by Balanced Scorecard Institute | May 16, 2017
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.
by Balanced Scorecard Institute | May 16, 2017
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.
by Balanced Scorecard Institute | May 16, 2017
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.
by Balanced Scorecard Institute | May 16, 2017
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).
by Candice Ramer | May 16, 2017
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.
