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(CLP) (CIH) Simplified Wellness


SIMPLIFIED WELLNESS



The Appleton Greene Corporate Training Program (CTP) for Simplified Wellness is
provided by Mrs Sciortino Certified Learning Provider (CLP). Program
Specifications: Monthly cost USD$2,500.00; Monthly Workshops 6 hours; Monthly
Support 4 hours; Program Duration 12 months; Program orders subject to ongoing
availability.




CLIENT PROGRAM ORDER (CPO) FORM – SIMPLIFIED WELLNESS




 * PERSONAL PROFILE

 * (CLP) PROGRAMS

 * EXECUTIVE SUMMARY

 * CURRICULUM

 * PROGRAM OBJECTIVES

 * METHODOLOGY

 * INDUSTRIES

 * LOCATIONS

 * BENEFITS

 * TESTIMONIALS

 * PERSONAL PROFILE


PERSONAL PROFILE

Mrs Sciortino is a Certified Learning Provider (CLP) with Appleton Greene. An
internationally renowned author, Simplicity Expert and Professional Speaker, she
spent almost two decades as a high-functioning, award-winning executive before
she experienced a life-changing event that forced her to stop and ask the
question: ‘What if there’s a better way to live?’.

Embarking on a journey to answer this question, she uncovered a simple system to
challenge the status quo and use the power of questions to purposefully direct
life.

A highly accomplished businesswoman, she is an official member of the Forbes
Coaches Council, has received nominations for the Top Female Author awards, was
awarded a prestigious silver Stevie International Business Women Award, named as
the recipient of a 2022 CREA Global Award and has also been awarded over 20
international awards for the uniqueness of the tools and resources she offers.

Sought for expert comment by media globally, she’s been featured in podcasts,
Facebook Live, You Tube, blog articles, print media and in live TV and Radio.

She works globally with corporate programs, conference platforms, retreats,
professional mentoring and in the online environment to teach people how easy it
is to live life in a very different way.

When not working, she can be found in nature, on the yoga mat, lost in a great
book, hanging out with her husband and her house panthers or creating magic in
her kitchen.

To request further information about Mrs Sciortino through Appleton Greene,
please Click Here.

--------------------------------------------------------------------------------



 * (CLP) PROGRAMS


(CLP) PROGRAMS



Appleton Greene corporate training programs are all process-driven. They are
used as vehicles to implement tangible business processes within clients’
organizations, together with training, support and facilitation during the use
of these processes. Corporate training programs are therefore implemented over a
sustainable period of time, that is to say, between 1 year (incorporating 12
monthly workshops), and 4 years (incorporating 48 monthly workshops). Your
program information guide will specify how long each program takes to complete.
Each monthly workshop takes 6 hours to implement and can be undertaken either on
the client’s premises, an Appleton Greene serviced office, or online via the
internet. This enables clients to implement each part of their business process,
before moving onto the next stage of the program and enables employees to plan
their study time around their current work commitments. The result is far
greater program benefit, over a more sustainable period of time and a
significantly improved return on investment.



Appleton Greene uses standard and bespoke corporate training programs as vessels
to transfer business process improvement knowledge into the heart of our
clients’ organizations. Each individual program focuses upon the implementation
of a specific business process, which enables clients to easily quantify their
return on investment. There are hundreds of established Appleton Greene
corporate training products now available to clients within customer services,
e-business, finance, globalization, human resources, information technology,
legal, management, marketing and production. It does not matter whether a
client’s employees are located within one office, or an unlimited number of
international offices, we can still bring them together to learn and implement
specific business processes collectively. Our approach to global localization
enables us to provide clients with a truly international service with that all
important personal touch. Appleton Greene corporate training programs can be
provided virtually or locally and they are all unique in that they individually
focus upon a specific business function. All (CLP) programs are implemented over
a sustainable period of time, usually between 1-4 years, incorporating 12-48
monthly workshops and professional support is consistently provided during this
time by qualified learning providers and where appropriate, by Accredited
Consultants.

--------------------------------------------------------------------------------



 * EXECUTIVE SUMMARY


EXECUTIVE SUMMARY




SIMPLIFIED WELLNESS



--------------------------------------------------------------------------------

The Harvard Business Review predicts that wellness will become the newest metric
that employers will use to analyse and assess their employees’ mental, physical,
emotional and financial health.

The relationship between ignored workplace environmental and organisational
variables, employee mental health, and the ensuing absences and illnesses is
being increasingly recognised across industries.

Without any doubt there’s now a clear link between productivity and mental
health and wellbeing.

According to Champion Health’s annual report:

• Around 60% of workers feel anxious, and females are more likely to feel
anxious than males (62% female compared to 37% male).
• Almost 60% of workers are experiencing musculoskeletal pain.
• Workers aged 25-34 are most likely to experience anxiety, depression and
financial stress.
• 52% of professionals are experiencing symptoms of depression, with a quarter
of these experiencing clinically significant symptoms.
• More than half of respondents say they feel fatigued and 53% reported that
they believe this is impacting their productivity at work.

With statistics like these, it’s easy to see how the need for wellness metrics
in organisations is long overdue. But it’s not as simple as adding a few
criteria for measurement and moving on; every organisation will have different
wellness needs, because every organisation is unique and is made up of a unique
set of individuals.

The goal of employee wellbeing is to improve everyone’s health. When discussing
healthy and effective persons or workers, it is not just about physical
wellbeing; there are other aspects of wellbeing that also need to be included.

Essentially this means that ONLY bespoke wellness solutions will create a strong
outcome for each organisation. Creating metrics – and the measurement process
for those metrics – will also be unique to each organisation, because they are a
direct output of the strategic organisational health and wellness plan that is
created.

--------------------------------------------------------------------------------



--------------------------------------------------------------------------------

We’re way past the time where organisations can buy an ‘off-the-shelf’ solution
for their health and wellness problems. Why? Because a ‘one-size-fits-all’
approach is ineffective. Stress, burnout and exhaustion have been seriously out
of control for decades, and it’s only now that these issues are formally being
linked to significant expense on the company’s bottom line.

In any market or industry, without the knowledge or experience to create
something like an organisational health and wellness plan, it can seem like the
only way to tailor-make a plan that’s specific to your organisation is to bring
in outside expertise.

Maybe that has been true in the past. But the reality is that the best person to
create a wellness solution for you … is YOU!

Ultimately, intention always trumps budget.

So many organisations and people have found themselves with two options – either
a solution that doesn’t work or no solution at all – because they believe that
they can’t afford a bespoke solution.

The truth is, it doesn’t matter what the budget is. There are simple, easy and
practical activities which employers and employees can action that support the
health and wellbeing of the workplace and, importantly, the individuals within
it.

The key is in knowing where to start, and what questions to ask along the way
that will give you the information you need to put in place the most efficient
and effective wellness program for your organisation and the people in it.

Empower your people to take responsibility for their own health and wellbeing
and then provide support from the organisation and you’ll super charge the
results.

Engagement and collaboration are critical – for both the organisation and its
employees. Without them, the program has limited capacity to provide impact. If,
however, you involve key people from the beginning of the process, then you will
truly create a bespoke program that is FOR your people.

Your people are crying out for solutions that really work. They don’t want
fluffy, superficial, ‘tick-a-box’ solutions.

--------------------------------------------------------------------------------



--------------------------------------------------------------------------------

They want tools and resources that actually help them make significant change in
their lives.

Without great health, your capacity to reach your true potential is severely
limited. This is true whether it’s applied at the organisational or the
individual level.

This ‘Simplified Wellness’ program provides a toolset and resources to assist
people to firstly understand wellness, then work out what’s going on for them,
and finally provide them with the process to create the solution that’s
tailor-made for them. That toolset can then be used to develop the workplace
wellness programs, which are tailored to individual needs and, at the same time,
bolster the corporate strategy.

The tools show you how to put the people at the centre of your wellness program,
and the way that this then creates the strength of the wellness platform for
your whole organisation.

--------------------------------------------------------------------------------



--------------------------------------------------------------------------------

During the program, we will explore different wellness topics each month and
find the answers and solutions that are relevant to your organisation and your
people. The objective is to create a set of wellness solutions that are perfect
for your needs. This is a profound shift from buying something that exists and
trying to force it to work for you – or worse still, having it sit idle because
it just doesn’t match your needs.

We start with:
– understanding wellness.
– what an effective strategic plan looks like.

Then, we will explore:
– stress, burnout, exhaustion and anxiety.
– providing you with tools to understand what’s happening for you.

Next, we will introduce:
– positive psychology.
– engagement.
– resilience.
– work-life balance.
– mindset management.
– self-care.
– nutrition.
– physical health.
– emotional intelligence.
– spiritual wellness.

We’ll end with:
– unpacking myths and exposing downright untruths.
– managing your wellbeing.
– helping you to understand what continuous wellness looks like.

Each session creates a road map to personal wellbeing, and then collectively to
organisational wellness, that grows and develops as you do.

At the end of this 12-month program, the people in your organisation will not
only feel empowered and in control of their health, but they will also be more
effective leaders. You’ll have moved past the daily struggle of trying to
overcome stress and exhaustion and into an environment where your people are
fully fuelled and ready to go, and powerfully engaged in the outcomes of your
organisation.

--------------------------------------------------------------------------------



--------------------------------------------------------------------------------

--------------------------------------------------------------------------------



 * CURRICULUM


CURRICULUM


SIMPLIFIED WELLNESS – PART 1- YEAR 1

 1.  Part 1 Month 1 Health & Wellness: An Introduction
 2.  Part 1 Month 2 Strategic Wellbeing Plan
 3.  Part 1 Month 3 Stress & Burnout, Depression & Anxiety
 4.  Part 1 Month 4 Positive Psychology
 5.  Part 1 Month 5 Elevating Engagement
 6.  Part 1 Month 6 Resilience & Work-Life Balance
 7.  Part 1 Month 7 Mindset Management
 8.  Part 1 Month 8 Personal Wellbeing
 9.  Part 1 Month 9 Emotional Intelligence
 10. Part 1 Month 10 Spiritual Wellness
 11. Part 1 Month 11 Managing your wellbeing
 12. Part 1 Month 12 Continuous wellness

--------------------------------------------------------------------------------



 * PROGRAM OBJECTIVES


PROGRAM OBJECTIVES

The following list represents the Key Program Objectives (KPO) for the Appleton
Greene Simplified Wellness corporate training program.


