Corporate
Legacy Plan Analysis and Enhancement
Review current programs and provide desired results quickly and inexpensively
Plan Design and Customization
Diagnosis of issues and goals, custom plan design and administration guidance
Communication
Management, Participant and Shareholder Communication
Performance Criteria Evaluation and Creation
Applying Performensation Principles to corporate objectives: goals, responsibility, accountability and reward
RFP design and evaluation
Outsourcing and software recommendations for equity compensation programs
Internal Process Review or Creation
Best practices, compliance issues, auditor issues and succession documentation
Provider Evaluation and Recommendations
Assess current and/or potential providers. Establish meaningful and measurable performance standards
Project Management
Oversight on special projects |
Individual
Professional Training
Stock options, stock appreciation rights, restricted stock shares and units, employee stock purchase plans, performance program management, FAS 123R, taxation issues, legal compliance and more
Process Review and Documentation
Job stress and workload reduction through the better use of providers, software and efficiency techniques
Career Coaching
Success planning, goal setting, high performance accountability
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