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  1. Privacy policy

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    We are very delighted that you have shown interest in our enterprise. Data protection is of a particularly high priority for the management of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH. The use of the Internet pages of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH is possible without any indication of personal data; however, if a data subject wants to use special enterprise services via our website, processing of personal data could become necessary. If the processing of personal data is necessary and there is no statutory basis for such processing, we generally obtain consent from the data subject.
    The processing of personal data, such as the name, address, e-mail address, or telephone number of a data subject shall always be in line with the General Data Protection Regulation (GDPR), and in accordance with the country-specific data protection regulations applicable to the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH. By means of this data protection declaration, our enterprise would like to inform the general public of the nature, scope, and purpose of the personal data we collect, use and process. Furthermore, data subjects are informed, by means of this data protection declaration, of the rights to which they are entitled.

    As the controller, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH has implemented numerous technical and organizational measures to ensure the most complete protection of personal data processed through this website. However, Internet-based data transmissions may in principle have security gaps, so absolute protection may not be guaranteed. For this reason, every data subject is free to transfer personal data to us via alternative means, e.g. by telephone.

    1. Definitions

    The data protection declaration of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH is based on the terms used by the European legislator for the adoption of the General Data Protection Regulation (GDPR). Our data protection declaration should be legible and understandable for the general public, as well as our customers and business partners. To ensure this, we would like to first explain the terminology used.

    In this data protection declaration, we use, inter alia, the following terms:

    • Personal data
      Personal data means any information relating to an identified or identifiable natural person (“data subject”). An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.
    • Data subject
      Data subject is any identified or identifiable natural person, whose personal data is processed by the controller responsible for the processing.
    • Processing
      Processing is any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.
    • Restriction of processing
      Restriction of processing is the marking of stored personal data with the aim of limiting their processing in the future.
    • Profiling
      Profiling means any form of automated processing of personal data consisting of the use of personal data to evaluate certain personal aspects relating to a natural person, in particular to analyse or predict aspects concerning that natural person’s performance at work, economic situation, health, personal preferences, interests, reliability, behaviour, location or movements.
    • Pseudonymisation
      Pseudonymisation is the processing of personal data in such a manner that the personal data can no longer be attributed to a specific data subject without the use of additional information, provided that such additional information is kept separately and is subject to technical and organisational measures to ensure that the personal data are not attributed to an identified or identifiable natural person.
    • Controller or controller responsible for the processing
      Controller or controller responsible for the processing is the natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data; where the purposes and means of such processing are determined by Union or Member State law, the controller or the specific criteria for its nomination may be provided for by Union or Member State law.
    • Processor
      Processor is a natural or legal person, public authority, agency or other body which processes personal data on behalf of the controller.
    • Recipient
      Recipient is a natural or legal person, public authority, agency or another body, to which the personal data are disclosed, whether a third party or not. However, public authorities which may receive personal data in the framework of a particular inquiry in accordance with Union or Member State law shall not be regarded as recipients; the processing of those data by those public authorities shall be in compliance with the applicable data protection rules according to the purposes of the processing.
    • Third Party
      Third party is a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data.
    • Consent
      Consent of the data subject is any freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her.

    2. Name and Address of the controller

    Controller for the purposes of the General Data Protection Regulation (GDPR), other data protection laws applicable in Member states of the European Union and other provisions related to data protection is:

    Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH
    Goethestraße 16
    25451 Quickborn
    Germany
    Phone: +49 (4106) 617-0
    Email: quickborn@metaplan.com
    Website: www.metaplan.com

    3. Name and Address of the Data Protection Officer

    The Data Protection Officer of the controller is:

    Stephanie Bredick
    Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH
    Goethestraße 16
    25451 Quickborn
    Germany

    Phone: +49 (4106) 617-185
    Email: dpo@metaplan.com
    Website: www.metaplan.com

    Any data subject may, at any time, contact our Data Protection Officer directly with all questions and suggestions concerning data protection.

    4. Cookies

    The Internet pages of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH use cookies. Cookies are text files that are stored in a computer system via an Internet browser.

    Many Internet sites and servers use cookies. Many cookies contain a so-called cookie ID. A cookie ID is a unique identifier of the cookie. It consists of a character string through which Internet pages and servers can be assigned to the specific Internet browser in which the cookie was stored. This allows visited Internet sites and servers to differentiate the individual browser of the dats subject from other Internet browsers that contain other cookies. A specific Internet browser can be recognized and identified using the unique cookie ID.

    Through the use of cookies, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH can provide the users of this website with more user-friendly services that would not be possible without the cookie setting.

    By means of a cookie, the information and offers on our website can be optimized with the user in mind. Cookies allow us, as previously mentioned, to recognize our website users. The purpose of this recognition is to make it easier for users to utilize our website. The website user that uses cookies, e.g. does not have to enter access data each time the website is accessed, because this is taken over by the website, and the cookie is thus stored on the user’s computer system. Another example is the cookie of a shopping cart in an online shop. The online store remembers the articles that a customer has placed in the virtual shopping cart via a cookie.

    The data subject may, at any time, prevent the setting of cookies through our website by means of a corresponding setting of the Internet browser used, and may thus permanently deny the setting of cookies. Furthermore, already set cookies may be deleted at any time via an Internet browser or other software programs. This is possible in all popular Internet browsers. If the data subject deactivates the setting of cookies in the Internet browser used, not all functions of our website may be entirely usable.

    5. Collection of general data and information

    The website of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH collects a series of general data and information when a data subject or automated system calls up the website. This general data and information are stored in the server log files. Collected may be (1) the browser types and versions used, (2) the operating system used by the accessing system, (3) the website from which an accessing system reaches our website (so-called referrers), (4) the sub-websites, (5) the date and time of access to the Internet site, (6) an Internet protocol address (IP address), (7) the Internet service provider of the accessing system, and (8) any other similar data and information that may be used in the event of attacks on our information technology systems.

    When using these general data and information, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH does not draw any conclusions about the data subject. Rather, this information is needed to (1) deliver the content of our website correctly, (2) optimize the content of our website as well as its advertisement, (3) ensure the long-term viability of our information technology systems and website technology, and (4) provide law enforcement authorities with the information necessary for criminal prosecution in case of a cyber-attack. Therefore, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH analyzes anonymously collected data and information statistically, with the aim of increasing the data protection and data security of our enterprise, and to ensure an optimal level of protection for the personal data we process. The anonymous data of the server log files are stored separately from all personal data provided by a data subject.

    6. Registration on our website

    The data subject has the possibility to register on the website of the controller with the indication of personal data. Which personal data are transmitted to the controller is determined by the respective input mask used for the registration. The personal data entered by the data subject are collected and stored exclusively for internal use by the controller, and for his own purposes. The controller may request transfer to one or more processors (e.g. a parcel service) that also uses personal data for an internal purpose which is attributable to the controller.

    By registering on the website of the controller, the IP address—assigned by the Internet service provider (ISP) and used by the data subject—date, and time of the registration are also stored. The storage of this data takes place against the background that this is the only way to prevent the misuse of our services, and, if necessary, to make it possible to investigate committed offenses. Insofar, the storage of this data is necessary to secure the controller. This data is not passed on to third parties unless there is a statutory obligation to pass on the data, or if the transfer serves the aim of criminal prosecution.

    The registration of the data subject, with the voluntary indication of personal data, is intended to enable the controller to offer the data subject contents or services that may only be offered to registered users due to the nature of the matter in question. Registered persons are free to change the personal data specified during the registration at any time, or to have them completely deleted from the data stock of the controller.

    The data controller shall, at any time, provide information upon request to each data subject as to what personal data are stored about the data subject. In addition, the data controller shall correct or erase personal data at the request or indication of the data subject, insofar as there are no statutory storage obligations. The entirety of the controller’s employees are available to the data subject in this respect as contact persons.

    7. Subscription to our newsletters

    On the website of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH, users are given the opportunity to subscribe to our enterprise’s newsletter. The input mask used for this purpose determines what personal data are transmitted, as well as when the newsletter is ordered from the controller.

    The Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH informs its customers and business partners regularly by means of a newsletter about enterprise offers. The enterprise’s newsletter may only be received by the data subject if (1) the data subject has a valid e-mail address and (2) the data subject registers for the newsletter shipping. A confirmation e-mail will be sent to the e-mail address registered by a data subject for the first time for newsletter shipping, for legal reasons, in the double opt-in procedure. This confirmation e-mail is used to prove whether the owner of the e-mail address as the data subject is authorized to receive the newsletter.

    During the registration for the newsletter, we also store the IP address of the computer system assigned by the Internet service provider (ISP) and used by the data subject at the time of the registration, as well as the date and time of the registration. The collection of this data is necessary in order to understand the (possible) misuse of the e-mail address of a data subject at a later date, and it therefore serves the aim of the legal protection of the controller.

    The personal data collected as part of a registration for the newsletter will only be used to send our newsletter. In addition, subscribers to the newsletter may be informed by e-mail, as long as this is necessary for the operation of the newsletter service or a registration in question, as this could be the case in the event of modifications to the newsletter offer, or in the event of a change in technical circumstances. There will be no transfer of personal data collected by the newsletter service to third parties. The subscription to our newsletter may be terminated by the data subject at any time. The consent to the storage of personal data, which the data subject has given for shipping the newsletter, may be revoked at any time. For the purpose of revocation of consent, a corresponding link is found in each newsletter. It is also possible to unsubscribe from the newsletter at any time directly on the website of the controller, or to communicate this to the controller in a different way.

    8. Newsletter-Tracking

    The newsletter of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH contains so-called tracking pixels. A tracking pixel is a miniature graphic embedded in such e-mails, which are sent in HTML format to enable log file recording and analysis. This allows a statistical analysis of the success or failure of online marketing campaigns. Based on the embedded tracking pixel, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH may see if and when an e-mail was opened by a data subject, and which links in the e-mail were called up by data subjects.

    Such personal data collected in the tracking pixels contained in the newsletters are stored and analyzed by the controller in order to optimize the shipping of the newsletter, as well as to adapt the content of future newsletters even better to the interests of the data subject. These personal data will not be passed on to third parties. Data subjects are at any time entitled to revoke the respective separate declaration of consent issued by means of the double-opt-in procedure. After a revocation, these personal data will be deleted by the controller. The Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH automatically regards a withdrawal from the receipt of the newsletter as a revocation.

    9. Contact possibility via the website

    The website of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH contains information that enables a quick electronic contact to our enterprise, as well as direct communication with us, which also includes a general address of the so-called electronic mail (e-mail address). If a data subject contacts the controller by e-mail or via a contact form, the personal data transmitted by the data subject are automatically stored. Such personal data transmitted on a voluntary basis by a data subject to the data controller are stored for the purpose of processing or contacting the data subject. There is no transfer of this personal data to third parties.

    10. Comments function in the blog on the website

    The Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH offers users the possibility to leave individual comments on individual blog contributions on a blog, which is on the website of the controller. A blog is a web-based, publicly-accessible portal, through which one or more people called bloggers or web-bloggers may post articles or write down thoughts in so-called blogposts. Blogposts may usually be commented by third parties.

    If a data subject leaves a comment on the blog published on this website, the comments made by the data subject are also stored and published, as well as information on the date of the commentary and on the user’s (pseudonym) chosen by the data subject. In addition, the IP address assigned by the Internet service provider (ISP) to the data subject is also logged. This storage of the IP address takes place for security reasons, and in case the data subject violates the rights of third parties, or posts illegal content through a given comment. The storage of these personal data is, therefore, in the own interest of the data controller, so that he can exculpate in the event of an infringement. This collected personal data will not be passed to third parties, unless such a transfer is required by law or serves the aim of the defense of the data controller.

    11. Subscription to comments in the blog on the website

    The comments made in the blog of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH may be subscribed to by third parties. In particular, there is the possibility that a commenter subscribes to the comments following his comments on a particular blog post.