SIMPLIFIED WELLNESS – PART 1- YEAR 1

 1.  Part 1 Month 1 Health & Wellness: An Introduction – the health and wellness
     industry has grown to be a 4 trillion dollar a year market. We’re bombarded
     with information every day, most of it contradictory and it creates
     confusion about what you should and shouldn’t be doing, what’s right and
     wrong for you and what works and doesn’t. This module explores what health
     and wellness actually is, what the principles of wellness are, why you want
     health and wellness in your life, how your values and beliefs play a part
     and how you can create a powerful relationship with wellness that has YOU
     at the centre of the equation.
 2.  Part 1 Month 2 Strategic Wellbeing Plan – most of us are used to creating
     strategic business or marketing plans, but when it comes to health and
     wellness we don’t even think about applying our strategic thinking to
     assist us in creating a bespoke plan. This module looks at the difference
     between corporate and individual wellness plans, why they’ve been treated
     differently for so long and then shows you how you can integrate the two to
     create a strong wellness platform for your organization.
 3.  Part 1 Month 3 Stress, Burnout, Depression & Anxiety – there’s been a lot
     of talk about the significant increase in the occurrence of stress and
     burnout and their link to depression and anxiety over the last few years.
     The truth is, these have been around for decades, we’re just talking openly
     about them now. This module explores the depth of stress and its impact in
     life, looks at the difference between stress and burnout and does a deep
     dive into the way you can understand what stress is, where yours is coming
     from and how you implement simple and effective steps to reduce your stress
     on a daily basis.
 4.  Part 1 Month 4 Positive Psychology – ‘Positive Psychology’ has become
     something of a buzz word in the past decade. The term is thrown around a
     lot, but most people don’t really know what it is, what it does or why they
     would want to have it in their lives. This module focuses on understanding
     positive psychology, its role in life and why you do, and don’t, want to
     have it. With a thorough exploration of themes such as optimism, gratitude,
     savouring, happiness, curiosity, courage, altruism and the meaning of life,
     this module is aimed as creating the perfect mix of positivity for your
     life.
 5.  Part 1 Month 5 Elevating Engagement – One of the greatest issues
     organisations face is the lack of engagement in their strategic goals from
     their workforce. The workforce is more disparate than ever before and most
     people aren’t connected with themselves or their own lives, let alone with
     the aims of the organization they work for. This module takes you on an
     adventure into the world of engagement and explores what it is, how you can
     use it to support your wellness, what effective engagement looks like, how
     to develop it for yourself, your team and collectively for your
     organization and how to create an end goal that develops intrinsic
     motivation within your teams.
 6.  Part 1 Month 6 Resilience & Work-Life Balance – In some ways, the messaging
     around the need to be more resilient has forced people into carrying more
     stress and experiencing more burnout. The more you force yourself to be
     resilient, the more likely it is that your work/life balance will be out of
     kilter as well. Sure, an ability to be resilient is a good thing and a
     great skill to have in your kitbag, but when your whole focus is on
     constantly building more resilience so that you can stay upright, it’s time
     to stop and take a look at what you really need to focus on in your life.
     This module focuses on pulling back the curtains on resilience so you can
     understand what resilience really is, how much of it you actually need and
     then shows you how to create the simple things you can do every day to
     seamlessly blend your work and your life without constantly being under
     pressure.
 7.  Part 1 Month 7 Mindset Management – one of the greatest elements of
     wellness comes through the way you manage your mindset. Being
     ‘intellectual’ can be something of a double-edged sword. It can come with
     great accolades and be celebrated as great achievement, but can also be
     used against you in a detrimental way. Your relationship with your
     intellect will be governed by the social conditioning you received as you
     were growing up. Managing your own mindset is something that isn’t taught
     to us in traditional social conditioning, yet it’s a key element to
     creating an effective wellness plan. This module focuses on how you can use
     mindfulness to access the latent power of your mind, the way you can
     safe-guard your intellectual wellbeing, creating conscious connection to
     your life and how accessing resources to help you create new perspectives
     can create significant shifts in your health and wellbeing.
 8.  Part 1 Month 8 Personal Wellbeing – traditionally seen as either ‘soft
     skills’ or things you can focus on later, this module focuses on deep
     diving into the important role that self-care, nutrition and physical
     health play in creating long term wellness in your life. Creating the
     perfect blend of health, fitness and nutrition to support the goals and
     outcomes you need and want to achieve is critical to an effective,
     long-term life of wellness. This module gives you to information, tools and
     resources to understand what you need and create the pathway forwards that
     is perfect for your life.
 9.  Part 1 Month 9 Emotional Intelligence – for a long time, there has been a
     drive towards gratitude and positivity as the ‘way forwards’ in life. And,
     while it’s true that holding a more positive perspective in life does have
     its benefits, this module is tailored to understanding that emotional
     intelligence is so much more than trying to always be positive. A life of
     wellness is inspired by passion, creativity, confidence and a
     health/happiness/success correlation that has been out of balance for way
     too long. This module focuses on teaching you to determine your own balance
     and then create the steps that get you there, and keep you there long term.
 10. Part 1 Month 10 Spiritual Wellness – spirituality means so many different
     things to different people. Spiritual wellness can be defined as
     understanding your purpose in life through strongly defined and lived
     morals and ethics. When you’re disconnected from your life, it’s hard to
     live it according to your principles, and there’s a real fear that to make
     change you have to give up everything you have and start again. This module
     focuses on exploring the ways that you can understand what you need, and
     the create the steps to give those things to yourself regularly so you can
     be more connected to your life and make conscious decisions that allow you
     to actively direct where your life goes.
 11. Part 1 Month 11 Managing your Wellbeing – understanding the theory behind
     your wellbeing is a great place to start, but managing your wellness on an
     ongoing basis is a skill on its own. This module focuses on teaching you
     how to consciously identify the triggers in your life that keep you stuck
     sitting in situations that detract from your health, what to do to move
     past them and how to create the steps that take you forwards and into a
     different way of living. Covering topics such as combating FOMO and YOLO,
     the impact of wellness trends and fads and stepping out of the trends
     spiral, creating personalized mental health strategies and creating unique,
     tailor-made solutions for yourself, this module takes life to a whole new
     level.
 12. Part 1 Month 12 Continuous Wellness – Nothing great was ever achieved
     without an plan in place to get you there, and an enthusiastic and engaged
     approach to support it. This module is all about how you take the
     information you’ve learned in the program and create a way forward that
     gives you continuous wellness. It focuses on the smart skills for
     maintaining wellness over the long term and gives you the tools and
     resources to move forwards with a solid wellness platform supporting your
     life.

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 * METHODOLOGY


METHODOLOGY




SIMPLIFIED WELLNESS

The methodology of the Simplified Wellness program is, well – simple!
It works by moving step by step through six phases that allow individuals to
create the health and wellness platform that is perfect for them, and then
collectively empowers the ongoing health and wellness of the organization.

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The first of these phases is Understanding. Most people are completely confused
about what health and wellness is. There is too much conflicting information
available, trends change rapidly and individuals are left with their heads
spinning, not knowing where to turn to next. This phase is all about helping
people to understand what health and wellness actually is and how that can be
applied at an individual level, to individual needs and wants.

The second phase is Challenging. Almost everyone has been taught to look to
others to know what is wrong with them, and what the solution to ‘fix’ them is.
This phase is all about teaching people how to take back control, connect to
their inner wisdom and find their own answers. This phase is a critical
component to the ongoing health and wellness equation, because it takes the
pressure off the organization to find answers for individuals, and instead
allows a support network to be set up that empowers the individual to work
through their own requirements.

The third phase is Disrupting. Typically seen as a negative trait, disruption is
a key component to creating an effective health and wellness plan. Through the
use of powerful questions we simplify the approach to health and wellness by
disrupting the messaging that is used through marketing campaigns to keep us
stuck in the same old cycle. By disrupting the patterns and questioning what
we’re being told, we can move past limiting beliefs and learn to spot the
‘trigger-point’ marketing tactics that aren’t relevant to us anymore.

The fourth phase is Creation. Following on from becoming a disruptor, we move
into creative mode. Societal norms have taught us that creative pursuits aren’t
as beneficial or ‘serious’ as other ways of life, but unleashing our creativity
is key to stepping into the highest and purest form of life. Creativity is a key
component of activating a health and wellness plan because allowing creativity
to flow will allow the individual to create a health and wellness plan to truly
supports them and what they need in their life.

The fifth phase is Implementation. Nothing great ever happens without action. A
plan is only as good as the paper it’s written on if you don’t do anything with
it. This phase is all about creating the steps that will get the individual to
where they want to go, and the accountability they need to make sure they get
there. Implementing the health and wellness plan that the individual creates is
perhaps the most important part of the plan.

The sixth phase is Continuation. Once the plan is in place, and the individual
has taken the first few steps, it’s important to know how to keep it going. Life
changes, and what’s important will change along the way, so it’s vital that
there’s a focus and a dedicated process that the individual can follow to make
sure that the plan grows, changes and develops with them and where they’re at in
life. The continuation phase makes sure that health and wellness remains a key
component of life and that it maintains its place in the list of important
things so that it always stays top of mind.

These phases are applied in different ways throughout the program and are
delivered in a way that inspires each individual to play and have fun creating,
implementing and living their health and wellness dreams.

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 * INDUSTRIES


INDUSTRIES

This service is primarily available to the following industry sectors:




BANKING & FINANCIAL SERVICES

Companies in the Banking & Financial Services Industry are some of the largest
organisations in the world.

With significant levels of compliance, operational and licensing requirements as
well as the regulatory framework being different for each country in the world,
the banking and financial services business is an extremely difficult
environment to operate in.

This complexity is then overlaid with the never ending development of technology
and the way in which consumer expectations and demands have skyrocketed.

Nowadays, customers expect to be able to access financial services anywhere,
anytime. Along with increased client expectations, this industry also has to
strengthen internal procedures. The majority of the data that banks and other
financial institutions handle contains sensitive and personal information,
including customer information, account information, financial papers, and more.
In such cases, it is crucial to use technology to enhance security and boost the
effectiveness of data handling and processing.

Financial transactions are no longer the only thing that banking and financial
institutions can handle. When a loan is closed or even after the loan event,
financial institutions frequently offer credit insurance or other insurance
products. Due to rising rivalry, they must comprehend what the market and
customers want.

Like every business operating in a global space, multiple client touchpoints
have risen as a result of new technology. Every time a consumer uses the
internet, a trail of data is left behind, and financial institutions must use
this data to enhance their offerings to customers. Financial institutions must
adopt an omnichannel strategy for their operations, much like retailers or other
enterprises, because they cannot just rely on conventional means for transaction
execution. Financial institutions and banks who wish to gain a competitive edge
recognise the value of this tailored, omnichannel approach to consumer
engagement. They also understand that implementing the appropriate digital
strategies is the only way to make this happen.

According to surveys, less than a quarter of banks have a defined health and
wellness strategy or roadmap that goes beyond the provision of generic and stock
standard ‘wellness’ classes.
Despite the fact that the majority of financial institutions are aware of the
cost of poor health and the impact it is having on the bottom line, and that
putting in place an effective and efficient plan is not only a top priority
right now but is key to fundamentally altering the competitive landscape of the
business, this still occurs.

The deployment of health and wellness solutions that are effective at the
individual level may seem to be difficult for many banking and financial
services due to the sheer number of their employees, however that is where
bespoke programs come into play.

This corporate training programme was specifically created with the unique
requirements and constraints of the banking, insurance, and financial services
industries in mind. For professionals in banking and financial services, the
training programme offers a 6-phase, step-by-step process that can be applied on
many facets of health & wellness by each individual.

Understanding of the overall, current and future health possibilities by each
individual, along with designing, implementing and continuing their personal
health journey is what this program is all about.
This training session will enable banks, insurance, and financial services
companies to empower their people to be healthy, create effective leaders that
have lived health & wellness values, enable their people to be fully fuelled and
have the energy to get the job done and create a powerfully engaged workplace
that can achieve more and climb to greater heights.

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PROFESSIONAL SERVICES

The professional services industry encompasses design, research, promotional and
consulting services, and legal, accounting, scientific and technical services.

The professional services industry research from The Business Research Company
projects that at a compound annual growth rate (CAGR) of 7%, the size of the
global professional services market would increase from $5.03 trillion in 2020
to $5.43 trillion in 2021. The companies’ reorganisation of operations and
recovery from the COVID-19 impact, which had previously resulted in restrictive
containment measures involving social estrangement, remote work, and the closure
of commercial activities that created operational challenges, are primarily
responsible for the growth. At a CAGR of 7%, the market is anticipated to reach
$7.06 trillion in 2025.

According to TBRC’s professional services industry outlook, the design,
research, promotional, and consulting services segment will account for $1,602.0
million of global annual sales by 2025 and the architectural, engineering
consultants, and related services segment will account for $437.0 million of
global annual sales, representing the top opportunities in the professional
services market segmented by type.

The B2B legal services segment, which by type will account for $104.3 million of
annual global sales by 2025, will offer the greatest prospects in the legal
services market. The bookkeeping, financial auditing, and other accounting
services category, which will increase global annual sales by $149.1 million by
2025, will offer the best prospects in the accounting services market, segmented
by type.

Top prospects will emerge in the market for other professional, scientific, and
technical services, which is split by type and is expected to grow to $38.5
million in annual global sales by 2025.

At $449.1 million, the professional services sector will grow the greatest in
the USA.Current Position
Burnout is spreading throughout the industry as a result of the impending great
consultant shortage of 2021, and advisors who are currently having trouble
keeping up with demand are nevertheless unwilling to turn down client
employment.

In the midst of lockdowns that occurred globally, a lot of professional services
firms relied on the “high-achieving” personalities typical of consultants to
carry unmanageable workloads as staff members toiled for extra hours and
partners took on tasks they would have previously delegated to juniors.

Things may be ‘busier’ than ever, but that has come with its own toll with some
consultants reporting that they are working shifts of up to 17 hours per day as
a result of their inability to keep up.

There is a genuine concern about the viability of this approach, the effects on
mental health and the possibility of extreme burnout that will see hoards of
consultants leave the industry and never return.
Mental health has emerged as the key problem professional services firms are
dealing with, however the reality is that health AND wellness is really the key
issue that needs to be addressed.

This corporate training programme has been created expressly to help managers
and employees of professional services companies deal with stress, fatigue, and
burnout. It gives professional services professionals a 6-phase, detailed method
that each person may use to apply to many different aspects of health and
wellness.

This programme focuses on helping each person develop, implement, and continue
their own personal health path while understanding the potential for their
overall, present, and future health.

This training will give professional services companies the chance to empower
their employees to lead healthy lives, develop strong leaders who live out
health and wellness principles, give their employees the fuel and energy they
need to get the job done, and build a highly engaged workplace that can
accomplish more and reach new heights.

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INSURANCE

The insurance sector is one with intense competition. Customers’ expectations
change in tandem with the markets’ ongoing evolution. Insurance firms can no
longer operate or communicate with customers in the same way they did in the
past. Any insurance firm that wants to stay competitive in its market must
adjust to the constant changes that the new era of digital technologies has
brought about in how the sector currently operates.

When it comes to customer service, market research, or any other area of the
business where procedures can be automated and made more effective, insurance
firms nowadays aim to reduce the amount of human participation in the majority
of activities. This is a very delicate balancing act because people want to
communicate with people, so the use of technology can only occur in a way that
allows the customer to continue to feel connected.

Customers also need services that meet the criteria set by the sector. Other
customer expectations include paperless transactions, simple applications,
online information portals, and quick responses to inquiries.

With the rise of the 24/7 connection that technology brings, this also means
that people no longer respect the traditional work hours of 9am – 5pm, Monday to
Friday. Now, they expect an answer with 15 minutes no matter what time of the
day, night or week they send a request for information through.
Today, more and more people access most services through their mobile devices,
thus insurance businesses must be able to provide their clients with this
mobility as well.

With this comes the increased pressure and stress of responding to highly
stressed and exhausted customers. By the time a query is escalated to a person,
it may well have also escalated in intensity to dealing with customers can add
additional pressure to an already overwhelmed work environment.
Nowadays, the term “customer-centric” refers to more than just a trend, and all
businesses are increasingly adapting to make their strategies more
client-centered. Additionally, consumers are better informed and seek quick
access to information, a variety of goods and services, as well as
individualised experiences. Insurance businesses must incorporate digital
transformation into their company strategy in order to accomplish these goals
and improve the simplicity, adaptability, and accessibility of their services.

