Corporate Solutions
 
Project: Teambuilding for Fan and Community Development Division of an NBA Team [Teambuilding - Facilitation]
The Client has an intensive promotional schedule that requires its staff to perform almost every day of the year under physical and emotional pressure.  The NBA Team they represent is the most valuable and popular of the entire franchise system.  Their New York location is considered the one of the premier event stages in the world, arguably the best known.  As a group, the division had never experience a teambuilding workshop, which gave them the opportunity to express their problems, design solutions and establish parameters to avoid burnout and loss of motivation.  Their extensive impact in the community they serve continues to grow and create goodwill for the NBA team wherever they go.  A focus on annual, semi-annual and quarterly energy management will sustain the gains.
 
 
Project: Team Integration Workshop for Medical Corporation in Growth Phase [Teambuilding - Facilitation]
 
The Client requested a highly-interactive workshop to promote communication between virtual teams located at distant offices who exchange information and procedures on a daily basis.  The workshop facilitated the recognition of the most salient issues related to providing "World-class Service" to the patients through an Online Survey.  The results of the Survey became a platform to structure a four-phase exercise in which the participants identified effective ways to improve communication, refine service, increase revenue and support the rapid growth of the organization.  Short, mid and long-term commitments were made and logged for regular monitoring.
 
 
Project: Design of Corporate Strategy [Facilitation - Speaking - Event Management]
 
The Client required the organization of a Corporate Strategy Design meeting for the CEO and the key partners to envision a new level of revenue growth.  The event took place in Lausanne, Switzerland.  All participants took the Myers-Briggs and the Belbin tests to identify the team's profile.  The results were shared and interpreted in reference to the group's decision-making style.   Carlos Salum gave a presentation on Peak Performance to emphasize the skills shared by high-performing executives and professional athletes.  The methodology utilized to sketch the strategy yielded a large number of new ideas, which were categorized and prioritized for their value to the corporation's relationship with their clients.  A handful of ideas were selected for their potential to deliver exponential growth.
 
 
Project: Introduction of New CEO and Division Alignment with Corporate Strategy [Teambuilding - Event Management]
 
The Client requested a two-day teambuilding event to introduce the new CEO to the Regional Division.  The focus of the meeting was to foster communication among executives from geographically scattered offices.  The new corporate strategy had to be explained and new, creative ideas were required to implement it.  The event took place at Le Mirador Kempinksi Hotel in Mont Pelerin (Vevey), Switzerland. 

The teambuilding agenda selected centered on the exploration of current capabilities, possible improvements and commitments designed to achieve "quick wins."  The participants were divided in groups and asked to create an original TV spot that represented their ultimate success within three years.  Carlos Salum gave a presentation on how to change management and "future design." Outdoor meals overlooking Lake Geneva and off-site activities contributed to generate camaraderie and interaction.  The event closed with a customized music video featuring all participants, their humor and creativity. 

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Project: Alignment of New International Team [Teambuilding- Event Management]
 
The Client requested the design of an off-site meeting focused on teambuilding.  The purpose was to communicate the corporate strategy and introduce new team members who came from four different organizations that had been recently acquired. 

The two-day event took place at the Victoria Jungfrau Hotel in Interlaken, Switzerland.  The agenda included intensive group interaction through exploratory workshops and teambuilding exercises.  There was strong emphasis on sophisticated PowerPoint presentations, both for explanatory and motivational reasons.  Carlos Salum gave a presentation on Performance Architecture to tie the theme of the event with individual and team goals.  The participants produced a "Letter from the Future" to consolidate their commitments and an Action Plan to reflect their alignment by global regions with the management strategy. A customized music video featuring all participants and the development of the agenda closed the event.

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Project: Support in the Creation of an Exclusive Investment Club [Creative Development - Event Management]
 

The Client requested a secluded, upscale location to host a special event for twelve potential members of an Exclusive Investment Club.  The Investors Club is a community of “Wealthy Active Successful Entrepreneurs” that share common goals, values and principles and want to jointly build a network of contacts, resources, knowledge and visions.  The Club, existing under the umbrella of the Client's global financial network, is to become a basin of trust and investment opportunities worldwide.

 

The two-day event's theme was "Beyond Wealth: Mind, Technology and the Creation of Wealth," based on the fact that our mind is the essential tool to generate wealth. The efficient use of our mind leads to the discovery of new opportunities.  Although each participant in the Investors Club has a degree of economical power, the interaction with other like-minded, economically powerful individuals might lead to the development of new, breakthrough technologies and the creation of new fountains of wealth.

 

The experts invited to facilitate the meeting were:

  • Dr. Edward de Bono (Chairman of the event), creator of Lateral Thinking and author of 67 books

  • Dudley Lynch, author of "The Strategy of the Dolphin "and "The Mother of All Minds"

  • Richard Saul Wurman, award-winning architect, author and creator of the TED Conferences

As a location, we selected the Island of Tessera in Venice, Italy, owned by Dr. Edward de Bono, who would act as Chairman of the event.  We partnered with Promostudio (representative of Dr. de Bono in Italy and manager of Tessera Island) to coordinate all the local logistics.  The participants stayed at Bauer Il Palazzo in San Marco (Member of Leading Hotels of the World) and the dinners took place at restaurants Do Forni and Antica Besseta.

 

The event will serve as a template for future, larger meetings of the Investors Club.

