Execute To Win, Phoenix Soccer Development Group, United Technologies, and others.

During his career Jay has worked at The Performance Institute, ICF International, and Enlighteneering Since 2012, Jay has owned and operated the consulting firm 2B Performance, LLC. Jay graduated in 2001 from Northern Arizona University with a Bachelor of Science in American Political Studies with emphasis on the American Legal System. He is certified by Prosci in Change Management and is also a Certified Government Performance Manager.

Henry Gonzalez is a Strategy Management Group (SMG) Senior Associate with more than 30 years of federal government service.

He has helped clients with strategic planning, leadership, acquisitions, and program management. In addition to teaching SMG classes on strategic planning and balanced scorecard, he also teaches leadership courses associated with Dr. Stephen Covey’s best-selling book, “The 7 Habits of Highly Effective People”, continuing the similar facilitation work he had done earlier in his career for the Department of the Navy. He brings his perspective as an accomplished practitioner to these leadership classes.

His federal career as an engineer, manager and senior executive focused on program management and acquisition of advanced technology systems for national missions in naval warfare, air traffic management and homeland security/law enforcement. He led organizations of up to 400 federal employees, oftentimes assigned to integrate disparate units with new organizational missions or to turn poor performance around. Henry also led strategic planning efforts for agency components of up to 35,000 employees and used the balanced scorecard approach in a major regional and operational organizational unit. As a seasoned executive, during the last few years of his federal career he focused on solving complex agency-level and cross-agency issues through collaborative leadership, rational analysis and strategic communications.

Beside his professional life and experience, Henry has been very active with non-profit volunteer organizations. He is the Vice President of a national historic lighthouse preservation organization and was co-leader of the non-profit’s first Strategic Plan and is on its Strategic Planning Committee. He and his wife also recently started a non-profit to support the primary, secondary and university education of over 400 children and students in a remote area of Haiti.

Henry holds a Bachelor’s of Science degree in Ocean Engineering from Florida Atlantic University, as well as Master’s of Science degrees in Ocean Engineering and in Ocean Systems Management from the Massachusetts Institute of Technology, where he was also a Graduate Research Assistant.

Richard is a Senior Consultant with the Strategy Management Group/Balanced Scorecard Institute (BSI). Richard has led operations for profit and non-profit organizations in the US, Latin America, and the Middle East, and served in multiple executive-level roles over the last 20 years.

Richard’s passion is helping organizations solve problems and implement strategy.  His experience gives him a unique perspective on challenges and decisions that organizations with complex designs face while on their Balanced Scorecard journey, including establishing and improving strategy management and project management offices (SMOs and PMOs) and functions, project review boards and governance processes, alignment of strategy to individual goals, and performance reviews and reporting functions.

Previously, Richard was Executive Director, Project and Performance Management for a mid-sized nonprofit that offers diverse services through its healthcare subsidiaries in San Antonio, Texas. There he led the PMO and established the SMO/strategic planning process for the parent organization, its five subsidiaries, and support units.  He led his organization in implementing BSI’s Nine Steps to Success™  strategy framework, where his efforts led his organization being awarded BSI’s Award for Excellence, an award given to organizations that demonstrate significant breakthrough results using the balanced scorecard approach.

Richard also has served as CEO of a community action agency, led security operations of over 750 staff in the Middle East, served in the US Marine Reconnaissance community, and worked abroad in Mexico City, Mexico and Lima, Peru.

Richard earned his Bachelor of Science degree in Healthcare Administration from Texas State University and his MBA from Sul Ross State University. He also earned Executive Certificates in Project Management from Universidad ESAN in Lima, Peru and in Measuring and Improving Business Performance from Cornell University.  Richard holds certifications as a Balanced Scorecard Master Professional (BSMP-BSI), Project Management Professional (PMP-PMI), and Key Performance Indicator Professional (KPIP-BSI). Richard was also a secondary author for A Guide to the Business Architecture Body of Knowledge® (BIZBOK® Guide), v 5.1; 2016.

Nathalie is a Business & Process Improvement Consultant with the Balanced Scorecard Institute, and the Strategy Management Group, Inc. Nathalie is a graduate of McGill University (Montreal, Canada) where she has received her Bachelor’s in Chemical Engineering in 2000. After moving to Texas, she pursued a Master’s in Business Administration from Texas A&M and became a member of the Phi Kappa Phi Honor Society.

Nathalie is a Six Sigma Black Belt (SSBB), Lean Instructor, ASQ Certified Quality Engineer (CQE), World Class Manufacturing (WCM) Instructor and a well-rounded Continuous Improvement (CI) professional with over 20 years’ experience.

Nathalie’s CI knowledge is as deep as her practical experience is wide. She has functioned as an internal and an external consultant for over 20 years, in industries such as semiconductors, plastics, building materials, pharmaceutical, and healthcare. She is a hands-on professional with a strong focus on strategy execution, methodical problem solving and work standardization that impact customer service, financial performance, and employee engagement. Her communication and leadership approach are grounded in ‘Respect for People’ through mutual education and coaching.

She routinely works with sales, operations, engineering, quality, supply chain to successfully implement Business & Process Improvements. She facilitates workshops and team meetings at all levels, from senior leadership to middle managers to front line employees equally well. Conducting Lean & Six Sigma workshops, facilitating Kaizen events, creating strategy deployment plans, implementing quality systems, creating a metrics-based improvement strategy, and deploying an organization wide Operational Excellence system are among her passions and expertise.

Doug Maris is a Strategy Management Group Senior Associate with over twenty-five years’ executive leadership and strategy experience. He is an experienced facilitator and exceptional instructor. As a big-picture thinker and problem solver, he strives to help organizations focus on what matters most, make better strategic decisions, and grow.