This corporate training programme was specifically designed to assist managers
and staff of insurance businesses to overcome stress, exhaustion and burnout. It
offers insurance professional a 6-phase, step-by-step process that can be
applied on many facets of health & wellness by each individual.
Understanding of the overall, current and future health possibilities by each
individual, along with designing, implementing and continuing their personal
health journey is what this program is all about.
This training session will enable insurance companies the opportunity to empower
their people to be healthy, create effective leaders that have lived health &
wellness values, enable their people to be fully fuelled and have the energy to
get the job done and create a powerfully engaged workplace that can achieve more
and climb to greater heights.

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CONSULTANCY

Have you ever heard the adage, “Take care of your mental health before it starts
taking care of you?”

This perfectly captures the hectic, high-stress world of management consulting.

People choose to pursue careers in consulting for a variety of reasons, such as:

• exposure to a range of initiatives and sectors
• the chance to address actual business issues
• rapid professional advancement
• numerous chances for development, learning, and progress

Many people, however, underestimate the difficulties they can encounter when
attempting to go up the consulting ladder by concentrating on these alluring
benefits of consulting. The largest obstacle for many is the toll that working
in consulting puts on your physical, mental, and emotional health.

A job in consulting can cause stress, anxiety, and exhaustion, just like other
high-powered professions like law or investment banking. When does this burnout
often occur? It occurs when you put off taking care of your health and wait for
your body to malfunction before taking action. It occurs when you put on a brave
face and postpone seeking assistance or consulting a professional.

In the best-case scenario, worry and stress might hinder your performance and
output. In the worst-case scenario, a mental breakdown could land you in the
hospital and force you to take several months out of work to rehabilitate.

Despite knowing that their employees regularly work 60 – 80 weeks and then
further time on the weekends, and that there is a high ‘natural attrition’ rate
that occurs with consultants who depart the organisation (and often the
industry), consulting firms still regularly hammer their consultants with
perfectionist traits and only employ ‘top tier’ candidates.

According to a recent study that analysed workers in 20 different businesses,
consultants have the highest rates of depression compared to executives from
other industries. Interestingly, and perhaps most telling, is that most people
employed in this industry acknowledge that it is ‘safer’ to seek health
(particularly mental health) assistance outside the organisation.

A holistic approach is necessary to achieve health & wellness, and it needs to
be entrenched at the individual level.

This corporate training programme was created expressly to help managers and
employees of consultancy firms deal with stress, fatigue, and burnout. It gives
consulting professionals a 6-phase, detailed method that each person may use to
apply to many different aspects of health and wellness.
This programme focuses on helping each person develop, implement, and continue
their own personal health path while understanding the potential for their
overall, present, and future health.

This training will give consulting companies the chance to empower their
employees to lead healthy lives, develop strong leaders who live out health and
wellness principles, give their employees the fuel and energy they need to get
the job done, and build a highly engaged workplace that can accomplish more and
reach new heights.

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 * LOCATIONS


LOCATIONS

This service is primarily available within the following locations:




LONDON, UK

The most populated city in Europe, London, has long served as a hub for
commerce. It is presently regarded as having one of the biggest city economies
in the entire world. In the city, where trade is thriving, there is also a
thriving culture that influences trade.

It contributes about 17% of the UK’s overall GDP, which totals more than £565
billion.

The economy of London is larger than those of several European nations, with the
Port of London moving approximately 48 million tonnes of cargo annually.

The economy of London has seen a significant transformation over time. In the
nineteenth and early twentieth centuries, manufacturing industries dominated;
today, however, service companies, notably those in the financial and business
services sectors, are the major sector. These sectors alone account for around
£15.5 billion of the total £37 billion in annual goods and services exports.

London is home to several banks and other financial institutions. Of any city,
it has the biggest concentration of foreign banks. As a prominent FX trading
hub, London trades more US dollars than New York and more Euros than all other
European cities combined. There are 3.2 million individuals employed in the
service sector in London. Around 1.25 million people, or around one in every
three jobs, are employed in the financial sector. On the other hand, the
industrial and construction sectors work half a million people in Greater
London, or around 11% of the city’s employable population.

In addition, the media, entertainment, design, law, and computing industries
have dynamic hubs in London. One of the economic sectors with the quickest
growth rates is e-commerce, along with allied industries. Tourism is a
significant industry with significant growth potential. Almost two out of every
three Fortune 500 businesses now have their headquarters in London. One out of
every three significant international conglomerates has its European
headquarters there. The corporate headquarters of numerous well-known companies,
including Barclays Bank, Virgin, HSBC, BBC, and many others, are located in
London. The largest exchange in the world, the London Stock Exchange, is
responsible for around 32% of all international transactions.

The London Plan is a road map for London’s future economic growth. With specific
steps to accomplish that goal, this plan was developed with the intention of
making London the best city in the world. The plan emphasises techniques for
long-term economic development that are both sustainable and inclusive, as well
as specific growth sectors including e-commerce, tourism, and environmental
enterprises. The London Plan recognises internet-based businesses as one of the
industries with the most rapid growth potential. In order to promote innovation
and the creative and environmental sectors, the Plan envisions a robust
information and communications technology (ICT) infrastructure.

Future plans for London recognise tourism as a potential area for growth and a
commitment has been made to enhance London’s reputation as an appealing travel
destination. The London plan offers financing, market development, advertising,
land use regulations, and other resources to stimulate the growth of
environmentally friendly firms because this sector is vital for future growth.
By processing 85% of London’s waste within its borders with environmentally
friendly technology like recycling, it also hopes to create new green economic
prospects. These numerous initiatives are intended to boost London’s economy and
elevate it to the status of global economic hub.

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NEW YORK, NY

New York City is the American city with the highest population. The centre of
New York, along with the greater New York area is included in accessing this
program.

In the fields of banking, insurance, consultancy, professional services, trade,
media, art, fashion, education, research, technology, and entertainment, New
York is a global powerhouse.

The seat of the United Nations, New York, has earned the moniker “world’s
cultural and financial capital” and is a significant hub for international
diplomacy. New York Metropolis, the biggest city in the United States and one of
the biggest cities in the world, has an estimated 8.8 million residents in 2020
and a total population of 20.3 million.

New York is a fantastic city for two key reasons: its abundance of tourist
attractions and the spirit of its people. The neighbourhoods and districts of
New York will continue to prosper if municipal government and the private sector
capitalise on these advantages.

The US financial sector, which is the city’s most significant economic sector
and the largest financial centre in the world, has its headquarters on Wall
Street. New York consistently finds itself placed at the top of Global Economic
Power indexes and remains to the largest worldwide hub for trading in public
equities and debt capital markets, as well as in private equity, hedge fund
management, and mergers and acquisitions, remains to be New York City. The
largest and second-largest stock exchanges in the world, the New York Stock
Exchange and the NASDAQ, are both situated in this dynamic metropolis.

Key global hubs in New York City include financial services, banking, insurance,
retail, international trade, transportation, new and old media, advertising,
legal services, and accounting. The broad-spectrum high-tech district known as
Silicon Alley in New York City is continually expanding. New York City is home
to many Fortune 500 corporations as well as numerous international businesses.
In terms of luring business, investment, and tourism, New York City has topped
the list of cities around the globe. New York has once again outperformed its
competitors in the Americas in the 2019–20 edition of FDI’s American Cities of
Future, solidifying its status as a regional economic powerhouse and the top
commercial hub. In terms of potential for economic growth, people resources, and
other factors, New York Metropolis was rated the best big city.

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CHICAGO, IL

One of the biggest cities in the US is Chicago. The third-largest gross
metropolitan product in the nation is produced there. Due to its extensive level
of variety, the city has also been regarded as having the most balanced economy
in the United States. Chicago, which has the second-largest U.S. central
business district, is a significant global financial hub.

The Federal Reserve Bank of Chicago has its headquarters here (the Seventh
District of the Federal Reserve). There are about 3.0 million people living in
the city and its surrounding metropolitan area, and 4.25 million people work
there, making it the second-largest labour pool in the country. In addition, 66
Fortune 1000 businesses, including those in Chicago, are headquartered in the
state of Illinois.

The third-largest metropolitan region in the nation and the centre of the
Midwest, the city is situated in north-east Illinois on the south-west shores of
Lake Michigan and stretches into southeastern Wisconsin and northern Indiana.

In the 1880s, as Chicago expanded quickly, previously rural areas were quickly
incorporated into the metropolis. A patchwork of neighbourhoods and workplaces
with few green areas resulted from economic growth. Like many cities, Chicago
continues to be significantly impacted by both the unchecked organic expansion
and the physical remnants of its past. The street layout is essentially an
expansion of the original 1830 city design. Eight blocks make up a mile, and
each square mile is laid out in a grid with important commercial streets
surrounding it (2.5 square km).

Chicago enjoys a distinct competitive economic edge due to its advantageous
location at the intersection of the nation’s rail, air, road, and waterway
systems. In the past, significant infrastructure expenditures were undertaken to
take advantage of these advantages, which generated and encouraged growth and
benefits for Illinois’ economy and inhabitants generally. Chicago’s prosperity
is dependent on its network of highways, bridges, ports, rail lines, and transit
systems, which move the people and things that power the city’s economy. The
unrestricted flow of people and goods across Chicago continues to be essential
to the city’s long-term success.

The city is now a major international centre for finance, commerce,
telecommunications, trade, industry, and technology. Several regional and
national transportation networks, including significant railway lines,
motorways, a port, and two of the busiest airports in the country, are located
in Chicago. More than 4,000 km of streets and alleys throughout the city are
used by vehicles, buses, trucks, bicycles, and people on foot.

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BOSTON, MA

This international city serves as the financial and cultural hub of Greater
Boston, the nation’s tenth-largest metropolitan statistical area (MSA) with an
estimated population of 4.8 million as of the 2016 census.

The Boston Massacre, the Boston Tea Party, the Battle of Bunker Hill, and the
siege of Boston were just a few of the significant historical occurrences that
took place in Boston during the American Revolution. Boston may also take pride
in a number of firsts, such as the first public park in the country (Boston
Commons), the first state or public school (Boston Latin School), and the first
subway system (Tremont Street Subway). Due to the numerous visitors drawn by its
fascinating past, Boston’s economy is heavily based on the tourism industry.
Absent visitors from Canada and Mexico, there were 21.2 million domestic and
foreign visitors in 2011 who spent $8.3 billion. In 2014, Boston welcomed almost
1.4 million foreign visitors, including those from China and the United Kingdom.

One of the top 30 most prosperous cities in the world, Boston and the Greater
Boston metropolitan area has a $363 billion economy, ranking it as the sixth
largest in the nation and the world. The universities and colleges in Boston
have a major economic impact on the city. Each year, more than 350,000 college
students from all over the world come to Boston, spending more than US$4.8
billion there. Businesses are drawn to the city and the surrounding area by the
area’s schools, which are important employers.

According to the Milken Institute, which rates Boston as the top life sciences
agglomeration in the nation, Boston is home to a lot of technical enterprises
and is a significant biotechnology hub. Of all the American cities, Boston
receives the greatest funding from the National Institutes of Health. The city
is recognised as eminently innovative for a variety of reasons, including
accessibility to venture finance, the presence of academics, and the
establishment of numerous high-tech businesses. The Route 128 corridor in
Greater Boston is a significant location for technology venture financing. Law
and government have become a significant part of the city’s economy because of
Boston’s status as a state capital and the area location of federal
institutions. The town has a sizable harbour.

The city is a significant seaport on the American East Coast. It is the Western
Hemisphere’s first continually running industrial and fishing port. The city is
a significant seaport on the American East Coast. It is the Western Hemisphere’s
first continually running industrial and fishing port.

Boston’s economy greatly depends on the financial services sector, particularly
the insurance and mutual fund industries. Boston was classified as the
ninth-most competitive financial centre in the world and the fourth-most
competitive in the United States in the 2017 Global Financial Centers Index.
Boston became one of the nation’s top financial hubs in the 1980s when Fidelity
Investments, a Boston-based company, popularised the mutual fund. The city also
houses the headquarters of Santander Bank. Venture capital businesses have a
significant presence in the city of Boston. State Street Corporation, a business
that specialises in custody and asset management services, is based in the city.
Boston is an important centre for publishing and printing. Houghton Mifflin
Harcourt, Bedford-St. Martin’s Press, and Beacon Press are all publishers based
in the city.

Boston is home to the publishing businesses of Pearson PLC, which employ several
hundred people. Three significant conference centres can be found in the city:
the Hynes Convention Center in the Back Bay, the Exhibition Center on the South
Boston waterfront, and the Seaport World Trade Center and Boston Convention.
General Electric Corporation stated in January 2016 that it would relocate its
worldwide headquarters from Fairfield, Connecticut, to Boston’s Seaport
District, citing a number of reasons, including Boston’s significance in the
higher education sector. The corporate offices of numerous significant athletic
and footwear brands, including New Balance, Reebok, Converse, Rockport, and
Puma, are located in Boston.

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TORONTO, CA

The provincial capital of Canada’s Ontario is Toronto. It is the most populated
city in Ontario and the fourth most populous city in North America, with a
registered population of 2,731,531.

The arts, finance, business, and culture are all centred in Toronto. The Toronto
Stock Exchange, which is the seventh-largest stock exchange in the world by
market capitalisation, is frequently referred to as Canada’s financial centre
due to the substantial concentration of banks and brokerage firms on Bay Street
in the Financial District. The Big Five, or the five largest financial firms in
Canada, have their national offices in Toronto.

With a strong focus on technology, financial services, design, life sciences,
aerospace, education, the arts, fashion, environmental innovation, food
services, and tourism, its economy is extremely varied.