    If a data subject decides to subscribe to the option, the controller will send an automatic confirmation e-mail to check the double opt-in procedure as to whether the owner of the specified e-mail address decided in favor of this option. The option to subscribe to comments may be terminated at any time.

    12. Routine erasure and blocking of personal data

    The data controller shall process and store the personal data of the data subject only for the period necessary to achieve the purpose of storage, or as far as this is granted by the European legislator or other legislators in laws or regulations to which the controller is subject to.

    If the storage purpose is not applicable, or if a storage period prescribed by the European legislator or another competent legislator expires, the personal data are routinely blocked or erased in accordance with legal requirements.

    13. Rights of the data subject

    a) Right of confirmation

    Each data subject shall have the right granted by the European legislator to obtain from the controller the confirmation as to whether or not personal data concerning him or her are being processed. If a data subject wishes to avail himself of this right of confirmation, he or she may, at any time, contact any employee of the Controller.

    b) Right of Access

    Each data subject shall have the right granted by the European legislator to obtain from the controller free information about his or her personal data stored at any time and a copy of this information. Furthermore, the European directives and regulations grant the data subject access to the following information:

    • the purposes of the processing;
    • the categories of personal data concerned;
    • the recipients or categories of recipients to whom the personal data have been or will be disclosed, in particular recipients in third countries or international organisations;
    • where possible, the envisaged period for which the personal data will be stored, or, if not possible, the criteria used to determine that period;
    • the existence of the right to request from the controller rectification or erasure of personal data, or restriction of processing of personal data concerning the data subject, or to object to such processing;
    • the existence of the right to lodge a complaint with a supervisory authority;
    • where the personal data are not collected from the data subject, any available information as to their source;
    • the existence of automated decision-making, including profiling, referred to in Article 22(1) and (4) of the GDPR and, at least in those cases, meaningful information about the logic involved, as well as the significance and envisaged consequences of such processing for the data subject.
      Furthermore, the data subject shall have a right to obtain information as to whether personal data are transferred to a third country or to an international organisation. Where this is the case, the data subject shall have the right to be informed of the appropriate safeguards relating to the transfer.

    If a data subject wishes to avail himself of this right of access, he or she may, at any time, contact any employee of the controller.

    c) Right to rectification

    Each data subject shall have the right granted by the European legislator to obtain from the controller without undue delay the rectification of inaccurate personal data concerning him or her. Taking into account the purposes of the processing, the data subject shall have the right to have incomplete personal data completed, including by means of providing a supplementary statement.
    If a data subject wishes to exercise this right to rectification, he or she may, at any time, contact any employee of the Controller.

    d) Right to erasure (Right to be forgotten)

    Each data subject shall have the right granted by the European legislator to obtain from the controller the erasure of personal data concerning him or her without undue delay, and the controller shall have the obligation to erase personal data without undue delay where one of the following grounds applies, as long as the processing is not necessary:

    • The personal data are no longer necessary in relation to the purposes for which they were collected or otherwise processed.
    • The data subject withdraws consent to which the processing is based according to point (a) of Article 6(1) of the GDPR, or point (a) of Article 9(2) of the GDPR, and where there is no other legal ground for the processing.
    • The data subject objects to the processing pursuant to Article 21(1) of the GDPR and there are no overriding legitimate grounds for the processing, or the data subject objects to the processing pursuant to Article 21(2) of the GDPR.
    • The personal data have been unlawfully processed.
    • The personal data must be erased for compliance with a legal obligation in Union or Member State law to which the controller is subject.
    • The personal data have been collected in relation to the offer of information society services referred to in Article 8(1) of the GDPR.

    If one of the aforementioned reasons applies, and a data subject wishes to request the erasure of personal data stored by the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH, he or she may, at any time, contact any employee of the controller. An employee of Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH shall promptly ensure that the erasure request is complied with immediately.
    Where the controller has made personal data public and is obliged pursuant to Article 17(1) to erase the personal data, the controller, taking account of available technology and the cost of implementation, shall take reasonable steps, including technical measures, to inform other controllers processing the personal data that the data subject has requested erasure by such controllers of any links to, or copy or replication of, those personal data, as far as processing is not required. An employees of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH will arrange the necessary measures in individual cases.

    e) Right of restriction of processing

    Each data subject shall have the right granted by the European legislator to obtain from the controller restriction of processing where one of the following applies:

    • The accuracy of the personal data is contested by the data subject, for a period enabling the controller to verify the accuracy of the personal data.
    • The processing is unlawful and the data subject opposes the erasure of the personal data and requests instead the restriction of their use instead.
    • The controller no longer needs the personal data for the purposes of the processing, but they are required by the data subject for the establishment, exercise or defence of legal claims.
    • The data subject has objected to processing pursuant to Article 21(1) of the GDPR pending the verification whether the legitimate grounds of the controller override those of the data subject.

    If one of the aforementioned conditions is met, and a data subject wishes to request the restriction of the processing of personal data stored by the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH, he or she may at any time contact any employee of the controller. The employee of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH will arrange the restriction of the processing.

    f) Right to data portability

    Each data subject shall have the right granted by the European legislator, to receive the personal data concerning him or her, which was provided to a controller, in a structured, commonly used and machine-readable format. He or she shall have the right to transmit those data to another controller without hindrance from the controller to which the personal data have been provided, as long as the processing is based on consent pursuant to point (a) of Article 6(1) of the GDPR or point (a) of Article 9(2) of the GDPR, or on a contract pursuant to point (b) of Article 6(1) of the GDPR, and the processing is carried out by automated means, as long as the processing is not necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller.
    Furthermore, in exercising his or her right to data portability pursuant to Article 20(1) of the GDPR, the data subject shall have the right to have personal data transmitted directly from one controller to another, where technically feasible and when doing so does not adversely affect the rights and freedoms of others.
    In order to assert the right to data portability, the data subject may at any time contact any employee of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH.

    g) Right to object

    Each data subject shall have the right granted by the European legislator to object, on grounds relating to his or her particular situation, at any time, to processing of personal data concerning him or her, which is based on point (e) or (f) of Article 6(1) of the GDPR. This also applies to profiling based on these provisions.
    The Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH shall no longer process the personal data in the event of the objection, unless we can demonstrate compelling legitimate grounds for the processing which override the interests, rights and freedoms of the data subject, or for the establishment, exercise or defence of legal claims.
    If the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH processes personal data for direct marketing purposes, the data subject shall have the right to object at any time to processing of personal data concerning him or her for such marketing. This applies to profiling to the extent that it is related to such direct marketing. If the data subject objects to the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH to the processing for direct marketing purposes, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH will no longer process the personal data for these purposes.
    In addition, the data subject has the right, on grounds relating to his or her particular situation, to object to processing of personal data concerning him or her by the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH for scientific or historical research purposes, or for statistical purposes pursuant to Article 89(1) of the GDPR, unless the processing is necessary for the performance of a task carried out for reasons of public interest.
    In order to exercise the right to object, the data subject may contact any employee of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH. In addition, the data subject is free in the context of the use of information society services, and notwithstanding Directive 2002/58/EC, to use his or her right to object by automated means using technical specifications.

    h) Automated individual decision-making, including profiling

    Each data subject shall have the right granted by the European legislator not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning him or her, or similarly significantly affects him or her, as long as the decision (1) is not is necessary for entering into, or the performance of, a contract between the data subject and a data controller, or (2) is not authorised by Union or Member State law to which the controller is subject and which also lays down suitable measures to safeguard the data subject’s rights and freedoms and legitimate interests, or (3) is not based on the data subject’s explicit consent.
    If the decision (1) is necessary for entering into, or the performance of, a contract between the data subject and a data controller, or (2) it is based on the data subject’s explicit consent, the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH shall implement suitable measures to safeguard the data subject’s rights and freedoms and legitimate interests, at least the right to obtain human intervention on the part of the controller, to express his or her point of view and contest the decision.
    If the data subject wishes to exercise the rights concerning automated individual decision-making, he or she may, at any time, contact any employee of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH.

    i) Right to withdraw data protection consent

    Each data subject shall have the right granted by the European legislator to withdraw his or her consent to processing of his or her personal data at any time.
    If the data subject wishes to exercise the right to withdraw the consent, he or she may, at any time, contact any employee of the Metaplan – Thomas Schnelle Gesellschaft für Planung und Organisation mbH.

    14. Data protection for applications and the application procedures

    The data controller shall collect and process the personal data of applicants for the purpose of the processing of the application procedure. The processing may also be carried out electronically. This is the case, in particular, if an applicant submits corresponding application documents by e-mail or by means of a web form on the website to the controller. If the data controller concludes an employment contract with an applicant, the submitted data will be stored for the purpose of processing the employment relationship in compliance with legal requirements. If no employment contract is concluded with the applicant by the controller, the application documents shall be automatically erased two months after notification of the refusal decision, provided that no other legitimate interests of the controller are opposed to the erasure. Other legitimate interest in this relation is, e.g. a burden of proof in a procedure under the General Equal Treatment Act (AGG).

    15. Data protection provisions about the application and use of Facebook

    On this website, the controller has integrated components of the enterprise Facebook. Facebook is a social network.

    A social network is a place for social meetings on the Internet, an online community, which usually allows users to communicate with each other and interact in a virtual space. A social network may serve as a platform for the exchange of opinions and experiences, or enable the Internet community to provide personal or business-related information. Facebook allows social network users to include the creation of private profiles, upload photos, and network through friend requests.

    The operating company of Facebook is Facebook, Inc., 1 Hacker Way, Menlo Park, CA 94025, United States. If a person lives outside of the United States or Canada, the controller is the Facebook Ireland Ltd., 4 Grand Canal Square, Grand Canal Harbour, Dublin 2, Ireland.

    With each call-up to one of the individual pages of this Internet website, which is operated by the controller and into which a Facebook component (Facebook plug-ins) was integrated, the web browser on the information technology system of the data subject is automatically prompted to download display of the corresponding Facebook component from Facebook through the Facebook component. An overview of all the Facebook Plug-ins may be accessed under https://developers.facebook.com/docs/plugins/ . During the course of this technical procedure, Facebook is made aware of what specific sub-site of our website was visited by the data subject.

    If the data subject is logged in at the same time on Facebook, Facebook detects with every call-up to our website by the data subject—and for the entire duration of their stay on our Internet site—which specific sub-site of our Internet page was visited by the data subject. This information is collected through the Facebook component and associated with the respective Facebook account of the data subject. If the data subject clicks on one of the Facebook buttons integrated into our website, e.g. the “Like” button, or if the data subject submits a comment, then Facebook matches this information with the personal Facebook user account of the data subject and stores the personal data.

    Facebook always receives, through the Facebook component, information about a visit to our website by the data subject, whenever the data subject is logged in at the same time on Facebook during the time of the call-up to our website. This occurs regardless of whether the data subject clicks on the Facebook component or not. If such a transmission of information to Facebook is not desirable for the data subject, then he or she may prevent this by logging off from their Facebook account before a call-up to our website is made.

    The data protection guideline published by Facebook, which is available at https://facebook.com/about/privacy/, provides information about the collection, processing and use of personal data by Facebook. In addition, it is explained there what setting options Facebook offers to protect the privacy of the data subject. In addition, different configuration options are made available to allow the elimination of data transmission to Facebook. These applications may be used by the data subject to eliminate a data transmission to Facebook.

    16. Data protection provisions about the application and use of Google Analytics (with anonymization function)

    On this website, the controller has integrated the component of Google Analytics (with the anonymizer function). Google Analytics is a web analytics service. Web analytics is the collection, gathering, and analysis of data about the behavior of visitors to websites. A web analysis service collects, inter alia, data about the website from which a person has come (the so-called referrer), which sub-pages were visited, or how often and for what duration a sub-page was viewed. Web analytics are mainly used for the optimization of a website and in order to carry out a cost-benefit analysis of Internet advertising.

