Best Practices

Succession & Transition Planning | Authored by Vicki Sutter Succession planning is crucial for ensuring the continuity and stability of an organization. Once a successor is identified, it is important to focus on transition to enable the individual to succeed in their new role. The article below highlights four phases of the succession & transition […]

The Moment of Truth | Jason M. Bordui I am currently assisting my mother who is in her 80s through the process of working with numerous insurance and financial services companies after my father’s passing. We are dealing with some of the world’s largest companies and all are at least well-known in their regional geography. […]

Life Lessons from My Father | Jason M. Bordui Last month, we featured “Leadership Lessons from my Father” to share many fond memories and learnings from my first professional experience with my dad, Ronald J. Bordui, at the American Osteopathic Association. Since that publication, Ronald passed into God’s everlasting care on April 6, 2024.  Last month’s piece […]

Leadership Lessons from My Father | Jason M. Bordui As a teenager, Jason spent summers working alongside his father, creating memories and molding his professional journey. Read the article below as Jason shares a few of the leadership lessons that he learned from his father. Dedicated to Ronald Joseph Bordui (May 15, 1938 to April […]

BG Best Practices: Product Development Life Cycle Establishing a repeatable methodology for evaluating, developing, launching, and maintaining products is essential to strategic success. Acceleration of the Product Development Life Cycle (PDLC) via effective data analytics, artificial intelligence, and efficient administration systems is critical for future success. This article provides a process overview, best practice considerations, […]

Implementation Leadership Enterprise-level transformation can be a massive undertaking often involving a high level of complexity, a significant commitment of resources, and a lengthy transitional process. Executed successfully, business transformation enabled by technology can create significant benefits and capture an enduring strategic advantage. Check out our new article highlighting five critical factors for success!

Strategic Plan Deployment Effective deployment enables the Strategic Plan to become a living, breathing blueprint for your organization’s future. It is designed to build the necessary alignment across the organization to ensure excellence in the execution and achievement of plan objectives.

Since two of our clients crossed the finish line on Strategic Planning in November, we thought it would be helpful to share our high-level process. We have worked alongside numerous organizations using a proven four-phased approach to strategic planning. Read our service sheet that outlines the process, deliverables, and key activities.

This month the BG team refined their strategic triangle concept to bring some additional insights to the critical topic of strategic planning. The integrated enterprise framework provides a holistic view of the relationship between a strategic plan and the operational functions necessary to achieve the goals of the strategy in a life insurance company. Take […]

Technology capabilities are advancing at an accelerating pace, therefore selecting the best technology vendor for your organization is mission critical and best tackled with a rigorous process. Balanced Growth has significant experience in helping many of our clients develop and execute finding the best vendor, so we put these important 10 best practices into our newest white paper titled, “Technology […]