The Optimas Group Value Creation Process
Active Investor
The Optimas Group is an active investor that seeks to create value in its investment, in its portfolio companies, and in the communities in which it operates. Our methodology to realize this goal is to deeply involve each of our portfolio companies in The Optimas Group Value Creation Process. This proprietary process consists of nine sequential, distinct and inter-related core business activities that prepare the enterprise to meet its objectives, while concurrently ensuring all its associates achieve meaningful and enduring professional and personal success.
Value Creation Process
The Optimas Group Value Creation Process sequentially guides an enterprise through:
- Assessment of Organization and Objectives: Identifying business objectives, assessing resource and talent capability, performance timelines, and desired outcomes.
- Strategic Plan: Developing, affirming, or adjusting business strategic objectives.
- Associate Engagement Plan: Instituting compensation and wealth creation elements in support of desired strategic initiatives.
- Measures and Metrics: Establishing timelines and key performance indicators to monitor strategic and engagement plan success.
- Communications Plan: Developing internal and external communications to appropriate target audiences.
- Implementation Plan: Developing an internal operational plan to accomplish strategic, engagement, and communication plans, and assisting in execution of these plans to achieve enterprise growth objectives.
- Governance: Creating a Board Charter and recruiting highly capable board members.
- Ongoing Assessment: Continually assessing organizational performance in achieving business goals.
- Prosper: Realizing the full potential and long-term success of the enterprise.