    The operator of the Google Analytics component is Google Inc., 1600 Amphitheatre Pkwy, Mountain View, CA 94043-1351, United States.

    For the web analytics through Google Analytics the controller uses the application “_gat. _anonymizeIp”. By means of this application the IP address of the Internet connection of the data subject is abridged by Google and anonymised when accessing our websites from a Member State of the European Union or another Contracting State to the Agreement on the European Economic Area.

    The purpose of the Google Analytics component is to analyze the traffic on our website. Google uses the collected data and information, inter alia, to evaluate the use of our website and to provide online reports, which show the activities on our websites, and to provide other services concerning the use of our Internet site for us.

    Google Analytics places a cookie on the information technology system of the data subject. The definition of cookies is explained above. With the setting of the cookie, Google is enabled to analyze the use of our website. With each call-up to one of the individual pages of this Internet site, which is operated by the controller and into which a Google Analytics component was integrated, the Internet browser on the information technology system of the data subject will automatically submit data through the Google Analytics component for the purpose of online advertising and the settlement of commissions to Google. During the course of this technical procedure, the enterprise Google gains knowledge of personal information, such as the IP address of the data subject, which serves Google, inter alia, to understand the origin of visitors and clicks, and subsequently create commission settlements.

    The cookie is used to store personal information, such as the access time, the location from which the access was made, and the frequency of visits of our website by the data subject. With each visit to our Internet site, such personal data, including the IP address of the Internet access used by the data subject, will be transmitted to Google in the United States of America. These personal data are stored by Google in the United States of America. Google may pass these personal data collected through the technical procedure to third parties.

    The data subject may, as stated above, prevent the setting of cookies through our website at any time by means of a corresponding adjustment of the web browser used and thus permanently deny the setting of cookies. Such an adjustment to the Internet browser used would also prevent Google Analytics from setting a cookie on the information technology system of the data subject. In addition, cookies already in use by Google Analytics may be deleted at any time via a web browser or other software programs.

    In addition, the data subject has the possibility of objecting to a collection of data that are generated by Google Analytics, which is related to the use of this website, as well as the processing of this data by Google and the chance to preclude any such. For this purpose, the data subject must download a browser add-on under the link https://tools.google.com/dlpage/gaoptout and install it. This browser add-on tells Google Analytics through a JavaScript, that any data and information about the visits of Internet pages may not be transmitted to Google Analytics. The installation of the browser add-ons is considered an objection by Google. If the information technology system of the data subject is later deleted, formatted, or newly installed, then the data subject must reinstall the browser add-ons to disable Google Analytics. If the browser add-on was uninstalled by the data subject or any other person who is attributable to their sphere of competence, or is disabled, it is possible to execute the reinstallation or reactivation of the browser add-ons.

    Further information and the applicable data protection provisions of Google may be retrieved under https://www.google.com/intl/en/policies/privacy/ and under http://www.google.com/analytics/terms/us.html. Google Analytics is further explained under the following Link https://www.google.com/analytics/.

    17. Data protection provisions about the application and use of Google+

    On this website, the controller has integrated the Google+ button as a component. Google+ is a so-called social network. A social network is a social meeting place on the Internet, an online community, which usually allows users to communicate with each other and interact in a virtual space. A social network may serve as a platform for the exchange of opinions and experiences, or enable the Internet community to provide personal or business-related information. Google+ allows users of the social network to include the creation of private profiles, upload photos and network through friend requests.

    The operating company of Google+ is Google Inc., 1600 Amphitheatre Pkwy, Mountain View, CA 94043-1351, UNITED STATES.

    With each call-up to one of the individual pages of this website, which is operated by the controller and on which a Google+ button has been integrated, the Internet browser on the information technology system of the data subject automatically downloads a display of the corresponding Google+ button of Google through the respective Google+ button component. During the course of this technical procedure, Google is made aware of what specific sub-page of our website was visited by the data subject. More detailed information about Google+ is available under https://developers.google.com/+/

    If the data subject is logged in at the same time to Google+, Google recognizes with each call-up to our website by the data subject and for the entire duration of his or her stay on our Internet site, which specific sub-pages of our Internet page were visited by the data subject. This information is collected through the Google+ button and Google matches this with the respective Google+ account associated with the data subject.

    If the data subject clicks on the Google+ button integrated on our website and thus gives a Google+ 1 recommendation, then Google assigns this information to the personal Google+ user account of the data subject and stores the personal data. Google stores the Google+ 1 recommendation of the data subject, making it publicly available in accordance with the terms and conditions accepted by the data subject in this regard. Subsequently, a Google+ 1 recommendation given by the data subject on this website together with other personal data, such as the Google+ account name used by the data subject and the stored photo, is stored and processed on other Google services, such as search-engine results of the Google search engine, the Google account of the data subject or in other places, e.g. on Internet pages, or in relation to advertisements. Google is also able to link the visit to this website with other personal data stored on Google. Google further records this personal information with the purpose of improving or optimizing the various Google services.

    Through the Google+ button, Google receives information that the data subject visited our website, if the data subject at the time of the call-up to our website is logged in to Google+. This occurs regardless of whether the data subject clicks or doesn’t click on the Google+ button.

    If the data subject does not wish to transmit personal data to Google, he or she may prevent such transmission by logging out of his Google+ account before calling up our website.

    Further information and the data protection provisions of Google may be retrieved under https://www.google.com/intl/en/policies/privacy/. More references from Google about the Google+ 1 button may be obtained under https://developers.google.com/+/web/buttons-policy.

    18. Data protection provisions about the application and use of Google-AdWords

    On this website, the controller has integrated Google AdWords. Google AdWords is a service for Internet advertising that allows the advertiser to place ads in Google search engine results and the Google advertising network. Google AdWords allows an advertiser to pre-define specific keywords with the help of which an ad on Google’s search results only then displayed, when the user utilizes the search engine to retrieve a keyword-relevant search result. In the Google Advertising Network, the ads are distributed on relevant web pages using an automatic algorithm, taking into account the previously defined keywords.

    The operating company of Google AdWords is Google Inc., 1600 Amphitheatre Pkwy, Mountain View, CA 94043-1351, UNITED STATES.

    The purpose of Google AdWords is the promotion of our website by the inclusion of relevant advertising on the websites of third parties and in the search engine results of the search engine Google and an insertion of third-party advertising on our website.

    If a data subject reaches our website via a Google ad, a conversion cookie is filed on the information technology system of the data subject through Google. The definition of cookies is explained above. A conversion cookie loses its validity after 30 days and is not used to identify the data subject. If the cookie has not expired, the conversion cookie is used to check whether certain sub-pages, e.g, the shopping cart from an online shop system, were called up on our website. Through the conversion cookie, both Google and the controller can understand whether a person who reached an AdWords ad on our website generated sales, that is, executed or canceled a sale of goods.

    The data and information collected through the use of the conversion cookie is used by Google to create visit statistics for our website. These visit statistics are used in order to determine the total number of users who have been served through AdWords ads to ascertain the success or failure of each AdWords ad and to optimize our AdWords ads in the future. Neither our company nor other Google AdWords advertisers receive information from Google that could identify the data subject.

    The conversion cookie stores personal information, e.g. the Internet pages visited by the data subject. Each time we visit our Internet pages, personal data, including the IP address of the Internet access used by the data subject, is transmitted to Google in the United States of America. These personal data are stored by Google in the United States of America. Google may pass these personal data collected through the technical procedure to third parties.

    The data subject may, at any time, prevent the setting of cookies by our website, as stated above, by means of a corresponding setting of the Internet browser used and thus permanently deny the setting of cookies. Such a setting of the Internet browser used would also prevent Google from placing a conversion cookie on the information technology system of the data subject. In addition, a cookie set by Google AdWords may be deleted at any time via the Internet browser or other software programs.

    The data subject has a possibility of objecting to the interest based advertisement of Google. Therefore, the data subject must access from each of the browsers in use the link www.google.de/settings/ads and set the desired settings.

    Further information and the applicable data protection provisions of Google may be retrieved under https://www.google.com/intl/en/policies/privacy/.

    19. Data protection provisions about the application and use of LinkedIn

    The controller has integrated components of the LinkedIn Corporation on this website. LinkedIn is a web-based social network that enables users with existing business contacts to connect and to make new business contacts. Over 400 million registered people in more than 200 countries use LinkedIn. Thus, LinkedIn is currently the largest platform for business contacts and one of the most visited websites in the world.

    The operating company of LinkedIn is LinkedIn Corporation, 2029 Stierlin Court Mountain View, CA 94043, UNITED STATES. For privacy matters outside of the UNITED STATES LinkedIn Ireland, Privacy Policy Issues, Wilton Plaza, Wilton Place, Dublin 2, Ireland, is responsible.

    With each call-up to one of the individual pages of this Internet site, which is operated by the controller and on which a LinkedIn component (LinkedIn plug-in) was integrated, the Internet browser on the information technology system of the data subject is automatically prompted to the download of a display of the corresponding LinkedIn component of LinkedIn. Further information about the LinkedIn plug-in may be accessed under https://developer.linkedin.com/plugins. During the course of this technical procedure, LinkedIn gains knowledge of what specific sub-page of our website was visited by the data subject.

    If the data subject is logged in at the same time on LinkedIn, LinkedIn detects with every call-up to our website by the data subject—and for the entire duration of their stay on our Internet site—which specific sub-page of our Internet page was visited by the data subject. This information is collected through the LinkedIn component and associated with the respective LinkedIn account of the data subject. If the data subject clicks on one of the LinkedIn buttons integrated on our website, then LinkedIn assigns this information to the personal LinkedIn user account of the data subject and stores the personal data.

    LinkedIn receives information via the LinkedIn component that the data subject has visited our website, provided that the data subject is logged in at LinkedIn at the time of the call-up to our website. This occurs regardless of whether the person clicks on the LinkedIn button or not. If such a transmission of information to LinkedIn is not desirable for the data subject, then he or she may prevent this by logging off from their LinkedIn account before a call-up to our website is made.

    LinkedIn provides under https://www.linkedin.com/psettings/guest-controls the possibility to unsubscribe from e-mail messages, SMS messages and targeted ads, as well as the ability to manage ad settings. LinkedIn also uses affiliates such as Eire, Google Analytics, BlueKai, DoubleClick, Nielsen, Comscore, Eloqua, and Lotame. The setting of such cookies may be denied under https://www.linkedin.com/legal/cookie-policy. The applicable privacy policy for LinkedIn is available under https://www.linkedin.com/legal/privacy-policy. The LinkedIn Cookie Policy is available under https://www.linkedin.com/legal/cookie-policy.

    20. Data protection provisions about the application and use of Twitter

    On this website, the controller has integrated components of Twitter. Twitter is a multilingual, publicly-accessible microblogging service on which users may publish and spread so-called ‘tweets,’ e.g. short messages, which are limited to 280 characters. These short messages are available for everyone, including those who are not logged on to Twitter. The tweets are also displayed to so-called followers of the respective user. Followers are other Twitter users who follow a user’s tweets. Furthermore, Twitter allows you to address a wide audience via hashtags, links or retweets.

    The operating company of Twitter is Twitter, Inc., 1355 Market Street, Suite 900, San Francisco, CA 94103, UNITED STATES.

    With each call-up to one of the individual pages of this Internet site, which is operated by the controller and on which a Twitter component (Twitter button) was integrated, the Internet browser on the information technology system of the data subject is automatically prompted to download a display of the corresponding Twitter component of Twitter. Further information about the Twitter buttons is available under https://about.twitter.com/de/resources/buttons. During the course of this technical procedure, Twitter gains knowledge of what specific sub-page of our website was visited by the data subject. The purpose of the integration of the Twitter component is a retransmission of the contents of this website to allow our users to introduce this web page to the digital world and increase our visitor numbers.

