ASSESSMENTS

As an outgrowth of our manufacturing excellence work, in 2007 we developed an assessment product to support private equity transactions and portfolio management reviews.

The Portfolio Assessment provides:

• A process for holding site managers accountable to practices and systems improvement—the key to long-term performance improvement
• A detailed report on risks and opportunities for operational improvements
• Confirmation or refutation of assumptions about opportunities for operating efficiencies and the level of effort required to capture those opportunities

Who Buys This Product?

• Private equity owners and portfolio managers

Process:

• 2 Phase 5 Group consultants spend one week (initial review) or 2 days (refresh) on each site
• Consultants use detailed diagnostic to assess risks and performance improvement opportunities—use same methodology across sites
• Phase 5 Group provides detailed report and briefing to client to include per-site risks and opportunities and a scorecard that benchmarks sites on hundreds of performance-generating practices and systems improvement criteria

Cost:

• Depends on number of sites assessed

See 2-page Assessment Executive Summary (PDF format)

E-mail Phase 5 Group for more information about assessments