Rogers Communications, Torstar, and Bell Media are located in the city, which is
regarded as one of the most multicultural and cosmopolitan cities in the world.
It is also a significant hub for the media, publishing, telecommunication,
information technology, and film production sectors.

In the Greater Toronto Area, significant Canadian businesses like Celestica,
Magna International, Financial, Sun Life Financial, the Hudson’s Bay Company,
and Manulife are also present. Additionally, there are numerous significant
hotel chains and management organisations, including Fairmont Hotels and Resorts
and Four Seasons Hotels. Even though the majority of the region’s manufacturing
operations are located outside of the city limits, Toronto is still a major hub
for industrial sector distribution and wholesale. Because of the city’s
strategic location along the Quebec City–Windsor Corridor and its access to both
roads and rail, it is possible to produce automobiles, steel, iron, machinery,
food, chemicals, and paper close by. Ships from the Atlantic Ocean may enter the
Great Lakes after the Saint Lawrence Seaway’s completion in 1959.

The CN Tower, the tallest free-standing structure in the Western Hemisphere, is
one of the many skyscrapers and high-rise buildings in Toronto that are well
known.

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 * BENEFITS


PROGRAM BENEFITS

HUMAN RESOURCES

 1.  Improved engagement
 2.  Improved culture
 3.  Reduced burnout
 4.  Increase retention
 5.  Employee loyalty
 6.  Performance improvement
 7.  Empowered workforce
 8.  Healthy organization
 9.  Increased effectiveness
 10. Happier workplace

MANAGEMENT

 1.  Stronger leadership
 2.  Increased focus
 3.  Cohesive workforce
 4.  Greater collaboration
 5.  Wellness mindset
 6.  Greater potential
 7.  Improved communication
 8.  Consistent Management
 9.  Greater creative flow
 10. Positive environment

BUSINESS OPERATIONS

 1.  Improved wellness
 2.  Reduced costs
 3.  Operating efficiency
 4.  Improved quality
 5.  Operational synergy
 6.  Enhanced environment
 7.  Clarified priorities
 8.  Improved effectiveness
 9.  Organisational resilience
 10. Increased productivity

 * TESTIMONIALS


TESTIMONIALS




VERONICA SMITH – DIRECTOR – EPICC TRAINING CO

“I was very impressed with her ability to clearly articulate her message, as
well as develop a rapport which has extended beyond the event. The content
gained the trust and respect of the group to a level that allowed her to
effortlessly continue to build relationships with members, providing ongoing
support and professional services where appropriate. I would highly recommend
this program to any organisation that is seeking a professional speaker with an
authentic message of positivity and possibility.”

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MARY DWYER – MANAGING DIRECTOR – IMPACT SOLUTIONS INTERNATIONAL

“As Ms. Sciortino helped us understand her story and the power of her
questioning that saw her transform her life, it made me reflect and question my
own. I highly recommend attending any of her presentations or workshops and I
look forward to finishing her book.”

--------------------------------------------------------------------------------




JOANNE CASEY – MANAGING DIRECTOR & FOUNDER – THE RIGHT MIX.

“I felt incredible pressure for my business to be a success – but I had no idea
what success should look like. I am now able to clearly set a direction and make
decisions that are aligned with my values and my true purpose and am now working
with clients who are aligned with my values. My personal and business
relationships have blossomed with a new authenticity.”

--------------------------------------------------------------------------------




JANINE CHAPMAN – COMMITTEE MEMBER – STRATA COMMUNITY ASSOCIATION

“Don’t wait till it’s too late” Let’s do something about taking back our lives
from the stresses of work. This program gave good insight into why we need to
continue to review our lives, what’s important and what we can do about change –
it’s not that scary.”

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ADAPIA D’ERRICO – LEADERSHIP FACILITATOR & EXECUTIVE MENTOR

“Everyone needs to hear the messages in this program. We’re all familiar with
stress, especially those who are high achievers. Ms. Sciortino powerfully weaves
stories and science to give us a far more sobering view of stress and what we
can do to make the simple, incremental changes that can transform our lives, our
relationships, and our outcomes. She’s as inspiring as she is informative.”

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More detailed achievements, references and testimonials are confidentially
available to clients upon request.

--------------------------------------------------------------------------------





CLIENT TELEPHONE CONFERENCE (CTC)

If you have any questions or if you would like to arrange a Client Telephone
Conference (CTC) to discuss this particular Unique Consulting Service
Proposition (UCSP) in more detail, please CLICK HERE.





CLIENT TESTIMONIALS

721
Media & Marketing

“If a product is good enough, then it should sell itself, or so the theory goes.
This is certainly true of some products, although a good product still needs
good marketing. There is however no disputing the fact that a good product is
much easier to sell than a bad one. From a consumer’s perspective, Appleton
Greene’s programs are easy to understand and appreciate and this makes the
decision-making process an easy one.”
A quotation taken from a client reference within the Media & Marketing industry.

Read More
713
Accountancy

“The attention to detail with both the standard and bespoke programs is
testament to the implementation of a well established training development
model.”
A quotation taken from a client reference within the Accountancy industry.

Read More
728
Consumer Goods

“We are always looking to improve productivity. This is usually achieved through
business process improvement or business process re-engineering. The fact that
Appleton Greene’s programs are all drive by processes means that they are a good
match for consumer goods manufacturing companies, because the goal of each
program is invariably process and productivity improvement. This is the future
in a fast moving world because everything that we do needs to have a clear and
present purpose.”
A quotation taken from a client reference within the Consumer Goods industry.

Read More
693
Education

“Being governed by strict confidentiality agreements, bespoke services are more
aligned with our specific requirements. Appleton Greene accommodates this and
enables us to benefit from an external perspective while maintaining our
tradition of centralization.”
A quotation taken from a client reference within the Defense industry.

Read More
720
Transport

“Our employees always appear to really enjoy being involved in Appleton Greene’s
programs and they enable our employees to be more objective when making
improvements to our business processes. It is so important for employees to have
the opportunity to think outside of the box. Most good new ideas will invariably
come from your own employees, but you need to provide them with a creative
environment in which to be innovative.”
A quotation taken from a client reference within the Transport industry.
 

Read More
696
Real Estate

“Appleton Greene has managed to perfect business partnering within the education
industry. Their ability to facilitate a variety of human resources in the form
of learning providers and consultants is what makes their programs so
successful. Each program is developed using a standard approach, but it is then
made unique by the specific knowledge of the individual learning providers who
develop them and by the individual industry and international experience of the
consultants who are involved during implementation. It is the use of these
seasoned experts which makes the programs so valuable.”
A quotation taken from a client reference within the Real Estate industry.

Read More
708
Travel & Tourism

“The world has become a much smaller place. It is much easier for many people to
travel and they do so for business and pleasure with increasing regularity. This
has resulted in more international and less provincial thinking and corporate
training within our organization needs to reflect this. It is no surprise that
many traditional educational programs such as MBAs have become more
international and enable students to study in two or three different
international locations during their study terms. Online training has also
encouraged international collaboration. However, at Appleton Greene, they have
truly embraced this philosophy through it’s business partnering with hundreds of
learning providers and consultants who all work remotely from a variety of
different international locations and this has proven to be a masterstroke and
consolidates their unique global positioning.”
A quotation taken from a client reference within the Travel & Tourism industry.

Read More
723
Technology

“Any product or service is only as good as the support process which accompanies
it. The Appleton Greene programs are well structured and well delivered, but it
is the quality and availability of continuous support which makes the programs
durable. Appleton Greene is excellent at developing and implementing time
management procedures for program support. We appreciate that the time of
qualified learning providers and accredited consultants is valuable and the
strict guidelines within which support is provided enables us to obtain support
whenever we need it, but it is structured in such a way as to ensure that it is
always productive.”
A quotation taken from a client reference within the Technology industry.

Read More


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CONTACT INFORMATION

International toll free number: +1 (877) 464-5599
New York: +1 (212) 418-5225
Premium Support (USA): +1 (585) 937-3368
Premium Support (UK): +44 169-266-1091
Contact Us




INFORMATION GUIDES

Accredited Consultant Service (ACS)
Independent Consulting: The 15 Critical Success Factors (CSF)
Certified Learning Providers (CLP)
Professional Email Marketing Campaigns (PEMC)




Copyright 2024 Appleton Greene & Co | All Rights Reserved | Privacy Policy |
Terms Of Use



M. LOPEZ

CUBA

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"The Agriculture industry is usually consumed with time management. Everything
has a predetermined shelf life. Interestingly enough however, Appleton Greene
achieves time sensitive performance by slowing things down. It allows companies
to implement and benefit from each part of the service process while working
through the programs, instead of having to wait until they are completed. The
result is that you do not necessarily care too much about how long the programs
take to implement, because the benefits are being realized all of the way
through."

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M. ASHADE

UNITED STATES

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"Infosys - While at Infosys there were 2 major initiatives that I championed
that would be of great benefit to other clients. One was implementing a system
that would help reduce our DSO (Days of Sales Outstanding). A key factor in this
was change management which was to remodel our internal system and team
structure while also working with the client and advising them on how to help us
to become jointly aligned. Due to this, I was able to reduce our DSO which
ranged from 65-120 days on a quarterly basis to approximately 45 days. This of
course greatly improved our cash flow for a $100M+ Book of Business in our
practice. I then was tasked with evangelizing this to our other practices to
help with their DSO Improvements as well. The second Initiative was to help with
our practice’s overall Account Management and Operations structure. This
involved improving sales forecasting (Went from a 15% delta in pre-quarter
forecast vs end of quarter booked business to less than 5%), Also due to
improved Account Planning, was able to help grow a key account from $0 to $25M
per year over a 2-year period and won an Account Management Award for this in
2013-2014 (Awarded to the top 5 out of 8,000 sales professionals company-wide).
Was also able to improve our hiring practice which improved our net revenue loss
of $5M per quarter due to not being able to staff client engagements to less
than $1M per quarter. This was a 80% improvement that resulted in a net gain of
$16M per year to our top line.
https://www.appletongreene.com/acs-business-operations"

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MR. ARDILA

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"At GM Latin America, Mr. Ardila attained market leadership for the Chevrolet
brand in the region, going from 14% to 18% share. Revenues went from $12B to
$20B in 4 years and number of vehicles sold from 650,000 to 1 million.
https://www.appletongreene.com/clp-cih-growth-strategy"

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MS. GOODHEAD

UNITED KINGDOM

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"Most businesses become complicated over time, particularly if they are
successful. I have owned 7 companies during my career and can assure you that
succession planning is not something that you should just consider when you are
planning retirement. It enables you to transition from one company to another
and is a part of being an entrepreneur. The Appleton Greene Succession Planning
program works because it simplifies all of those complications and puts things
in place to facilitate a seamless transition. It is now being implemented with
all of my companies simultaneously. I always like to know what my exit strategy
is."

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MR. ALBINA

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

AUSTRALIA

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"I have known Mr Albina for approximately 15 years, initially meeting when
working at Boeing, then moving to Airbus and staying in contact ever since. I
have found Mr Albina to be one of those rare individuals who uses a personal
touch to achieve technical outcomes. Pat’s strengths lay in his broad technical
background and experience, coupled with genuine empathy and ability to develop
high-performing teams. This was particularly evident when establishing the
Australian Multi-Role Helicopter engineering management system and workforce
from scratch, and when project managing follow-on proposals. I have no
hesitation recommending Mr Albina for roles involving system, team or
performance development and improvement.
https://www.appletongreene.com/clp-cih-strategic-decision-making"

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M. AKWULE

SOUTH AFRICA

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"Being a participant in Appleton Greene's Social Responsibility program in South
Africa encouraged me to become a Learning Provider myself. I loved the way the
program brought everyone together and helped companies to integrate more with
the local communities they served. I became so empowered by this experience that
it gave me the confidence to develop my own program with an already established
and enthusiastic market in South Africa."

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MR. GREENE

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Ray-Ban, was a great place to practice the techniques of productivity. Sunglass
business was growing at around 20% a year for four years. State-of-the-art R&D
technology led to new products, an acquisition contributed, additional and more
modern equipment at two manufacturing plants was installed, two more facilities
were added including a maquiladora plant. The main assignment was “don’t let us
run out of capacity”. Employees understood the products of the company and their
reputation in the marketplace for style and quality, which definitely
contributed to motivation."

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MR. THOMSON

CERTIFIED LEARNING PROVIDER (CLP)

CANADA

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"Providing accurate delivery of radiotherapy to cancer patients is paramount to
both their health and safety. MDX introduced a radiotherapy QA system, complete
with hardware and dedicated software, that significantly reduced error rate and
helped to streamline patient processing for daily therapy. The system provided
3D versus 2D representation of treatment delivery when captured by the hardware
prior to patient delivery. This gave a more precise representation to the
medical physicist when calculating associated dosage. The hardware could also be
adapted to present in up to 21 planes giving even more definition of the
delivery path by the radiotherapy system. System cost was also comparable or
less than competitive hardware systems, which also did not offer dedicated
software for review and planning. The result was an easily deployed, superior
system that was partnered with the world’s largest radiotherapy treatment
company."

