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PASSION, PLANNING, POWER PINNACLE CONSULTING Achieve Your Potential! Adal Bisharat CEO/Managing Partner 08/24/2022 1

Power of Pinnacle Consulting

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This Presentation describes Pinnacle\’s methodology and system for improving performance.

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Page 1: Power of Pinnacle Consulting

04/13/2023 1

PASSION, PLANNING, POWERPINNACLE CONSULTING

Achieve Your Potential!

Adal BisharatCEO/Managing Partner

Page 2: Power of Pinnacle Consulting

04/13/2023 2

Who are we?

Innovative strategic planning & performance management firm

Deliver powerful menu of products, services and technology at an affordable cost

Our customers are mid-market companies, mainly in the mortgage industry.

Our mission is to help our clients achieve their growth and profit potential!

Page 3: Power of Pinnacle Consulting

04/13/2023 3

Factors that Negatively Impact Performance

Lack of focus

No clear expectations for

employees

Lack of Alignment in Organization

Performance management system not adequate

Employees not engaged

Not providing appropriate tools

/ training

Wrong or Incomplete

strategy

Page 4: Power of Pinnacle Consulting

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Our Driving Philosophy

FOCUS• Great companies know what they want and how to get there

• Set out clear and powerful corporate vision and SMART goals from their employees

• Support employees goals with targets for activities to achieve goals

• Set targets based on best practices and employee capacity

DISCIPLINE

• Great companies pursue their vision in a vigilant and systematic fashion

• Ensure that activities are being completed and on a timely basis

• Set a productive routine and habits for employees

• Ensure there’s a transparent measurement system to create responsibility and accountability

INTENSITY

• Great companies are passionate about their vision

• Not only do the activities but do them RIGHT!

• Provide the right training, knowledge and expertise

• Effective compensation plans and employee management system (20/70/10 system)

The D.I.F.ference between average and great

Companies lies in the D.I.F!

Page 5: Power of Pinnacle Consulting

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Metric Driven

PowerPlan

Pay for Performan

ce

Measure Regularly

Employee Development

Plan

Powerful & Concise Vision

Power Strategy

Scorecard

Power Performance System

Page 6: Power of Pinnacle Consulting

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Key Factors in Performance System

• Continue to refine competitive advantage

• Pursue new breakthroughs

• Management alignment & Development

• Operational Systems

• Culture

• Customer/Product alignment

• Salesforce management

• Key sales/marketing ratios

• Focus on Profitability

• Key Financial ratios & drivers

Financial Metrics Sales

Management

Core StrategiesOrganizatio

nal Developme

nt

Page 7: Power of Pinnacle Consulting

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Power Strategy Scorecard

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Benefits of “MyPowerScorecard”Plans are on-line and will be seen on a daily basis….no document

Limited to six overall mission metrics with limited number of SMART goals attached to each

Clear assignment of goals/action items and transparency of progress made

Scorecards “waterfall” to every employee

Easy to use and flexible platform. Changes immediately communicated

Includes lead management system to support sales management process

Will enforce the focus, discipline and intensity to successfully achieve vision

Easy to use / affordable to mid-sized firms. Other technology solutions require big investment

Page 9: Power of Pinnacle Consulting

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Pinnacle Consulting

When you’re ready to achieve your potential…

You’re ready for Pinnacle!!!

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About Us Power Strategy Group was founded by Adal Bisharat, a

seasoned executive with extensive experience in both Fortune 500 firms and emerging market companies. Adal has led strategic planning efforts at various organizations and is an accomplished entrepreneur who has excelled in his ability to work closely with senior level executives to ensure that optimal results are achieved

Adal received his M.B.A. from Drucker School of Management at Claremont Graduate University and his B.A. from Case Western Reserve University.

Contact Us Address: 2625 Butterfield Rd. 138S, Oak Brook, IL 60523 Phone: Toll Free at 800-613-5605 Email: [email protected]