1. Improving business performance through proven experience in
assessment, planning and execution

2. Market Challenges
• How quickly can you adapt your business model to meet the demands of the
changing market?
• Are you struggling with identifying ways to reduce operating costs in your business
without reducing services offered to your valued customers?
• Do you have methods for evaluating your current sales channels effectiveness,
whether direct or indirect (distribution)?
• Does your organization understand the overall corporate strategy for where and how
you want to grow and/or expand the business?
• Do you know the perceived customer value of your brand/product/service?
• Are you looking to add new talent to your business?
• When was the last time your management reviewed and challenged your current
processes?
Wingspan Performance Advisors can help you to determine the best strategy to over
come market challenges and help you meet your growing needs.

3. Why Wingspan Performance Advisors
• Create organizational capacity to design At Wingspan Performance
and execute profitable and sustainable Advisors we believe in:
growth strategies • Developing a strong
understand of your business
• Accelerate speed to market
• Building a collaborative
• Improve overall customer satisfaction effort between our company
(demonstrated by repurchase intention and our clients.
and referrals) • Creating strategies
founded on analysis and
• Help you to gain commitment from your data.
• Reduce unnecessary costs while • Supporting our clients
overall objectives and
improving quality of culture.
services delivered
• Creating Value for your
business

4. Wingspan Performance Advisors

5. Our Services
• Strategy Development • Training & Development
– We work along side your leadership team to – We design tailored training programs to
develop a long-range 5 year vision with strategic improve overall performance of sales and
imperatives and execution planning that engage marketing teams, which offers a leg up in
employees around a singular goal. today’s market.
• Marketing Services
– We develop comprehensive marketing, branding • Organizational Assessment,
and communication strategies, and tactical plans.
Design and Talent Development
– We conduct market research (qualitative and
quantitative) like VOC, brand equity study, – We assess your current organizational
attribute and message testing, etc., structure, talent and capabilities, roles and
responsibilities, etc. and advise on an
– We design customer-centric promotional optimal org design and developmental
campaigns to market products/services for requirements to align to your business
greater penetration and conversion. strategy.
• Distribution Development and • Talent Management
– We help set goals, roles and responsibilities,
Management compensation plans, target customer plans,
– We increase sales penetration and customer strategic account development, tracking and
retention through direct and indirect sales management methodology.
channels with dealer standard programs, dealer
development, partnership programs, etc. • Talent Acquisition
• Operational Excellence – Lean/Six – Plus, we provide recruitment and placement
Sigma of key sales, marketing and management
personnel
– We provide your organization with training and
tools to identify waste in current processes, which
ultimately reduces costs and improves cash flow
while improving services to your customers.

6. Our Approach
Market
Top-Line Revenue Improvement
Strategy
Analysis Development Market
Expansion
V.O.C Testing of New Customers
Hypothesis
Survey
Develop Current Customers
Research “Game Plan”
Interviews Prepare
with Execs organization
for changes
Customer
visits Earnings
Employee Development/Acquisition Improvement
Operations Develop new
review processes
Review of Communicate
current Org vision
structure
Develop
Review customized Lean Light
current Org training
capabilites
Lean Deployment
Lean Culture
Bottom-Line Cost Improvement
Assessment Planning Execution

7. Our Expertise
• Strategy Development • Distribution Management
• Organization Start-ups • Life Cycle Management
• Managing Profit and Loss Centers • Aftermarket
• Sales and Marketing • Lean/Six Sigma
• Retail and Wholesale Management • Acquisitions & Divestitures
• Organizational/Talent Development • Talent Acquisition
Markets
Construction Power Generation Industrial Agricultural
Served
Clients
Manufacturers Distributors Private Equity Other
Served
Demonstrated success in the development of high performance teams,
innovative process improvements, and bottom line results

