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intersect investments

Running head: GAP ANALYSIS: INTERSECT INVESTMENTS

Gap Analysis: Intersect Investments
David Green
University of Phoenix

Gap Analysis: Intersect Investments The troubles of September 11, 2001 have caused turmoil in the investment community, and Intersect Investments is one of those firms looking to improve their company. The industry has been affected by constant change, and for a company to stay profitable they will need to make change’s to cope with the ever-changing financial industry. Many firms have been losing customers due to lack of trust, and Intersect has been among these companies. Frank Jeffers the CEO of Intersect is aware of the problems and he is trying to make the changes necessary …show more content…

End-State Vision The end vision of Intersect Investments is customer satisfaction will improve by 15% over the next year; the employee turnover rate in the sales department will decrease by 25%. Employee morale will be improved. Market share and revenue will increase by 10% each year for the next five years, customer relations will increase by 100%, and last, the skills of the company leadership in regard to teamwork will improve by at least 90%.
Gap Analysis Interest Investments is facing some obstacles that need to be addresses if the company wants to realize the end-state goal. For the company to survive in the very aggressive and competitive investment market CEO Frank Jeffers is trying to guide the company toward an intimacy model plan, and some of the middle management is not buying into the plan. Jeff has brought on Janet Angelo to help implement the plan. Janet is will use motivation, goal setting, and theories of change to help with the implementation. Janet’s first order of business is to have middle management to agree that the plan is necessary for the company to survive. To do this Janet will need to mobilize middle management. In an article by Arlene Scott (2005) she says, “ The only way to lead change is to mobilize leadership—to

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