Ian Robertson Email and Phone Number

Working with SMEs to develop and implement tailored business solutions across these key areas:• People and team development (usually one of the areas of biggest potential). Using the I.D. System® to identify each person's individual success code, create an environment that allows everyone to perform at their best, resulting in a collaborative and cohesive, high performing team. • Budgeting & cashflow• Strategic planning – particularly identifying key drivers of the business… Show more Working with SMEs to develop and implement tailored business solutions across these key areas:• People and team development (usually one of the areas of biggest potential). Using the I.D. System® to identify each person's individual success code, create an environment that allows everyone to perform at their best, resulting in a collaborative and cohesive, high performing team. • Budgeting & cashflow• Strategic planning – particularly identifying key drivers of the business (KPI’s) • Business system review, selection and implementation• Operational management, looking at defining and streamlining, processes and procedures. Show less

As an experienced coach and consultant working with senior leaders and teams in organizations such as Cisco Systems, Visa, Cargill, and CBA, I drive the strategic goal of building capacity by: Assisting with all aspects of attracting, inducting, and retaining new consultant talent Developing, delivering, and mentoring new consultants’ pathways to client delivery Defining, building, and delivering on-going skills training for the whole consulting team Overseeing the operation… Show more As an experienced coach and consultant working with senior leaders and teams in organizations such as Cisco Systems, Visa, Cargill, and CBA, I drive the strategic goal of building capacity by: Assisting with all aspects of attracting, inducting, and retaining new consultant talent Developing, delivering, and mentoring new consultants’ pathways to client delivery Defining, building, and delivering on-going skills training for the whole consulting team Overseeing the operation and co-delivering all aspects of our I.D. accreditation program Building learning and product communities and developing and promoting related events Continuing with client delivery to maintain skills and update on client business challenges Show less

 Chief of Staff duties and working with Senior Leadership Team to deliver strategic initiatives. Defining/directing strategy and operations around business processes and tech requirements  Managing offshore tech and operations teams to support operations/maintain I.D. platform. Optimising efficiency, implementing process improvements, and ensuring data/cyber security

 Managing a diverse portfolio of consulting client accounts and scoping engagements 1 to 1 coaching, facilitation of team workshops, real-time coaching: virtual + Asia-Pac/U.S. Leadership coaching at all levels with focus on emerging leaders and change leadership Consulting to leaders around personal effectiveness and high-performance teaming

My key responsibilities include:- Operational management- Financial management including budgeting and forecasting- Team development and leadership - Business growth and performance- Project resourcing and profitability Reviewed and updated operational structure. Reviewed the existing the operating systems and processes and implemented robust cashflow and budgeting procedures. I identified deficiencies in the current IT and project management systems and as well as… Show more My key responsibilities include:- Operational management- Financial management including budgeting and forecasting- Team development and leadership - Business growth and performance- Project resourcing and profitability Reviewed and updated operational structure. Reviewed the existing the operating systems and processes and implemented robust cashflow and budgeting procedures. I identified deficiencies in the current IT and project management systems and as well as appointing an outsourced IT provider, identified and implemented a new practice management system. The new system now provides not only enhanced visibility of project profitability but is also enabling a review of client and product profitability to ensure the optimum mix is achieved.Team management and resource planning. I am directly responsible for the day to day management of the consultancy team, including the allocation of team resources to projects, as well as ensuring projects are delivered efficiently, quality standards are achieved and client timetables are met. Show less