    If the data subject is logged in at the same time on Twitter, Twitter detects with every call-up to our website by the data subject and for the entire duration of their stay on our Internet site which specific sub-page of our Internet page was visited by the data subject. This information is collected through the Twitter component and associated with the respective Twitter account of the data subject. If the data subject clicks on one of the Twitter buttons integrated on our website, then Twitter assigns this information to the personal Twitter user account of the data subject and stores the personal data.

    Twitter receives information via the Twitter component that the data subject has visited our website, provided that the data subject is logged in on Twitter at the time of the call-up to our website. This occurs regardless of whether the person clicks on the Twitter component or not. If such a transmission of information to Twitter is not desirable for the data subject, then he or she may prevent this by logging off from their Twitter account before a call-up to our website is made.

    The applicable data protection provisions of Twitter may be accessed under https://twitter.com/privacy?lang=en.

    21. Data protection provisions about the application and use of Xing

    On this website, the controller has integrated components of XING. XING is an Internet-based social network that enables users to connect with existing business contacts and to create new business contacts. The individual users can create a personal profile of themselves at XING. Companies may, e.g. create company profiles or publish jobs on XING.

    The operating company of XING is XING SE, Dammtorstraße 30, 20354 Hamburg, Germany.

    With each call-up to one of the individual pages of this Internet site, which is operated by the controller and on which a XING component (XING plug-in) was integrated, the Internet browser on the information technology system of the data subject is automatically prompted to download a display of the corresponding XING component of XING. Further information about the XING plug-in the may be accessed under https://dev.xing.com/plugins. During the course of this technical procedure, XING gains knowledge of what specific sub-page of our website was visited by the data subject.

    If the data subject is logged in at the same time on XING, XING detects with every call-up to our website by the data subject—and for the entire duration of their stay on our Internet site—which specific sub-page of our Internet page was visited by the data subject. This information is collected through the XING component and associated with the respective XING account of the data subject. If the data subject clicks on the XING button integrated on our Internet site, e.g. the “Share”-button, then XING assigns this information to the personal XING user account of the data subject and stores the personal data.

    XING receives information via the XING component that the data subject has visited our website, provided that the data subject is logged in at XING at the time of the call to our website. This occurs regardless of whether the person clicks on the XING component or not. If such a transmission of information to XING is not desirable for the data subject, then he or she can prevent this by logging off from their XING account before a call-up to our website is made.

    The data protection provisions published by XING, which is available under https://www.xing.com/privacy, provide information on the collection, processing and use of personal data by XING. In addition, XING has published privacy notices for the XING share button under https://www.xing.com/app/share?op=data_protection.

    22. Legal basis for the processing

    Art. 6(1) lit. a GDPR serves as the legal basis for processing operations for which we obtain consent for a specific processing purpose. If the processing of personal data is necessary for the performance of a contract to which the data subject is party, as is the case, for example, when processing operations are necessary for the supply of goods or to provide any other service, the processing is based on Article 6(1) lit. b GDPR. The same applies to such processing operations which are necessary for carrying out pre-contractual measures, for example in the case of inquiries concerning our products or services. Is our company subject to a legal obligation by which processing of personal data is required, such as for the fulfillment of tax obligations, the processing is based on Art. 6(1) lit. c GDPR. In rare cases, the processing of personal data may be necessary to protect the vital interests of the data subject or of another natural person. This would be the case, for example, if a visitor were injured in our company and his name, age, health insurance data or other vital information would have to be passed on to a doctor, hospital or other third party. Then the processing would be based on Art. 6(1) lit. d GDPR. Finally, processing operations could be based on Article 6(1) lit. f GDPR. This legal basis is used for processing operations which are not covered by any of the abovementioned legal grounds, if processing is necessary for the purposes of the legitimate interests pursued by our company or by a third party, except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject which require protection of personal data. Such processing operations are particularly permissible because they have been specifically mentioned by the European legislator. He considered that a legitimate interest could be assumed if the data subject is a client of the controller (Recital 47 Sentence 2 GDPR).

    23. The legitimate interests pursued by the controller or by a third party

    Where the processing of personal data is based on Article 6(1) lit. f GDPR our legitimate interest is to carry out our business in favor of the well-being of all our employees and the shareholders.

    24. Period for which the personal data will be stored

    The criteria used to determine the period of storage of personal data is the respective statutory retention period. After expiration of that period, the corresponding data is routinely deleted, as long as it is no longer necessary for the fulfillment of the contract or the initiation of a contract.

    25. Provision of personal data as statutory or contractual requirement; Requirement necessary to enter into a contract; Obligation of the data subject to provide the personal data; possible consequences of failure to provide such data

    We clarify that the provision of personal data is partly required by law (e.g. tax regulations) or can also result from contractual provisions (e.g. information on the contractual partner). Sometimes it may be necessary to conclude a contract that the data subject provides us with personal data, which must subsequently be processed by us. The data subject is, for example, obliged to provide us with personal data when our company signs a contract with him or her. The non-provision of the personal data would have the consequence that the contract with the data subject could not be concluded. Before personal data is provided by the data subject, the data subject must contact any employee. The employee clarifies to the data subject whether the provision of the personal data is required by law or contract or is necessary for the conclusion of the contract, whether there is an obligation to provide the personal data and the consequences of non-provision of the personal data.

    26. Existence of automated decision-making

    As a responsible company, we do not use automatic decision-making or profiling.

  2. Gao, Paul

    Leave a Comment

    Vita

    Paul Gao (born 1967) joined Metaplan in 2015. He holds a degree in Technical Economy of Industrial Management. Paul’s expertise is in analysis and planning of corporate finance and investment. He utilizes visualization tools to help professional managers to evaluate performance of companies, make a more accurate assessment and decision on investment projects.
    Paul is also an experienced consultant in influence and leadership conversations for leaders.

    Personal interests

    Paul is a keen tennis player and he likes watching all kinds of documentary films in his leisure time.

    Working languages

    Chinese, English

  3. Wong, Kin Ho

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    Vita

    Kin Ho Wong holds a Mechanical Engineering degree from the National University of Singapore, and an MBA (finance & marketing) from the University of California at Berkeley.

    Kin Ho’s expertise is in strategic management, communication and soft-skills development. His “real world” insights have been gained by consulting in business development, marketing, strategic planning, and developing organization in multiple industries and in a broad range of situations and contexts. Kin Ho has lived and worked in Hong Kong, Taiwan, USA, Singapore, and now China for extended periods of time. His professional career is grounded in working in dynamic markets, multi-functional and cross-cultural settings.

    Kin Ho joined Metaplan in 2015. Before becoming a consultant and moderator, Kin Ho was a senior leader in an established e-Learning company. He has worked for Singapore’s container port operator, PSA Corporation, handling terminal service contracts with global shipping companies. Earlier in his career, Kin Ho worked for Hewlett-Packard as a manufacturing engineer. After his MBA in early 90s, Kin Ho lived in Silicon Valley USA where he worked in investment banking.

    Working languages

    Chinese (Mandarin and Cantonese), English

  4. Meng, Ning See

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    Vita

    Ning (b. 1959) has worked in civil service (Singapore), healthcare and industry estate management (Indonesia), in senior leadership and decision making capacity. He currently works with Trade Associations, Continuing Adult Education Institutions and Small & Medium Enterprises in Singapore (where he is based), China and several ASEAN countries, on organization culture development and deployment, organization change facilitation and HR development & performance management.
    Ning graduated with a Master in Arts (Education and HR Development) from the George Washington University and a Bachelor of Arts from the National University of Singapore (Social Work and Sociology).

    Personal interests

    Living in Singapore, a city state, Ning seeks opportunities to explore and enjoy the nature whenever he has the opportunity, between his projects.  He is married with four children.

    Working languages

    English, Chinese

  5. Han, Ken

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    Vita

    Ken Han holds a degree in psychology and joined Metaplan in 2014, as the managing partner of Metaplan China. Prior to that he had founded and led one of China’s most renowned boutique consultancies, “Visionary Consulting”. As a consultant, he particularly works on strategic planning and alignment, performance diagnosis and improvement, change management, and leadership development. Besides, he also is a passionate and creative entrepreneur.

    Personal interests

    Ken loves his friends and new challenges; these are the two key ingredients of his life. He also likes to play golf and Texas Hold’em, as well as riding Harley-Davidson and race bikes. He lives with his family in Shanghai.

    Working languages

    Chinese, English

  6. Porém, Ricardo

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    Vita

    Ricardo Porém combines the activity of Managing Partner at EFFECTIVE with the design of intervention processes and customer management. Since 2000, he has carried out his consulting activity in different projects in Portugal and abroad.

    Ricardo graduated in Psychology and holds a post-graduate qualification in Organizational Behaviour and an Executive MBA from ISCTE Business School. He is a strategy facilitator, certified by Metaplan International. Currently, he is concluding his international certification in Executive Coaching from ICF.

  7. Cintra, Ricardo

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    Vita

    Ricardo Cintra is a Managing Partner at EFFECTIVE and runs the design and management of the main business account. Over the last 12 years, he has worked as a consultant, facilitator and coach in different consulting interventions in Portugal, Central Europe and Brazil.

    Ricardo graduated in Psychology from the University of Lisbon, and he is an expert in organizational behaviour from ISCTE and holds an MBA in Management from the Portuguese Catholic University and Universidade Nova. He is certified in Co-Active Coaching from Coaches Training Institute (CTI) and in Strategic Facilitation from Metaplan International.

  8. Meschede, Johanna

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    Vita

    Johanna Meschede (born in 1985) studied Economics and Humanities in Mannheim, Auckland (New Zealand), and Monterrey (Mexico). Her career to date has spanned various sectors. She not only launched and ran her own online start-up, but also worked as an Assistant to the Executive Board at Bilfinger. She joined the team at Metaplan in 2015. Her focus is on advising service companies and the topic of digital business.

    Personal interests

    Johanna lives in Hamburg and enjoys being so close to so much water. What’s more, she combines her passion for water sports with her love of travel.

    Working languages

    German, English, Spanish

  9. Kapitzky, Jens

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    Vita

    Jens Kapitzky (born in 1965) trained to be a printer and a bookseller before going on to study Communication Science, German Studies, and Political Science. He then spent 15 years working in the Education department of Klett-Verlag. Most recently, he worked for five years as the Managing Director of Österreichischer Bundesverlag. During this period, his focus was on the continuous development of corporate strategy and the development of new digital business models, as well as the strategies these entail. He then took on a new perspective and a new role, becoming a consultant instead of a consulting executive. He joined Metaplan in 2015.

    Personal interests

    Jens was born and raised in Leipzig. Following a spell in the Ruhr Valley, he moved to Vienna, where he still lives today. Were he to move again, he would continue to import his wine from Austria, go skiing in the winter, and hiking in the mountains in summer. What’s more, he would miss the diversity of Viennese bookstores.

    Working languages

    German

  10. Vogel, Ines

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    Vita

    Ines Vogel (born in 1980) is a historian and political scientist. She joined Metaplan in 2015, having previously been the press officer and head of communications at a large charitable organization. She specializes in stakeholder management in highly sensitive areas, both internally and externally. It matters to her that the focus is less on polishing an image until it’s squeaky clean and more on making an impact inside organizations, promoting understanding, and influencing change.
    Her work focuses on life sciences, social enterprise, and the public sector.

    Personal interests

    Ines’ personality has been shaped by her many volunteering commitments, both in politics and associations. Following her move from Dresden to Hamburg, she has once again started small and now manages the kids’ team in which her soccer-crazy son plays. She herself plays the clarinet and is currently considering whether to set up a choir with like-minded people or whether to establish a boules club.

    Working languages

    German, English, French

  11. Jobs

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    We’re always on the lookout for
    people who can bridge the gap between mindsets

    We are looking for personalities with different academic and professional backgrounds, preferably with several years of experience in different management roles, companies, or countries.

