Business Planning Support

Business - What We Do

No organization can do it all. Many companies compensate by focusing on their core business issues using internal staff expertise. When they require something done outside their strength, or have a unique problem or situation, they will look outside for support.

This is where I can step in. Based on hundreds of experiences (good and bad) in complex sales situations, large project rollouts, strategic initiatives, and tactical operations, my specialty is to listen and understand each situation in order to offer intelligent recommendations to implement and execute.

Below are examples of actual development projects from working with small to mid-size companies and also in support of not-for-profit organizations.

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TLC Springwater, Inc. - worked closely together since start-up in 2005 providing business plan support.

adventureNfitness - provided marketing plan support to explain benefits of personal training which has created multiple new repeat clients.

Trilogy Formations, parent company, limited liability corporation setup to manage multiple businesses.

Matrix Data – new MBE startup to launch

a B2B national computer products

& supplies e-commerce business model.

Rebecca Jessey Photography - marketing plan development to launch new studio

location with niche market to take

B&W photos of women during pregnancy.

Integrated Logistics Solutions – Liaison

for I.T. management to refer & coordinate

external technology resources.

Cardinal Health - Facilitated negotiations

for MBE service-outsourcing for national pharmaceutical script printer fleet.

New Technology Steel - Developed

business plan strategy for steel service processing center acquisition.

Spiritual Spa & Clinic - Facilitated

business plan and management

support for complementary, alternative healthcare services.

(earned COSE Business Plan 2nd Place Award)

Stern Advertising - Facilitated direct mail/marketing campaign for demographic research for national retail chain

launch of new store grand openings.

McWil Group - Entreprenuerial special

event planning & conference management services including daily involvement

in the Rock & Roll Hall of Fame and

Museum inaugural grand opening.

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Adelphia, Cleveland Foundation

and Cleveland City Council

Wrote proposal that secured grant

to plan, design, implement

Community Technology Center at

Harvard Community Services Center

for neighborhood economic

development and job training.

BDPA

Establishment and execution

of National Corporate Alliance

Program to facilitate mutually

beneficial & measurable

partnerships to recruit new

and ensure renewals of annual

sponsorship contributions.

Establishment and leadership of

Enterprise Transformation Plan to

completely reorganize the

national organization to a more

responsive, flexible and business

oriented operational model.

Implementation of MOU agreement

with National Urban League to

stimulate collaboration between

the local Chapters to share

resources toward joint technology

and educational projects in the

respective communities.

Karamu House Cultural Arts & Education Center
Managed the transition from

outdated, manual bookkeeping

procedures to a new

network-based computer

system with full suite

of accounting & finance applications.

Special Event Projects

Planning & Logistics Programs
• City of Cleveland Health Department,

Birth Certificate Automation

• U.S. Conference of Mayors Convention, Database Management

• Mayor White Holiday Food Basket Program, Resident Mailing List Program

• Convention and Visitors Bureau,

Technology Support Consultant

• American Red Cross Conference,

Volunteer Database Management

• Rock & Roll Museum and Hall of Fame, Student Tours marketing campaign

to promote awareness

within African-American community

• K.I.D.S.S Day at the Zoo,

Logistics Manager

Contact

info@cbdservice.com

216-789-6216

Career & Business Development

'serving Northeast Ohio for 20 years, with a personal-touch'