Dallas Consultant

About Vision Management

Vision Management has provided community service and organizational consulting for over 25 years. Whether we are working for small or large corporations, Vision Management places "Value Add" as the key measurement for success. Each engagement is measured to provide value to the company and the community. Internal project opportunities have been measured by the added value we can deliver to the community. It is this measurement that Vision Management believes will assure proper use of our valuable resources and empowers other community leaders to participate in qualified projects.

William C. Joyce III: Mr. Joyce has spent his career in banking and computer organizations focused on both organizational development and project management. As President of Vision Management, Mr. Joyce is engaged in development of team solutions for small and entrepreneurial opportunities. Mr. Joyce received his MBA and BBA from Pace University, New York, in Accounting, Finance and International Banking.

Major Services Provided by Vision Management

All services provided by Vision Management are provided under contract with deliverables. No consultancy, worth its pricing, should be afraid to deliver on its estimate and the measurement must be left in the hands of the client. Very few times are "assistance hours" proper for an engagement. Even our Retainer Services Contract requires weekly reporting of progress to assure our clients that their funds are being used properly.

Business Plan review and creation

When you first enter the world of Venture Capital and Corporate Start-up there will seem to be a confusing maze of rules, regulations, process and procedures. That is a true statement. Each VC or Angel or Corporate Investor looks at the start-up world though his or her own set of analysis lenses. Assuming that you can get around or beat this part of the process is most likely futile.

Under these circumstances, you set out a plan of action you can properly defend and you make sure your processes are open enough to allow cross-functional alignment with the investors' processes. To do this you need more than a nicely worded document you need a corporate business plan you can walk through and at each step see the reality of meeting the bottom line goals. This is what Vision Management strives to provide its Clients.

Vision Management provides a comprehensive Business Plan Outline that meets the critical requirements of a vast majority of VC, Angel and Corporate Investor groups. This outline becomes the starting point of review and creation of your plan.

Planning is an iterative process staring with a Founder Vision Conference, providing key understandings through a series of drafting sessions and communications ending with delivery of documents and reports based upon the contract agreements.

Each milestone within the evolving Business Plan is tested against its market segment and the known realities of the business world.

Approval of documented critical points is gained in consensus with the Client's executive team. This "buy-in" is critical more for the execution of the company that for the Business Plan itself. Many Clients consider this the foreshadowing of the "Strategic Plan".

Finally, the document is polished and additional presentation products are provided.

Vision Management seeks to exceed our Client's expectations. This is when we know we have succeeded.

Financial Plan review and creation

To forecast is to place a measurement on the future. The financial plan must be detailed enough so that the investor can stand at any point along the projected timeline and see your company effectively serving its market.

It is this level of analysis and consulting Vision Management intends to provide its Clients. Starting with its formatted business analysis spreadsheets, Vision Management will build a financial model that responds to the vision of the founder and the reality of the market. - Defendable and Measurable.

As with the Business Plan, Financial Planning must lead to a measurable event the executive team can embrace. Whatever contractual deliverables Vision Management signs up for, our final measurement is that the executive team believes the financial projections as both possible and plausible. At this point Vision Management has delivered not only the tasks and activities required by the contract but has provided the "Added Value" Vision Management is built to deliver.

Process and Procedure development

The wonderful adventure of the start-up world is that every company is different. Vision Management provides a consulting event that helps senior management lay down critical processes and procedures that will allow it to measure progress within their organization and assure that each individual is working towards the bottom line reality of the particular "Added Value" proposition.

There is no "one process fits all", but there are repeatable and replicable procedures that Vision Management provides to allow the operational team the ability to create the organizational map that works for them and controls the growth of the company.

Organizational Guidance

This is that section - the catch-all section - where we state that, "...while we do not believe in "assistance hours" we..."

Guidance comes in many different forms and during any engagement we are constantly guiding our Client and providing insight and experience. When we find an issue - a meaningful obstacle or barrier to success - we identify it to senior management and provide our best understanding of what needs to be done and how to approach it.

Organizational Guidance is documented in both our Change Control section of our contract and in our added services hourly section. Unlike our Retainer Program this is identified as a specific issue that needs management review and resolution, which can be handled by Vision Management, or we recommend another consultancy.

Market Review and Market Channel Planning

Vision Management does not purport to be Marketing Management Company. We do however work closely with marketing companies and through the financials have built a foundation in the essentials of the marketing event. We ask our clients to consider the marketing financials provided as a starting point to be honed by internal or external marketing resources.

Product Model Development

This can be the "one size fits all" process where the product can be defined differently for each market segment, or it can be a true measurable event where the "product's added value" is defined for each customer set and both marketing and operations agree to the model.

Product Models help the company affect change during operations. By setting up the model, change required by the market can be controlled. If the idea, concept, product or service is not fully defined then changes in the market cannot be fully appreciated or approached. In the end this needs to fit back into both the Business Plan and the Marketing Plan in order to be effective. This, by the way, is a very good segment for your Strategic Planning Sessions. Vision Management's work on Product Model stems from the Business Plan and Financial Plan requirements for a Pricing Model - a subset of the Product Model.

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