Doug’s vast healthcare experience includes serving as a Senior Director of Business Development for a senior healthcare company where he developed, launched, and led a strategic management system for a large healthcare organization with 2,200 employees and $175 million annual budget. He also served as Executive Director for three large senior living/healthcare communities, responsible for over 600 employees and successful fiscal management of a $10,000,000+ annual operations budgets. While serving with a large senior living/healthcare non-profit organization, Doug served as project manager/lead for major corporate-wide change initiatives and projects (including integration to electronic health record platform, centralizing procurement automation and systems, establishing executive team dashboards, creating systems for increasing utilization of rehab service line, and initiating new reporting and metrics systems). Additionally he wrote and executed the business plan to launch a large pharmacy serving multiple campuses throughout Illinois and generating additional revenues for the company.

Other healthcare experience includes serving as a six-year member of the board of directors for his local hospital, serving on the strategy and ethics committees. He has provided strategy consulting and training services for hospitals, senior living organizations, and aging services associations. He has lectured for healthcare associations including Life Services Network and the LeadingAge PEAK Summit. Doug also has many years’ experience assisting non-profit organizations with articulating a strategic & operating plan with a focus on execution and developing key performance metrics.

Doug has also led two large churches as senior pastor through significant seasons of growth and outreach via major strategic management and change processes. Additionally, he has taught as an adjunct professor for Lincoln Christian University for over twenty years offering college and graduate-level courses. He is also former 6-year board director with the Abraham Lincoln Memorial Hospital and current second-term board member of the Olympia Community Unit School District #16.

Doug earned his M.A. and M.Div. from Lincoln Christian University. He also earned the Strategic Management Certificate from DePaul University and is a Certified Strategic Management Professional and Certified Strategic Planning Professional, both through the Association for Strategic Planning. Doug is also a Certified Balanced Scorecard Professional and a member of the International Association of Facilitators.

He enjoys attending his children’s extracurricular sports and activities, reading, boating, golf, and the Chicago Cubs (sometimes).

Robert McDonald is an accomplished and business-driven leader with an impressive track record spanning two decades. His career has been characterized by his exceptional ability to manage, develop, and lead business operations both nationally and internationally, consistently achieving key performance indicators such as revenue, profitability, market share, customer satisfaction, and retention goals.

His expertise extends across various domains, including strategic planning and execution, sales and marketing management, organizational restructuring, change management, process improvement, P&L management, and problem-solving. Robert’s educational background is equally diverse, encompassing qualifications such as being a Balanced Scorecard Strategic Planning Professional, holding an MBA, having expertise in Project Management, Lean Management & Six Sigma, Total Quality Management, and possessing a BSc degree.

Throughout his professional journey, Robert has held pivotal roles such as Worldwide Business Operations leadership for a $1.5 billion Line of Business, Country Managing Director overseeing a $12 million operation, Managing Director for a $14 million global business operation, and Chief Chemist for Caribbean Subsidiaries in a multinational corporation.

Beyond his corporate accomplishments, Robert is deeply involved in his community and has contributed in various leadership capacities, serving as President of the Jamaica Exporters Association, Vice President of the Harbor Restoration Foundation, President of Jamaica Save the Children Fund, and being an active member of Refugee Hope Partners.

Dr. Sandy McLure is a Strategy Management Group (SMG) Senior Associate and an experienced analyst, evaluator, and facilitator, with over 30 years experience working for the multinational corporation, Unilever. He is a Chartered Mechanical Engineer (UK) and fulfilled a wide variety of engineering management positions during his Unilever career in the UK, The Netherlands and Zimbabwe. He spent much of his last 10 years with Unilever improving asset productivity by promoting and developing the application of Professional Project Management and associated tools and techniques such as Value Management, Value Engineering and Risk Analysis/Management. During this period, he was also actively involved in implementing TQM in his unit, leading to ISO 9001 certification.

For SMG, Sandy has experience building balanced scorecards for clients such as a construction company, a photonics equipment manufacturer, a professional association, a consulting company, a satellite communications company and an international organization. Sandy is also an instructor for many of the SMG’s courses, including the Balanced Scorecard Master Professional Certification course, the Balanced Scorecard Professional Certification Boot Camp, Advanced Balanced Scorecard, Introduction to the Balanced Scorecard and Developing Meaningful Performance Measures.

Sandy also has federal government experience as a contractor to the Department of Labor for cost-benefit analysis and budget/performance integration, the Department of Transportation for competitive sourcing, and Office of Management & Budget for an E Gov project.

Sandy has B.Sc. (1st Class Honours) and Ph.D. degrees in Mechanical Engineering from the University of Glasgow, Scotland. He is a Member of the Institution of Mechanical Engineers (UK) and obtained a Certified Diploma in Accounting and Finance from the UK ACCA. He has been Chairman of the Value Management Group of the Dutch Association of Cost Engineers and Chairman of the UK Institute of Value Management.

As the Administrative Coordinator at the Balanced Scorecard Institute (BSI), Dee plays a pivotal role in ensuring a seamless and high-quality experience for course participants from registration through completion. She provides critical support to instructors, enabling them to deliver engaging and effective learning experiences while overseeing the operational aspects of course administration. Additionally, Dee contributes to the efficiency of BSI’s internal processes by providing administrative support across the organization.

With a strong foundation in technology, Dee began her career in IT after completing her education in Central Florida. Over four decades in Florida, she built a diverse background spanning data center operations, programming, technical support, installation, training, technical writing, business analysis, and testing—each role contributing to the successful development and implementation of specialized software applications.

In 2015, Dee relocated to Raleigh, North Carolina, to be closer to family in Greensboro and Charlotte. Embracing a new professional challenge, she transitioned from IT to business administration, operations, and logistics in 2023, applying her technical expertise and analytical skills to organizational efficiency.

Outside of work, Dee enjoys reading, spending time with family and friends, and performing with Music Made in Heaven, a handbell ensemble based in Raleigh, NC.