    The ability to think and act flexibly is essential, as are curiosity, the courage to embrace change, and creative drive. Flawless English is a prerequisite for international consulting projects, with further foreign languages desirable.

    You possess an analytical mind, outstanding communication skills, and the ability to work independently. You are excited by rapid changes in context and relish the opportunity to make sense of methodological connections. You have the ability to genuinely empathize with the interests and mindset of the person you’re talking to. Your keen eye even takes in non-quantifiable factors, such as the existing power and trust dynamics prevalent within organizations.

    If you can see yourself as a consultant and bridge-builder between different mindsets, then send us your application documents with résumé and cover letter to Cagliari@metaplan.com.

  12. Kan-Sekine, Betty

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    Wisdom is more important than intelligence. Luck is how you treat people.

    Vita

    Betty Kan-Sekine graduated with honors from California State University. She is a Certified Professional Trainer (IPMA, UK), a Certified Neuro-Linguistic Programming Practitioner (NFNLP, USA) and an Associate Lecturer with SIM Global Education. She is a ThinkBuzan Licensed Instructor and an iMindMap Advanced Instructor facilitating Tony Buzan’s Mind Mapping® technique. Betty is also a Certified Instructor of Dr Edward de Bono’s Six Thinking Hats® Method and Lateral Thinking™ Application. She had attained a full Advanced Certificate in Training & Assessment (ACTA) under the Singapore Workforce Skills Qualification framework. Betty was appointed as Director of Client Services at a renowned litigation law firm in San Francisco, USA for over a decade to manage the Asian clientele market due to her unique trilingual capability. Her passionate customer centric attitude led her to a prestigious Bronze Medal award for outstanding achievement in Service Excellence by the World Journal in the US.

    Personal interests

    Betty enjoys a diverse cultural background having lived in the US and Japan for 17 years. She believes in the power of maximizing one’s potential by improving and changing oneself from the inside out. Her passion is in helping individuals be the best they can be.

    Working languages

    English, Mandarin, Cantonese

  13. Low, Yvonne

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    Vita

    Yvonne Low (b1970) is a professional facilitator, coach, talent developer, and training manager with over 20 years of experience. She conducts training in areas of human resources, leadership, customer service and interpersonal skills in Asia-Pacific countries including Singapore, Malaysia, Hong Kong, Vietnam, Japan, China, Australia, and India. She is also a career coach providing career transition coaching to assist individuals in job search and career development. Yvonne graduated with a Masters in Arts (Education & Human Resource Development) from George Washington University and a Bachelor of Business Administration (Dean’s Distinction List) from the National University of Singapore.

    Personal interests

    Yvonne is married with two children and her interests include traveling, reading and experimenting with dishes from different cultures in the kitchen. She is able to build constructive and effective relationships and enjoys learning from friends from different cultures. She is also actively involved in community service work and has trained and consulted with several women and children’s charities.

    Working languages

    English

  14. James, Matthew

    Leave a Comment

    Vita

    Matthew James has a combined nineteen years of experience in public relations, corporate communications and learning and development. He was born in Singapore but travels extensively in the Asia Pacific region delivering consulting and training interventions for companies in various industries.

    Personal interests

    Matthew is an avid reader, enjoys water-colour painting and loves to watch soccer. He also enjoys taking the road less travelled during his holiday trips.

    Working languages

    English

  15. Loh, Donus

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    Vita

    Donus Loh (b. 1971) is a double Masters degree holder in psychology and clinical neuroscience from the Universities of Edinburgh and London respectively. He is a professional corporate consultant and trainer specializing in the domains of relationship management, organizational behaviour, and leadership development for both the private and public sector in Singapore. Prior to his current work, he was working as a psychologist dealing in areas of therapy, assessment and research in the civil service for about 10 years.

    Personal interests

    Donus spends much of his leisure time with his family which includes his wife and two young boys. He devotes his time on parenting work and is an avid football and tennis fan. He aims to live a flourishing life!

    Working languages

    English

  16. Langen, Dr. Claudia

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    Vita

    Claudia Langen, economist and historian graduated from the Universities of Cologne and Cambridge, started her career at the internal consulting department of the Bertelsmann Group. From the media company’s diverse business models, she moved on to work for the German think tank and reform factory Bertelsmann Foundation. As Executive Director she set up a mentoring organisation with six German branches and then managed a training institute specialised in action learning. After several years of managing experience, she started her own business as a consultant focussing on strategic communication and leadership. Motivated by the conviction that good leadership is crucial for designing and developing organisations in a successful way, she decided to join Metaplan in 2014.

    Personal interests

    Claudia was born in Bremen and lives in Hamburg and the Palatinate region today. In the North, she appreciates the fresh air when rowing and cycling; in the Southwest, she enjoys the cultural and culinary diversity when she’s out and about with family and friends.

    Working languages

    German, English, French

  17. Understanding customers

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    The background

    The management of a midsize, global machine-manufacturing company had finally succeeded in focusing on its product/market portfolio. Traditionally, the firm had operated with a broad portfolio, in numerous sectors, offering average technology. The new strategy focused on four growth sectors with high-end solutions. Now the objective was to reposition the brand.

    Metaplan’s assignment

    Metaplan’s job was to find out how the market leaders in the four sectors saw technology developing, and what how they assessed our client as a potential competitor.

    Our approach

    Working with the executive team, we first had to decide what questions needed answering. This was more difficult than we initially suspected because the search for the questions reflected insecurities and resistance brought about by a strategy debate that had allegedly been concluded. Metaplan prepared and moderated a debate at a retreat that ultimately reached agreement on possible dialogue partners and areas for further scrutiny. Deciding on dialogue partners was particularly important. It emerged that we would have to approach individuals who made the long-term decisions affecting technology. Over the course of 15 interviews with these decision-makers, we succeeded in unearthing their underlying decision parameters. For example, we clarified why these decision-makers found our client’s portfolio satisfactory or disappointing, and in what respect.

    Metaplan gained access to the decision-makers through a simple but effective promise. We agreed to conduct the interviews together with key account officers and to present our main insights to the department of sales representatives first. The decision-makers became curious during the interviews. Until then, most of them had given neither trends, nor the reasons for their decisions, a great deal of thought. By presenting the results to the sales staff and selected interview partners, we were able to cross-check and tighten our hypotheses.

    During the final presentation to the client’s executive team, and the ensuing debate, the central assumptions underpinning the strategy debate were reconciled with the results of the market exploration. This allowed the company to align its market positioning and strategy.

    The results

    The interviews in the focus sectors and the subsequent examination and tightening of the results flowed into a customer typology and provided the basis for the brand campaign. The insights into market and technological trends not only reassured the company that its strategic decisions were correct; they also had the effect of anchoring the strategy deep in the executive team.

  18. Capire i Clienti

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    Le strategie di successo richiedono fondamenta solide. Cosa influenza i vostri clienti? Quale sarà il loro comportamento futuro? Il modo in cui un’organizzazione vede i suoi partner di mercato è la base per il successo – sono utili prefigurazioni che gli consentono di funzionare in modo efficiente. Tuttavia i clienti cambiano in risposta agli sviluppi futuri percepiti. Per questo, conduciamo interviste esplorative e discussioni con gruppi di pari. Sveliamo modelli emergenti sulle modalità di pensiero e azione dei vostri clienti. In stretta collaborazione con voi, sviluppiamo metodi per trasferire queste informazioni alla struttura della vostra azienda e per costruire una strategia di successo che capitalizzi le opportunità di mercato e fornisca la risposta giusta alle esigenze dei vostri clienti.

  19. Wellbrock, Axel

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    Vita

    Axel Wellbrock (b. 1965) was born and brought up in Japan. He earned degrees in business administration from Tübingen and Harvard universities. He has 20 years of experience working for multinational pharmaceutical companies such as Bayer AG, Eli Lilly and AstraZeneca, where he held the positions of Marketing Director, Sales Manager, Director Commercial Excellence and Strategic Planning, and General Manager of several subsidiary companies. Axel Wellbrock has lived and worked in Germany, France, UK, Slovenia, Japan and the US. Currently, his adopted home is Singapore.

    Personal interests

    Axel and his wife live in Singapore. In his spare time, he practices the Japanese martial art of Aikido and enjoys exploring remote countries by motorcycle.

    Working languages

    German, English, French, Japanese

  20. Passow, Tanja

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    Vita

    Tanja Passow started her career as a conference interpreter for German, English, and French. She then worked in corporate communications for Mettler-Toledo International, where her duties comprised both internal and external communications. In 2005, Tanja Passow moved to the field of consulting and joined Enzaim, Metaplan’s Swiss partner, where she has facilitated change processes for clients in a wide range of fields. She holds a degree in translation and conference interpreting and an Executive Master of Science degree in communications management from the University of Lugano, Switzerland. Tanja Passow lectures at Zurich University of Applied Sciences in Business Administration, where she also serves as an examinations expert.

    Personal interests

    Tanja lives with her family in the Zürcher Oberland region of Switzerland. She devotes much of her leisure time to her daughter’s schooling and hobbies. Every once in a while, she has the opportunity to dive into the depths of a beautiful warm ocean, although her much longed-for encounter with a whale shark has yet to transpire.

    Working languages

    German, English

  21. Pfammatter, Dr. René

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    Vita

    After pursuing studies in media and communication sciences, journalism, German literature, and philosophy, René Pfammatter lectured and was a research associate at the University of Freiburg. When he left the “ivory tower,” his career path led him to the field of business consulting and, following that, to a range of management positions in respected Swiss corporations. Ultimately, he was head of marketing and communications for CLS. In 2010, René Pfammatter joined Enzaim, Metaplan’s Swiss partner, and has since been facilitating companies as they go through periods of change. He is also a certified PR consultant and holds MAS degrees in systemic coaching and applied ethics.

    Personal interests

    René’s main passion is music. Although he studied jazz, he still loves rock in his heart, which explains why his current band really, well, “rocks.” The second love of René’s life is the cinema – to the point that some of his colleagues have begun calling him a film junky.

    Working languages

    German, English

  22. Rickert, Nils

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    Vita

    Nils Rickert launched his career as a project manager in corporate HR at Hilti AG in Liechtenstein. As executive director of UNITECH International, he was later closely involved with the creation of a network of European universities. In 2003, he founded the consulting firm of Enzaim which is now Metaplan’s Swiss partner. Nils Rickert holds a degree in executive management and human resources from the University of St. Gallen. He additionally earned an Executive Master of Science degree in communications management from the University of Lugano, Switzerland, and a CEMS Master’s degree in international management. Nils Rickert lectures at Zurich University of Applied Sciences in Winterthur.

    Personal interests

    In his leisure time, Nils is interested in politics and a member of the cantonal parliament. He can occasionally be found tending the bar. If there is any time left over, he enjoys hiking in the mountains or the far north. He lives in Rapperswil-Jona on Lake Zurich and is convinced that it is the most beautiful town in Switzerland.

    Working languages

    German, English

  23. Nuber, Margarete

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    In discursive consulting, my most important tools are to listen very carefully and make my formulations as precise as possible.

    Vita

    Margarete Nuber (b. 1962) earned a degree in German literature, history, and philosophy before entering the IT field and gathering the 20+ years of experience she now brings to Metaplan. For many years, she was responsible as a de-escalation manager for business-critical projects at SAP Switzerland. Her specific focus areas are organizational design and facilitating change processes.
    In addition to her activities as a discursive consultant, Margarete Nuber is also a trained mediator.

    Personal interests

    Margarete enjoys structuring her leisure hours with reading, sports, and music. She especially likes listening to jazz and contemporary music; she herself plays alto saxophone. To stay both physically and mentally fit, she has practiced traditional Japanese karate for many years.