As CEO for JBA my key responsibilities include:executive leadership, operational management and direction towards achieving the company’s vision, strategic plan and objectives;providing expert advice to the Board on matters including strategic direction, management practices and organisational performance as well ascreating competitive strategies and plans to build organisational capability .Led JBA through and beyond GFC. The project and cyclical nature of the property industry leads… Show more As CEO for JBA my key responsibilities include:executive leadership, operational management and direction towards achieving the company’s vision, strategic plan and objectives;providing expert advice to the Board on matters including strategic direction, management practices and organisational performance as well ascreating competitive strategies and plans to build organisational capability .Led JBA through and beyond GFC. The project and cyclical nature of the property industry leads to significant fluctuations, a trend exacerbated by on-going significant regulatory change and uncertainty. I met these challenges by critically reviewing and revising market offerings, strategies and the business model to ensure that JBA remained the “go to” planning firm in NSW. Steered the business through a significant succession event, facilitated decision making and managed key relationships, while developing the capacity of other senior staff to step up, with no loss of major clients. Show less

Overhauled JBA’s operational structure. Initiated a progressive and significant upgrade of JBA’s key operating platforms and capability, including a new practice management system, enhanced budgeting and financial reporting and IT platform, increasing the efficiency and effectiveness of all key support functions and systems. Overlaying this was a new KPI reporting framework focussing the business on its key profitability drivers 

Conducted reform of internal business systems and procedures that provided the platform for the next phase of business growth as well as taking a hands on, practical approach to providing on the spot advice to Directors in developing their individual business strategies for their respective specialist areas.Provided ongoing coaching and support to the Directors, senior staff and the business support team. The continued programme of developing the skills of the support team resulted in a… Show more Conducted reform of internal business systems and procedures that provided the platform for the next phase of business growth as well as taking a hands on, practical approach to providing on the spot advice to Directors in developing their individual business strategies for their respective specialist areas.Provided ongoing coaching and support to the Directors, senior staff and the business support team. The continued programme of developing the skills of the support team resulted in a settled, energised and balanced team. Show less

• Oversaw the conduct of organisational change through the successful implementation of a new strategic direction for the Australian Sports Anti-Doping Authority. Effectively liaised with the executive team to determine potential obstacles, facilitated planning workshops to establish measurable milestones and objectives for staff members. As a result key team members worked within the parameters of established quantifiable objectives to attain the new cultural landscape of the organisation… Show more • Oversaw the conduct of organisational change through the successful implementation of a new strategic direction for the Australian Sports Anti-Doping Authority. Effectively liaised with the executive team to determine potential obstacles, facilitated planning workshops to establish measurable milestones and objectives for staff members. As a result key team members worked within the parameters of established quantifiable objectives to attain the new cultural landscape of the organisation. • Successfully mediated a resolution forum for the Star Association significantly improving communication between board members and facilitating the development of the company’s business plan. Developed a survey to understand the various views amongst board members and structured a strategic planning session around these key findings. A clearly articulated business plan was achieved with responsibilities and timelines presented and accepted by the board. Show less

• Led the operational implementation of a new organisational structure for Baxter Healthcare to ensure maximum optimisation of external market opportunities. Identified specific behavioural protocols and mentored team managers through staff performance issues. Created best practice models and facilitated regular strategic team meetings. As a result of the new structure the organisation successfully migrated to a national channel focus resulting in increased efficiencies and overall team… Show more • Led the operational implementation of a new organisational structure for Baxter Healthcare to ensure maximum optimisation of external market opportunities. Identified specific behavioural protocols and mentored team managers through staff performance issues. Created best practice models and facilitated regular strategic team meetings. As a result of the new structure the organisation successfully migrated to a national channel focus resulting in increased efficiencies and overall team performance.• Developed strong on-going client relationships achieving long-term client retention and year-on- year revenue growth. Identified new business opportunities and forged solid relationships with key decision makers positioning LinkUp product and services at the forefront of all team and leadership initiatives. Delivered high level customer service and achieved real results for all clients. As a result my financial contribution to LinkUp grew to in excess of $500k per annum. Show less