Suzy Nisbet is an experienced strategist, consultant, facilitator, and trainer. She is a Balanced Scorecard Institute Senior Consultant with over 20 years of relevant experience. Suzy leads clients through building strategic management plans that create a results-oriented environment. Through coaching executives and managers in positive employee engagement, she focuses on connecting top-level strategy to the daily work of individual employees. She provides expert advice and guidance to organizations in the government, non-profit, university, and private sector, including military, aerospace, technology, manufacturing, life sciences, healthcare, insurance, and services. She is also a long-time instructor for our Balanced Scorecard Professional Certification Course and has taught strategy professionals from across the world.

BSI clients that Suzy has served include US Marine Corps Semper Fit, US Naval Air Systems Command PMA-231, NASA Safety and Mission Assurance, US Defense Media Activity, Concordia University Texas, Cisco Capital, Liebherr Group, Tolko Industries, Arapahoe County Government, Wake County Community Services, Fort Bragg, Capital Metro Austin, U.S. Defense Accounting and Finance Service, and Ethiopia Federal Ministry of Health.

In addition to a bachelor’s degree (magna cum laude), Suzy holds certifications as a Balanced Scorecard Master Professional, Certified Everything DiSC® Trainer, SHRM Senior Certified Professional, Senior Professional in Human Resources, Certified Compensation Professional, and Global Remuneration Professional.

Located in Cary, North Carolina, Suzy focuses her personal time on her family, friends, fitness, and faith.

Dr. Gardner Shaw is a Strategy Management Group Senior Associate. Dr. Shaw is a management consultant and executive trainer who focuses on helping organizations achieve better results. He has over 20 years of experience in management, applied statistics, organizational behavior, training and facilitation, and policy implementation. Much of Dr. Shaw’s work has been with the senior leadership of organizations, in strategic planning, performance measurement, and system/process analysis. He has designed and delivered courses in performance measurement, process analysis and process management for managers and internal consultants, and is a frequent speaker at conferences on performance management.

He worked (in conjunction with Howard Rohm) to develop a Balanced Scorecard Strategic Management System for the Joint Interagency Task Force – East, and to provide training in performance measurement of IT professionals in GSA. He has also worked with the several agencies in the Department of Labor in improving the linkage of their performance measures to their mission, and identifying more outcome-oriented measures, as well as assisting in specific performance and process improvement initiatives. Dr. Shaw worked with senior managers of the FDIC in developing results-oriented performance measures of agency performance, as part of Strategic Planning process. He worked with Division managers within FDIC in developing Annual Performance Plans.

In addition, he has provided strategic planning support to such organizations as the Defense Intelligence Agency, the Joint Staff, and the National Institute for Occupational Safety and Health. He has provided support in performance measurement and process improvement to Federal agencies that include the Internal Revenue Service, the Joint Staff, and the Defense Security Service. Dr. Shaw has served as a senior consultant with Process Management International (PMI), providing consulting, facilitation, and training expertise to a variety of government sector clients. Prior to working with PMI, Dr. Shaw provided consultation and training support to the U.S. Environmental Protection Agency and the Department of Energy’s civilian radioactive waste management program.

Dr. Shaw was a member of the faculty of SUNY Buffalo, where he did research and writing in organizational behavior and inter-organizational relations, and taught in the areas of public management, applied statistics, public policy analysis, and economic and risk assessment. He has also served as director of research for a private, non-for-profit business association, as a high school principal, and as a secondary school teacher.

Edna Sokoll-Arévalo is a Senior Associate with the Balanced Scorecard Institute and the Strategy Management Group, Inc. She is also a seasoned coach in leadership, organizational culture, and high-performing teams, passionately guides individuals and organizations toward excellence. Edna is a Biochemical engineer from Instituto Tecnologico de Monterrey (ITESM), a SACSCOC accredited university in Monterrey, Mexico, and a doctoral candidate at Concordia University Texas. Edna fosters a deep appreciation for multiculturalism, based on her background as a bicultural and bilingual leader.

Edna has a proven record of accomplishment in non-profit, education, and business leadership, Edna is not just a consultant but an enthusiastic workshop facilitator. She is committed to creating impactful experiences, as she helps leaders and teams thrive.

Professional Highlights

Leader of organizations in both non-profit, academic, and business realms.

• 3 start-up companies, including Sokoll Resources
• 3 years in public education and principal certified in Texas
• 10 years in private k-12 education
• 5 years leading teams in manufacturing and retail industries

A dynamic engineer with an unwavering passion for learning, innovation, and excellence

• 3 years leading in engineering spaces
• Research and development work experience
• Sales related to research and development innovations

Founder and Chair of the Board of a Non-Profit organization

• 8 ½ years leading diverse teams and organizational operations
• Defining the roles of board members and constituents
• Setting and implementing policies for the organization
• Approving annual operating budgets

Global Facilitator & Connector

• Hosted delegates, scholars, and graduate students from 18+ countries, including Central African Republic, China, Nepal, Taiwan, Iraq, Czech Republic, Tunisia, Spain, Egypt, Turkey, India, and Mexico
• Lived in Mexico, Italy, Turkey, and Spain
• Bilingual – English and Spanish (native)

Certifications

• Organizational Culture with The BluePrint Toolset

Key Skills

• Leadership Development
• Team Performance Enhancement
• Cross-Cultural Collaboration
• Innovation & Continuous Learning

Dr. Shane Sokoll is a creative, practical leader and Balanced Scorecard Institute Associate Consultant with over 25 years of experience in developing individuals, teams, and organizations to maximize their performance potential. He’s often been described as “Someone who is passionate, innovative, and makes things happen.” His areas of expertise and passion are: 1) Strategic Planning, 2) Organizational Culture Development, 3) Team Development, and 4) Leadership Development. Shane is an experienced presenter and meeting facilitator. He has a unique ability to thrive in multi-cultural and international work environments. An avid life-long learner, Shane’s curiosity and drive for discovery have opened the door for him to serve in positions such as senior executive, business professor, trainer, Spanish and English interpreter, operations director, internal and external consultant. Shane served as a Senior VP of Strategy, Culture, and Organizational Development for 7 years at Concordia University Texas.

