Jeremy Webster Management Consultancy, Lecture 2, Part 2

1. Client
1. Kellogg-Champion: CEO Royce Kellogg- entrepreneur
2. Mort Meyer- partner, people person, died of heart attack
1. death prompted merger
3. Stan Carpenter- CEO Champion. Former Kellogg rival who invited merger
1. Champion young upwardly mobile professionals
4. Merger between Kellogg-Meyer (KM)and Champion Securities
5. "merger of equals"
6. "finalize common operating policies" (no need for new policies)
7. Carol Ludwig- HR director Kellogg-Meyer (short on time)
1. had just reorganized compensation policies before merger
8. Tom Flynn-HR director of Champion
1. out of the communications "loop"
2. agreed to use KM computer tracking program
9. John Tucker- Senior marketing VP KM
10. Greg Masters- marketing VP Champion
1. believed that Tucker and Masters were on the same level of org chart
11.  
2. Consultancy
1. Statler Group (SG)
2. Susan Barlow
1. tasked with reconciling the policy and practices of the two firms.
2. 6 years consulting exp, securities industry background
3. securities industry is a growth market for SG
4. agreed to an optimistic schedule (before a true evaluation of documentation took place)
5. interview schedules was a rate limiting step
6. strategy was to target the most difficult issue first: compensation policy
7. 
   
3. Jim Roussos- younger consultant