Job Title:   Chief Strategy Officer CSO

Introduction
The purpose of this standard procedure is to establish and define the functional role, reporting relationships, duties, authority, responsibilities, job requirements, and measurements of performance of the CSO (“CONSULTANT”).

Functional Role

1. The CSO provides expertise by assisting in the formulation, development, and implementation of revenue generating strategies and policies. He/she assures the continued growth and success of the Company through strategically designing the organization to accomplish its strategic plan. The CSO is also responsible for creating the strategic culture necessary for the organization to accomplish its strategic objectives.
2. Provide on-going support and expertise to all management personnel, assisting them in establishing and meeting or exceeding all set goals, objectives, policies, and procedures for all the organic functions of the Company.
3. The CSO plays a leadership function in charting the Company’s course in business development and new business ventures.
4. Coach the Management Team in order that they fully understand the Company’s mission, profit and performance goals. The CSO helps the President/CEO lead the employees to achieve the goals set forth in the strategic plan.
5. Implement management controls and reporting procedures to ensure that he/she and the management team have up to date situational awareness of all core issues and operating data pertinent to sound decision making.
6. Ensure that the operational policies and procedures of the Company provide for legal and ethical compliance with all regulations, laws and good operating practices.
7. Other functions include:
   • Banking and professional relationships
   • Insurance relationships
   • Web site development and design
   • Software programming and migration
   • Public relations
   • Industry contacts

Requirements

1. Education – Bachelors Degree in Business or Accounting.
2. Experience – 10 years of progressive management experience in the Management Consulting industry. Working knowledge of good management
3. practices, management financial accounting and reporting, human resource planning and implementation, Information Technologies, customer networking, plus legal consideration and responsibilities in regulatory issues, contract negotiations, and professional leadership development and training.
4. Skill, Knowledge and Abilities – Ability to lead and inspire employees, to work independently, prioritize responsibilities, supervise and motivate subordinates. Requires an understanding of strategic and financial processes, including budgeting and project planning, Must have the ability to read, interpret, and review project run costs. Must have working knowledge of computers and software applications commensurate with the Position, including but not limited to accounting and spreadsheets. Strong interpersonal, written and analytical skills are required. There is a high degree of training and coaching involved.
5. People Skills - The CSO must possess the interpersonal skills necessary to motivate employees, to help them to reach their highest potential for the business and to help them to achieve their personal goals.
6. Organizational Skills - Must have the insight to look at the operation from a distance and to visualize its best operating structure. He must be able to then communicate that operating structure to the management team and incorporate it into the overall business plan.
7. Physical – Ability to sit, walk and stand for long periods and concentrate intensely on pertinent issues.
8. Mental – The ability to view the long-range trends and cycles of the business and industry, to see the “big picture.” It requires the capacity to decipher and respond to normal and adverse conditions, logically and rationally. This position also requires the capacity to understand, pro-actively use and develop management, financial and revenue reports. To remain calm at all times, especially during crisis, by clearly stating requests of and directions to direct reports.
9. Working conditions – Office environment. Regular travel throughout U.S. and Canada visiting clients, suppliers, consultants, etc.

Reporting Relationships

1. The CSO reports directly to the President/CEO.
2. The following positions report directly to the CSO:

Authority

• The CSO in coordination with the President/CEO, has the authority to provide leadership and direction to the organization for the operation of the Company. This includes, but is not limited to: