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The Breckenridge Institute® is a management consulting firm that focuses on helping clients get better results through diagnosis. Like a medical doctor who uses precision instruments and expertise to improve a patient’s health, our staff of technical and business professionals combines our expertise in actually improving organizational and individual performance, with our portfolio of research-based methodologies and validated assessment tools to help managers get the results they want.

The Breckenridge Institute® uses its extensive expertise in OD to help clients get better results in the areas of financial management, operations, people, and enterprise-wide systems. The Institute will help you get:

Financial Results: Are your financial, physical, and human resources aligned to get the results you want? We’ll help you take a fresh look at how to increase revenue, decrease the cost of operations, and better align your budget allocations to achieve your goals and objectives.

Operational Results: Is your business experience helping you get the results you want or is it hurting you? We’ll help you take a fresh look at how to increase the productivity of your existing business systems and processes, and better align your day-to-day operations to achieve your goals and objectives.

People Results: Do the right people work together on the right tasks to get the results you want? We’ll help you take a fresh look at whether the organizational dynamics between departments and the “personalities” of managers and key personnel are helping you to achieve your goals and objectives or hindering you.

Enterprise Results: Is your organization’s mission, purpose, strategy, planning/budgeting process, operating philosophy, and culture focused on meeting real needs in the business environment? We’ll help you take a fresh look at whether these strategic organizational elements are explicitly defined, implemented in day-to-day operations, and helping you achieve your goals and objectives.

The Breckenridge Institute® provides an objective third-party perspective that helps leaders and managers become catalysts for positive change and organizational transformation. The Institute has
expertise in the following areas:

  • Developing Strategy
  • Improving Execution and Operations
  • Financial and Budget Analysis
  • Characterizing and Changing Organizational Culture
  • Organizational Assessments
  • Personality Assessments
  • Organizational Analysis
  • Meeting and Process Facilitation
  • Training, Mentoring, and Coaching

A more detailed description of the Institute’s areas of expertise is provided below.

Our Areas of Expertise

Our areas of expertise are built around the open-systems diagram shown below. Aligning and integrating an organization’s strategy, execution, and climate is key to building a high-performing organization and ensuring sustainable performance. The structures, systems, and climate shown in the diagram have an interdependent cause-and-effect relationship with each other, so a change in one element creates change in the others, sometimes unintentionally.

Open Systems Diagram

Aligning these business systems with IT infrastructure is the key to building a high-performing organization. The Breckenridge Institute® staff helps clients develop an IT infrastructure that: a) moves information from the external environment to the correct place in the organization so it can be analyzed, digested, and acted on, b) moves information from enterprise-wide business processes to the correct place in the organization so it can be analyzed, digested and acted on, c) moves information on the status of key performance indicators (KPIs), goals, milestones, deliverables, and budgets in operating plans to the correct place in the organization so it can be analyzed, digested and acted on, and d) structures and manages data storage so it is a resource that’s available to everyone who needs it, e.g. data isn't isolated in data silos or shadow systems.

Our goal is to design systems that help clients find key business-related information within 30 seconds using a minimum number of clicks.

Developing Strategy

The Breckenridge Institute® helps organizations take a strategic (100,000 foot elevation) view of the external environment and internal operations using methodologies based on principles taught by business experts such as Jim Collins, Peter Drucker, Jay Galbraith, Harry Beckwith, Al Ries and Jack Trout, Larry Bossidy, Michael Porter, Edwards Deming, research results from the Harvard Business Review, and the Global Organization Design model developed by Elliot Jaques. We help clients:

  • Define organizational purpose, direction, strategy, goals, objectives, and codify them in a written strategic plan that is linked to their financial management system
  • Identify the most important sources of revenue that drive financial performance
  • Develop a balanced array of key performance indicators (KPIs) to focus the time and energy of the entire organization on a common purpose
  • Only budget for, and commit resources to, things that help the organization achieve its strategic goals and objectives
  • Evaluate their talent management strategy to ensure that they have the expertise, experience, and intellectual horsepower to meet the organization’s human capital needs now and in the future
  • Ensure that the organization’s high-level policies are aligned with its strategy, goals and objectives and send a consistent set of signals that reinforce the desired behaviors
  • Motivate and inspire employees around the organization’s purpose and vision
  • Create and sustain organizational change to get the desired results

Improving Execution and Operations

The Breckenridge Institute® helps clients more effectively carry-out and implement the organization’s plans, goals, and objectives so that strategic goals and objectives flow down to (and are implemented by) work groups. Our staff uses methodologies and principles taught by business experts such as Dave Hanna, Alec Sharp, Edwards Deming, Thomas Davenport, Paul Harmon, J.M. Juran, Alfie Kohn, Edwards Deming, the Human Performance Technology model, research results from the Harvard Business Review, and the Global Organization Design model developed by Elliot Jaques. We help clients:

  • Translate strategic goals and objectives into well-defined operating plans and budgets that flow down to day-to-day, week-to-week work assignments of managers and staff members
  • Develop action-oriented, fact-based decision-making skills using quantitative data and scientific analytics, not just business experience and intuition
  • More effectively direct week-to-week and month-to-month operations by only supporting decisions that implement and accelerate achieving goals and objectives
  • View time as money that can be used to achieve the organization’s goals and objectives
  • Organize and staff work-groups so the right people work together on the right tasks to get the desired results
  • Produce predictability and order in business processes and day-to-day operations
  • Increase communication and cooperation between departments and work-groups so that key information is shared, e.g. the left hand knows what the right hand is doing
  • Develop more innovation and creative problem solving skills
  • Optimize team performance and morale

Characterizing and Changing Organizational Culture

The Breckenridge Institute® helps clients create a more productive, positive, effective and creative work environment, e.g. Organizational Climate. More specifically, “climate” is the experience of what it’s like to work in an organization day-to-day and is a reflection of the underlying tacit assumptions and cultural norms that compose an organization’s culture. The Institute’s staff uses methodologies and principles taught by business experts such as Edgar Schein, John Kotter, David Cooperrider, Terrence Deal and Allan Kennedy, Chris Argyris, Clotaire Rapaille, Alan Wilkins, Howell Baum, William Bridges, Lawrence Millar, Rollo May, Anthony Storr, Arthur Koester, research results from the Harvard Business Review, and the Global Organization Design model developed by Elliot Jaques. We help clients:

  • Adopt a “no blame” philosophy where the root causes of ineffective organizational performance are identified in the structures, systems, and culture, e.g. individual employees don’t get  blamed for organizational performance problems
  • Practice “fair process” where managers are fair and objective and base their evaluations of performance on facts and quantitative data, not “politics” or personalities
  • Identify and narrow the gap between the formal (written) rules for how things get done and the informal (unwritten) rules for how things “really” get done
  • Create an atmosphere in which people trust managers to deliver on their promises and do what they say
  • Develop well-defined accountabilities where managers are held accountable for the outputs of their direct reports, for creating and sustaining a team capable of producing the desired outputs, and for getting their direct reports to collaborate with each other to produce the desired results
  • Develop well-defined authorities where managers can veto the appointment of people to their organization, conduct performance appraisals of their direct reports and reward the desired behaviors and discourage ineffective performance, and initiate the removal of a direct report from their role in the organization

Organizational Assessments

In a world of increasing stakeholder expectations and decreasing resources, aggressive cost cutting programs have run their course. Where do you turn next? Field experience by the Breckenridge Institute’s staff has shown that managers have an even greater need for fact-based decision-making using scientific analytics and diagnosis, not just business experience and intuition. The Institute’s portfolio of on-line organizational assessments gives leaders and managers the tools, methodologies, and quantitative information they need to make informed decisions and improve their organization’s performance (see list below):

  • Organizational Alignment Indicator™ (OAI™)
  • Organizational Focus Indicator™ (OFI™)
  • Organizational Trust Index™ (OTI™)

The Breckenridge Institute’s portfolio of organizational assessment tools can be used to help for-profit, non-profit, or government organizations develop greater discipline, rigor, and perseverance in the areas of organizational alignment, organizational focus, and organizational trust. Greater discipline, rigor, and perseverance in an organization’s governance, planning, allocation of resources, execution, decision-making, and human performance is not a “business” concept, rather it’s a principle of high-performance and creating an Intended Culture of excellence.