• Conducted an extensive business review to determine the operating position of an under performing company. Assumed responsibility for all financial functions monitoring and controlling cash flow. Developed and implemented a two year cash flow forecasting system, created a new purchase order system and identified cost saving opportunities. Over a six month period operating expenses were reduced from $1.5 million to $850,000 due to the introduction of new initiatives and the release of over… Show more • Conducted an extensive business review to determine the operating position of an under performing company. Assumed responsibility for all financial functions monitoring and controlling cash flow. Developed and implemented a two year cash flow forecasting system, created a new purchase order system and identified cost saving opportunities. Over a six month period operating expenses were reduced from $1.5 million to $850,000 due to the introduction of new initiatives and the release of over $100,000 in bank guarantees.• Highly effective in releasing the business potential of clients by implementing new work practices to maximise performance. Developed and implemented a strategic plan for the expansion of the Kingsford Veterinary Hospital. Conducted planning workshops to develop a clear understanding of key objectives, standardised work practices and introduced new controls. As a result a second practice was realised in conjunction with a new mobile practice. Show less

• Developed and implemented a strategy to consolidate three business units. Reviewed the existing structure and departmental processes and collaborated with senior executives to deliver increased work efficiencies. Managed the transition period. Created and implemented a new streamlined organisational structure utilising existing resource talent and recruiting new candidates where required. As result the units were successfully consolidated delivering an annual saving of over $2… Show more • Developed and implemented a strategy to consolidate three business units. Reviewed the existing structure and departmental processes and collaborated with senior executives to deliver increased work efficiencies. Managed the transition period. Created and implemented a new streamlined organisational structure utilising existing resource talent and recruiting new candidates where required. As result the units were successfully consolidated delivering an annual saving of over $2 million.• Planned and co-ordinated a restructure of the organisation’s reporting systems due to the merger of three business units. Researched system requirements and developed a specification document. Collaborated with the IT Department in the customisation, testing and ‘roll out’ phases of the project. As a result the system provided greater visibility of all sales, customer service, finance and logistic information and a saving of $500,000 in overall operating costs. Show less

• Led a company wide initiative to identify synergies across the Goodman Fielder Business units and introduced a new ERP system. Conducted an extensive review of existing operating procedures, liaised with various business units to identify potential efficiency improvements. Sourced and implemented a new companywide ERP system and developed new order to cash processes. As a result over $10 million in company wide annualised savings were achieved. • Conceived and devised a new internal… Show more • Led a company wide initiative to identify synergies across the Goodman Fielder Business units and introduced a new ERP system. Conducted an extensive review of existing operating procedures, liaised with various business units to identify potential efficiency improvements. Sourced and implemented a new companywide ERP system and developed new order to cash processes. As a result over $10 million in company wide annualised savings were achieved. • Conceived and devised a new internal freight tracking system to improve serviceability. Liaised with freight carriers to ascertain rate schedules. Developed a purchase order system containing a database of all carriers and relevant rates. Automated the reconciliation process reducing the number of discrepancies and the time required to balance distribution costs. The new system dramatically improved work efficiencies with transports costs quickly calculated, providing accurate costings for the finance team. Show less

• Introduced new operating procedures to improve the organisations capacity to service the changing needs of key customers. Liaised with customers to determine their future service requirements, assessed local market needs and developed a business plan recommending the centralisation of customer service to manage nationwide stock ordering. As a result of this structural change over $250,000 per annum in savings were achieved and greater transparency of stock allocation and sales forecasts were… Show more • Introduced new operating procedures to improve the organisations capacity to service the changing needs of key customers. Liaised with customers to determine their future service requirements, assessed local market needs and developed a business plan recommending the centralisation of customer service to manage nationwide stock ordering. As a result of this structural change over $250,000 per annum in savings were achieved and greater transparency of stock allocation and sales forecasts were available.• Initiated a rationalisation programme to improve the distribution capability of the organisation and reduce escalating transport costs. Conducted a review or current business practices and analysed carrier rates and distribution areas. Oversaw the tender process to appoint a national carrier delivering synergies and cost saving strategies. As a result distribution costs were significantly reduced achieving in excess of $20 million per annum across the Goodman Fielder Group. Show less