Principal, Blackerby Associates, Inc. Business Planning & Lean Practices
Phoenix, Arizona Area
Principal, Blackerby Associates, Inc. Business Planning & Lean Practices
Phoenix, Arizona Area
Help organizations transform into high-performance enterprises, measurably increasing profitability, productivity, growth and rate of improvement through strategic management and process efficiencies.
Deep experience in business planning, efficiency improvement and strategic planning facilitation. Exceptional skill leading teams to complete complex, long-term projects on-time and within-budget.
• Strong analytical and computer skills.
• Effective group decision facilitator.
• Mix of private and public sector experience.
• Successful grant-writer and reviewer.
(Management Consulting industry)
July 2002 — Present (7 years 1 month)
Blackerby Associates improves client performance through business planning, efficiency improvement and strategic planning:
Business planning:
• Raised $650,000 in acquisition funds for construction and personal finance clients
• Trained 250 entrepreneurs to improve performance with 10-week FastTrac® business plan training
Efficiency improvement:
• Improved cash flow by reducing receivables 70% and cycle time 16% in network management client
• Reduced lead time 20% by eliminating 13 error sources and automating tracking in document imaging client
• Reduced lead time 25% in construction client by streamlining contracting procedures
Strategic planning:
• Wrote long-term strategic plans for Natick, MA, Fountain Hills, AZ, five Phoenix divisions, Arizona Technology Council Public Policy
Project management:
• Managed 2 complex, year-long-plus strategic planning projects
• Built 17 project management web sites to improve client communications and control document libraries
(Management Consulting industry)
November 2001 — July 2002 (9 months)
Not-for-profit consulting firm helps small and medium manufacturers improve productivity, grow and develop the economy.
• Doubled the organization’s sales revenues.
• Reduced work-in-progress and other inventory 16% for architectural products fabricator, through lean manufacturing.
• Created circuit-board manufacturer client’s strategic plan, based on balanced scorecard, unifying several strategies.
(Government Agency; 1001-5000 employees; Research industry)
March 1997 — November 2001 (4 years 9 months)
Manager of “lean manufacturing” and “business management” product lines for federal economic development program to increase productivity of small- and medium-sized manufacturers.
• Led 2-year project to create job description and training programs for Professional Business Advisor, cornerstone of the agency’s strategy; trained 50 PBA’s in 1st year.
• Wrote national quality standards for consulting products and services, led team to win NIST “George Uriano Award.”
• Created FastTrac® Manufacturing business planning training program, with Kauffman Foundation of Kansas City.
• Edited and published four volumes of manufacturing efficiency improvement case studies.
• Evaluated federal grant applications for advanced technology research, and economic development programs.
(Leisure, Travel & Tourism industry)
1994 — 1999 (5 years)
Full-service travel agency e-business, focused on tourism.
• Led agency to become world’s 3rd largest booker of Walt Disney World vacations.
• Maintained overall 11%+ commissions despite declining airline commission schedules.
• Created and then sold interactive web site focused on Walt Disney World, cruises and sports tours.
(Privately Held; 1-10 employees; Information Technology and Services industry)
1986 — 1997 (11 years)
Led consulting firm focused on strategic planning for government and not-for-profit organizations.
• Facilitated strategic plans for over two dozen national trade associations and federal and state agencies.
• Raised over $1 million in grants to help homeless or women in addiction treatment.
• Analyzed performance and evaluated tax impact of energy efficiency recommendations for school buildings.
• Trained over 300 executives in strategic planning, budget justifications and power writing.
• Published four articles on government strategic planning and budgeting.
(Government Agency; 51-200 employees; Government Administration industry)
1983 — 1986 (3 years)
Directed internal financial policy, appropriations, internal accounting, Annual Report, personnel, support services. Member, Executive and Computer Resources Management Committees.
(Government Agency; 1001-5000 employees; Government Administration industry)
1976 — 1982 (6 years)
Directed internal financial policy, legislative appropriations, $96 million budget; improved cost accounting; evaluated telecommunications, information systems, personnel assessment, tax administration programs.
(Government Agency; 5001-10,000 employees; Government Administration industry)
1974 — 1976 (2 years)
Developed and implemented program planning system for federal program evaluations, still used currently; evaluated trade with oil-exporting countries.
M.P.Aff. , LBJ School of Public Affairs , August 1972 — May 1974
A.B. , Economics (with Honors) , 1968 — 1972
Co-winner, Class of 1873 Award for economics research
Arizona Technology Council,
Arizona Small Business Association,
CorePurpose,
CoreAlliance,
George Uriano award, Team Leader, National Institute of Standards & Technology, U.S. Department of Commerce.