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 Balanced Scorecard Institute | May 16, 2017
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.