    Working languages

    German, English

  24. Rieger, Cordula

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    Vita

    Cordula Rieger began her career at the Unaxis Corporation (now known as OC Oerlikon) where she was responsible for internal communications for five years, which included a period of management and ownership change. In 2006, she moved to Enzaim, Metaplan’s Swiss partner, where she facilitates change processes for clients in a wide range of fields. Cordula studied European economics at Regensburg and Oxford Brookes universities. She holds an Executive Master of Science degree in Communications Management from the University of Lugano, Switzerland. Cordula Rieger lectures at Zurich University of Applied Sciences in Business Administration and at the Swiss Training Centre for Marketing, Advertising and Communication.

    Personal interests

    Cordula devotes most of her free time to her two children. Friends and family are also important to her. Even after many years as a German “ex-pat,” she is still discovering her adopted country of Switzerland. Cordula is a member of the parents’ association in her residential community. If there were more time, she would enjoy traveling and reading more, and taking up sports.

    Working languages

    German, English

  25. Legal notice

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    Metaplan® – Thomas Schnelle Gesellschaft für Planung und Organisation mbH
    Goethestr. 16
    25451 Quickborn
    Germany

    Phone: +49 41 06 61 70
    Fax: +49 41 06 61 71 00
    Quickborn@metaplan.com

    Managing directors and authorised representatives:
    Dr. Kai Matthiesen, Dr. Thomas Schnelle
    Court of registration: district court Pinneberg
    Registration number: HRB 3808 PI

    VAT ID
    According to section 27 of the German VAT law (UStG): DE 811 788 858
    Responsible for content according to section 55 paragraph 2 of the German broadcasting law (RStV): Dr Kai Matthiesen

    The word „Metaplan“, the Metaplan logo (Metaplan and cloud) and the red cloud are registered trademarks of Metaplan Thomas Schnelle GmbH.

    Website design and technical realisation:
    Tom Leifer Design

    Liability disclaimer

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    The contents of our website have been compiled by the author with great care. Nonetheless, we cannot accept any liability for how up to date, correct or complete the information contained therein is. Liability claims against the author regarding damages of a material or non-material nature caused through the use or non-use of the information presented or as a result of erroneous or incomplete information, are fundamentally excluded, insofar as there is no demonstrable fault of an intentional or grossly negligent nature on the part of the author. All offers are subject to change and non-binding. The author expressly reserves the right to change, expand or delete website content, in whole or in part, or suspend or cease publication of the website, without prior notification.

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    Our offer includes direct referrals to external internet sites (‘hyperlinks’), which are beyond the direct sphere of influence or control of the author. The author hereby expressly declares that he has checked the contents of the linked pages prior to inclusion and that at the time of inclusion no illegal contents in the linked pages were detectable. The author has no influence whatsoever on current or future design, contents or authorship of the linked pages. Without having received any specific indication of an infringement of rights, it is unreasonable to expect the author to monitor the linked pages continuously. Once knowledge of relevant breaches of the law is obtained, we will remove the relevant hyperlinks expeditiously.

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    In all publications, the author endeavours to observe the copyrights of the images, figures, audio files, video sequences and text copy used, to use diagrams, audio files, video sequences and text copy created by himself, or to resort to licence-free diagrams, audio files, video sequences and text copy. All brand and trademarks registered or protected by third parties specified within this online offer are subject without restriction to the provisions of the respectively applicable licence law and property rights of the respectively registered holders. The copyright for published objects which originate from the author himself remains exclusively with the author. Duplication or use of such diagrams, audio files, video sequences and text copy in other publications is not permitted without the express consent of the author.

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    This liability disclaimer is to be regarded as part of the online offer referred to on this page. Should parts of this disclaimer or individual formulations within it be void or unworkable, the remaining parts of the online offer and disclaimer shall remain unaffected and valid.

  26. Mobilizing the organization

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    The background

    The management of a media company’s marketing department had six weeks before it was due to present its annual strategy. Instead of the usual numbers-based vision, the department wanted to create a message that would not only do justice to the market and the department, but also get employees behind the company’s new objectives.

    Metaplan’s assignment

    The marketing department commissioned Metaplan to merge the various strategic initiatives, use them to create a plausible strategy, and develop a cohesive storyline.

    Our approach

    Working with the client in a series of workshops and discussions, we identified the focal points of the strategy. In consultation with management, we developed catchy messages, translated them into a Norton/Kaplan strategy map, and incorporated them into the dramaturgically pre-planned program sequence of a major event.

    However, since big words are not enough to win over a whole organization, we made the numerous activities plausible by shaping them into a cohesive story. In the follow-up to the event, members of the executive team underpinned the strategic initiatives with concrete and measurable goals.

    The executives, in turn, introduced their goals to the respective department heads and put them up for discussion. In a series of workshops with the department heads and the entire executive team, we thought the strategy through and arrived at a rollout plan. It encompassed the important questions of who should speak, to whom, about what, when, and in precisely which way, and who required concrete goals—while always taking into account the organization’s special structural characteristics.

    The results

    On various levels, the project was a success. First, it produced an engaging strategy process, which saw top management align itself with a strategy that required a common focus. In addition, the process developed a new form of cooperation between the “print” and “digital” divisions.

    The key factor in the success of the project was the insight that visions alone aren’t enough. We did not leave it at simply formulating lofty messages and goals, but thought them through in detail. This made the strategy understandable to employees, and gave it real meaning. By formulating action-guiding strategies and breaking them down into goals that were understandable to everyone involved, and therefore manageable, we turned the event into a springboard for mobilizing the organization.

  27. Common orientation

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    The background

    At a car manufacturer, top executives from a number of disciplines were working on “the future”, but had very different visions. The board of directors faced the task of forging a common mission statement out of concepts that were virtually impossible to combine. In addition, important ideas from the organization’s overall examination of the subject were being neglected because the experts were not communicating with one another.

    Metaplan’s assignment

    To pool the knowledge of the entire organization and create the conditions required for a common approach to the subject of the company’s future, the head of R&D called in Metaplan.

    Our approach

    We began by identifying the principal assumptions of the various players with regard to future developments, and discussed them with our client in the form of hypotheses. Based on a Sinus Milieu study, we developed a number of concrete user types. Whereas previous discussions had revolved around a wide range of target groups, the user types created a common reference point. This enabled us to disrupt entrenched patterns of thinking and present a new approach to the future that the company could relate to and understand.

    The user types we derived from the Sinus Milieu study formed the basis for developing new modules. With reference to the users’ needs, the various experts applied their knowledge to the future in detail. In workshops, they laid out how their insights should affect the work of the R&D department.

    The results

    We supported the shared approach to the issue for a period of three years. The creation of a vision for the future led to an unprecedented degree of collaboration between the various departments and their employees. Thanks to the common orientation among the experts, the director of Development made better decisions that were supported by board members responsible for the relevant units.

    As a result, the development of a new model was terminated in the current innovation pipeline, and the features of other models already under development were fine-tuned. In addition to interventions in the pipeline, the common vision of the future made it possible to plan future developments.

  28. Resolving goal conflicts

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    The background

    A mid-sized pharmaceutical company was struggling with conflicts being waged on the level below the executive.

    Metaplan’s assignment

    Metaplan’s job was to help the people involved to reach agreement.

    Our approach

    Our analysis revealed that the conflict was not being caused by the individuals themselves, but stemmed from the tasks the organization had assigned to them. We therefore initiated workshops for the purpose of exposing goal conflicts and their underlying reasons in the organization itself. Working with the players, we clarified each business area’s goals and identified the source of the tension between them.

    It became apparent that each department was attempting to achieve its own goal by interfering in the work of the others. In the hope of achieving fast delivery of important materials, Production had made direct contact with strategic suppliers, but that fell under the purview of Purchasing. Meanwhile, to achieve better prices, Purchasing consolidated orders for goods that Production needed on short notice. This slowed down delivery. The goal conflict was aggravated by the constantly changing sales forecasts issued by the sales department. Time after time, the company’s subsidiaries received less merchandise than they had originally ordered. So, as a precaution, they ordered more than they needed. Production, in turn, had to plan extra shifts to supply the most important markets. The moment a delivery quantity was confirmed, the sales forecast would be revised downward on short notice. On the production and supply side, this led to renewed disruption, and the whole cycle started again.

    Using the most important product group as an example, and working in collaboration with the board and department heads, we precisely laid out the allocation of tasks to the various departments, and their associated goals. This included finding out under what circumstances they communicated on concrete issues, as well as finding ways to do justice to the interests and rationales of the individual departments. Drawing on the specific solutions developed for the most important production group, we formulated general policies for managing goal conflicts productively.

    The results

    By redefining goals and tasks, we identified areas where individual departments were exceeding their authority. Our discussions with the players enabled us to expose the goal conflicts this had created. We first arranged a meeting structure for one product group and determined topics for clarification, both ad hoc and on a weekly, monthly, and quarterly basis. On the one hand, this identified goal conflicts as part of the process of assigning tasks. On the other, the meeting-based structure established a mechanism for managing those conflicts. Once the issues underlying a conflict had been defined, players could avoid attributing them to other individuals. By making group-specific adjustments, we were ultimately able to transfer what worked for the most important product group to all the other groups.

  29. A new allocation of tasks

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    The background

    An international manufacturer of luxury goods had always been family owned and operated. It now faced a change of generation. Two of the three general managers were due to retire, and five younger members of the family were to join the executive team.

    Metaplan’s assignment

    The objective was to redefine responsibilities and ensure the management team remained effective.

    Our approach

    In an initial analysis, we spoke with the members of the family and clarified their individual intentions, expectations, and abilities. It emerged that additional personnel would be required, for senior management to operate properly. As a result, two individuals who were already employed by the company, but were not family members, were appointed to the executive board.

    During the ensuing discussions and workshops, the new general managers presented their ideas and reservations, and jointly developed new rules for working together within the executive team. This resulted in new internal operating procedures.

    What followed was a formulation of the most important common management initiatives for the period ahead. A new mission statement served as a basis for working together until the company was in a position to consider a long-term strategy.

    It was now possible to include management levels N-1 to N-3, to clarify key aspects of the company’s individual business areas. This resulted in a better understanding of where the respective competencies of the executive team were not yet coordinated. We then fine-tuned the scope of individual responsibilities accordingly.

    The results

    Our first step was to reallocate tasks in the executive team. That was followed by concrete strategic orientation for each area of responsibility as well as the executive team as a whole. We then applied insights gained from our practical strategic work to bring the company’s strategy back into line with the structure of the organization.

    Contrary to our client’s initial ideas, we expanded the management team by adding executives who were not family members. On the one hand, this raised the level of know-how on the executive team. On the other, it guaranteed the legitimacy and leadership competence of the new executive team vis-à-vis the organization.

    To allocate assignments in the new executive team effectively, the organization was reorganized. Managerial accounting was separated from finance, and two new departments were created. Today, the company has a well functioning management team, and the new generation is a proven success.

  30. Organizational efficiency

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    The background

    A major logistics service provider had decided to reorganize the company but the new structure broke with its historically informal organization. This resulted in a loss of efficiency, which only became worse when the company attempted to force through the new structures at the expense of the old, informal ones.

    Metaplan’s assignment

    The heads of logistics and personnel commissioned Metaplan to help the new structure gain traction and improve efficiency.

    Our approach

    At the beginning of the project, we analyzed the assumption underlying the reorganization. It was based on the notion that managing an organization is a purely technical process, and that employees only ever carry out orders that management hands down. The importance of the operative implementation of planning had been underestimated. The questions we posed swept aside the misleading idea that success could be achieved simply by explaining the new organization better. The technical, planning-based approach had led management to assign tasks that couldn’t be accomplished and set goals that couldn’t be achieved. What’s more, the communication channels between Planning and Operations were unclear, and decision-making processes weren’t producing results. The consequences of the changes had not been sufficiently thought through.