8. Demonstrated Successes
Past Experiences • Developed and executed strategy to target mid-sized contractor
group including establishment of new distribution channel, product
line expansion, market share growth,
– Enrolled more than 120 new dealer locations throughout the U.S. and
Canada.
– Generated more than $150M in new revenue in 24 month period
• Trained more than 1,500 independent Specifying Engineers via
national training program to build awareness of companies product
and services.
– Program offered training on power generation and provided CEU credits to
attendees.
• Implemented new dealer management program including dealer
evaluation tools, contracts, and dealer standards.
• Implemented Lean – Six Sigma improvements into retail dealership
operations generating more than $500K in annual savings while
significantly improving operating efficiencies of retail stores.
• Re-engineered regional marketing support functions in to one global
marketing organization designed to support local, regional and global
growth while leveraging expertise and tools
– Reduced annual marketing spend by nearly 20% while improving
marketing effectiveness through development and execution of annual
marketing plan.

9. Our Commitment
Our partnership with your company will be driven by:
• Mutual trust and respect
• Delivering measurable value
• Understanding and quickly resolving challenges
• Minimizing risk and lost opportunity
• Positioning your business for improved growth, efficiency, and
customer satisfaction
• Helping you identify and prioritize areas for improvement
• Identifying and eliminating bottlenecks in current processes
• Providing your team with tools to make quick, sustainable
improvements

10. Personal Philosophy
Terrence Dolan
“For organizations to grow in today’s market it takes more than just good
President products and services…….it takes a cohesive strategy that is based on the
core competencies of the company and its people…..additionally companies
need to eliminate the non-value added steps in their business that add to
operating costs and uncompetitive positioning for their customers”
Significant recent accomplishments
Global Business Management: Has lead many global businesses in developing and executing on strategies for profitable growth. Managed global business in
excess of $500MM in annual sales. Completed the development of acquisition strategies, process and executed on key acquisitions.
Organizational Start-ups – Has successfully developed new business and new organizations to support strategic growth. Developed Utility Business Strategy
that lead to nearly doubling the business in three years and was rewarded a Chairman’s Award for Dramatic Growth
Creating High-Performance Work Teams: Developed processes for leadership identification, tracking, and the development of actionable plans to support
individual and team growth. Focused on developing people to insure strong bench strength to support future expansion and growth.
Professional Education Skills Profile
Institution Degree/Course of Study Global Business Development, Sales and Marketing
Duke University Entrepreneurial General Management Leadership, Distribution Management, , Team Building &
University of Kentucky Executive Lean Academy - Lean Manufacturing Training P & L, Brand Management, Strategic Planning,
Concordia University Bachelor of Arts Management & Communications Change Management, Lean Six Sigma, New Product Launch,
Cardinal Stritch University 21 Credits toward MBA Policy/Goal Deployment, Adult Learning Development,
Org Development, Life Cycle Management
General Electric Management Skills Development Program Acquisitions &Divestitures
Ingersoll Rand Change Management
Career History
Experience Industry Company
President, Founder Multiple Wingspan Performance Advisors
SVP Business Development Minerals Boart Longyear
VP Company Owned Dealerships Construction Ingersoll Rand (Bobcat)
VP ReMarketing Industrial Ingersoll Rand
VP Sales & Marketing Industrial Ingersoll Rand
Dir. Business Development Power Generation Generac Power Systems
Various Sales and Marketing Construction/Agricultural Case/New Holland

