ROM Management Consulting Case Studies

Baldrige Criteria for Performance Excellence


Served as a lead examiner, managed evaluation, feedback and/or site visits for:

  • Middle School
  • Hospital
  • Manufacturers
  • Auto assembly plant
  • Bank
  • Assembly facility

Performance Improvement

Client Need: Key functions at a human services nonprofit were inconsistent and undocumented, and it was unclear in what areas the greatest errors and waste existed. Management training by senior staff was ineffective due to high turnover and lack of understanding of process management, quality and evaluation principles.

ROM Contribution: Identified key functions and processes necessary to implement strategy map and trained staff in process and quality principles. Worked with responsible managers to lay out processes, both as-is and to-be, and developed performance targets and deployment process flows. Oversaw implementation of improved processes and recommended phased implementation consistent with staff ability to integrate and maintain new activities. Advised CEO on ways to build and sustain a culture of performance.

 

Merger of Two Scientific Associations


Client Need: Two ocean science associations were considering a merger to strengthen their influence and impact on more effective use and protection of ocean resources. The organizations had very different orientations and cultures and political and scientific considerations could have delayed or diusturbed a possible merger.


ROM Contribution: Evaluated the issues surrounding each organization's current mission and capabilities. Advised respective boards on member relations, governance, business model, stakeholder relations, consensus on vision, the integration/merger process, regulatory considerations,  and political (external and internal) considerations.

Assess Performance of a Manager


Client Need: A director of a key division of a research institution was presumed to have difficulty managing work and with staff relations. Work was being held up and staff morale was suffering and all the difficulties of the division were being blamed on the director.


ROM Contribution: Reviewed history of director position and job responsibilities. Interviewed key staff and heads of other divisions, and reviewed process responsibilities and workflows of division in question. Worked with director to determine strengths and opportunities for improvement to division processes as well as director responsibilities. Findings were different than expected and recommendations provided an acceptable performance and morale through reorganization and process changes.