In the last year, Shane facilitated team development, goal setting, and strategic planning across 40 departments within various industries. Shane uses methodologies that empower leaders, teams, and organizations to create a vision for the future, clearly defined goals, success measures, initiatives, and execution mechanisms that result in visible success. Those with whom Shane has worked have consistently attested to the effectiveness of his approach and the impact of his methodologies on their organizations. Shane has recently consulted for and partnered with leaders from organizations such as an electronic vehicle manufacturer, a non-profit job seekers network, a door-manufacturer, a state-university, a private liberal-arts university, and a health-care government agency.

Shane has a PhD in Organizational Leadership and a Master’s in Business Administration (MBA). Between 2010-2016, while serving as Director of the HR Degree Program at Concordia University Texas, he held the Senior Professional in Human Resources (SPHR) credential with the Human Resource Certification Institute. Shane currently holds certifications as a Birkman Certified Professional, a Balanced Scorecard Professional, a Human Synergistics’ Organizational Culture/Effectiveness Inventory Facilitator and Management/Leadership Impact Inventory Facilitator. ​Together with his wife Edna Sokoll-Arevalo and twin teenagers, Shane resides in Austin, Texas where they volunteer with non-profit organizations related with community development, athletics, faith, service to refugees, and hosting international scholars and delegates from around the world.

Terry is a Certified Balanced Scorecard Master Professional (BSMP) and Key Performance Indicator Professional (KPI) with over 30 years of experience working in both the private and public sectors. He has held a variety of managerial and executive leadership positions over his career and has expertise in balanced scorecard, strategic mapping, performance measurement, staffing analysis, work-flow analysis, time and motion studies, organizational assessment, and work-load analysis. He has also authored upper division level courses in past years for St. Petersburg College in Florida. As an international consultant, facilitator, and lecturer, he has developed and taught courses on a wide variety of topics, including balanced scorecard, performance measurement, strategic mapping, promotional processes, and facility/property management. He has lectured throughout the United States, Canada, and the Middle East on a variety of topics.

Terry has provided training and executive consulting services to both domestic and international clients such as NAVAIR PMA-231, the US Defense Department Digital Media Activity, Abu Dhabi Police, the U.S. Border Patrol, the Pinellas County Sheriff’s Office (FL), Linde Process Plants, the City of Richmond (VA), City of Lethbridge (AB), City of Deerfield Beach (FL), City of Glendale (AZ),Five Acres, ANSA McAL, the United Methodist Church Global Commission on Race and Relations, Indian Rocks Baptist Church, Children’s Mental Health Services (ON), CloudHesive, McLeod Software, Kingsgate Transportation, Caribbean Community (CARICOM), Qatar Red Crescent, Qatar Petrochemical Company, Rohde & Schwarz, San Antonio International Airport and the Ascendant Group. Terry has also worked closely with many governmental entities in assisting them with developing meaningful performance measures to improve organizational performance. He was responsible for the development, implementation, and management of the Balanced Scorecard process for a law enforcement agency, where he was a Division Commander, comprised of more than 3,200 employees.

Terry has a MS in Managerial Leadership, a BS in Finance, an AAS in Law Enforcement, is certified as an Advanced Planner by the International Association of Law Enforcement Planners and is a former CALEA (Commission on Accreditation for Law Enforcement Agencies) Assessor. He serves on the steering committee for the Customer Experience Certificate Program for the University of South Florida and as Chairman of the Financial Board for a large non-profit organization in Largo, FL.

Susan Sweetman is a Senior Associate of Strategy Management Group as well as a successful CEO that has focused her leadership on strategic planning, quality improvement and leading very large not-for-profit leaders in creating excellent services for clients.  She is a thoughtful, experienced leader, facilitator, and trainer.  Throughout her 35-year career, she has been recognized as an innovative, strategic, and analytical leader.

She has helped government sectors build trusted and positive relationships with their clients; analyzing data critical to their organizational strategy and implementing solutions to improve operational efficiencies.

Susan holds a Bachelor’s Degree in Social Work, a Master’s Degree in Public Administration, and a Master’s Degree in Law.  She is a Certified Balanced Scorecard Professional and has professional experience in successfully implementing the Balanced Scorecard methodology in multiple organizations she has led.

Susan’s home base is in Ontario, Canada but has lived in several other provinces across Canada due to her husband’s military service.  She now spends a significant amount of time enjoying being a co-pilot to her husband, flying at their home base in Spruce Creek, Florida.

Maria N. Wall, P.E. is a Strategy Management Group Associate. She has over 15 years of experience in engineering, strategic planning, CRM, business intelligence, process improvement, and market analysis. She is recognized for facilitating and leading diverse, cross-functional teams in defining and executing customer-driven business strategies. Maria has helped companies in the financial services, real estate, industrial materials and government sectors build profitable relationships with their customers; analyzing data critical to their business strategy and implementing solutions to improve operational efficiencies and marketing effectiveness.

Previously, Maria worked at Cherokee Investment Partners, Beazer Homes, PricewaterhouseCoopers, American Express, and North Carolina Department of Transportation.

Maria has an MBA in Marketing, Operations, and Information Management from Wharton Business and a BS in Civil Engineering from Virginia Tech.

Ungku Harun Al’Rashid Ahmad is a Human Resources and Management professional with 35 years’ experience. He has worked in multinational companies such as Citibank, Cabot Corporation, RJ Reynolds Tobacco, Sandvik and BHP from the US, Sweden, and Australia. He was in senior roles at the country, regional and global level. He has managed Human Resources for the South East Asia region when working for RJ Reynolds Tobacco and, Asia Pacific region when working in the Cabot Corporation. At the global level he managed Human Resources for Sandvik AB while based out of Sweden, Denmark and Singapore.

