Strategy Development
Alan Wilcox Associates (AWA) facilitates strategic planning, business plans, Statements of Intent, business cases and other strategic documents. AWA's strategic planning model ensures the integration of client’s activities and values with all parts of their organisation and business. We take a research and evidence-based approach to developing the directions of our client’s activities and blend this with modern facilitation skills to assist organisations to develop creative and visionary, yet well-grounded, systematic and practical directions that are clearly linked to operational plans, budgets and reporting processes.
A close working relationship with clients ensures that we address the issues at hand and set up appropriate processes so the future currency is maintained. By delivering effective integrated approaches, we have contributed to the success of many organisations.
Completed programs of work include:
Strategic Business Plans or Statements of Intent for the New Zealand Families Commission, Health Services and Welfare Trust, Pacific Island Business Development Trust, Far North REAP, Wairarapa REAP, Te Whare Wananga o Awanuiarangi, Te Tai o Marokura Charitable Trust and many more
National School Property Strategy and Business Case for New Zealand Schools development; 11 regional property strategies for the Ministry of Education; a property strategy for Te Whare Wananga o Awanuiarangi, a Unitec Property Strategy
Charters and Profiles and/or Investment Plans for Unitec, Skills Update, Future Skills, Target Education, Te Whare Wananga o Awanuiarangi, and Te Whare Wananga o Hoani Waititi Marae
Over 25 successful business cases for various crown entities and governments departments
Business case evaluations for Waitakere City on Hobsonville Marine Precinct, New Lynn Developments and the North-Western Growth Strategy
Strategic facilitation sessions for Payments NZ, The Parnell Trust, Parnell Creative Quarter, Horizons Manawatu, Mid-central District Health Board and many more
Developing the "Working Together More Fund" for the Tindall Foundation, Todd Foundation, JR Mackenzie and Wayne Francis Memorial Trusts to assist organisations in a recession environment.
Structure Review
Alan Wilcox Associates provides detailed analysis of systems, processes and personnel for businesses, non-profits and government organisations. AWA’s review processes dive deep into an organisation, providing researched and benchmarked analysis and recommending improvements to ensure efficiency, effectiveness and movement towards better practice. Using well-proven methods and working in a consultative and collaborative manner, AWA engages with governance, management and staff to achieve change.
Examples of work in this area include organisational reviews of:
Office of the Race Relations Conciliator
Taupo District Council
Northland Regional Council
Kaipara District Council
ASB Community Trust
Funding Information Service
Federation of Family Budgeting Services
NZ Post (Strategic Review of HR)
Finance and Management Reporting in Government Departments (sponsored by NZ Treasury)
Facilities operations in Taupo and Upper Hutt
The Land Transport function of Horizons Manuwatu
Ngati Ranginui Iwi Inc
Te Tai o Marokura Social Services Trust
Community Foundations in Auckland, Rotorua, Northland and Ashburton (for the Tindall Foundation)
Supporting Parents Alongside Childrens’s Education (SPACE) New Zealand Trust.
Process Improvement
Alan Wilcox Associates helps organisations to implement effective systems, processes and policies to enable high-quality functioning and consistency in key areas of performance. These systems include planning, programming and budgeting systems, performance management systems, project management frameworks, risk management processes, quality management guidelines, procurement processes, property and asset management systems, and integrated finance and management reporting systems.
Projects delivered in this area include:
An effective management system for the Office of the Race Relations Conciliator
A cascading KPI and dashboard system for reporting at Unitec
Site Management and Supervisors Dashboards for monitoring and reporting at Child Youth and Family.
Providing independent public transport procurement advice to the Ministry of Education, Auckland Transport, Taranaki Regional Council and Canterbury Regional Council
Review and development of governance and management procedures for Mangatawa-Papamoa Blocks Inc, SPACE NZ Trust, and others
Implementation of project management systems in Kaipara District Council, Waitemata Health and TPK Community organisations
Project managing the installation of a Customer Relationship Management System for the branches of Supporting Families New Zealand
Review and implementation of recruitment and planning processes of volunteering Auckland.
Management Development
From training sessions for management, personal coaching, recruitment assistance to performance reviews, we help managers and management teams to become truly effective high-performers.
AWA provides integrated employment contracts, job descriptions, performance plans, and human resource management processes. Implementing proven coaching methods, we have helped clients develop capacity and demonstrate considerable success in their enterprises.
Services include:
Recruitment of Chief Executives and senior-level managers
Contract development and performance reviews of leaders and managers
Assistance with resolving challenging performance of staff members
Team Development - profiling team members and team strengths, establishing protocols that improve effectiveness and efficiency, draw on talents and help establish and maintain positive team relationships
A 360-degree analysis tool that provides feedback on 62 factors of physical, intellectual, emotional and spiritual capacities related to management
Ongoing coaching and support for both strategic and challenging problems.
Amongst the team development and individual coaching activity completed are:
Coaching Executive Managers in Waitemata Health Limited
Coaching several Chief Executives of non-profit organisations
Management coaching for senior and middle managers in Child Youth and Family
Management coaching and support for senior Government Commissioners
Change Management
Alan Wilcox Associates assists organisations to reorient and restructure their activity for success, ensuring there is a fit between what the customers want and the skills, systems, processes and structures within the organisation. Change is facilitated in an inclusive way that both honours the individuals involved and ensures a cost-effective outcome. We bring a wealth of experience in aligning organisational change with vision and values. This includes in-depth assessments of employer values what initiatives are needed for the future.
Some examples of change management projects include:
Key external adviser to develop Awanuiarangi from 250 EFTs to 3500 over 6 years
Managed Change in Kelston Deaf Education Centre
Project Manager for amalgamation of 19 Member Authorities to one SPELD NZ
Management Advisor to Play Centre Association to develop SPACE NZ Trust (a national organisation administering Supporting Parents Alongside Children’s Education).
Property Solutions
Alan is well-qualified academically for working in the strategic property field. He has a Bachelors degree in Town Planning and a Masters degree with honours in Geography. He has vast experience in property in both the public and private sectors. He was a town planner for 15 years, working for the Ministry of Works and Development and in local and regional authorities.
Alan assists his clients with the strategic consideration and purchase of properties and lodging resource consent applications to Councils and writing Assessments of Environmental Effects. He has carried out his own subdivisions and developments, and together with his Associates assist in achieving property utilisation that is sensitive to the environment and financially sustainable.
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