The Rapid Reset Program
A Proven Path to a Plan in the Wake of Massive Disruption
The global pandemic has gutted business plans, undercut growth, and derailed operations. Leaders must act quickly to assess the new reality and reset plans to reflect it.
- View a PE Portfolio Company Change Framework example to see how this tool can help you reset in the wake of catastrophe.
- Hear about case examples of RRP tools and templates used by highly successful PE portfolio companies and use the opportunity to pose and get answers to your questions.
- Receive a PDF of session slides, video recording, and transcript post-session.
What is a Proven Path to Rapid Reset?
IntelliVen is an operations consulting firm whose principals possess decades of hands-on leadership experience in highly successful PE-backed exits. And each has faced catastrophic events that brought immense challenges to their companies, leading them to take action to re-engage growth and value creation.
The Rapid Reset Program
Designed especially for PE-backed portfolio company CEOs and their management teams, the Rapid Reset Program enables company leaders and investors to collaborate on plans to overcome challenges, refocus on agreed exit criteria and seek out opportunities for accelerated growth in the new environment.
What IntelliVen Provides
Recognizing and clearly portraying the new NOW and how it deviates from the company’s original plans is the first step to creating a new, realistic plan to achieve the investment thesis. The IntelliVen Change Framework conveys how things are now, why they must change, how things will be when change occurs, and what must be done to change.
The WWW process guides executives to examine assumptions about the disrupted market and what opportunities are present for creating enterprise value. The process ensures the management team and its investors share a common clarity and alignment around WHAT the company provides, to WHO, and WHY these customers buy it.
With changes in mind and market opportunities understood, the DO-SELL-GROW Framework guides the management team to view their organization as a collection of systems supported by maturing processes conforming to operating model best practices.
The underlying financial model is laid out to measure progress toward goals and to keep things on track. Teams are introduced to best practices for assessing performance relative to their Past performance, against their Plan and against Peers.
PE firms work with leaders who know how to build value and achieve the desired exit target. But even the most experienced executive needs to assemble a like-minded team and ensure it stays aligned. The program guides seasoned operators to decide what kind of leader to be and collect a core group of aligned followers.
Our Heat Maps depict which initiatives are imperative because they can generate the most value in the shortest time. Each imperative is then the focus of a process that engages leadership, team alignment, resource allocation, and accountability.
Senior executives connect to the frontline of progress on imperatives by implementing the IntelliVen Do & Review initiative governance system. The system guides teams through granular analysis of plans, outcomes, learnings, and impacts. As a result, managers can take action to correct and optimize initiatives and address challenges impeding progress.
Portfolio company CEOs and their management teams are guided to effectively use boards of directors and external experts as advisors. This module guides executives to develop a network of advisors who fill knowledge gaps, provide accountability and feedback, as well as informed insight to help them become better leaders.
The portfolio company maturity and leadership team skill mix are assessed relative to success norms by stage of venture maturity. Strategies for team and team member development, support, culling, and hiring are developed to improve the odds of success.
The management team is guided to use its board of directors and board meetings for maximum value. IntelliVen Principals with deep experience as both executives and board members help to formulate board meeting structures and processes that encourage collaboration, effectiveness, growth, and accountability.
Meet Your Speakers
- Exits ranging from 2X to 50X of initial valuations
- Multiple companies saved from bankruptcy
- Multiple successful market pivots
- Track record of achieving target IRR, often ahead of schedule
- Helped Portfolio Company CEO and Board reset plan and hit target IRR even after losing 25% of revenue overnight.
- The Carlyle Group (3X)
- Sequoia Capital (3X)
- Greylock Partners (2X)
- Insight Partners
- Goldman Sachs
- Arlington Capital
- Austin Ventures
- NEA and others
- Hands-on experience as successful CEOs, CFOs, COOs, and CMOs in challenging circumstances
- “Get Clear” alignment and strategy formulation process
- Proven Change Framework