A Malaysian citizen, he has also worked in government linked companies such as Khazanah Nasional Berhad (the sovereign wealth fund of Malaysia), Golden Hope Plantations, Multimedia Development Corporation and the Johor Corporation. In these organizations he introduced leading edge Human Resources practices while approaching Human Resources Management from a strategic perspective. In Golden Hope Plantations he managed oil palm, rubber, cocoa and coconut cultivation at the upstream level while handling palm oil refining and rubber processing at the downstream level.

He has deep experience in strategic human resource management, in particular performance management, talent management, reward management and organization transformation. He is a certified Balanced Scorecard Professional. He introduced and managed the development of the Balanced Scorecard in the Johor Corporation and Multimedia Development Corporation. He developed and implemented the Group Human Resource Scorecard when in Johor Corporation. Ultimately, he led the business plan development process using the Balanced Scorecard methodology in the Johor Corporation Group. He was personally involved in and advised managements of the key subsidiary companies in the Johor Corporation Group in the development and implementation of their Balanced Scorecard. He has also used the Balanced Scorecard as a performance management tool for the organization and its employees in most of the companies he worked in.

A strategic thinker, he has sat on the boards of several companies within the Johor Corporation and Multimedia Development Corporation groups of companies. He was the Chief Executive Officer of a subsidiary company of the Multimedia Development Corporation.

Ungku is a Certified Human Resource Director (CHRD), a Certified Balanced Scorecard Professional and a Certified Professional Coach. Ungku has undergraduate and graduate degrees from Indiana University, USA and RMIT University, Australia. He is a doctoral candidate for the Doctor in Business Administration degree with PPA-IPE, France. He was awarded an excellence award in Cabot Corporation and 2 excellence awards by the Malaysian Institute of Human Resource Management.

Eddy is the Managing Partner at VANGUARDS Consulting with 25+ years of experience in supporting clients solve critical challenges around strategy formulation, organizational design, performance management and information systems in several industries such as banking, FMCG, real estate, hospitality, F&B, healthcare, aviation, government and oil & gas.

His professional background includes various key positions in international firms (including Horwath and BDO International), as well as ADDIMA Consulting, a strategy and management consulting firm.

Eddy’s hands-on expertise lies in formulating strategies, analyzing, auditing and redesigning business processes and leading comprehensive business transformation projects aimed at improving organizational performance, operational efficiency and processes effectiveness.

Eddy is a regular keynote speaker in major strategy and performance management forums in the GCC region. On behalf of the Balanced Scorecard Institute, he recently trained and certified over 2000 government employees from across all government entities in the Kingdom of Saudi Arabia. He also acts as professional advisor for a number of General Managers, Executives and Government Officials within his areas of expertise.

As a Balanced Scorecard Master Practitioner (BSMP), a Certified Information Systems Auditor (CISA), a Key Performance Indicators Professional (KPIP) who holds a Certification in E-Commerce (CEC) and a Performance Measurement Blueprint Methodology (PuMP), Eddy is well equipped to head major turnaround projects in the public and private sectors.

Andrew Constable, MBA, is the Founder and Principal Consultant at Visualise Solutions in the UK. With over a decade of Strategy and Innovation Consulting expertise, he has forged successful partnerships with industry giants such as IBM and Roche. These collaborations have driven organizations towards sustainable growth, instilling confidence in Andrew’s ability to craft and execute forward-thinking strategies.

Andrew’s extensive skill set, ranging from strategic planning and business model innovation to customer insight analysis and market positioning, is dedicated to a singular mission: empowering businesses to outperform their competition and excel in dynamic environments.

With deep expertise in strategic planning, the Balanced Scorecard framework, OKR methodologies, scenario planning, and value proposition design, Andrew has a proven track record of delivering strategies that lead to tangible operational success.

As a seasoned facilitator, Andrew frequently conducts strategic planning engagements for clients across various sectors, including technology, healthcare, and financial services.

Andrew is a certified Senior Coach at Strategyzer & Leanstack, a Balanced Scorecard Professional (BSP), and an OKR Professional Coach. He holds an MBA specializing in Strategy and Business Model Innovation and is pursuing a Doctorate in Strategy at Glasgow University. Additionally, he is PRINCE2 certified, a Lean Six Sigma Black Belt and a member of the Institute of Strategy Professionals.

Alan is a Strategy Management Group Senior Associate and a UK-based management consultant and trainer who has focused his last 22 years’ experience on the Balanced Scorecard and its practical application as the key enabling tool to achieve effective strategy execution.

After an executive-level career with a major London-based bank, Alan began a second career as an independent consultant / trainer in 1996, having already achieved 3 years’ experience of leading an early BSC program within his former bank. As Alan describes it – “when we started our BSC in 1993 there were no consultants, trainers, text-books nor conferences on the subject. We just had the initial Harvard papers and a lot of initiative and enthusiasm – and hard work. It’s a great way to learn.”

As a trainer, focusing mainly on the Balanced Scorecard and Strategy Execution matters, Alan has conducted well over 300 events across the world, but with a special focus on the Middle East and South East Asia. Alan’s Scorecard assignments have covered a wide range of industry sectors, within family, private and public ownership.

In addition to the conventional development of scorecards, Alan has 3 special areas of interest on the subject:

• Ensuring that organizations make the best use of the Scorecard concept and tool: too many organisations struggle with this aspect of their strategy management
• The “HR Scorecard” which focuses on the development of the Learning & Growth / Organisational Capacity perspective (always the most challenging part of the Scorecard) and the Tier 2 development of the HR function Scorecard
• Applying the Balanced Scorecard concept to SMEs: an exercise in pragmatic adaptation

Alan brings a practical and disciplined approach to his consulting and training assignments with the ultimate focus on helping organisations to improve real-world sustained business performance rather than simply aligning with text-book theory.

Dwaine Forbes is a Strategy Management Group Senior Associate and the Co-Founder and CEO of Return on Investment Consulting (ROIC) Limited. He has extensive strategic planning experience spanning over a decade, where he has worked with many non-governmental organizations (NGOs), public and private sector organizations. These engagements included facilitating financial and budgeting planning, strategic and operational planning, training, and other planning related initiatives.

