Balancing the needs of the present with the demands of the future (TM) Balanced Management Inc.Strategy Consulting
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Company Profile


Biography

Stacie L. L. Morgan, Ph.D.Dr. Stacie Morgan is President of Balanced Management® Inc, a strategic organizational consulting firm. Dr. Morgan is a strategy consultant, international speaker, and author with a Ph.D. in Strategic Management and a M.Ed. in Organizational Development and Training. She has been consulting for over 17 years.

Dr. Stacie Morgan is the creator of the Strategic Knowledge Indicator® (SKI®) assessment instrument for determining the Strategic Knowledge levels of organizational leaders. She has also developed models for Strategic Planning, Root Cause Analysis, and Decision-Making used by organizations such as the United States Air Force and Xerox Corporation. Stacie has coached executives in a wide variety of industries on strategic leadership, strategy development, testing and management.

Dr. Morgan consults with organizations such as Xerox Corporation, Tyco Electronics, NASA Flight Programs Commercialization Office, the United States Air Force Space Command and the United States SARSAT (Search and Rescue Satellite Aided Technology) Program, which is an interagency group comprised of the National Oceanic and Atmospheric Agency, National Aeronautics and Space Agency, United States Coast Guard and United States Air Force.


Accomplishments

Some of Stacie's recent appointments/accomplishments:

  • Elected as Director of Small Business Development for the Armed Forces Communications and Electronics Association, Tidewater Chapter, Virginia.
  • Elected as Director of Corporate and Economic Development for the National Association of Women Business Owners Southeastern Virginia Chapter.
  • Retired Chair of the Governing Board for the International Conference on Advances in Management
  • Served as a reviewer for CNN Military Advisor, General Perry Smith's new release of his book, Taking Charge: A Practical Guide For Leaders.
  • Represented the United States Air Force on the Joint Special Operations Forces Institute Leadership Task Force.
  • Served as the Air Command and Staff College, United States Air Force advisor for curriculum developed on leadership and the new sciences.

Stacie has developed original training programs on:

  • Maximizing strategic effectiveness
  • Developing strategic leaders
  • Managing uncertainty
  • Building strategic alliances
  • Negotiating strategically
  • Strategy formulation and selection
  • Strategy implementation and application
  • Business ethics
  • Decision making for front line employees
  • Decision making for managers
  • TQM: an overview
  • Strategic planning and implementation
  • Root cause analysis and problem solving
  • Quality and communication
  • The role of the manager
  • Empowerment
  • Introducing process management
  • Policy deployment
  • Determining critical work process
  • Documenting work processes
  • Work process simplification
  • Process improvement


Expertise

Dr. Morgan's expertise is in strategy development processes and increasing strategic effectiveness emphasizing:

  • Assessing strategic knowledge levels
  • Developing strategic thinking
  • Coaching executives
  • Developing strategic leaders
  • Planning strategy (organizational, business unit, departmental, sales, marketing, etc.)
  • Testing strategy
  • Marketing strategy to stakeholders and Influencers
  • Instructing facilitators and trainers
  • Facilitating meetings and workshop instruction


Publications

Morgan, S.L.L., (2005). Professional strategy in a new york minute™, New Strategy Press, Yorktown, VA.

Morgan, S.L.L., ( 2005 ). The leaders guide to strategy in crisis: how to unlock the power of strategy, New Strategy Press, Yorktown, VA.

Morgan, S.L.L., (1998). The strategic knowledge indicator®. UMI Dissertation Services, Ann Arbor, MI.

Morgan, S.L.L., (1996). Advanced account strategies. White Paper, Sterling Institute.

Morgan, S. L. L & Morgan, S. P. (1996). Using technology to enhance organizational analysis: A case study in leadership surveying. Quality Air Force Journal. (pp. 89-99). Maxwell AFB, AL: Air Force Quality Institute.

Morgan, S. P. & Morgan, S. L. L. (1995) Effective leadership: Maximizing your strategic potential using the five rings model. Quality Air Force Journal. (pp. 1-12). Maxwell AFB, AL: Air Force Quality Institute.

Morgan, S. P. & Morgan, S. L. L. (1994) Strategic planning and implementation: Planning to plan - lessons learned from the 89th airlift wing. Quality Air Force Journal. (pp. 574-582). Maxwell AFB, AL: Air Force Quality Institute.


Presentations

Framing the future and finding your way™, World Future Society, Chicago, IL

Putting the strategy back into strategic planning, U.S. House of Representatives, Washington, D.C.

How to think like a strategist, National Association of Women Business Owners, Norfolk, Virginia.

Analyzing your organization, CHROME, Grafton, Virginia.

Understanding the global business environment, NASA Johnson Space Center, Houston, Texas

Corporate cognition in crisis. Quinto Congreso Internacional de Psicología. La Universidad de las Américas, Puebla, Mexico.

Using technology to enhance organizational analysis: A Case Study In Leadership Surveying. Quality Air Force Symposium. Maxwell AFB, AL.

Technology in organizational socialization, International Conference on Advances in Management.

Effective leadership: Maximizing your strategic potential using the five rings model. Quality Air Force Symposium, Maxwell AFB, AL.

Balanced management: The dynamic relationship between organizational behavior and strategic management. International Conference on Advances in Management. Calgary, Alberta Canada.

Strategic planning and implementation: Planning to plan - lessons learned from the 89th airlift wing. Quality Air Force Symposium. Maxwell AFB, AL.

Quality and communication. 1st Helicopter Squadron, Andrews Air Force Base, MD.

Employee selection. Selma, Alabama Personnel Association.


Professional Affiliations

  • Academy of Management
  • Air Force Association
  • Armed Forces Communication and Electronics Association
  • Chamber of Commerce
  • National Association of Female Executives
  • National Association of Women Business Owners
  • National Speakers Association
  • Society for Advancement of Management
  • Strategic Management Society
  • World Future Society

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Photography by Katherine Lawson.
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