Organizational Alignment Indicator™ (OAI™)

There are a number of signs that an organization is not aligned to get the results it wants. They are unable to change in the face of forces and threats from the business environment. They make key decisions that go unimplemented or get reversed. They struggle against overly complex systems that frustrate and undermine their attempts to create positive change. Their organization’s culture acts like an Invisible Bureaucracy™ that squanders enormous amounts of time and energy – valuable resources that are not available to achieve their goals and objectives. Recognizing and acting on these signs are the first steps toward making invisible bureaucracy visible and getting the results you want.
The Organizational Alignment Indicator™ (OAI™) helps managers identify the degree to which their organization is aligned or misaligned in the areas of: a) Strategy, b) Execution, and c) Organizational Climate. It also quantifies what misalignments may be costing you in squandered time and energy – hidden costs that don’t appear in traditional financial accounting systems. The OAI™ is an on-line assessment that can be completed by managers and staff members in 2-3 minutes and administered in organizations of up to 5,000 people.

Business Applications – The OAI™ can be used with an entire organization or in work-groups and functional units in the following situations.

  • Changes in Management – The OAI™ gives new managers the operational and cultural information needed to get “up to speed” quickly.
  • Mergers and Acquisitions – When two companies are merged, or when one company purchases another, the OAI™ helps identify misalignments between the ways of working and culture in both entities, thus facilitating the integration process.
  • Declining or Plateaued Organizational Performance – Managers can use the OAI™ to identify the root causes and underlying patterns of ineffective organizational behaviors that stifle growth and prevent organizations from achieving their goals and objectives.
  • Business Process Improvement – The OAI™ identifies the organizational context within which business processes operate so process owners can develop more effective solutions to problems like rework, poor quality, work-arounds, timeliness, and ineffective communication.
  • Strategic Planning – The OAI™ provides input to an organization’s strategic planning process by indicating the organization’s strengths and areas for improvement.
  • Teambuilding – The OAI™ helps create common purpose and goals for work units that might otherwise operate as functional “silos,” thus undermining the goals and objectives of the overall organization.
  • 360 Degree Reviews – The OAI™ is used by managers and supervisors as a more effective alternative to 360 degree reviews because it provides feedback within the context of the organization’s structures and systems.

Organizational Focus Indicator™ (OFI™)

Organizations are goal-seeking organisms that can follow the strategic direction they choose as long as they meet the needs and expectations of the larger context of the external environment. An organization must link its strategic direction to meeting the tangible needs of customers, and meeting those needs becomes an organization’s purpose – its reason for existing. The link between the strategic direction and meeting customer needs functions like an implicit contract between the organization and the external environment, and keeping the commitments outlined in this contract ensures an organization’s survival. More specifically, an organization’s goals and objectives should function like internal targets that guide the organization toward fulfilling its purpose and implicit contract with the external environment.

The Organizational Focus Indicator™ (OFI™) measures key indicators of the degree to which your organization’s structures, systems, and culture are designed to carry out its implicit contract with the external environment. The OFI™ helps managers identify the extent to which their organization is either externally focused on producing results, outputs, and meeting customer needs, or internally focused on the structures, systems, people, and internal operations needed to meet those needs. The OFI™ also quantifies what your organization’s level of external or internal focus may be costing you in squandered time and energy – hidden costs that don’t appear in traditional financial accounting systems. The OFI™ is an on-line assessment that can be completed by managers and staff members in 3-4 minutes and administered in organizations of up to 5,000 people.

Business Applications – The OFI™ can be used with an entire organization or in work-groups and functional units in the following situations.

  • Changes in Management – The OFI™ gives new managers the operational and cultural information needed to get “up to speed” quickly.
  • Mergers and Acquisitions – When two companies are merged, or when one company purchases another, the OFI™ helps quantify the level of external or internal focus in both entities, thus facilitating the integration process.
  • Declining or Plateaued Organizational Performance – Managers can use the OFI™ to identify the root causes and underlying patterns of ineffective organizational behaviors that stifle growth and prevent organizations from achieving their goals and objectives.
  • Organizational Alignment – The OFI™ helps identify areas of conflict between work-groups headed by “Border Guards” who: a) have conflicting or competing interests and ways of working, b) create sub-cultures that are misaligned with (or in opposition to) each other and the organization’s overall direction, and c) seal-off their work-group from effective interaction with the overall organization.
  • Business Process Improvement – The OFI™ helps characterize the organizational context within which business processes operate so process owners can develop more effective solutions to problems like rework, poor quality, work-arounds, timeliness, and ineffective communication that focus process improvement projects on getting results, outputs, and meeting customer needs.
  • Strategic Planning – The OFI™ provides input to an organization’s strategic planning process by indicating the organization’s strengths and areas for improvement in terms of producing results, outputs, and meeting customer needs, or being overly focused on internal operations.
  • 360 Degree Reviews – The OFI™ is used by managers and supervisors as a more effective alternative to 360 degree reviews because it provides feedback within the context of the organization’s structures and systems.