    In talks and workshops with the employees, we identified conflicts and created a climate in which they could be discussed. Working together with the employees, we used concrete examples of how tasks were assigned to address areas where the new organization had broken with the old, then reallocated responsibilities. We encountered aspects of the new organization that on the surface appeared to have been clarified, but were in fact based on false assumptions. In this way, we resolved matters for the players in these areas.

    The results

    By working with the executives as well as employees, included on a case-by-case basis, we supplemented the centralized planning strategy with a management- and implementation-based approach. While Planning continued to determine the framework and set goals, the operating units had a greater say in their implementation. Within mutually agreed limits, the operating units actually obtained the right to alter plans. This agreement restored employee potential to the benefit of the new organizational structure and its new processes.

  31. The launch of the first cancer drug with a paradigm-shifting Mode of Action

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    The challenge: To achieve exclusive branding and prepare a fully-fledged launch strategy to prepare the market for the paradigm shift.

    A large pharma company was preparing to launch a new product that would make its brand synonymous with a new class of drug, in a previously unexplored therapy market. It was unclear whether the new product would require a new diagnostic and how rivals would position themselves when they entered the market at a later date.

    The company’s branding objectives called for a well-founded, peer-backed argument that would convince medical professionals and other stakeholders in the healthcare sector. But to define its launch strategy, the company first had to understand the inner workings and characteristics of its new target market.

    What’s more, from the very start, it would be crucial to communicate that the new therapy required physicians to manage an unfamiliar set of side effects – a considerable obstacle given their lack of experience with the class of drug. Failure to recognize and respond to indications early enough could negatively impact therapy outcomes, and endanger the brand goal.

    Stage I: hypothesis generation.

    Together with the client, Metaplan identified opinion-leading stakeholders and key topics for discussion with a view to defining the next stage of the strategy. To clarify the key characteristics of the market where regulatory approval was imminent, we organized a series of regional advisory boards for influential clinicians. We asked decision-makers to assess the available data and propose a strategy for a successful product launch. At the same time, a smaller group of experts would develop a program that physicians could access to train their own staff.

    At the request of the client, participants with experience with the new drug (through study involvement) were actively involved in preparing the advisory boards, and their roles rehearsed. Together, we identified peer-against-peer conflicts and worked these into our advisory board dramaturgy. The dramaturgy is a s. The drmaturgy is equence of questions and contributions that guide the work of the group and focus on contentious issues.

    Stage II: Insight generation.

    Metaplan prepared and led the regional advisory boards and expert groups.

    One controversial topic was the adverse-events profile of the new drug class, which differed from the established profiles of chemotherapies or antibodies. Hematologists and organ-specific oncologists with study-related AE management experience described the profile as manageable, especially in the early stages. The dramaturgy successfully persuaded the group to assess this experience with reference to concrete examples, as planned.

    Using the dramaturgy as a guide, Metaplan led the discussion and quickly produced concrete results, for example, proposals for quickly familiarising HCPs with the drug in the target market. Where necessary, we encouraged in-depth scientific debate. For instance, on the MoA of the drug. In some patients, a positive therapy response could be falsely assigned as progress according to the widely established evaluation criteria.

    Metaplan allocated more time to themes that divided opinion and dealt quickly with subjects on which the groups agreed. We explored the key issues behind contradictory views and helped the groups formulate explanations as a basis for strategic recommendations.

    The result.

    Metaplan analyzed the results for the client, recommended a strategy and laid out the pros and cons behind its recommendations. For example, we proposed a sales-force methodology for identifying the target audience and approaching physicians, and established effective arguments for quickly building familiarity in the market. At the same time, we suggested a strategy for reimbursing influential therapy experts who would otherwise be unable to prescribe the new drug at their centers.

    Stage III: strategic evaluation.

    In a separate meeting, we helped the client define the next steps of the strategy. We addressed remaining issues and developed an appropriate plan of action that included a schedule and clearly assigned tasks for market readiness and launch.

  32. Strategy work

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    The background

    The newly appointed CEO of an exchange-traded wind power producer wanted to reorient the company.

    Metaplan’s assignment

    The CEO commissioned us to develop a process for changing the company’s strategy. The goal was to give the company a common direction, despite the existence of conflicting interests.

    Our approach

    The process began with a management conference at which the company introduced a range of strategic initiatives. While these were initially well received, the players later criticized the lack of an overarching context and complained that important fields of activity remained unclear.

    Indeed, different parts of the company were pursuing conflicting goals. The company spared no effort to expand its market position in terms of sales, but at the same time a burgeoning bureaucracy was trying to control its every move through centralized decision-making. Meanwhile, the production division was focused on innovation, which led to constant technological advances. This, in turn, ruled out standardization in procurement, installation, and service.

    Over the course of the strategic process, we gradually defined approaches on four levels: financial goals, products and markets, value chains, and interdepartmental services. Working together with the entire board of directors, the first reporting level, and upper management, we defined strategic directions and long-term goals and assigned them within the organization. Distinct topics were handled by separate groups, working in cycles to deliver direction-defining decisions—over and above business areas and interdepartmental boundaries.

    The results

    We supported the company for three years at crucial, direction-defining junctures. Although the process was still underway, we were gradually able to reorient the organization in collaboration with top management at the annual management conference.

    By the end of our assignment, the company had created a road map that laid out its course of action for the next five years. Where necessary, the players agreed on a common direction. Although it seems paradoxical, this was not the result of a debate over the company’s actual direction, but came about by deciding on its concrete goal, for example, by determining the markets it needed to develop. In addition, work on the contents led to a transformation of company culture. Our road map enabled top management to communicate exactly what the strategy entailed, and to set concrete goals for all the company’s business areas.

  33. Metaplan helps launch a new cancer drug requiring a companion diagnostic for patient selection.

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    The challenge: To simultaneously change the therapy algorithm.

    An international pharma company was expecting approval for a new late-line treatment in the German market. Patients would be identified by a new diagnostic. What’s more, the new treatment would be available only in combination with an established drug, which was itself controversial in this therapy context.

    It was unclear how influential German experts would react to the combination. How would they rate the Mode of Action and study data? Would they back the new drug in combination with the diagnostic? Which patient profiles would they target for the new treatment?

    The unestablished diagnostic was likewise problematic, and physicians’ reception unpredictable. Which pathologies would it indicate and at what cost? Above all, would pathologists be adequately reimbursed?

    The Metaplan solution.

    In close cooperation with the company, Metaplan swiftly initiated a national advisory board, applying our trademark three-stage methodology.

    Stage I: hypothesis generation.

    Prior to the board, we selected clinicians and pathologists for interview, taking care that our respondents represented the full range of viewpoints in the peer group. We probed the HCPs’ professional attitudes toward the data and diagnostic. The interviews revealed how the new drug might change existing workflows and identified factors that could hinder or facilitate the launch.

    We used the experts’ input to develop a dramaturgy for the advisory board itself – a sequence of questions and contributions that form a debate strategy to guide the work of the group. The dramaturgy drives the discussion forward. It encourages participants to explore key issues with the level of detail required to define viewpoints and statements that can potentially serve as a basis for the next steps of the launch.

    At the client’s request, we engaged a pathologist who had been actively involved in international studies of the new drug‘s companion diagnostic, including the scoring system. Together with German pathologists, we identified potential obstacles for broad use of the assay in Germany, and defined how they could be conquered.

    Stage II: insight generation.

    At the advisory board, Metaplan carefully and quickly guided the discussion toward concrete results, visualizing interaction on boards to avoid repetition. We addressed the key issues identified by the peer group in stage I, such as the assay and scoring system. We dealt swiftly with commonalities, allocating more time to majr barriers. For instance, whether the cut off for positivity was clinically comprehensible and relevant. We explored the key issues behind contradictory views and helped the group formulate explanations that made the consequences of their differing standpoints clear.

    The result.

    An eye-opening, peer-to-peer discussion, followed by our succinct assessment of the consequences. Thanks to the wide range of views and insights revealed by the board, the client was better able to evaluate the challenges and opportunities associated with bringing their new drug to market.

    Stage III: strategic evaluation.

    Our assessment subsequently guided the client’s decision-making process. For example, by listing the pros and cons of introducing the new diagnostic prior to the launch of the drug. In a separate meeting, we guided the client through the analysis, defined next steps and assigned tasks. For example, how to make the companion diagnostic available for a competitive price, how to develop a nationwide roll out for a round-robin test, and how to use the clinical arguments indentified for the new drug to gain market access.

  34. Changing direction

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    The background

    To increase its competitiveness, an exchange-traded machine manufacturing company wanted to switch from a product-oriented to a market-oriented strategy. The supervisory board called on the new CEO to scrutinize the corporation’s portfolio. He was tasked with selling off parts of the company that didn’t fit the new profile, and integrating what remained to increase efficiency and create new opportunities for growth.

    Metaplan’s assignment

    The CEO commissioned us to support him and the organization as it transitioned to a market- oriented strategy and an appropriate structure. In addition, by integrating the company’s different business areas, the CEO wanted to put himself in a position to really influence the organization.

    Our approach

    Working with the CEO, we first clarified his intentions, then developed new concepts. These were cross-checked in trilateral talks with the rest of the board members, and developed further. We fine-tuned the concept in half-day workshops with the whole board, then moved the process to a strategy retreat. Once there, we evolved common strategic approaches and thought through different development options for the organization.

    The outcome was a set of new strategies for individual areas of the firm. To make sure the company got behind the new strategies, we developed storylines for each one and presented these to the supervisory board and executive.

    The results

    An important result of the restructuring was to identify which parts of the corporation should be integrated, and which sold off. One unit was sold, two were aligned with specific market segments and integrated. Another retained its independence. The changes also saw the creation of company-wide shared service units.

    These decisions were based on a desire to align the company more closely with the challenges posed by its customers in the various markets, as well as making it more efficient. To help persuade the players and their contexts to move from a product-oriented to a market-oriented approach, it was crucial that we never lost sight of their diverse ways of thinking.

    Aided by the organizational changes and re-orientation of the company, over the course of the assignment we gave the CEO more room to maneuver, so that he could lead his organization more effectively. This despite an initially critical assessment of his opportunities to exert control and an analysis of the power structure in his environment. There followed a board reshuffle and a reallocation of responsibilities.

  35. Walker, Mikaela

    Kommentare deaktiviert für Walker, Mikaela

    Vita

    Mikaela Walker is a marketing specialist with extensive experience in market research and competition analysis, prognoses, and the development of new areas of business.

    Before Mikaela Walker joined Metaplan, she worked as a freelance market consultant. Among others, her customers included companies from the areas of banking, health insurance, and tax consultants. In addition, Mikaela Walker worked as a research assistant for a venture capital firm in the financial sector.

    Mikaela has an MBA from the University of Oxford, an MSc in marketing from CUNY Baruch College, as well as an AB in history from Princeton University.

    Working languages

    English, Spanish

  36. Tillmann, Franz-Josef

    Kommentare deaktiviert für Tillmann, Franz-Josef

    Vita

    Franz-Josef Tillmann works extensively on strategic planning processes on corporate, franchise and product levels creating a shared understanding and shared commitment among cross-functional teams. He advises clients on applications of “lateral leadership” to help aligning their teams.
    Franz-Josef has an MBA from New York University’s Stern School of Business.

    Working languages

    English, German

  37. Muñoz, Alanna Kaplan

    Kommentare deaktiviert für Muñoz, Alanna Kaplan

    Vita

    Alanna Kaplan Muñoz specializes in strategic planning for pharma companies, as well as competitive simulations and positioning processes, and has a background in consumer marketing, launching new products.
    Alanna has an MBA from Harvard Business School and a Bachelor of Arts from Yale University.

    Working languages

    English, Spanish

  38. Michel, Dr. Stephanie

    Kommentare deaktiviert für Michel, Dr. Stephanie

    Vita

    Dr. Stephanie Michel completed her economics studies earning a BSc and an MBA at the University of Hanover. She then continued her studies there, earning her doctorate in the area of marketing.

