Gap Analysis: Intersect Investments

Gap Analysis: Intersect Investments

Abstract
In many situations, the measure of a successful company is not only its profitability but the length of service the leaders have with the organization. Longevity signifies satisfaction, loyalty, achievement and a sense of belonging.   Leaders who work well together for long periods of time develop highly successful methods to lead an organization.
When organizational change is inevitable what happens to the dynamics of the established leadership team? Are they capable of implementing a new way of attaining goals? Are they willing to set new goals? Is the aspect of longevity against them? And can one key leader decide upon major change without the buy-in of all stakeholders?
What follows is an analysis of a corporation facing a major transformation; the alternatives available, the risks, the consequences, and the prospect of developing a plan that provides opportunity for many successful solutions.











Gap Analysis: Intersect Investments
Intersect Investment Services (Intersect) is a highly successful investment services organization offering their customers diverse options in handling his or her finances. Intersect has enjoyed a long history of success and most of the corporate leaders have worked together for many years. Within the past year, Intersect has experienced a decline in sales and customer satisfaction. Consequently, the CEO of Intersect wants to transform the entire organization in order to recover lost profits. He plans to expand their existing products and services, increase customer satisfaction, increase sales and increase their customer-base by implementing a new “customer intimacy” sales model. With the Board’s approval, the CEO has established a 12-month timeframe in which the new Executive Vice President of Marketing and Sales must achieve these goals.












Situation Analysis
Issue and Opportunity Identification
The Board approved the customer intimacy plan before all leaders had even...