Case Studies

Case Studies

The Best Year Yet® proven system has helped non-profits, governments and businesses of all types and sizes get breakthrough results, year after year. From international corporations to small businesses to community groups, our simple, yet powerful program program of goal setting, scoring, accountability and inspiration makes the difference between simply setting goals and actually achieving them. Here are just a few examples of how Best Year Yet® has impacted clients and helped them achieve their own best year yet.


Reinventing A Travel Business

The Situation

A travel agency with a staff of 25 enjoyed a long standing clientele list and an exceptional reputation. Post September 11, 2001,however, the travel industry has faced significant changes and many of the travel service providers such as airlines, and hotels, eliminated commission structures, causing earnings to be drastically reduced with a fee structure imposed upon clients.

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Progress In Medical Systems Software

The Situation

A small company specializing in medical systems software provided extremely valuable products to hospitals and clinics around the country. Although there was no end of talent in the company, the CEO was frustrated and had just about reached his limit. His employees were treating their jobs like hobbies, and targeted results were not being produced.

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Creating Team In The Fitness Industry 

The Situation

A local health and fitness club was well established in the community and had a track record of providing excellent services and a comfortable atmosphere. The owner had been a professional in the industry for many years, emphasizing health and fitness for an older clientele. Although the owner was well known in the community, the business was not well marketed.

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Bringing Together A Nonprofit Team

The Situation

The mission of this nonprofit group is to offer a helping hand to the homeless, including feeding, clothing, housing and counseling the adults and caring for their children while they work. The group is in partnership with churches, synagogues and other congregations, who provide many of the facilities and services. But this wonderful cause wasn't working very well.

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Saving A School From Closing

The Situation

The first Catholic, co-ed high school in Chicago was now plagued by the community opinion that this was a second-rate school -- a place for those rejected by more selective institutions. This level of cynicism about the school depleted the energy of the principal and her teachers and they were now facing the threat of closing their doors forever.

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Turning Around A Bakery

The Situation

The owner of a small bakery was frustrated with the downward spiral her business was experiencing. She realized that her staff was not communicating enough with each other to really build a business -- a result she had wanted for years. The communication was superficial since they all knew the issues ahead but no one knew how to confront them.

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Building The Local Design Company

The Situation

The 20-person engineering, planning and landscape design firm was the leader in their mid-sized town with impeccable reputation for quality and as the provider for several large builders and developers. But the four founders felt uneasy. Why weren't they making the money they wanted and keeping talented staff?

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Clarity And Focus For A Financial Firm

The Situation

A wealth-management firm prided themselves with being well organized. Living in the highly regulated world of personal finance demands impeccable record keeping, timely reporting and adherence to strict compliance procedures. But although they executed well they lacked clarity and organizational focus. 

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Becoming A High Performance Team

The Situation

A new direct marketing division was formed as part of an insurance company that had been operating in the UK for more than 100 years. Fifteen people ranging in age from 20 to 50 were given the challenge of generating a new income stream from existing relationships of the parent company. The problem was that the new team had no direct access to the potential clients.

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Succeeding In A Changing Marketplace

The Situation

In the midst of a changing market in Holland, a top IT consulting organization needed a major change in strategy to appeal to organizations who were no longer outsourcing their IT needs. Two diverse teams were brought together - one had more business than they could handle while the other found it harder to sell and often had more consultants than projects.

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Sleepy Sales Team Finally Wakes Up 

The Situation

The sales team responsible for marketing and selling a top global beer in this South American country had 90% of their market share. Although it was obvious to the home office that the only possibility was decline, the culture in the team ranged from "we're invincible" to "no problem, man!" The new General Manager saw the threat from new competition as well as the lack of discipline. 

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Sales Team Goes From Last Place To First

The Situation

A sales manager for one of the largest financial services companies in the UK had just been promoted to Regional Sales Director. His elation was short-lived when he discovered his team had the worst performance record in the country! They were achieving only 60% of their annual sales targets and employee morale was at an all-time low. 

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Achieving The Impossible In Executive Search

The Situation

An executive search partnership, a subsidiary of one of the largest search companies in the world, was a strong company of 25 young people with a great track record. Then things took a turn for the worst. A fierce internal battle was raging on among the 8 leaders of the firm as they sought to find the source of their declining results. New competition from internet-based search companies was taking away many of their best clients.

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Breakthrough For A Software Company

The Situation

Although great at design and customer service, this high-end software company was unable to get prospects in the pipeline. The company morale was low and the owner was on the verge of giving up. He no longer enjoyed the work and was having a hard time imagining the future of the business. This organization had an extraordinary product to sell for $50,000 to $100,000 but could not reach their consumers.

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Business Team Turnaround In Russia

The Situation

A business team, responsible for marketing in Russia for an international food giant, had not met its targets for years. Although all the other business teams were doing well, results for this team had declined year after year. Far from taking responsibility for the situation, they saw themselves as the victims of external forces and had stopped believing in their ability to turn things around. They reacted, but took no action to improve their situation.

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Changing The Minds Of The Parent Company

The Situation

A major bank was threatening to outsource most of the services of its IT division of 3,000 people. Nearly everyone in the division was consumed with fear that they'd soon be losing their jobs - including those at the top of each major team. The bank's viewpoint was easy to understand as the division's performance had fallen to 64% of their annual objectives. Managers and staff knew that severe downsizing was coming.

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Launching An Insurance Company

The Situation

One of the two largest banks in the UK decided launched a bank insurance company. It was the biggest startup insurance company in Europe with an investment of $225M. From the start, leadership knew they wanted to be a vision-driven organization and spend at least 10% of their pre-launch investment on culture and transformation. But it was challenging because, given the dinosaur culture of the parent bank. 

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Developing Alignment In Growth

The Situation 

One of the largest parking and transportation services corporations in North America was experiencing growing pains. Over the previous several years the corporation had expanded significantly through mergers and acquisitions. They now operated almost 2000 parking facilities for major airports, property owners, medical centers, educational institutions, and special events providers.

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A Factory In Chaos

The Situation

When the new General Manager arrived at a factory that produced flat screen components for television sets and computers, he found an explosive situation. He'd been told that if the factory didn't turn around in one year, it would be closed. The business was losing 1 million euros a month, had a worker absentee rate of 25% and had been forced to downsize from 600 to 220 people over the past 2 years.

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Best Year Yet® On Everest

The Situation

In 2001, an accomplished mountain climber set out to achieve his life-long dream of conquering Mount Everest. In addition to the treacherous terrain and unforgiving climate, this climber also faced a unique challenge: he was completely blind. He organized a team of 19 world-class climbers. Transforming this group of highly skilled individuals into a cohesive, functional team seemed nearly as challenging as the climb.

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City of Aspen

The Situation

The Community Development Division of the City of Aspen was not hitting its goals. When we started working together the team was accomplishing only 60% of its objectives. Here’s why: Aspen had a significant problem balancing conflicting interests – and the Community Development Division (CDD) was stuck in the middle of all of it.

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