What We Do

Organizational Development

Client First Associates will work with you to address the systems/structure, management, and individual performance issues that are hindering your organization’s ability to achieve its vision, mission and goals.

By analyzing the impact of invisible forces (i.e. culture, values, thinking patterns that live at the core of the organization) on the visible aspects (i.e. behavior, style, decisions, actions), Client First Associates will provide recommendations and help with initiatives that result in the right changes at the right time for the right reasons.

All of our solutions are customized to address the specific area(s) of need within your company. Change in an organization may be recommended or required for many reasons. The organization may need to grow via merger/acquisition, geographic expansion, customer franchise management, new product development, and/or management of new delivery channels. Competitive threats, sagging profits, and/or an increase in overhead may require changes in strategy, structure, and systems.

Strategic Facilitation

Client First works with boards, leadership and management teams, and other internal teams to achieve commitment to the organization’s strategic and operational direction. Client First Associates’ work doesn’t stop after a plan is made; we continue to work with the teams, assisting them in executing strategy throughout the entire organization.

Strategic direction and decisions affect all segments of the organization. Client First Associates helps clients anticipate the short and long-term implications of strategy and operational decisions before they are implemented to ensure that the right action is taken at the right time in the right way for the organization and its team members.

Leadership and Management Development

The new economy requires managers and supervisors to use new thinking patterns, skills, and abilities. What new thinking patterns, skills and abilities does your business require of its managers and supervisors to successfully compete in the 21st century? Client First Associates identifies what skills are needed and develop customized training programs to prepare your managers, supervisors, and business for success.

Client First Associates studies your organization’s strategy and direction, the context in which the organization operates, and other internal and external issues to create highly customized programs and exercises that develop leaders and managers for effectively addressing the challenges they face.

Customized Skills Training

To compete in today’s highly competitive marketplace, organizations need a highly skilled workforce. By linking training to your organization’s strategic direction, Client First plans, designs, and presents director and employee training programs that will help your organization compete and succeed.

Client First has a long and successful history in providing director training programs to cooperative and corporate boards of directors. All programs are customized to the organizations’ and boards’ specific needs. Examples of presentations and exercises include the Strategic Board, strategic planning, board succession planning, agenda setting, setting performance expectations for the CEO, evaluating the CEO’s performance, hiring a new CEO, and the Board’s role vs. Management’s role.

Since 1985, the Client First Team has developed training programs that have positively impacted employee performance and business results. Customized training programs that make a difference for the organization, management and other team members include:

  • Supervisory Skills (Basic, Intermediate, and Advanced)
  • Evaluating Employee’s Performance – Process, Metrics, and Promotion
  • Developing Cross-functional and Collaborative Team Skills
  • Building and Maintaining High Performing Work Teams
  • Time-saving Meeting Management
  • Training for Facilitators
  • Cross-functional Communication
  • Relationships, Conflict Resolution and Positive Outcomes
  • Customer Service for Today and Tomorrow

We also provide other training-related services including Executive Coaching, 360º Feedback, Training Management, Innovative Training Program Design, and Training Needs Assessments.

Human Resources Services

Client First provides Human Resource consulting services to help clients navigate the highly specialized and regulated HR environment. Our specialists are here to help you assess and develop a solution that meets your needs. We offer:

  • Temporary HR Management Services
  • Human Resource Assessments
  • Implementation Services
  • Salary Administration
  • Recordkeeping and Reporting
  • Policies and Procedures
  • Employee Benefits
  • Employee Relations
  • Performance Management
  • Training and Development

Take a look at our human resources brochure to learn more about how we can help you!

Talent Management

Client First works to help organizations achieve superior business results through the development and implementation of successful talent management strategies. The development and implementation of talent management strategies requires the:

  • Analysis of talent flow to determine the right number of people to have at the tight time with the right mix of knowledge skills, and abilities.
  • Engagement of talent by aligning individual competencies with strategic objectives.
  • Strategic retention of talent through pre and post employment relationship activities.
  • Utilization of rewards, performance, evaluation, and training strategies to transform the organization from the status quo to a proactive, competitive organization.

Continuous monitoring and enhancement of talent management strategies to enhance the customer’s perception of the organization while still reducing the organization’s operational costs.

Execute to Win™

Client First is an Execute to Win Consultant.  ETW is a cloud-based, Business Management System that enables healthy business growth by optimizing profitability, competitive advantages, and talent management. Managers and leaders are able to effectively and productively align the performance and behaviors of employees to their corporate strategy to drive results.


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