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MR. SIANO

UNITED STATES

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"Business transformations are difficult, especially when policies, procedures,
processes and culture are well entrenched. Mr. Siano worked with the senior team
to develop marketing operations processes, data processes, technology strategy
and tactics to transition from product centric to customer centric organization.
Additionally he helped us quantify opportunities and put in place procedures for
us to continue the work on our own. He provided exceptional leadership,
direction and support to the extended teams encouraging collaboration. Mr. Siano
excels at helping firms develop the big picture, synthesize it down into a
business case and then providing executive leadership to the team to execute the
vision. https://www.appletongreene.com/acs-marketing-transformation/"

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DR. BHALLA

UNITED STATES

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"Dr. Bhalla designed and delivered two sessions on Leadership (Trusted Business
Advisor) for our senior managers through his association with ISB. Senior
Managers at Deloitte play a pivotal role in the organizational strategy,
direction, and success. They form the leadership pipeline and are future
Partners and Directors of the firm. Given their significant role and
responsibility, their development is a strategic and critical function in the
firm. Dr. Bhalla was extremely professional and easy to work with during the
design and delivery of these programs. He took time to understand our context
and needs in detail. This time spent upfront helped him design a very focused
program for our senior managers. The program delivery was very interactive and
highly effective. Dr. Bhalla was able to connect with all participants through
his delivery style and relevant content. The post program survey was a testament
to the program effectiveness with most participants agreeing that it will have a
positive impact on their work
https://www.appletongreene.com/acs-customer-experience"

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K. SPENCE

UNITED STATES

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"There is no doubt that we are becoming more structured in everything that we do
since we started implementing Appleton Greene's processes. We started off with a
program in our customer service department, but we have now implemented a
variety of different programs within 5 departments. The programs are incredibly
reasonble given what you are able to achieve with them. The consultants and
learning providers that we have worked with are very professional, well trained
and very personable. Good experience all round and easy to measure ROI."

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S. GROSS

UNITED STATES

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"Relationship management is a critical success factor for any b2b service
company and the Appleton Greene Relationship Management program improved our
processes beyond recognition. We have always prided ourselves on being good at
managing client relationships, but you can always improve, always. The cost of
not improving is enormous and RM was a real game changer for us. We became more
objective, more client-led and more able to satisfy our client needs by
constantly improving the resources available to us. We have changed from being a
very good band into an orchestra."

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MR. SIANO

UNITED STATES

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"General Motors - Mr. Siano made many contributions over an extended period of
time and brought a collaborative spirit to the work he did. He brought vision to
a disciplined mind set and is a strong delivery tactician. One example of the
many key accomplishments was the revitalization of a brand and supporting
marketing programs that posted a 42% year-to-year sales increase while reducing
the cost per sale by 38% in the first year and a 19% year-to-year sales increase
while reducing the cost per sale by 26% in the second year. By challenging the
status quo, his practical approach is cost-effective, time-effective and
process-effective. https://www.appletongreene.com/acs-marketing-transformation/"

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DR. HOUSE

UNITED STATES

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"Dr. House is the Association of California Water Agencies (ACWA) energy
consultant, representing 500 water agencies which are responsible for over 90
percent of the water delivered in California and is the California Rural Water
Association (CRWA) energy specialist, representing over 1,100 rural water and
wastewater systems. He works for the California Public Utilities Commission as
an expert witness on transmission issues and their water-energy expert. He is
the Energy and Efficiency Trainer for the National Rural Water Association
(NRWA). He is also an investment management expert consultant in the water and
energy areas for: Gerson Lehrman Group-GLG Scholar Program; eWork Markets; Price
Waterhouse-Vantage Marketplace; Roundtable Group; Standard & Poor’s Society; and
the Coleman Research Group. He has been responsible for the training and
installation of over 25 small hydroelectric facilities in Southeast Asia. I
would have no hesitation in recommending him.
https://www.appletongreene.com/acs-sustainable-development"

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MR. BISS

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"One of the most powerful trainers I’ve had the privilege to witness. Mr. Biss
has a unique ability to be able to form a workshop that not only gives you an
experience that can change your life but also give you practical strategies that
you can walk away with and take right into your life to get the change that you
want. He is an amazing coach that can take you from where you are to where you
want to get to in record speed. If you’re an organization that needs a facelift
or needs someone to come in and re-invigorate your staff…Mr. Biss is your guy."

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MS. SHERWOOD

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"U.S. Department Of Veterans Administration – Acquisition Academy “I liked
everything about this training. I like the instructor’s approach. If a student
did not understand the material presented in the original way, she presented it
in another way. If the student still did not understand, she tried a third
approach until the student understood. She was patient and kind.”
https://www.appletongreene.com/clp-cih-performance-minded-leadership"

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MR. ANTONGIOVANNI

UNITED STATES

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"Mr. Antongiovanni was brought into help our new CFO. He quickly helped us
assess the current team and make improvements. He also helped to improve the
effectiveness of the team and helped us to focus our recruiting efforts when
looking for new members. The improvements allowed for a reduction in overall
costs while improving the team dynamics.
https://www.appletongreene.com/clp-cih-financial-leadership"

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MR. AGUADO

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

GERMANY

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"Mr. Aguado has conducted 15 online trainings for over 200 participants from
different management levels and areas. The trainings were very professional and
convincing from the initial preparation to the execution. Dr. Kusterer. (Migros
Industrie) https://www.appletongreene.com/clp-cih-effective-coaching"

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R. LYNCH

UNITED STATES

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"As Senior Director of Global Purchasing at Procter and Gamble we owned our
sourcing methodology and managed the businesses in our flagship business units.
Prior to Mr Lynch’s engagement, P&G had just failed in its efforts to install a
Supplier Relationship Management System for a number of reasons – poor strategic
partner selection criteria, cross-business unit disagreements, changing business
needs, and a reward system that rewarded number of strategic relationships
instead of number of appropriate relationships. Mr. Lynch’s approach dealt with
the systems architecture, best practices, and tools to deal with these kinds of
problems. Initially I felt this would be the typical consultant and training
engagement, but as we got to know each other, it became a powerful strategic
relationship. His concepts and implementation approaches were able to be tweaked
to be good fit with Procter’s culture and his advice was so valuable that once
the Corporate approaches were installed he became a resource for several diverse
cross functional business units (Diapers, Feminine Protection, Health Care,
Beauty Care, Fabric and Home Care, and Information Technology) to tailor his
approaches to their unique needs while maintaining a common platform across the
entire company. This helped us create an approach that was both decentralized
and centralized without undue conflict. His intellectual capital about strategic
fit between companies became part of our long term supplier innovation and
supply base methodology, and also enabled numerous P&G/supplier Connect and
Develop successes for new products. This engagement lasted for several years,
even after my retirement from P&G.
https://www.appletongreene.com/clp-cih-collaborative-excellence"

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MS. PENTERMAN

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Ms Penterman has been invaluable to Timbalaya in helping us think through our
strategy, product development, funding goals, and rollout into the USA market.
Her 20+ years as a professional in arts and culture, along with her strategic
yet pragmatic approach has been extremely helpful. Personally, she also exudes
kindness, generosity and helpfulness. It’s been a true delight to work with
her."

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MR. SIANO

ACCREDITED SENIOR CONSULTANT (ASC)

UNITED STATES

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"As the lead strategist and consultant on a major marketing, sales, and service
alignment initiative, Mr. Siano led the alignment of sales and marketing
processes to shorten sales cycle, create shared revenue generation goals, and
ensure that customer experience is consistent with brand across all media
channels. The initiative required the mapping buyer journeys for all customer
profiles around SalesForce.com deployment and reviewing and fine tuning
processes for customer handling. He enabled the division to be able to refine
our processes, handle the project management duties and lead our own change
management. The results speak for themselves. Pipeline velocity increased by 5%
and lead close rate by 4%.
https://www.appletongreene.com/acs-marketing-transformation/"

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MS. WHITBECK

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Ms. Whitbeck was a great help while she was working with us! She played a vital
role in the complex implementation of a member service initiative encompassing
all of our US Warehouses. She effectively worked toward our organizational plan
by meticulously mapping out our processes to maximize efficiency, effectiveness,
and ease of use. At each phase of the project, Ms. Whitbeck was rigorous in
helping us identify value gaps and refine our framework. She was also able to
highlight and mitigate potential risks and system failures. Even more
importantly, Ms. Whitbeck quickly adapted to the Costco culture and environment,
which facilitated bringing all of our team members and stakeholders at each
level together. She ensured that everyone’s needs were addressed in our new
program process. Overall, Ms. Whitbeck approaches her work carefully and with
cheerful aplomb. https://www.appletongreene.com/clp-cih-sales-strategy"

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MS. MITTERAND

FRANCE

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"Tout investissement dans la formation est un investissement dans l'avenir.
Cependant, un retour sur investissement peut être mesuré par des progrès
graduels, aussi petits soient-ils. Appleton Greene a réussi à s'assurer que ses
programmes sont axés sur les processus, ce qui signifie que les progrès sont
faciles à voir pour tous ceux qui sont finalement impliqués."

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MS. ENNIS

UNITED STATES

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"This program bring a lens to your business that will help you focus on the
things that matter and the essentials that will move you and your organization
forward. The instructors provide excellent counsel and creative business
solutions to complex issues. They will quickly identify your issue through
insightful questions and provide the support to develop the capabilities,
processes and technology required for success in the future. I am always amazed
at the way the team can take a situation that I am wrestling with, and like
solving a Rubik’s cube, untangle the problem in a simple straight forward way
that makes the resolution obvious.
https://www.appletongreene.com/clp-cih-virtual-transformation"

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M. TULL

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"I was fortunate to meet Ms. Tull 8 years ago at a women’s networking event. I
was attracted to her warmth and genuine demeanor. She radiates success! I have
attended several of her events and have referred my clients to her
programs/workshops. Ms. Tull not only hosts online interviews with top-notch
leaders, she also, offers online courses, organizes intimate retreats, speaks to
business leaders and entrepreneurs and is actively engaged in the community. I
am continually impressed with her commitment to her clients- she is a GIVER! I
highly recommend you engage with Ms. Tull on at least one of her many platforms.
The value you receive from her knowledge, strategy, systems and connections are
priceless! She is a diamond shining in a field of wannabee coaches and
consultants. Ms. Tull is the real deal
https://www.appletongreene.com/clp-cih-women-empowerment"

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MR. LAM

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

CHINA

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"“Mr. Lam consulted with a task force on streamlining and putting processes into
place for a project that had been incredibly manual, labour intensive and
complex. He was able to successfully navigate through complicated procedures, as
well as work with a technical team to create a seamless ordering and requisition
procedure. Mr. Lam worked with multiple teams located across Asia-Pacific and
connected the right people at the right time to help accelerate the process.
Myself and other members of the task force team found Mr. Lam to be highly
personable and responsive to our (many!) questions and he took the time to
thoroughly consult with the team to understand perspectives/frustrations and
ultimately to come up with solutions, that have removed several non-value-added
tasks to all of our roles. We are forever grateful!”
https://www.appletongreene.com/clp-cih-process-re-engineering"

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MR. BRINKMAN

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

NETHERLANDS

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"“It is rare to find a person with such commitment, knowledge and drive to
succeed. Mr. Brinkman ticks all the boxes when it comes down to it. It was a
pleasure having him on my team, knowing that the SSHEQ side of our business was
implemented, managed, and monitored constantly, with corrective actions being
adopted along the way. He leads his team well and inspires them to deliver their
best consistently, in line with both company and customer requirements. I can
highly recommend him.”
https://www.appletongreene.com/clp-cih-organizational-transformation"

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MR. CHICLES

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"American Standard Companies, when it was a multi-industrial corporation, was a
holding company for 3 businesses: Trane Airconditioning, American Standard
Brands, and WABCO. Mr. Chicles was charged with developing a strategy to build
an in-house sales channel.
https://www.appletongreene.com/clp-cih-acquisitive-growth"

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DR. GLICK-SMITH

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“Once in a blue moon you come across a beautiful soul and have the privilege of
working with them over many years – Dr. Glick-Smith is such a friend, co-worker,
and giver. For a dozen years she volunteered as a CEO to come and share her life
story and her vast experience with my leadership forums in Dallas, Los Angeles,
Chicago and in Irving. Now with her life’s true passion found, Flow Leadership,
she has even more value to share and does so in an inviting and endearing way
that has you hoping that the experience will last longer. If you want to get to
the heart of your people, Dr. Glick-Smith is your guide.”— Founder | Chief
Learning Officer
https://www.appletongreene.com/clp-cih-flow-based-decision-making"

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MS. BEAUREGARD

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

CANADA

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"“Ms. Beauregard’s intervention allowed us to make decisions based on
facts/evidence, not just because we had an idea. Having a structured process and
an Innovation Ecosystem gives us a lot of confidence because having a process is
very reassuring and safe to ensure the success of the innovation as much as
possible. It has allowed us to improve our innovation cycle by 10-20%, Idea to
Launch.” https://www.appletongreene.com/clp-cih-innovation-ecosystem"

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MR. CONNELL

ACCREDITED SENIOR CONSULTANT (ASC)

UNITED STATES

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"Mr. Connell was responsible for managing the Alliance between Jacobs and Coors
Brewing executing and delivering a significant project portfolio over a 4-year
period. During his tenure, the project team significantly improved the
multi-project execution methodology and outcomes for the brewing, packaging,
utilities and infrastructure projects in multiple breweries and project
locations throughout the USA. This enabled the client to achieve its expansion
objective by the successful execution of the various capex, opex and sustaining
capital projects in the portfolio. The Value Engineering (VE) program that was
applied, yielded approximately 20% savings of total installed cost for the
client.” https://www.appletongreene.com/acs-project-excellence"

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M. MACEACHERN

UNITED STATES

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"Mr. MacEachern delivered a tremendously valuable leadership program for our
organization. Not only was the content practical and valuable, the break-out
sessions were critical for practicing the leadership skills in a safe setting.
The design of the program caused us to collaborate with other leaders across our
nationwide organization. Mr. MacEachern used examples from his own extensive
experience and these examples helped to bring the content to life. His passion
for leadership made me want to become a better leader myself.
https://www.appletongreene.com/clp-cih-coaching-engagement"

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L. MICHAELS

CANADA

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"The Business Modeling program ensures that our business models are constantly
reviewed and updated. It is just about the most important function of every
business. As a Venture Capital company we were used to implementing the program
with new investments. It never occured to us to continue implementing it within
our successful client portfolio, but once we started doing so, our success rate
and ROI increased substantially, because less was being left to chance. I would
recommend this program to any business, particularly well established ones."