In his consulting roles, Dwaine has served clients such as the Jamaica Stock Exchange, Dairy Development Board, Tetra Tech DPK, FHI 360, Digicel Foundation, UNICEF, and the British Council. His extensive professional experience working in the public sector included working for the Office of the Cabinet, Child Development Agency, Real Estate Board, Jamaica Bauxite Mining Limited and the Ministry of Education. Dwaine also has experience in hospitality and financial industry and received awards for performance in sales.

Dwaine has a Master’s degree in Government from the University of the West Indies, Mona, Postgraduate Diploma in Financial Services Management from the Jamaica Stock Exchange E-Campus, and a Bachelor’s Degree from the International University of the Caribbean. He is also a Balanced Scorecard Professional (BSP).  Dwaine is also passionate about community service and was recognized in 2018 by the Linstead Development Committee, for his contribution to the development of Linstead community.

Pascale Fressoz, is a Strategy Management Group Associate that has more than 20 years of business experience within an international and multicultural environment, including in North Africa, Africa and Middle East. She worked in England in the IT industry for six years, developing sales activities, then moved into the pharmaceutical industry for sales/marketing and clinical trial management activities (project management). She also worked in the tourism industry as a deputy director before creating her consulting firm. Pascale created a strategy and sustainable development consulting firm, Millenium Entreprises, in Haute-Savoie – France, to help private and public sector organizations in the evaluation, definition and implementation of strategies based on the Balanced Scorecard Institute’s Nine Steps to Success™ methodology.

Pascale worked for business companies, cities, business schools and also UN agencies (France, England, Switzerland, Egypt, Gabon, Gambia, Tunisia, Oman, etc).

With a strong focus on social issues, she created an NGO in 2006 in Geneva, the International Alliance for the Millenium Development Goals (aiodm2015.org), and co-founded the Coalition of NGO for the MDG’s, in 2010. The NGO created sites and focal points in more than 10 countries (Tunisia, Ivory Coast, Senegal, India, etc) . She organised a number of high level conferences on fight against poverty and sustainable development, especially at the UN Palais in Geneva. She is part of different networks and is elected in Thônes and CCVT council (Haute-Savoie).

Pascale has been rewarded by the Ivory Coast government with the “Legion of Honour”. She has also been nominated as Honorous Citizen of the Village of Eri Makouguié, in Africa Ivory Coast, where she implemented an innovative program “AIODM Millenium Villages”

Pascale is the co-author of a chapter of Effective Strategy Execution book of Bernd Heesen and the French Review of Management.

Dr. Gebriel is a Strategy Management Group Senior Associate and Consulting Entrepreneur and Subject Matter Expert with 25 years of international experience in Strategy, Transformation, Performance Measurement / Management, Balanced Scorecards & Project Portfolio Management.

During his career, Dr. Gabriel’s roles included being Founder / Country Director of US Palladium Group’s KSA Branch & Senior Associate of the Balanced Scorecard Institute, a Strategy Management Group company. During the period of 2016 – 2019 he was a Senior Strategy Advisor to the Saudi National Transformation Program (NTP) & Vision 2030. He was also responsible for designing and establishing the KSA Performance Measurement Center for Government Agencies.

For 25 years, he has developed business & led teams in 4 different continents in a variety of Government, Public, Healthcare, Construction & Real Estate, Oil & Gas, ICT, Education & Commercial engagements. Most of his expertise has been within the KSA, having delivered engagements there since 2008.

Fluent in English and Arabic, he’s a holder of a B.Sc. in Civil Engineering with dual post graduates including a DBA. in Strategy. He is a certified Trainer by UN Organizations & has delivered numerous training courses across the globe in Strategy & Balanced Scorecards.

Nichelle Granderson, is a Strategy Management Group Senior Associate and Chief Strategy Officer and Founder of StrategyPlus Consulting (S+). She is a HR Expert | Strategist leading the design of strategic business solutions, business development, client interventions as well as client management and engagement for a wide spectrum of clients across the region.

She is a certified by Balanced Scorecard Institute and The George Washington University College of Professional Studies as a Balanced Scorecard Strategic Planning Professional™ (BSP) and Key Performance indicators Associate™ (KPIA) and Objectives and Key Results Professional™(OKRP). In addition, she is the holder of a Master’s Degree in Human Resources as well as a Bachelor of Arts degree in Business Administration with a number of HR Professional Certifications: Saville™ Wave Psychometric User, Organization Design, Train the Trainer, Competency Development, Industrial Relations.

Nichelle has led Strategic Planning Exercises and have been part of Executive Teams charged with the crafting and execution of a number of Corporate and Functional Plans utilizing the BSC methodology and tools, both in the Private and Public Sector. Her experience spans close to (20) years at the Senior and Executive Management level supporting Group/ Country CEOs and Boards, tasked with leading medium to large professional teams both in the Private and Public sector within various industries such as: Telecommunications, Retail, Technology, Manufacturing & Distribution, Education, Regional Community and National Development.

In her most recent roles, she was engaged as as a Senior Business Advisor/ Consultant at the Arthur Lok Jack, UWI; the HR Director for the Eastern Caribbean at Digicel Caribbean Ltd. and the Secretary General’s Office, CARICOM Secretariat as a HR/ Change Consultant. In past she has also lectured the HR Certificate Programme at UWI SOC and was Technical Programme Manager for YTEPPs Entrepreneurship Programme responsible for the oversight of the Programme and its various facilitators.

Nichelle has functioned both at an operational and strategic level in specialist areas such as: Strategic Planning, Organization Design, Change Management, Business Process Reengineering, Governance, Recruitment & Selection, Compensation & Benefits, Strategic Performance Management, Training & Development, Industrial Relations, Employee Relations, HR Information Systems. In addition, she is quite proficient in Organization Effectiveness/ Analysis, HR Auditing, Readiness Assessments, Business Solution Model Conceptualization and Policy |Tool design.

