Development Firm Private Offering Memorandum

Sente Corporation led a three-day session in which the participants created and published a preliminary private offering memorandum for a 12-year-old firm that builds Continuing Care Retirement Communities. The team worked through products, markets, process redesign, deal design, deal cash flow, organizational structure, client development process, and corporate cash flow models.

Sente Corporation conducted a two-day planning session for a $400 million Design/Build firm. The object of the session was to create a new line of business, develop the business plan, and produce a presentation for the board of directors. In the first day-and-a-half all of the key components of the plan were executed including a cybernetic model of the process that the new firm would use to execute its projects. This cybernetic model clearly showed where the lag times would be, when in the year projects could begin (based on mandated project completion windows), when marketing needed to take place, and how staffing and cash flow would be affected. It also indicated guidelines for maximum rate of growth of the firm without precipitating a collapse. From this process model, staffing plans, budgets, deal models, goals, and strategies w ere developed. Sente Corporation employed the use of iThink systems dynamics software to help facilitate these objectives. Sente Corporation also completed a dynamic visual presentation of the business plan within a few days after the end of the session.

Business Re-creation

In a two-day session, an internal application design and development group re-created itself as a stand-alone business. The group developed products and services to sell to the rest of their organization, a structure that facilitated the generation of new projects and the on-going development of client relationships, and a process for attracting clients and delivering applications rapidly and efficiently.

Business Planning as Marketing

A long-time client frequently uses a Sente Collaborative Session as a marketing tool for its real-estate financing services. Sente Corporation facilitated a strategic planning session for a restaurant franchisor. The real-estate finance representitives worked with the franchisor's sernior management team for two days to build and test several growth models, finally choosing the best of the options for implementation...using the financier's services. Two days of working together on the franchisor's business allowed the two groups to build the kind of relationship that is not possible in more traditional sales efforts.

Community College Strategic Planning

Sente Corporation facilitated a one-day strategic planning session in which a community college explored the opportunities and challenges emerging in its region due to changing demographics, diversifying learning needs of students, new technological advancements and increased competition in the learning market. The group selected several strategic directions to explore and designed experiments to test the viability of those directions. These experiments were then folded into the strategic initiatives plan for the next year.

Corporate University Business Planning

Sente Corporation conducted a two and a half day session in which the business plan for a corporate university was designed from scratch. Under our facilitation and navigation, the university team set up their command center and used the write-on walls to surround themselves with their plans and ideas. On the morning of the third day, the team presented a Power Point version of its business plan (including mission, processes, organizational structure, products and services, required resources, financials and implementation timeline) to the university's advisory board for approval.

Strategic Planning for an IPO

Sente Corporation designed and co-facilitated a strategic planning session for an organization preparing for life as a public company. The one-day session allowed the management team to explore the trends that would shape their industry and follow the implications of those trends all the way to strategic action steps that would prepare the organization for the future.