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MR. ERICKSON

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"”We are pleased with the results we see from Mr. Erickson’s efforts. He quickly
understood our specific needs and worked diligently around our schedule and
business requirements in a time effective manner. He helped us see areas where
we needed improvement. He has provided coaching and has been instrumental in
implementing changes in the way we manage our business. These changes are
helping us improve upon our historical successes. He worked with our upper and
middle managers so they learned how to understand how our business operated. He
then facilitated training with this group of individuals so they were able to
apply this understanding to making improvement in how one area passed work on to
another.”"

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MR. CHINAGLIA

ACCREDITED SENIOR CONSULTANT (ASC)

ITALY

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"Mr. Chinaglia helped to established the Asian business model (legal and
operational) to conduct business in Hong Kong, South East Asia, China and India
focusing on the China market. Selection and screening of distribution agents.
Implementation of performance targets. SaliceDirect reporting line to the owner
and CEO of the business. Turnover $50, FTE’s 35, agents in 10 countries, 3
office3, own plant in China South with 100 employees. Direct reports 10. In Hong
Kong start-up of an operational and commercial company: creation of the Asian
sales force and opened a China-based manufacturing facility.
https://www.appletongreene.com/acs-transitional-growth"

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L. WILKES

UNITED STATES

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"We implemented the Business Expansion program through Appleton Greene across
all departments several years ago. We realized that we had the market interest
to achieve significant growth over a short period of time and we wanted to
ensure that we were well prepared. The program provided us with a clearly
defined process which could be implemented within all departments simultaneously
and this really helped us to achieve buy-in and commitment from key stakeholders
throughout the organization at the same time, which was invaluable. We still use
the same multi-departmental process today."

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MR. ROBINSON

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"Mr. Robinson provided project management coordination for the evaluation of
weathering effects on 200-300 foot high rock pile stability. Activities included
developing standard operating procedures for field and laboratory activities.
Responsibilities included serving on the Weathering Index and Modelling
committees and providing support for the development of a robust data and
document database to support various Principal Investigator research
activities."

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MS. TULL

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"I have worked with Ms. Tull on and off for several years and find her advice,
professionalism and positive attitude key to her ability help her clients. Many
of us wear multiple hats and often need to reevaluate our positioning for
continued growth and business success. Ms. Tull helps her clients do that by
taking a holistic approach to help them balance their lifestyles, find their
inner drivers, and as a result, successfully grow their businesses/careers. In
addition, Ms. Tull is truly a kind, dynamic professional.
https://www.appletongreene.com/clp-cih-women-empowerment"

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J. KLOTZ

GERMANY

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"Due to globalization, many of our departmental teams are located in a number of
different geographical locations worldwide, it is therefore imperative that
processes are implemented on a global scale to incorporate corporate strategy.
The fact that Appleton Greene has trainers and consultants internationally, with
specific geographical and industry knowledge is a bonus because this helps them
to facilitate international teams and groups to achieve common goals."

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MR. BELMONT

UNITED STATES

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"Ambit Energy - The organization was the forefront on energy savings for
struggling consumers paying for utilities. This business was a favorite provider
for people that believed in what it offered. Obviously, many people were later
drawn by its mission for helping customers save on gas and electricity: whereas
developing customers. As an independent consultant, Mr. Belmont embodied the
practice of informing consumers on how to save on a good utility plan: using
preferable rates given by the company (for certain locations). Rates were
compared to what the consumer was currently paying. It was a historic moment
when gas and utility giants became deregulated: allowing small companies to
become secondary providers. Customers had benefited from its services and a
friend. Fortunately, this became an example of what customers favored: knowing
that someone benefited from the plan as well. The application was practical.
Teaching clients about the plan became easier: which indirectly increased the
organizations client base. We saw savings after the first payment."

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MR. SCHWEIGER

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“As a 121-year-old Mutual Bank that historically only offered portfolio
mortgages, we wanted to offer secondary market mortgage loans but did not know
where to start. Mr. Schweiger and his team laid out an action plan and worked
with us weekly to build out the policies and procedures needed to be successful
in the secondary market. It was a mindset change, and they worked with us
patiently and diligently to make sure that we were meeting the milestones to
successfully go live. Without The Tomorrow Group and Mr. Schweiger’s expertise
we would not have successfully completed this project in the timeframe allowed.
Thank you again.” https://www.appletongreene.com/clp-cih-managing-relationships"

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MR. DELÉCLUSE

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

FRANCE

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"“In times of challenge, Mr. Delécluse strategic acumen shone brightly. His
leadership in restructuring our France Business Unit was instrumental in
steering us towards success. With a stringent strategy and change management
plan, he navigated us through substantial losses, ensuring long-term continuity
and strengthening our client portfolio. Mr. Delécluse decisive actions
underscored his critical role in our organization’s resilience.”
https://www.appletongreene.com/clp-cih-digital-execution"

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MR. CHICLES

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"ITT Corporation, the original conglomerate, has a portfolio management mindset
for its businesses, investing in them commensurate with the returns they
generate and disposing them through sale or spinoff when there’s an opportunity
to create value. As the Senior Vice President of Strategy & Corporate
Development I was responsible for ITT’s portfolio and in 2007 we needed a new
platform for growth – one that was related to our water technology business,
demonstrated profitable organic growth, and provided a platform to build through
additional acquisitions. After intensive strategy work around our markets,
competitors and how we differentiate ourselves, we determined that Analytical
Instrumentation was an industry that met our strategic criteria. Water testing
is a great market to be in. Regulations demand testing, water infrastructure is
growing, there are consumables (aftermarket revenues!) and it related to our
water treatment businesses.
https://www.appletongreene.com/clp-cih-acquisitive-growth"

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P. SHORESH

UNITED KINGDOM

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"The Appleton Greene Human Capital program is really a must for any organization
that is a service industry or has a large HR department. We have to be able to
measure all human activity and performance in financial terms and the HC program
achieves this without making people feel like a financial resource."

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MR. THOMSON

CANADA

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"Mr. Thomson assisted Helena Laboratories in introducing a diagnostic protein
separation system to the hospital clinical laboratory that significantly changed
a time consuming and long-standing labor-intensive process. Through complete
automation, patient samples were prepared and separated in much less than time
than traditional process and the lab technologist was free to undertake other
tasks while the process ran. Not only was overall process time reduced, but the
quality of the finished product was far superior to competitive, traditional
methods and most importantly, the repeat rate was reduced to less than 1%, based
on review by the clinical chemist and pathologist. Although the cost per test
was higher, given capital purchase of the hardware and software to run the
system, the payback period for a traditional laboratory was between 6 to 12
months, based on sample volume. The system was so successful, it was adopted by
large private clinical laboratories where sample processing was in the 10,000’s
per month. https://www.appletongreene.com/clp-cih-corporate-positioning"

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DR. WADE

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“If Dr. Wade is leading a seminar in your company, I highly recommend that you
sign up for it immediately! I was recently promoted to operations manager of an
investment firm and was in need of some guidance in navigating the waters of
management. Dr. Wade gave us the tools and strategies that I will be able to use
to effectively communicate and begin to build trust with my team. His “Culture
of Honor” value is going to be added to our company’s commitment to excellence.
Thank you, Dr. Wade!”
https://www.appletongreene.com/clp-cih-adaptive-leadership"

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DR. MEEKS

UNITED STATES

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"Sigma Health Consulting is a niche healthcare/healthcare technology consulting
firm in the Washington, DC area providing healthcare delivery and healthcare
technology consulting services to the Veteran’s Administration (VA), US
Department of Defense, and various commercial health networks and facilities
from time to time. Dr. Meeks provided health care technology consulting and
portfolio product management SME in supporting Sigma’s VA customer in a variety
of roles and expectations. He most recently provided technology management
expertise as a project/product manager guiding a portfolio of interactive
patient-facing and/or provider-facing web & mobile health apps for VA providers
and Veterans. https://www.appletongreene.com/acs-technology-innovation"

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G. BISS

UNITED STATES

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"Mr. Biss’ ability to teach is another part of his DNA. He takes great pride in
making everyone around him better. His depth and breadth of reading and basic
life skills provides a solid foundation and enables thoughtful ideas to help
either solve someone’s problem or just help them improve.
https://www.appletongreene.com/clp-cih-cultivating-potential"

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MR. FAIGEN

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Consumer Industry, CEO Of Robotics Company While we were a pioneering leader in
our field, we became overly reliant on technological innovations and equated
these with product innovation. New Product Business taught us how to redeploy
our highly talented professionals to be more aware and sensitive to emerging
customer needs, which in turn shaped our technological advances into winning
commercial products. We moved from measuring success by the number of patents we
achieved and the leading-edge technologies we packed into our products to an
entirely new set of learning metrics that tell us how fast we are progressing
each day and how sharply we will hit our target market.
https://www.appletongreene.com/clp-cih-new-product-business"

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MR. ERICKSON

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"Mr. Erickson has helped our company immensely over the last year. He helped me
step back from the daily grind of just running our business to define realistic
strategies to grow our business. He first focused on the fundamentals of our
business operations, such as cash management, sales, and financial goal-setting.
Our foundation was not as solid as I thought it was and our weaknesses were
keeping us from reaching our full potential. Mr. Erickson ‘s persistent focus
finally opened my eyes to how important mastering these fundamentals is to
growing the business I want to have. One year later, we are on course for
achieving our goals for growth in sales and profits by more than our 35% target.
More importantly, I have regained my enthusiasm for running the business and
feel like I am in control of our future. With respect to a return on our
investment, he definitely exceeded my expectations.
https://www.appletongreene.com/clp-business-optimization"

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L. WHITBECK

UNITED STATES

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"Boeing - I am honored to clearly and emphatically state my absolute confidence
in Ms. Whitbeck. She has earned my sincere respect and admiration. She is the
epitome of exceptional personal and professional ethics, inspiring complete
trust and confidence. In a single word, “insightful” is often and easily applied
to Ms. Whitbeck as a consultant and trainer. She gathers facts and data, while
rejecting complacency to reveal blinders that were holding our team back. She
understands the human element in the equation which facilitates a transparent
and empowered working relationship. She has a comprehensive knowledge of sales
strategy, techniques, and psychology. She helped us map and then build an
effective streamlined methodology and process. She challenged every team member
in the best way to grow and reconnect with their passion to be of service. Ms.
Whitbeck easily works across multi-functional departments within organizations,
bringing us together to define realistic strategies for achieving our goals for
growth in sales and profits. She quickly understood our needs and has been
instrumental in assisting us implement refinements to our thinking, processes,
and customer journey. https://www.appletongreene.com/clp-cih-sales-strategy"

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DR. VALCHEV

ACCREDITED SENIOR CONSULTANT (ASC)

SWITZERLAND

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"It was a great pleasure to work with Dr. Valchev at Emirates NBD. According to
my experience with him, Dr. Valchev was the most knowledgeable and experienced
quantitative expert in our banks risk department. Thanks to his great technical
skills and due to his pro-active management style my team was able to develop a
highly efficient work relationship with him and his team. Dr. Valchev validated
a series of pricing models and market data models for us in the most
professional manner which reduced the time for the model
development/implementation process by more than 50%. I wished he would have
stayed longer with us instead of moving on with his own company. I can only
recommend him – a very valuable man."

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MR. BOLAND

CERTIFIED LEARNING PROVIDER (CLP)

UNITED KINGDOM

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"Mr Boland worked with remarkable success in his entrusted tasks and he
contributed considerably to the success of the company. His personal conduct was
faultless, as regards system and effort, and was marked with high timeliness. He
was equally regarded by the Board, employees and colleagues, and fulfilled his
responsibilities effectively and successfully, with a high degree of loyalty. He
orientated his staff towards goals and success. He was an acknowledged partner
and leader due to his technical knowledge and team guidance.
https://www.appletongreene.com/acs-process-excellence/"

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DR. HEFT

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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""We had the pleasure of working with Dr. Heft through the course and scope of a
leadership development program that was launched to support high-potential
executives within our organization. Dr. Heft served as an executive coach to
program participants, working one-on-one with many of our top leaders, over a
nine-month period and during a time of intense organizational uncertainty,
ambiguity, and change. Dr. Heft’s approach, style and expertise had a direct
impact on the success of the program and contributed to exceptional growth in
program participants, resulting in high-retention rates of the leaders who
worked with her and movement into higher-level leadership roles as
organizational changes unfolded. Throughout the program, Dr. Heft helps those
she worked with chart clear goals, identify, and remove perceived and real
barriers, increase self-awareness, and improve mental clarity and resilience.
One of the most impressive elements of the coaching Dr. Heft provided was her
ability to incorporate brain-based science to help leaders understand their
emotions and ultimately the way their feelings impact their behavior and
decision-making. This was well-received by participants and different from what
they’d experienced in the past, leading to rich insights on the part of
participants and a positive experience that left leaders asking for more of what
she delivered." https://www.appletongreene.com/clp-cih-Behavioral-Science"

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P. SCHWARTZ

UNITED STATES

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"A successful product needs to engage customers in such a way as it stimulates
the imagination. Appleton Greene has managed to achieve this with it’s corporate
training programs. They are developed by individuals who are clearly passionate
and believe in what they do and this enthusiasm is transferred through our
employees into business process improvements."