Rami is a Partner at VANGUARDS Consulting with 13+ years Strategy and Management Consulting experience for prestigious organizations such as Ernst & Young and PricewaterhouseCoopers.

Throughout his career, he supported multinationals improve organizational results by translating their strategy into operations from strategy formulation to business process re-engineering and implementation.

Rami’s strategy formulation and execution expertise includes the Balanced Scorecard framework, organizational design, business process management, workflow & manpower optimization, as well as policies and procedures development in the areas of Human Resources, Finance, and Operations.

Rami regularly facilitates strategy formulation, strategy management, business process re/design and Finance related workshops to a variety of clients across different industries such as banks, financial institutions, petrochemicals companies & government entities. As such, he recently trained over 2,000 Saudi Government Officials on Strategy, Balanced scorecard and Performance Management in-line with Kingdom of Saudi Arabia Vision 2030.

He also acts as a professional advisor to a number of General Managers, Executives and Government Officials within his areas of expertise.

Rami is a Balanced Scorecard Master Practitioner (BSMP), a Key Performance Indicators Professional (KPIP) and a Certified Business Process Associate (CBPA). He holds a BS. in Banking and Finance. He is also a member of the Association of Business Process Management Professionals (ABPMP).

Amin is a passionate Master Trainer, Senior Consultant, and Business Coach. He conducted over 270 public and in-house customized training sessions including classroom and online delivery across the MENA region covering a wide range of industry sectors. With 35+ years of experience holding senior leadership positions in International Organizations including (United Arab Shipping Company, Lloyds Register, Orange Jordan Telecommunication), Amin has been also coaching and acting as an advisor who delivers practical tactics for organizational improvements for Executives and Leaders.

He has been a noteworthy leader in the fields of Strategy Management (through Balanced Scorecards framework), Transformation Programs, Customer Experience and Customer relationships Management (through the deployment of COPC International Standard in Customer Service Operations), Quality and Business Processes Management and Improvement (through Six Sigma, Sigma lean, Kaizen), Change Management, Project Management with an outstanding history of managing projects from initial conception, through development, to implementation.

Throughout the years, Amin has earned many certifications accredited by esteemed organizations. He is a Balanced Scorecard Master Professional (BSMP), Certified Master Trainer (Atd), Certified Innovation Strategist (CInS) , Certified KPI Professional (KPIP) , Quality and Business Processes Lead Auditor ( Lloyds Register & IRCA), Six Sigma Black Belt Project Manager ( Orange Group ), Customer Experience COPC Implementation leader, Certified Senior Examiner for King Abdullah II Excellence Program (EFQM), in addition to being a certificated surveyor and industrial inspector.

Vast number of Private and Public organizations used Amin’s training, Consulting and Coaching services including: The Council of Urban Planning and Municipalities- UAE Abu Dhabi, Abu Dhabi Government, Mohammad Bin Rashid establishment for Small and Medium Enterprise- UAE Dubai, Saudi Arabia Government, STC – Saudi Arabia, Riyadh Bank, Saudi Rail, Tahhakum -Saudi Arabia, Jeddah Ports, Dubai Water Company, SOHAR Bank -Oman, SAAB Bank – Saudi Arabia, Asia Cell- Iraq, Orange Jordan, Wataniya Palestine. Amin’s knowledge, support, and personality makes his methods very rewarding.

Bob is a Balanced Scorecard Institute Senior Associate, a certified Balanced Scorecard Master Professional and Managing Director of a management consulting organization based in Australia. With a PhD in science and experience as a researcher, he brings a strong scientific and evidence-based approach to his work, ensuring that best practice approaches are adopted, while at the same time always looking for new and creative ways of improving processes and outcomes. His main areas of expertise are strategy development and effective implementation, evaluation of major programs and systems, and performance measurement and management. He is passionate about capacity building and supporting organizations to be high performing and delivering sustainable outcomes that exceed their expectations.

Bob has worked in private, public and not-for-profit sectors in a diverse range of areas including manufacturing, tertiary education, health and overseas development. Prior to establishing his own consultancy business in 2009, Bob was Director of Performance with a large regional public health service in Australia where, among other things, he initiated and then oversaw the implementation and cascading of the Balanced Scorecard over an eight-year period. With 15,000 staff, over 40 hospitals and community centers, this was one of the largest implementations in the health sector internationally. Feedback from an evaluation conducted 10 years after commencement was extremely positive with the following comments indicative of those from senior management, ‘The Balanced Scorecard is part of our organizational DNA and what sets us apart as an excellent performing organization’ and ‘I don’t know of a better tool to get an organization focused and staff seeing how they can contribute to success’. Bob continues to play an important role in strategy development and evaluation in the health sector.

Bob has facilitated over 150 Balanced Scorecard and strategy workshops in a variety of settings in Australia, Asia and the Pacific and has led a number of independent reviews or evaluations of organizational programs and systems. He is trained in cross-cultural communication, can speak Indonesian and has lived and worked in South East Asia.

Charles is a Senior Associate who has over 17 years experience working at management level on strategy development and management in the transformation of public sector institutions. He previously worked for the BSI as embedded Consultant at the Federal Ministry of Health, Ethiopia and was Manager; Corporate Performance Management at Uganda Revenue Authority.

He has facilitated Balanced Scorecard training and development at All Africa Leprosy, Tuberculosis and Rehabilitation Training (ALERT) Centre, the Africa Import Export Bank – Cairo and Harare, Uganda Revenue Authority, The Central Bank of Uganda, Uganda Finance Trust, Uganda Parliamentary Commission, Kenya Electricity Generation Company and The National Bank of Commerce Tanzania. Charles is currently working on a project to revamp the performance of 41 State Owned Enterprises in Ghana.