Organizational Trust Index™ (OTI™)

Trust is the foundation of all human interactions, and the cornerstone upon which high-performing organizational cultures are built. Trust is often thought of in terms of individual people and one-on-one relationships, for example we trust our coworkers, direct reports, or our boss. But unlike trusting individuals, the interdependent actions and interactions of structures, systems, and culture can reach a level of combinatorial complexity where the “system” takes on a life of its own independent of the day-to-day actions and interactions of individual managers and staff members. The degree to which people either trust the structures, systems, and culture of the organization they work in, or fear them is a “window” into the underlying patterns of behavior, belief structure, and tacit assumptions that constitute an organization’s culture.

Researchers from Abraham Maslow to W. Edwards Deming have warned against the subtle, but profound, effects that fear can have on establishing or maintaining a high-performing organizational culture. Deming argues that fear makes people afraid to share their best ideas; expand their capabilities and skills; admit mistakes; suggest process improvements; question the underlying purpose and reasoning of decisions or procedures; or even to act in the best interest of the company. Managers and staff members fear: a) being the object of real or perceived retribution, b) being passed over for promotion, c) receiving lower performance ratings, d) looking uninformed or like a trouble-maker, e) being assigned to “grunt” work, rather than the more visible projects, and f) being seen as not having sufficient intellectual horsepower to advance beyond one’s current position. Fear ultimately leads to padded figures, distorted measures of performance, and the tendency to sanitize, spin, and reinterpret what’s really going on in an organization as information moves up through organizational levels to top management.

The Organizational Trust Index™ (OTI™) helps managers identify the extent to which their organization is either motivated by trust, or driven by fear. The OTI™ identifies tangible issues within an organization’s structures, systems, and culture that have the cumulative effect of either building organizational trust, or creating organizational fear. The OTI™ also quantifies what a lack of organizational trust may be costing you in squandered time and energy – hidden costs that don’t appear in traditional financial accounting systems. The OTI™ is an on-line assessment that can be completed by managers and staff members in 3-4 minutes and administered in organizations of up to 5,000 people.

Business Applications – The OTI™ can be used with an entire organization or in work-groups and functional units in the following situations.

  • Changes in Management – The OTI™ gives new managers the operational and cultural information needed to get “up to speed” quickly.
  • Mergers and Acquisitions – When two companies are merged, or when one company purchases another, the OTI™ helps quantify the level of organizational trust in both entities, thus facilitating the integration process.
  • Organizational Alignment – The OTI™ helps quantify destructive conflict between work-groups headed by “Border Guards” who: a) have conflicting or competing interests and ways of working, b) create sub-cultures that are misaligned with (or in opposition to) each other and the organization’s overall direction, and c) seal-off their work-group from effective interaction with the overall organization.
  • Business Process Improvement – The OTI™ helps quantify the degree to which managers and staff members are afraid to suggest process improvements, admit mistakes, and share their best ideas about improving operations in areas like rework, poor or inconsistent quality and service, work-arounds, timeliness, downtime, and ineffective processes.
  • 360 Degree Reviews – The OTI™ is used by managers and supervisors as a more effective alternative to traditional 360 degree reviews because it provides feedback within the context of the organization’s structures and systems.
  • Organizational Climate – The OTI™ helps quantify the degree to which managers and staff members are afraid to openly discuss (and try to resolve) interpersonal issues that frustrate and undermine organizational and individual performance in areas like interpersonal conflict, poor or ineffective communication, and power struggles between managers and coworkers.

The Breckenridge Institute® combines the quantitative data gathered by its portfolio of assessments, with qualitative data that comes from one-on-one and group interviews, and the observation of day-to-day operations in the organization to help clients get better results through diagnosis.

Organizational Analysis™

Traditional organization development and business consulting use organizational models and techniques that focus primarily on the conscious material of day-to-day organizational life and working-level assumptions and beliefs. Organizational Analysis™ uses the models and techniques found in Mark Bodnarczuk’s book, Making Invisible Bureaucracy Visible: a) to help integrate the tacit, unquestioned, taken-for-granted, and undiscussible material in work-groups, functional units, and entire organizations back into organizational awareness, and b) to facilitate the interdependent dynamics between the conscious material of day-to-day organizational life, and the tacit, unquestioned, taken-for-granted, and undiscussible material that is a key element of organizational culture. More specifically, an Organizational Analyst™ helps clients evaluate the business results that their organization is getting and identify the cause-and-effect relationships between those results and: a) the configuration of an organization’s structures and systems, b) the day-to-day patterns-of-interaction between work-groups and key personnel, c) the tacit, unquestioned, taken-for-granted, undiscussible assumptions and beliefs that underlay day-to-day operations and decision-making, and d) the business context within which an organization is embedded.