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MR. ASHADE

UNITED STATES

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"Siemens - Annual Revenue at one of the manufacturing plants was approximately
$170M per year. However, warranty costs (this was the cost associated with
addressing post sale quality issues of the product) were historically 3% of
annual revenue. Mr. Ashade was tasked with reducing this line item by 30% for
the year. He was able to get this reduced to 1.3% of annual revenue which
equated to a 58% improvement, or almost double the initial goal.
https://www.appletongreene.com/acs-business-operations"

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M. ROBERTS

UNITED STATES

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"US Army - Crisis Management. Ms. Roberts was the driving force that created our
Strategic Communication Office from scratch, developing the processes and
procedures and educating the command. Her efforts ensured key communications to
allies in the Pacific had all words and images aligned with the desired
messaging. She played an integral role in securing Chinese acceptance of aid for
the first time in this command’s history. Her work enabled the command to
project a powerful, yet helpful presence within the Pacific Rim Theater to
assist and train our allies in keeping the area secure from regional threats."

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M. ENNIS

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Ms. Ennis has implemented a highly productive business management brainstorming
and accountability process. Together, we systematically discovered and track
implementation of new ideas to accelerate growth and improve customer service.
The programs uniquely combine diverse business perspectives with razor-sharp
focus on my own business. Ms. Ennis is a great business steward and knows how to
direct many companies by assisting them to make clear decisions when trying to
overcome obstacles.
https://www.appletongreene.com/clp-cih-virtual-transformation"

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MR. PETTERSSON

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED KINGDOM

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""Value-Based Leadership Performance has helped me strengthen my inner potential
and see to the positive aspects of who I am as a leader. The education process
has helped me to have a more positive mindset and to focus on the things I have
achieved and what is possible. Now I see my leadership as an opportunity for
development rather than obstacle."
https://www.appletongreene.com/clp-cih-value-based-leadership-performance"

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K. TOWNSEND

UNITED KINGDOM

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"We have implemented the following Appleton Greene programs so far: Marketing
integration Brand management Economic planning Negotiations process Marketing
communications Market entry The thing that I like about all AGC programs is that
they are well structured, incorporate process and each one features a strong
value proposition. This is because each program is developed, tried and tested
within established organizations. It is a winning formula for mutual success."

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L. GRAHAM

SWITZERLAND

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"A successful product needs to engage customers in such a way as it stimulates
the imagination. Appleton Greene has managed to achieve this with it’s corporate
training programs. They are developed by individuals who are clearly passionate
and believe in what they do and this enthusiasm is transferred through our
employees into business process improvements."

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MR. JOSEPH

UNITED STATES

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"I would recommend Appleton Greene programs to any organization that enjoys
being process-driven. They are well-structured and all follow the same format.
As a bank everything that we do needs to be well structured and we always need
to have a commitment to continuous improvement. Therefore and needless to say
the AG Continuous Improvement program is my favorite. Put simply, it allows us
to focus on what we do well and then make it better."

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N. LIM

CHINA

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"The world has become a much smaller place. It is much easier for many people to
travel and they do so for business and pleasure with increasing regularity. This
has resulted in more international and less provincial thinking and corporate
training within our organization needs to reflect this. It is no surprise that
many traditional educational programs such as MBAs have become more
international and enable students to study in two or three different
international locations during their study terms. Online training has also
encouraged international collaboration. However, at Appleton Greene, they have
truly embraced this philosophy through it’s business partnering with hundreds of
learning providers and consultants who all work remotely from a variety of
different international locations and this has proven to be a masterstroke and
consolidates their unique global positioning."

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MR. JUDITH

ACCREDITED SENIOR CONSULTANT (ASC)

UNITED STATES

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"Mr. Judith is one of those people that are hard to find. The kind of person
that brings high energy and powerful skill sets to everything he does. He is
able to drive results by motivating others to stretch for higher goals and
accomplish new benchmarks, and making it all seem like serious fun. I think of
him as a business “Maestro” who creates an atmosphere that allows people to
perform at their very best. Anyone would be blessed to have him on their team.
https://www.appletongreene.com/acs-entrepreneurial-leadership"

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MR. MACEACHERN

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"Mr. MacEachern, together with his small team of leadership experts, delivered a
world-class leadership development program. It became somewhat of a cornerstone
of our leadership program, and we put hundreds of leaders through, including
VP’s, directors, managers, and front-line leaders in multiple divisions. By
embedding these proven leadership practices into our performance management
process, it reinforced these leadership behaviors, and they became part of our
culture. The result was a significant uplift in our employee engagement in the
divisions that participated.
https://www.appletongreene.com/clp-cih-coaching-engagement"

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MR. ANTONGIOVANNI

CERTIFIED LEARNING PROVIDER (CLP)

UNITED STATES

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"Mr. Antongiovanni was hired to assist the President with turning the company
around and integrating into ITW processes. The company had failed several
internal audits. He assessed the current team and reset expectations. He
developed existing resources and brought in new talent based on updated employee
expectations. This process included our international accounting teams in Europe
and China. https://www.appletongreene.com/clp-cih-financial-leadership"

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MS. UOTI-VAISANEN

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

MONACO

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"“We have worked with Ms. Uoti-Vaisanen and her team on a superyacht market
entry project. The entire team is very capable, professional, credible, and
innovative in their work. I found the Superyacht Sector Marketing Program
particularly insightful and applicable to my business. I would recommend her
services to any company interested in exploring and preparing a market entry
project for the superyacht industry. I believe her and her team’s knowledge base
and skills are an asset to any company they cooperate with. Ms. Uoti-Vaisanen
will equip you with the knowledge to break into the superyacht world and
succeed. I’m looking forward to a continued relationship with them as the brand
grows and offers new services and products. “
https://www.appletongreene.com/clp-cih-superyacht-market-entry/"

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L. JEWSON

UNITED KINGDOM

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"In an unpredictable world, the Corporate Sustainability program by Appleton
Greene helps us to steer from the helm. It helps us to weather any storm that
comes our way and to negotiate the challenges that we face on a daily basis. It
also helps us to be more at one with the environment and to plan for alternative
resources. The program provides useful processes that analyse and challenge the
status quo and enable us to source alternative ways of doing things. This is a
crucial responsibility for any manufacturing business today and the CS program
keeps us on point."

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MR. AURIACH

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

FRANCE

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"“As Innovation Director of Edokial, a desktop publishing and document
dematerialization services company belonging to the Crédit Agricole group, I
have set myself the strategic objective of greater control of the value created
by our projects. We called on Mr. Auriach to select, personalize and infuse a
method and tools for managing innovation projects with our employees. By
exploiting this contribution, we introduced with our teams an innovative mail
virtualization and routing chain for one of the group’s regional banks,
resulting in a drop in the volume of paper exchanges by half, i.e. from 746,000
to 370,000 ply per year. We have also helped to optimize the operation of
archive warehouses accumulated over several decades of another subsidiary,
Locam, which specializes in equipment financing. These two initiatives are part
of a portfolio of innovation projects constantly prioritized according to their
challenges, their alignment with the innovation strategy and the dynamics of the
ecosystem in which the group operates. The list of other initiatives includes,
for example, the construction of a blockchain dedicated to collaboration between
banks and notaries, the modernization of the customer base of a subsidiary or
the capitalization of the experience acquired on agile projects. Very
professional, pedagogical and efficient, Mr. Auriach allowed us to complete our
know-how by transmitting an operational methodology and a new posture in the
face of innovation and support for our customers.”
https://www.appletongreene.com/clp-cih-high-performance-innovation"

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MR. MEUCHEL

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"Mr. Meuchel has been instrumental in helping me set up my business properly and
implementing systems and processes to simplify and keep it running smoothly. His
feedback and coaching has helped me free up time and maintain some sanity while
navigating entrepreneurship, which isn’t easy to do and can sometimes feel
overwhelming. He listens and then suggests great solutions for the challenges
and issues that arise for not only first time but also seasoned entrepreneurs.
The biggest impact has been sharing his knowledge of time management skills
which are unmatched and helping me develop my own unique processes to keep me
consistently on track and productive.
https://www.appletongreene.com/clp-cih-balancing-entrepreneurship"

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DR. KEYSSER

ACCREDITED SENIOR CONSULTANT (ASC)

UNITED STATES

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"Dr. Keysser brought an idea to us of refinancing some of our existing stores to
take advantage of reduced interest rates, and a very strong demand in the market
for our proposed type of debt. At the time, there were advantages within the tax
code that made those financing methods feasible, but those provisions were
scheduled to be reduced in the near future. He assisted us in analyzing the net
impact on our bottom line of undertaking these refinancings. He was a key figure
in this strategy, recommending options for lowering our costs of capital and our
operating costs, and reminding us of the time-urgency of concluding these
refinancings before the announced change in tax law. He then conducted the
refinancings of seven of our stores in four different states, which contributed
significantly to our cost savings.
https://www.appletongreene.com/acs-financial-management"

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DR. KEIS

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“Dr. Keis’s consulting services, coaching expertise, and ability to communicate
effectively exceeded my expectations. Thank you very much for being the lead
consultant for our national business process redesign project. Like the VP of
Chrysler stated on tape, this was the best work he has ever seen, to help us
move forward.”
https://www.appletongreene.com/clp-cih-transformational-leadership"

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MR. SHORTT

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"While at McKesson in product management: Mr. Shortt, along with the quality
control and development teams, contributed to being one of the first platforms
to achieve Meaningful Use 2 certification for Health Information Systems. Mr.
Shortt designed and trained numerous product enhancements driven either by
market demands or regulatory requirements.
https://www.appletongreene.com/clp-cih-organizational-optimization"

Verified by Endorsal.io


F. CHINAGLIA

ITALY

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"Olivetti SpA - P&L responsibility for the Office Automation Business in the
EMEA region (7 subsidiaries) including IDS and OEM’s (International Direct Sales
& Original Equipment Maker). Co-ordination and management of all Marketing &
Sales activities within the division. Division reorganization from loss making
(losing €10m) to profitability. Improved business performance through sales
expansion and cost cutting. Turnover €300 m, FTE’s 300, Direct reports 10.
Within 12 months was promoted from General Manager for Direct International
Sales to Vice President of Sales and EMEA Director. In Olivetti he restored
business profitability in 2 years; merged different country markets; opened new
subsidiaries in emerging markets and closing some in WE and implementation of a
strict cost cutting program in the Division.
https://www.appletongreene.com/acs-transitional-growth"

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MS. SPENCER

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“Ms. Spencer has completely transformed my business. She gave my brand a voice
through copywriting that actually resonated with me and in turn resonates with
my audience. In just 6 months my business has grown to 3x the revenue because of
her work. She understands my values and portrays that into my brand in an
intuitive and powerful way. Working with Ms. Spencer is like being with a friend
who wants the absolute best for your business. I work in a unique space that was
new to her, but she immediately got it. Ms. Spencer makes my life easier and I
trust her implicitly. To put it simply, she is an integral part of my business
and I cannot recommend working with Ms. Spencer enough.”
https://www.appletongreene.com/clp-cih-communication-powered-growth"

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HENRIK PETTERSSON

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

SWEDEN

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"“Mr. Pettersson has helped develop most of our 300 leaders. In a very inspiring
way, he has made our employees grow and take responsibility in our company. His
course Value-Based leadership is a fantastic opportunity for anyone who wants to
grow both as an individual, a leader, and above all a tool for anyone who runs a
company today” https://www.appletongreene.com/clp-cih-value-based"

Verified by Endorsal.io


T. JOHNSON

UNITED STATES

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"Microsoft - Ms. Johnson helped me get clear about top priorities and skills as
a leader. She helped me navigate some difficult relationships within my own
functional area. Each time we met, my confidence grew stronger, learning how I
contribute to the success of my team using my natural talents. Through our
sessions together I was able to take steps to ensure my professional relevance
ten years out while improving the relationship in my team. Satisfaction in this
area improved by 75% during our time together. On a personal level, by
understanding my own strengths, I was able to have a better relationships with
my daughter and my mother, so the work we did together had a positive ripple
effect. https://www.appletongreene.com/acs-collaborative-teaming/"

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MR. HORROCKS

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED KINGDOM

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"“I met Mr Horrocks for the first time in a large meeting during the decision
process for an ERP system within our Group HQ in Paris and it appeared we had
the same vision on the process. Later, during the implementation process, I
learned Mr Horrocks is a very honest guy with a very positive and inspiring
drive, managing change processes during and in very difficult circumstances.
During his stay with us he helped to implement the ERP system further in detail,
including the difficult change process. Good listener, sparring partner and a
great person to work with.”
https://www.appletongreene.com/clp-cih-technology-invoked-change"

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A. AGUADO

CERTIFIED LEARNING PROVIDER (CLP)

GERMANY

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"Clarity, structure and emotional intelligence combined impressed me the most
when attending the Coaching Workshop that Mr. Aguado developed at hosted. It
enabled me to adopt new ways of working with my team and significantly
accelerated the development of my team members.
https://www.appletongreene.com/clp-cih-effective-coaching"

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MS. STOLL

ACCREDITED SENIOR CONSULTANT (ASC), APPLETON GREENE

UNITED STATES

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"It was such a pleasure to work with Ms. Stoll to deliver Safcos customer
satisfaction surveys. She is incredibly talented, organized, and always brings a
level of positivity to every conversation. Her experience in customer insight
and retention is unparalleled and I appreciate all of the help she provided to
our Marketing team. Ms. Stoll is without a doubt an incredibly valuable asset to
any company she is a part of.
https://www.appletongreene.com/acs-customer-service-experience"

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MR. JUDITH

UNITED STATES

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"University of Central Florida Technology Incubator - His extensive business
background and passion for learning make him an extraordinary partner able to
engage with any of our clients in numerous ways. No member of our community
support team is as generous, passionate and engaged as Mr. Judith. He has a
remarkable gift for relating, teaching, learning and inspiring.
https://www.appletongreene.com/acs-entrepreneurial-leadership"

Verified by Endorsal.io


L. HENDRICKS

UNITED STATES

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"As a Material Consultant, he was responsible for creating and updating supplier
releases, ensuring on time delivery of production material, and supplier
performance. In his role as a SAP Consultant, he played an instrumental role in
transitioning legacy processes and procedures to the SAP environment and
developing the SAP cycle process for the plant. Additionally, he effectively
scheduled and managed the daily cycle count process, coordinating the activities
of 4 cycle checkers across a 24×7 operation. He was always willing to offer his
assistance and had an excellent rapport with the many constituents served by
Production Control & Logistics, including production, suppliers, material
handling, and other stake holders. I would highly recommend him."