11. Operational Excellence
General Information
Vinny Yakoobian
Performance Advisor
Significant recent accomplishments
Continuous Improvement Advocate; Established an enterprise Goal Deployment Process as well as a Business Operating System with a focus on processes
related to Life Cycle Management of Customers & Product at Ingersoll Rand; Current knowledge of cutting edge research in Business, Science & Leadership
Change Leader; Accomplished lean transformations in manufacturing and administrative areas using a Kaizen approach with cross-functional teams; Results at
Markem were savings of over $2M in three years using Lean principles and Six Sigma tools
Lean Six Sigma Approach; Noted for extraordinarily strong technical, analytical and problem solving skills with a tendency for action. Application of the tools
improved Quality metrics over 40% at Markem 2005-6. Developed best-practice modules with 2007 results at Ingersoll Rand of 15% Warranty cost reduction
Education Skills Profile
Year School Degree/Course of Study Lean Manufacturing * Six Sigma Principles * Change
2005 U of Phoenix, AZ Doctor of Management – Organizational Leadership Management * P&L/Budget Management * Corporate
2002 U of Plymouth, NH Master of Business Administration – Entrepreneurship Training * Quality Assurance * Engineering *
1996 U of Massachusetts, MA Doctor of Philosophy abd – Chemistry Strategic Planning * Policy/Goal Deployment *
1995 U of Massachusetts, MA Master of Science – Chemistry & Environmental Studies Statistical Risk Assessment * Kaizen * Value Stream
1992 U of Lowell, MA Master of Engineering – Civil & Environmental Engineering Mapping * DMAIC * 5S * 3P * SMED * DFSS * JIT *
1989 Rensselaer Poly Inst, NY Bachelor of Science – Industrial & Management Engineering TMP * FMEA
Career History
Experience Industry Company
Lean Six Sigma Leader / Global Quality Manager Industrial Equipment Markem Corp. (Dover Co.), NH
Project Manager / Process Engineer Circuit Board Manufacturing Sanmina Corp., NH
Account Manager / Chemical Engineer Specialty Chemicals IBM, NY; Shipley Co, MA
Manufacturing Engineer Food Processing Pilgrim Foods, NH
Quality Engineer Aerospace Manufacturing Lockheed Martin, NH
Board of Director President Entrepreneurial Incubator Hannah Grimes Marketplace Inc., NH
Professor of Chemistry/Physics/MBA Academia UMASS/Daniel Webster Coll./U Phoenix/NH Tech Coll.

12. Human Capital Management
Personal Philosophy
“I believe people want to succeed and to grow…. Douglas Downs
candor works well when delivered with respect…
& sophisticated ideas work well when translated into practical solutions.”
Significant recent accomplishments
Talent Management Solutions: Partnered over three years with $8B Aerospace firm in creation and execution of integrated Talent Strategies for multiple
disciplines. From strategic planning to assembly of business case and subsequent execution of numerous projects - including leader assessment, talent
recruitment, retention, communications & talent development.
Training & Development Series: Conceived, designed and delivered an eight-module training program to grow corporate manufacturing leaders in areas
ranging from business acumen to innovation, market-focus, operational excellence and strategic human capital leadership.
Creating High-Performance Work Teams: Lead intervention with multi-site national service firm to create a culture which fostered a sense of personal
responsibility and accountability for results. Performance solution included a culture assessment, tool and process consultation & accountability training for all.
Education Skills Profile
Year Institution Degree/Course of Study
Talent Management * Org Development * Change
2003 Bowling Green University Master of Organizational Development
Management * Leadership Assessments *
1988 University of Pittsburgh, PA Master of Business Administration
Professional Development * Corporate Training *
1987 University of Richmond, VA Bachelor of Arts
Executive Coaching * Comp & Rewards * Strategic
Planning * Policy/Goal Deployment * Mentoring *
2009 Human Capital Institute Talent Management Strategist
Emotional Intelligence * Global HR Consulting
2008 Right Management Executive Coaching Certification
1995 Cornell University Certificate of Labor Relations
Career History
Experience Industry Company
HR/OD Consultant & Entrepreneur Multiple Wingspan & Org-Advantage Human Capital Consulting
Director, Talent Management Industrial Manufacturing Ingersoll Rand
Director, Corporate University
Director, Global HR & Org’l Development
Director, HR & Org’l Development Consumer Product Mfg. Swiss Industrial Group
Division Manager, HR Pharmaceutical Abbott Laboratories
Division Manager, HR/OD Aerospace Manufacturing United Technologies Corp.

13. Contact Us
For more information please contact:
Terry Dolan, President
16206 Hollingbourne Rd
Suite 201
Huntersville, NC 28078
Email: tdolan@wingspanPA.com
Web: www.wingspanPA.com
Phone: (704) 999-5862