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Project: Management of a Corporate Global Conference [Event Management - Facilitation]
 
The Client requested a supervisory role of all aspects of a Global Conference to take place in Amsterdam, The Netherlands.  The 130 participants were members of the international staff and division managers.  The success of the event was of paramount importance, as the Client was announcing a fundamental restructuring of the global business.

The location selected was the castle of Duin & Kruidberg, approximately an hour away from Amsterdam.  The agenda required time for management's presentations, outdoor teambuilding activities and off-site corporate entertainment.  The agenda also demanded a strong emphasis on audiovisual technology (complex PowerPoint presentations, instant audience voting, video-clips and a selection of upbeat background music during breaks). 

The outdoor teambuilding exercise selected consisted on the building of a "Tower of Trust," in which the participants were divided in teams of 10 and given written instructions to build a tower with materials divided between two separate tents.  The team of 10 was split into Designers, Lookers, Runners, Suppliers and Builders.  The information was to be transmitted sequentially from the Designers to the Builders.  After 45 minutes, all the towers from all the teams would be tested for reliability.  The second phase of the exercise was the construction of a giant "Tower of Trust" by all the Builders together, following the advice of their respective teams.  The entire teambuilding exercise was videotaped and edited for a 12-minute presentation, which was shown at the end of the program. SLT from Geneva, Switzerland was our outdoor teambuilding partner. [Watch video of the event]

The corporate entertainment consisted of a cocktail during a boat trip on the Amsterdam Canals, followed by dinner served at the world-famous Rijksmuseum, facing the "The Night Watch" by Rembrandt van Rijn, while listening to a Baroque music trio. 

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Project: Advisory for the Development of a Financial Service for European Sports Stars [Consulting - Facilitation]
 
The Client conducted extensive research on the European Sports market and concluded that it had an opportunity to focus primarily on wealthy football and tennis players, inviting them to make investments in Swiss accounts.  Salum International Resources was invited to participate as an advisor from the start of the project, contributing its expertise in the professional tennis market and the relationship with large sports management agencies.  The financial services concept's success relied on two aspects: access to the sports stars and earning their trust.  The sports stars would benefit from the Client's extensive global network and the lifelong support provided by its financial advisors, from promising performer to retired celebrity.  The business plan was approved by Headquarters and launched at the FIFA Headquarters in Zurich, with the participation of Richard Krajicek, 1996 Wimbledon Champion and top financial managers.  Carlos Salum was the Master of Ceremonies and keynote speaker on "Winning in Sports applied to Winning in Business." 
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Project: Development of an Interactive Financial Services' Sales Tool [Creative Development - Training]
 
The Client needed an engaging interactive presentation to serve as a tool for Relationship Managers to ascertain the investment profile and investment needs of a potential client.  The tool should also provide a bespoke calculation facility for evaluating answers and results which will tailor the presentation and generate the investment strategy and contract that best meets the client’s particular needs. Salum International Resources was hired to contribute its creative development capabilities working together with the Client's financial specialists. We were also in charge of managing the relationship with the software development agency (Best & Co., London).  The development timeline was estimated at 90 days.  We developed a three-phase approach and prepared the Site Map.  We met in London with the software developers and agreed on the "look and feel" for the tool.  The monitoring of the development process was based on weekly reporting and testing.  Our streamlined, elegant design facilitates the evaluation, choice and up-selling of financial services in a short time. The launch of the Interactive Sales Presentation was followed by training sessions in several Swiss locations and Monaco.  The concept was very successful and received an internal innovation award at Headquarters in Amsterdam. 
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Project: Management of the Production of Global Marketing Collateral Materials [Creative Development]
 
The Client had been developing a global marketing campaign for approximately one year.  The international marketing divisions did not agree on how to address key regional issues, such as translations and images that would appeal to Europe but not to Asia.  At the time we were asked to help finalize the project, the design directives had changed.  The core elements of the campaign had been designed in Amsterdam, but now a boutique London ad agency was entrusted to continue.  We met with the key marketing directors and agreed to coordinate the final phase, which included: content development, design supervision, printing instructions and monitoring the quality of the deliverables. We took charge of the translations of eight product brochures in full color into eight different languages.  The budget was adjusted to accommodate for a higher quality of design and printing.  We created a Web space where all the international divisions and product specialists could follow the weekly progress and provide direct feedback.  The translations were tested against colloquial uses of each language and the technical aspects of the financial services' industry.  The London agency (Best & Co.) facilitated the process by providing excellent communication and original ideas along the way.  The project was finalized over four months, in time for the Relationship Managers to sell new and improved financial services. 
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Project: Innovation Advisory for a Global Financial Services' Web Portal [Creative Development - Facilitation]
 
The Client decided to build a Private Clients' Web Portal for the first time with a limited budget.  The Client conducted marketing research and made the decision to hire a boutique Web development company based in Singapore.  Salum International Resources was hired to advise on possible innovation aspects.  First, we embarked on a Competitive Analysis process, studying the Web sites of seventeen financial institutions in detail.  Then, we conducted an Innovation Workshop in Zurich, followed by two Focus Group tours throughout three Swiss offices. The compiled results were the base for subsequent research on exclusive, luxury services for High Net Worth Individuals which could be delivered as "the icing on the cake" in addition to Web-based financial services.  Several of the luxury services were "live" events for clients, while others were experiential and unique learning opportunities, all of which will empower the Client's Web offer and create a competitive advantage.
 
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