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MR. TESCHNER

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“Extremely relatable content and so many takeaways to put into action within
our organization.” https://www.appletongreene.com/clp-cih-team-accountability/"

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L. GARNIER

FRANCE

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"Any product or service is only as good as the support process which accompanies
it. The Appleton Greene programs are well structured and well delivered, but it
is the quality and availability of continuous support which makes the programs
durable. Appleton Greene is excellent at developing and implementing time
management procedures for program support. We appreciate that the time of
qualified learning providers and accredited consultants is valuable and the
strict guidelines within which support is provided enables us to obtain support
whenever we need it, but it is structured in such a way as to ensure that it is
always productive."

Verified by Endorsal.io


S. ERICKSON

UNITED STATES

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"Filmtec Corporation - We brought Mr. Erickson in as a consultant to help us
improve our operations during the early transition right after The Dow Chemical
Company bought us. He quickly showed us his capabilities as he worked across
multi-functional departments. He brought cohesiveness and a level of knowledge
and expertise that were missing in the organization. He was an active part of
the business management team which consisted of sales, marketing, and finance
managers of Dow. This team was responsible for running and growing the business.
He assimilated well into the team. He was an instrumental part of the team in
improving our business capacity that helped the company grow by over 300% in
less than five years. He interacted well with all levels of personnel, from Dow
executives to the people on the floor. We appreciate all he did to help us make
the purchase of FilmTec the success it was.
https://www.appletongreene.com/clp-business-optimization"

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MR. SIANO

UNITED STATES

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"Mr. Siano led multiple business transformation projects and advised the CMO,
Senior VP of CRM and their staffs on digital marketing, CRM, customer
experience, customer contact strategy, loyalty, Next Best Action, and marketing
operating model. Additionally, he led teams that were enhancing marketing
technologies, including data, successful integration and deployment of Campaign
Management, DAM, MRM and retention/loyalty solutions. He was able to correct
initiatives that were severely behind schedule and over budget. The disciplined
approach to technology and process improvement led to a reduction of marketing
and sales costs of 10% while simultaneously increasing rate of return on
marketing expenditures by 3%.
https://www.appletongreene.com/acs-marketing-transformation/"

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MR. FRADIN

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“Mr. Fradin is a very experienced and talented business professional. I have
witnessed this first-hand, as has demonstrated his ability across multiple
disciplines, including market analysis, segmentation, customer profiling,
competitive reviews, product management, marketing, and sales strategy
development, and execution, to name but a few. In addition, he has great
communication skills.”
https://www.appletongreene.com/clp-cih-product-management"

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MS. ENNIS

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"It’s not just a one-time classroom setting. It was on-going. It was also with
their peers and they had the opportunity to learn from each other. The biggest
shift was the managers had self-awareness. It was the ability for them to let
their guard down and say “ok, maybe I do need help.” Who is the manager I want
to become? What does that manager look like? And how do I take the necessary
steps to become it. The results have been really impactful. From the start we
immediately saw that the way they engaged with their employees changed. They
went from really stopping, listening, paying attention to what their employees
was giving them as feedback. Whereas in the past they were just rushing through
their day to get “their job” done as a manager, instead of saying my job is to
work through my people. The staff was so engaged in growth mindset, they said we
should do this in new hire orientation, they should all go through this.
https://www.appletongreene.com/clp-cih-virtual-transformation"

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MR. ROBINSON

UNITED STATES

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"Mr. Robinson conducted a detailed trona tailings management systems assessment
including the evaluation of tailings waste disposal options. Project
responsibilities included assessing the feasibility of raising the existing dike
to the siting of a new facility. The scope of activities included evaluating
disposal options including backfilling the underground works to the construction
of a new tailings disposal system. Alternatives considered included using solid
waste disposal management techniques to the management of recycled process
water. A detailed report was developed which discussed waste management
economics, political constraints and which thoroughly discussed regulatory
issues. Upon completion and acceptance of report recommendations consider short
term and long-term economic constraints. A phased tailing pond design and
construction program was initiated. Based on economic considerations and
regulatory constraints, the existing dam embankment was raised. Activities
included conducting site characterization studies, implementing a phased design
and construction program including performing all field QA/QC oversight
activities. https://www.appletongreene.com/clp-cih-sales-generation/"

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MS. JACEWICZ

CERTIFIED LEARNING PROVIDER (CLP)

UNITED KINGDOM

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"Ms. Jacewicz successfully designed, procured, mobilised, and implemented
service delivery model for the Siemens sustainability showcase building. “The
Crystal” included cutting edge building management systems and associated
“green” infrastructure that required re-think of traditional facilities and
asset management concepts. At its core, the Target Operating Model design
required the team to shift their focus from business function activities to
cross-business functions delivery. Under the “One FM” umbrella, team members,
regardless of their background shared knowledge about building management
systems configuration, error thresholds and escalation parameters. Extensive
training, knowledge exchange and participation in commissioning activities
empowered the delivery team to take ownership of day-to-day activities in the
round the clock service delivery model. Everyone’s engagement and shared
interest to keep the building configuration parameters synchronised and balanced
provided comfort environment for the occupiers and great customer feedback. The
team commitment and collaboration strengthened implementation of asset
management best practice methodologies in line with ISO5500x series. Enhanced
training and gained knowledge provided skills for detailed planning of workflow
and therefore permitted cost control and setting up strong risk management
approach to systems failure. Thorough understanding of building systems and
ability to analyse data and information from various sources improved
operational decision making. Supported by asset verification and alignment of
asset data, to set up asset management information system, improved physical
asset performance leading to development of complex Life Cycle replacement
strategy to ensure continuity of the building services and their configuration
management. https://www.appletongreene.com/clp-cih-rapid-transformation-system"

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P. SIGLER

UNITED KINGDOM

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"Tremendous Sales Outsourcing program. Would recommend this to anyone with a
sales department. There are so many good sales generation, lead generation,
telemarketing and after sales organizations now, that it just does not make any
sense any more to do things in house. It is far easier to scale up or down
whenever you need to, your costs are variable instead of fixed, so less risk and
the AGC-SO program helps us to manage it all effectively."

Verified by Endorsal.io


P. LOWE

GERMANY

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"Any product or service is only as good as the support process which accompanies
it. The Appleton Greene programs are well structured and well delivered, but it
is the quality and availability of continuous support which makes the programs
durable. Appleton Greene is excellent at developing and implementing time
management procedures for program support. We appreciate that the time of
qualified learning providers and accredited consultants is valuable and the
strict guidelines within which support is provided enables us to obtain support
whenever we need it, but it is structured in such a way as to ensure that it is
always productive."

Verified by Endorsal.io


MR. LUMB

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE

UNITED STATES

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"Mr. Lumb helped Seagate to achieve the goal of developing their external and
network attached storage business unit. Utilizing the market analysis,
competitive analysis, and solution strategy and delivery processes, Seagate
redefined their solution strategy and solution delivery processes to deliver new
versions of Seagate’s FreeAgent flagship family, price-sensitive Seagate
Expansion products families, expanded the product line to include Seagate’s
first ever digital video product, and introduced a new SMB-focused BlackArmor
network-attached storage and direct-attached storage solutions portfolio,
including 24+ month roadmaps for each solution portfolio.
https://www.appletongreene.com/clp-product-lifecycle"

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MR. AURIACH

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

FRANCE

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""I chair a consulting and integration company specializing in contact centers.
These systems manage interactions between customers and companies, regardless of
the channel, chat, email, technical interfaces or social networks. We called on
Mr. Auriach to determine and set-up a working method and an operational process,
on the one hand to define and validate our 5-year innovation strategy, on the
other hand to implement it and to include an ambitious communication plan
focused on our innovation agenda. This has allowed us to pivot our positioning
by focusing on the recognition brought to us by the software publisher Genesys,
world leader in the sector, and the perception of our offering by our ecosystem
of customers, prospects, partners, collaborators and job candidates. We already
had the technical skills, we lacked the process of managing our innovation
projects, prioritizing our investments and focusing on the effective execution
of our disruptive strategies."
https://www.appletongreene.com/clp-cih-high-performance-innovation"

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MR. CUATRECASAS

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO

UNITED STATES

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"“I’ve worked with Mr. Cuatrecasas on the sale of two companies, each time to a
large cap multinational. I was impressed with his ability to quickly analyze the
financials and then with skill and creativity help negotiate for the maximum
value. It is always a pleasure working with him – he is a consummate
professional.”
https://www.appletongreene.com/clp-cih-technology-company-acquisition"

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T. JOHNSON

ACCREDITED SENIOR CONSULTANT (ASC), APPLETON GREENE

UNITED STATES

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"I reached out to Ms. Johnson for support when newly promoted to bank manager
and navigating some other big goals, like finishing a book. In our time
together, she helped me prioritize objectives at the bank and also helped me
create a structure and writing process for completing a book, something that had
been on my list for a long time. This was a good investment for me on a
professional level and a personal level; I really wanted to have more balance
between work and life, and Ms. Johnson helped me strategize ways to be
disciplined about my commitment to both.
https://www.appletongreene.com/acs-collaborative-teaming"

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DR. MEEKS

ACCREDITED SENIOR CONSULTANT (ASC)

UNITED STATES

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"Boeing is a top-tier commercial aerospace and defense contractor. Dr. Meeks
spent a dozen years building advanced imaging satellite systems, and in the case
of Boeing Space Systems, he was part of a multi-vendor, multi-billion dollar
satellite constellation development program for a major government acquisition
program. Performing in a Systems Engineering SME role and providing engineering
management leadership, Dr. Meeks successfully lead and/or supported key tasks
pertaining to constellation orbit design and validation. He also supported and
lead analytical teams for a variety of integrated system of systems performance
testing to verify and validate system requirements were met ‘as built.’
https://www.appletongreene.com/acs-technology-innovation"

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MR. AREVALO

MEXICO

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"El programa de Planificación Colaborativa demostró ser la piedra angular de
nuestro éxito en las Américas, lo que nos permitió identificar a las partes
interesadas clave tanto interna como externamente y operar de una manera que
beneficiara a todos. Como empresa de logística, esto no solo es importante para
nuestros clientes, también es importante para nuestros proveedores, porque uno
depende del otro. Nos permitió tomar mejores decisiones y contar con la
aceptación y el compromiso de todos los interesados."

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S. MAURIN

UNITED STATES

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"The Market Intelligence program opened up new markets for us that we never
thought we would ever service. From our base in Miami we are able to service a
large part of South America now, including Argentina, Chile, Mexico and mainly
Brasil. We have also established a new distribution center in Sao Paulo. The MI
program helped us to understand the different nuances of each market and the
supply chain process that needed to be put in place. Companies spend and waste a
lot of money when trying to enter new markets and when you consider the cost of
the MI program, we saved an awful lot of money that would have been spent on
clearing the path. The right information is mission critical."

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MR. LYNCH

CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE

UNITED STATES

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"Mr. Lynch has played an important role in my professional leadership
development as CEO. I identified Mr. Lynch and selected him to work with our
organization due to his wide expertise and global experiences. His work with me
had significant impact on the performance of my organization, as well as the
many organizations collaborated with pursuing competitiveness. First, Mr. Lynch
coached us in building skills and competencies to be able to think strategically
in a global context; be able to articulate an inspiring vision across cultures;
and make wise choices amid complexity and uncertainly. Further, coached me in my
role to put these competencies and methodologies into practice as I led global
teams, built collaborative and dynamic networks and grew my organization and its
leadership to expand across Canada and complete globally. Next, Mr. Lynch helped
build and develop deeper competencies to build and lead collaborative networks
to better provide strategic direction, facilitation, and the development of
transformational frameworks. This work was undertaken with major industry
leaders, many of whom were competitors. I was able to develop, through Mr.
Lynch’s coaching, strong facilitation skills to develop collaborative approaches
and solutions that built strong commitment and engagement among each of the
stakeholders. And by addressing challenges through awareness building and
innovation, we designed collaborative solutions and pilot projects to
demonstrate and measure success and enhance capacity building; each of the
projects saw higher than anticipated success.
https://www.appletongreene.com/clp-cih-collaborative-excellence"

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Appleton Greene & Co is rated 4.9/5 from 177 reviews & testimonials.


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