Charles holds a Masters Degree in Management Sciences and is a development studies profession with a wide range of experience in financial management, activity based costing and budgeting, and organizational culture management. He is an Alumnus of Makerere University – Kampala, Uganda Management Institute, Public Administration International (UK), and Maastricht School of Management (The Netherlands) and is Balanced Scorecard Master Professional certified.

Alan Power is a consultant/trainer and a Strategy Management Group Associate who operates globally providing support for organizations in the areas of business excellence, operational excellence, service excellence, and leadership.

Prior to becoming a freelance, in 2002, Alan held several senior positions in learning & development in the U.K.’s finance sector. It was during this time he developed a passion for Quality Management (Lean and Six Sigma) that directly led to him being invited to deploy Quality Management strategies to establish and manage a new mortgage company in 1989. While he was a general manager of this company, he encountered and adopted the Balanced Scorecard, making him one of the U.K.’s very early adopters to use this tool in 1992. The success of his company was recognized when it was presented with the national quality award for business excellence in 1996.

Following a merger of his employer with another major U.K. bank, Alan was appointed to a head office role to develop and direct the new banking group’s quality policy and strategy. As part of this role, he led a team of internal consultants charged with embedding the Balanced Scorecard as the strategy management tool in the bank’s business units. To facilitate this, Alan developed his own strategy management system incorporating quality management strategies with the Balanced Scorecard.

Alan has been a visiting lecturer at the University of Warwick and the University of Leicester, and a speaker at many international conferences. He has delivered dozens of courses as an associate of Informa Middle East as well as for clients in the Far East, West Africa, and the Caribbean. He has also acted as a consultant for several organizations in the U.K. and the Middle East.

Alan has a post graduate diploma in Quality Management, is a Member of the Institute of Operations Management, a Fellow of the Chartered Management Institute, an Assessor for the European Foundation for Quality Management excellence awards and an accredited Leadership trainer with the John Adair Associates and his courses have several endorsements from prestigious organizations, e.g. the George Washington University, Dubai.

Kayode is the Managing Director and CEO of Balanced Scorecard West Africa, a global partner of Strategy Management Group (SMG) and a SMG Senior Associate.

He was Managing Director of Access Bank Plc. and Societe Bancaire Nigeria Ltd until April 2004. He also worked with the Central Bank of Nigeria and the then Nal Merchant Bank Plc. He is an expert in structured credit transactions and has led several corporate restructuring exercises and capacity building engagements. He was consultant to the UK Department for International Development (DFID) and the World Bank on Nigerian financial sector review studies and the study of financial integration in Africa.

Kayode holds a Balanced Scorecard Master Professional (BSMP) certification and is a M.Sc. Economics graduate of the University of Lagos, a Fellow (FCIB) and Financial Studies Diploma (DipFS) holder, of the Chartered Institute of Bankers, England, an alumnus of the Lagos Business School Advanced Management Programme and a certified business counselor.

Mark is a Strategy Management Group Senior Associate and the lead consultant of BSS Africa, a South African based consulting and training firm owned by PMI Africa.

Mark has more than 25 years experience in facilitating change in organizations. Some of the key areas of expertise are strategic development, change management, performance management, and management development.

Mark’s role as a facilitator, trainer and business coach and his emphasis on practical “how to” strategies and tactics in various industries and governmental sectors, allows him to share his experiences and some proven best practices from a range of disciplines. Some of the private and public organizations that have benefited from Mark’s consulting and training services include: Botswana Ministry of Health, Swaziland National Housing Board, De Beers, Anglo American, BMW SA, Social Security Commission of Namibia, NAMFISA, SEDA, Telkom SA, Botswana Telecoms, African Banking Corporation, FNB Insurance, Central bank of Lesotho, Law Society of South Africa, ECDC, National Communications Agency and many government ministries and departments in southern Africa.

Angela Wainaina is a strategy and performance management consultant and leadership coach. She works with private and public sector organizations to develop and implement strategy by defining clear, measurable, well understood results and performance measures that deliver improved and sustainable results.

With 24 years of management consulting experience in African countries including Kenya, Uganda, Tanzania, Rwanda, Burundi, Zambia, and Ghana, Angela understands the challenges that organizations experience in connecting strategy design and delivering strategic results and targets for performance.  She focuses on helping organizations shift from potential performance by moving minds to drive meaningful change and achieve desired results. Her expertise covers strategic planning and execution, performance measurement and management, change management and executive coaching.

Angela has served private and public sector clients including the Kenya Ports Authority, Bank of Tanzania, Ghana Grid Company, Uganda Communications Commission, NITA (Uganda), Muranga County Government, Tana Athi Water Services Board,  NHIF, WWF (Kenya), Kenya School of Government, Microenterprise Support Programme Trust (MESPT),  Kenya ICT Board, Africa Harvest Bio Tech International, CORAT Africa, New KCC and the Ministry of Health. In the private sector, she has worked with organizations including Simba Corporation, Apex Porto Noveli, HACO Industries, Engie Mobisol,  Family Bank, Fusion Investment Management, KCB, CBA, Kenya Nut Company, Naivas, Kenya Women Finance Trust, Kenya Women Holding Company and Naivas.

Prior to founding Coach Consult, Angela was the Consulting Director at BSEA. Before joining BSEA, she worked as an Associate Director with Deloitte Consulting, East Africa in the Strategy & Operations practice and was responsible for leading the delivery of Strategy services. She worked as a Manager with Deloitte Zambia and thereafter with Chemonics International as a Business Process Reengineering Manager under the USAID funded Zambia USAID/Zambia, Millennium Challenge Account Threshold Program. Her career started with Deloitte Emerging Markets in Washington, D.C  as a Business Analyst.

Angela holds an MBA in Strategic Planning & Economic Policy from Maastricht School of Management. She is a Balanced Scorecard Master Professional (BSMP), a Certified Performance Measurement Consultant and a Certified Executive Coach. She is a member of the International Coaching Federation and a member of the Institute of Directors, Kenya.