The deliverable for the Organizational Analysis™ Role is the creation of a relationship in which the client organization is taught how to self-identify and self-correct Invisible Bureaucracy™ that frustrates, undermines, and derails organizational performance and getting the client’s desired results. The Organizational Analysis™ process helps clients build an Intended Culture™ that restores an organization’s freedom to choose its response to the forces and pressures of the internal and external environments. The essence of the relationship between an Organizational Analyst™ and a client organization is captured by the saying, “Give a man a fish and you feed him for a day; teach him how to fish and you feed him for a lifetime.”

Some of the key indicators that an organization will benefit from conducting an Organizational Analysis™ are listed below.

  • It’s difficult for an organization to make key decisions, and (once made) many decisions go unimplemented.
  • An organization has a gap between the formal (written) rules for how things get done, and the informal (unwritten) rules for how things “really” get done.
  • Vital business information gets filtered, altered, or stopped as it moves up and down through the organizational structure.
  • Projects that seem to have the full support of top managers and key personnel often die a slow death and no one knows what happened to them.
  • An organization is unable to change in the face of forces and threats from the external environment, so it falls prey to the same problems over, and over again.
  • The universal principles of organization development and business excellence do not seem to work in an organization.
  • The change and improvement initiatives that have been conducted in an organization have shown failed or marginal results.
  • Managers struggle against the flow of overly complex systems and are frustrated by an invisible force that undermines their attempts to effect positive change.
  • People are not free to present the unvarnished truth about organizational matters because they fear retribution.
  • People find their work to be a substantial part of life’s problems, rather than one of the solutions to life’s problems.

Workshops and seminars can be presented at an introductory, college, or graduate level depending on the needs and capabilities of participants and the client organization. These training and educational experiences can also be used as modules in existing training and develop programs offered by client organizations, e.g. leadership development, succession planning, etc.

Meeting and Process Facilitation

Facilitation is a core tool and methodology in the Breckenridge Institute’s portfolio of professional services because it uses effective patterns of interaction and group-dynamics as a foundation for high-performance. More specifically, we help our clients set goals, identify problems, explore viable options and alternatives, and develop appropriate plans for action. We use a variety of tools and methods for discussion, data gathering, analysis, scenario development, and evaluation of alternatives. This includes multidisciplinary work sessions with stakeholders to clearly identify issues, develop solutions, resolve problems, and build consensus for implementation. Some areas of facilitation services include:

  • Strategic Planning and Goal Setting
  • Project Reviews
  • Optimizing Team Performance
  • Issue Analysis and Decision-Making
  • Conflict Management
  • Improving Communication
  • Process Analysis
  • Team Building and Consensus
  • Increasing Creative Problem-Solving
  • Understanding Group-Dynamics
  • Conducting Focus Groups

Training, Mentoring, and Coaching

The Breckenridge Institute® offers a wide variety of training and educational experience in the areas listed below. Our workshops and seminars are tailored to the learning styles, capabilities, and interests of participants and the needs of client organizations. Some areas in which the Institute offers training and mentoring services include:

  • Organizational Culture
  • Cultural Assessment
  • Cultural Change
  • Organizational Assessment
  • Organization Development
  • Strategic Planning
  • Change Management
  • Human Performance Improvement
  • Business Systems Integration
  • Leadership Development
  • Effective Group Dynamics
  • Personality Assessment
  • Individual and Group Mentoring and Coaching

For more information on how the Breckenridge Institute® can help your organization e-mail us at info@breckenridgeinstitute.com. The Breckenridge Institute® is a member of the Association of Test Publishers (APT) and the Energy Facility Contractors Group (EFCOG). The Breckenridge Institute® is a GSA approved contractor, with a MOBIS Schedule 874 and GSA Advantage Number GS10F0232L. The Breckenridge Institute’s areas of expertise are classified under NAICS Code 541611 (Management, Scientific, and Technical Consulting Services).

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