Three Primary Management Consulting Services

Strategic Planning Facilitation
Organizational Assessments
Employee Surveys

Strategic Planning Facilitation

For your organization, the focus on and direction for the future will depend on the plans you create today. Our Strategic Planning Sessions are designed to help the board of directors and the management team to enjoy the hard work of developing the strategic vision of the future and the objectives to achieve it. Everyone's ideas are considered as the facilitator provides for open communication to:

  • Look at where the company/organization is currently, and review what it took to get there
  • Discuss what you want to accomplish, and clarify your vision of the future
  • Explore ways to achieve the mission of the company/organization
  • If necessary, clarify the role of board members as setting direction and the responsibility of the management team to find ways to achieve it

The Benefits?
When your organization utilizes the facilitated Strategic Planning Session, the process develops your vision of the future. As a team, you determine the means necessary to achieve that vision. Through the process, the roadmap is created as a simple document that offers benchmarks to let you know how you are doing, how far you have come, and where you need to be directed. After the planning is completed, the action begins. The senior management team will be able to decide where to target the valuable resources of the company for the most benefit. Following the planning session, you can choose to have LemmonTree facilitate a Management Planning Session to set up accountability and keep the focus on your plan.

Organizational Assessments

Every organization will continue to be faced with opportunities and challenges. For any organization that is providing a product or service to consumers, success is being defined as how well your people can meet expectations in terms of quality and timely service.

A Strategic Organizational Assessment is a comprehensive, systematic, and independent examination of your organizational environment.  We analyze your structure, objectives, strategies, strengths and weaknesses and your personnel, training and compensation programs.  We also look at your internal systems and activities, and the company culture to determine opportunities for efficiencies and uncover problem areas.  Based on our research, a recommended plan of action is provided to improve the organization’s efficiency, productivity, environment and performance.

Consider these questions:

In short, we will work to uncover ways to help you position your workforce to meet corporate goals and vision for the future.

Employee Surveys

There can be tremendous value in conducting research among your employees. With a highly competitive employment situation, it is imperative for credit unions to keep in tune with their employees.  While not as in depth as an Organizational Assessment, Employee Surveys are also not as intrusive. A survey can provide valuable insight into employees' needs, job satisfaction, and loyalty, as well as provide management with an assessment of employee job knowledge.

LemmonTree's Employee Survey is a tool that offers actionable information through a written or online question-and-answer format, to be sent to all credit union personnel. An email or a letter from top-level management will accompany each survey explaining why the research is being conducted and encouraging participation.  LemmonTree will be introduced as an independent, third party that will maintain confidentiality while processing, analyzing, and reporting on the findings.

Each of our survey projects is customized to meet the needs of the client and to help establish benchmarks for future tracking. Our clients have gained from learning such key information as:

  • Satisfaction levels of employees with respect to position responsibilities, compensation packages, and performance review procedures.
  • Trends or a similarity among departments indicating a need for changes in operations or policies.
  • The need for additional or specialized training.
  • A perceived need for additional staffing or resources.
  • Employee perceptions about the image or professionalism of the organization, specific to customer service.
  • Staff perceptions regarding customer service issues to be addressed.

▶ To start the conversation about any of these three services, call or click here to email us!



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