TRUELSON ASSOCIATESScope of ServicesStrategy DevelopmentBusiness DevelopmentOrganizational DevelopmentContact Information   PARTIAL CLIENT LIST

Prudential California Realty

Civic Bank of Commerce

Moss Adams

Pioneer Motor Bearing Co.

National Bank of the Redwoods

Applied Risk Management

California Bancshares

Kleinfelder

Coast Commercial Bank

Korve Engineering

Matsco Financial Services

American Institute of Banking/California

Cothran & Johnson

I.F.T. Technical Services

Capital Corp. of the West

San Benito Bank

Templeton Company

Chanticleer

Tehama County Bank

Vavrinek, Trine, Day & Co.

California Parks Company

Bank of Salinas

McGuire Real Estate

Berkeley Symphony Orchestra

Redwood Bank

San Francisco Shakespeare Festival

Commercial Bank of San Francisco

Advanced Cardiovascular Systems

Farmers & Merchants Bank

Automatic Rain Company

P.R.A. Securities Advisors

The Mechanics Bank

Randall Museum

Professional Risk Management Group

Bank of Petaluma

Value Star, Inc.

San Jose National Bank

Theatre Bay Area
 
Founded in 1978, Truelson Associates has served over 200 clients. The vast majority of our clients have been smaller to mid-sized service firms, primarily in a business to business mode. Our greatest concentration of clients has been in the independent banking community, having served over 50 smaller banks.

We bring a line management, results oriented discipline to our consulting assignments. We literally become part of our clients' senior management team, assuming real accountability for results.

We are proud of the results we have achieved for and with our many clients, and will provide superior client reference on request.

SCOPE OF SERVICES
 
Our services encompass three critical elements for any business:

  • Strategy Development
  • Business Development
  • Organizational Development

Typically, our client assignments begin with development (or reassessment) of the firms' strategic plan. Then, we address all facets of their business development effort, frequently assuming management responsibility for the firms' revenue generation activities. Finally, we assess what is required to develop the appropriate organizational structure and culture to support firm growth objectives, and then assist in the accomplishment of this internal effort.

Specific services are outlined below.

STRATEGY DEVELOPMENT
 
Where are we now?
Where do we wish to go?
How will we get there?

  • Develop a longer range business strategy and vision.
  • Develop a strategic plan that includes short term action planning and a management by objectives follow on process.
  • Develop team and individual accountability for results.
  • Develop internal consensus, commitment and teamwork through this process.
  • Chart a clear direction and furnish "marching orders" for the business and its employees to follow.
  • Ensure a consistency in decision making, and in the appropriate allocation of resources.
  • Establish a firm basis for evaluating performance, both company and individual.

BUSINESS DEVELOPMENT
 
What are our near and longer term revenue growth goals? How much of that growth must come from new clients, new services and/or new markets? What must we do to assure this revenue growth?

  • Develop a marketing plan that identifies and prioritizes all market segments and addresses all necessary firm efforts to assure penetration of these segments.
  • Develop a highly effective business to business sales program utilizing key firm personnel.
  • Maximize revenue and profit opportunities with current client relationships.
  • Provide your key personnel with hands on training to "de-mystify" the sales process, making them comfortable and confident in their outreach efforts.
  • Develop an internal sales culture that supports and enhances firm growth efforts.

ORGANIZATIONAL DEVELOPMENT
 
What does our organizational structure need to look like in the next year or two to support planned growth? How can we create an orderly, effective transition plan to evolve into tomorrow's structure? What must we do to assure the enthusiasm and commitment of our employees to the firm and its future?

  • Develop an organizational plan for the firm to grow into.
  • Develop an internal management system where key executives work seamlessly as a team, with an effective internal accountability process for all personnel.
  • Develop a market driven, market focused internal culture where everyone serves the customer, or serves someone who does.
  • Maximize input and commitment from all firm personnel.
  • Develop an internal culture that features teamwork, enthusiasm and commitment.



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