    Before Stephanie Michel came to Metaplan in 2005, she managed challenging strategic projects as a consultant for a public energy company with the goal of increasing the company’s competitiveness, change management, and customer retention in light of the deregulation of the energy market.

    Stephanie Michel works at the Metaplan location in Princeton, NJ.

    Working languages

    German, English, French

  39. Terrington, Claire

    Kommentare deaktiviert für Terrington, Claire

    Vita

    Before joining Metaplan, Claire Terrington expanded the household goods section in the largest “Marks & Spencer” department store in the UK. In addition, she directed a branch of the department store in Harrow, UK, where she reorganized the division of roles and functions of the employees.

    Claire Terrington studied at the EDHEC Business School and Aston University.

    Working languages

    French, German, English

  40. Krys, Christine

    Kommentare deaktiviert für Krys, Christine

    Vita

    Christine Krys has been working at Metaplan for 15 years and is in charge of projects in the areas of human resources, strategy, and organization in her role as a senior advisor. In addition, she organizes and moderates large group forums.

    Before Christine Krys joined Metaplan, she held positions in large retail companies. In the United States, she established the subsidiary of the “Lou Paris” brand. She studied at the EMLYON Business School in Lyon and earned her MBA at Pace University in New York, NY.

    Working languages

    French, German, English

  41. Borcier, Michel

    Kommentare deaktiviert für Borcier, Michel

    Vita

    Michel Borcier is a managing partner of Metaplan in Versailles. He advises board members and executives in the public sector and in businesses. He is currently dealing, in particular, with the expansion of the focus of the pharmaceutical industry in both the European as well as the American market.

    He studied at the Institute of Political Studies in Paris and then worked as a journalist in the social and economic areas before he came to Metaplan.

    Working languages

    French, German, English

  42. van Well, Dr. Bennet

    Kommentare deaktiviert für van Well, Dr. Bennet

    Vita

    Dr. Bennet van Well (b. 1967) holds a degree in economics and joined Metaplan in 2008. In 2014, he became partner. He was a management consultant at Schering and executive assistant to the CFO first at Schering and then at Bayer within the framework of the post merger integration. Before this, he conducted organization research and completed his PhD on the organization of knowledge-intensive inter-firm networks. He provides consulting services for managing directors and top management teams particularly in the area of strategy processes and organizational design and change. His sector focus includes logistics, mechanical engineering, the pharmaceutical industry and professional service firms.

    Personal interests

    Apart from spending time with family and friends, Bennet enjoys excursions that take him out into the countryside. He loves good food and is very capable of preparing it himself. He is a periodic reader. And when he does find a book fascinating, he can hardly put it down.

    Working languages

    German, English

  43. Taylor, Helen

    Kommentare deaktiviert für Taylor, Helen

    Our heads are round so our thoughts can change direction.
    (Francis Picabia)

    Vita

    Helen Taylor (b. 1969) is a sociologist and joined Metaplan in 2002. Prior to that, she worked as an expert in modal transport for the European Commission. She consults on strategy development, mission statements, and leadership issues. Her sector focus includes the automobile industry, mechanical engineering, research institutions, and administrative agencies.

    Personal interests

    As a native of the North Frisian island of Föhr, Helen loves to sail, be it a flatboat on her familiar North Sea, a yawl on the Baltic, or a catamaran on the Atlantic. She lives in Hamburg with her husband and three children – not far from the Elbe River.

    Working languages

    German, English, French

  44. Riechmann, Gernot

    Kommentare deaktiviert für Riechmann, Gernot

    As a basis to create shared understanding between different players within an organization, you need to comprehend their interests and the rationale of their actions – namely their inner logic.

    Vita

    Gernot Riechmann (b. 1950) holds a degree in public management and governance. He joined Metaplan in 1978 and has been a partner since 1993. He consults executive committees in the areas of strategy development and implementation, organizational redesign, management development, and market exploration. Currently, his sector focus includes pharmaceuticals, brand-name consumer goods, and the mechanical engineering industry.

    Personal interests

    When Gernot needs to put some distance between himself and his consulting work – even the most stimulating projects – he turns to the game of golf for balance. Here, his motto is: be ambitious, but relax.
    Gernot’s family ties have given him a special appreciation of Asian culture and lifestyle. Deepening his knowledge in this area ranks high on his personal preference list.

    Working languages

    German, English

  45. Nahrholdt, Christoph

    Kommentare deaktiviert für Nahrholdt, Christoph

    Vita

    Christoph Nahrholdt (b. 1968) has a degree in business administration and European studies and he joined Metaplan in 2007. After holding executive positions at Bertelsmann, he was a partner in a consulting firm for management development. He is director of the Metaplan Academy and develops in-house programs for executives at all levels. In addition, he consults in the areas of strategy, mission statements, and business development.

    Personal interests

    Christoph recharges his batteries with a mixture of various family adventures, going on short trips, visiting friends, cycling, and yoga. He enjoys a wide range of musical styles, which let him find just the right beat for every situation. He is a supporter and volunteer for ART at WORK (www.art-at-work.org), an international artists group.

    Working languages

    German, English, French

  46. Mauch, Hansjörg

    Kommentare deaktiviert für Mauch, Hansjörg

    Vita

    Hansjörg Mauch (b. 1945) holds a degree in sociology and social psychology. He has been with Metaplan from its founding in 1972. In recent years, he has been particularly active in multi-stakeholder projects, e.g., “The Future of Applied Mathematics in Germany” and “Master Plan for Industry” which is sponsored by the City of Hamburg.
    Additionally, he consults on the development of values and corporate mission statements for businesses and the public sector.

    Personal interests

    Hansjörg enjoys extended cycling tours. He loves piano music, particularly by the French Impressionists such as Debussy, and is fond of reading books by contemporary German authors.

    Working languages

    German, French

  47. Matthiesen, Dr. Kai

    Kommentare deaktiviert für Matthiesen, Dr. Kai

    Markets are conversations.
    (The Cluetrain Manifesto)

    Vita

    Dr. Kai Matthiesen (b. 1967) is a business executive and expert in business ethics. He joined Metaplan in 2001 and is now managing partner. He previously held positions at Bertelsmann in France and worked in family-owned businesses and the new economy, ultimately as CEO of AltaVista Deutschland. Primarily, he advises executive committees on questions of strategy and organizational development. He focuses predominantly on the media, brand-name companies, professional services firms, and family-owned businesses. Additionally, he teaches at the Hamburg School of Business Administration and the University of St. Gallen.

    Personal interests

    Kai grew up in Schleswig-Holstein. The family business was also key to nourishing his interest in entrepreneurial activities. He left to discover the world and become a “Königlicher Kaufmann” (an honorable merchant).
    Today he lives in Hamburg with his wife and two daughters.

    Working languages

    German, English, French, Italian

  48. Kovermann, Carmen Lopera

    Kommentare deaktiviert für Kovermann, Carmen Lopera

    Vita

    Carmen Lopera Kovermann (b. 1977) holds a degree in area studies and joined Metaplan in 2009. Prior to that, she worked as a consultant in the field of international development cooperation. She currently provides consulting on questions relating to market exploration, sales and marketing, and strategy identification. Her sector focus includes pharmaceuticals, automotive sales, the public sector, international organizations, and NGOs.

    Personal interests

    Carmen is particularly fond of traveling – to destinations both known and unknown. A number of areas on the map are still waiting to be explored. When she is in Germany, she enjoys spending time with friends and family. If she gets her hands on a good book, she is not so quick to let it go again.

    Working languages

    German, English, Spanish, Portuguese

  49. Kühl, Prof. Dr. Stefan

    Kommentare deaktiviert für Kühl, Prof. Dr. Stefan

    Don’t try to change people’s behavior, change their environment instead.
    (Wolfgang Schnelle)

    Vita

    Dr. Stefan Kühl (b. 1966) is professor of organizational sociology at the University of Bielefeld. He joined Metaplan as an organizational consultant in 1992. His consulting work involves businesses, public administrations, government agencies, and universities – particularly in questions pertaining to strategy and organizational development. He has written several best-selling books on organizational topics and is the author of a textbook entitled “Organizations. A Systems Approach” (Gower 2013).

    Personal interests

    Even though an ankle injury is causing him a temporary setback, Stefan is normally a passionate basketball and volleyball player.
    At the University of Bielefeld, he is currently focused primarily on devising a sociological explanation for the way “normal everyday men” behaved during the Holocaust.

    Working languages

    German, English, French, Spanish

  50. Ibold, Dr. Frank

    Kommentare deaktiviert für Ibold, Dr. Frank

    Vita

    Dr. Frank Ibold (b. 1965) is a historian and joined Metaplan in 1996. He consults on sales issues, strategy development, and leadership topics. His sector focus includes the automotive industry, pharmaceuticals, research institutions, and the public sector. He publishes on topics such as change management, shared services, and lateral leadership.

    Personal interests

    Frank is enthusiastic about any form of outdoor recreation, from dining with friends and family in his back yard, to cycling tours, boating and sailing on the Alster and Elbe Rivers, or simply strolling through the streets of Hamburg. When he’s away from Hamburg, his favorite places are wherever Spanish or French are spoken.

    Working languages

    German, English, Spanish, French

  51. Barnutz, Dr. Sebastian

    Kommentare deaktiviert für Barnutz, Dr. Sebastian

    For some, our probing inquiries may be uncomfortable. For a Metaplanner, however, this kind of reaction is a strong indication that we are nearing the core of the challenges that face your company.

    Vita

    Dr. Sebastian Barnutz (b. 1975) earned a PhD in international studies from the University of Warwick and joined Metaplan in 2011. He previously held executive positions in the fields of research and higher education. His current activities focus on strategy and organizational consulting and peer group marketing. He works with international clients in pharmaceuticals, medical technology, and renewable energy.

    Personal interests

    Sebastian’s favorite ways of spending his free time are on the water under sail, playing the guitar in his band, or taking long walks in the countryside.

    Working languages

    German, English

  52. Gardyan, Antje

    Kommentare deaktiviert für Gardyan, Antje

    Vita

    Antje Gardyan (b. 1967) holds a degree in business administration. She joined Metaplan in 2008 and is a systems consultant and senior executive coach. Her previous experience includes 13 years in various management positions as a brand and media manager, among others for the publisher Gruner + Jahr, and as an account representative for several major advertising agencies. Today, she provides consulting services on corporate strategy, organizational development, and mission statement development. Her sector focus includes the media and the digital economy, communications, family-run businesses, and consumer goods.

    Personal interests

    Antje lives with her family in Hamburg. She enjoys travelling to countries where she can experience different cultures and to cities with the potential to compete with Hamburg in terms of appeal – Barcelona for example. Antje enjoys trying out new types of sports: after sailing and horseback riding she enjoys the thrill of kayaking on the River Elbe alongside big container ships from all over the world. Family and friends are very important to her: ‘without time for friends and family life is wasted’.

    Working languages

    German, English

  53. Muster, Judith

    Kommentare deaktiviert für Muster, Judith

    Vita

    Judith Muster (b. 1979) is a sociologist. Prior to joining Metaplan in 2011, she worked as a consultant at a midsized consulting firm where she held the position of deputy general manager. She consults on re-organization processes, digital transformation, strategy development, and project leadership. Her sector focus includes logistics companies, automobile manufacturing, and media companies. Additionally, she researches, teaches and publishes in the areas of data-driven decisions and post-bureaucratic organisation units in bureaucratic organisations at the faculty for organisational sociology at the University of Potsdam.

    Personal interests

    Self-organizing systems is a passion of Judith when she’s not at Metaplan and a topic she enjoys investigating and discussing – for example how they occur in groups of people using social media, protest organizations, subcultures, or even within the family unit. Any remaining time is spent playing the clarinet or reading.

    Working languages

    German, English

  54. Bismarck, Anna von

    Kommentare deaktiviert für Bismarck, Anna von

    The great secret of succeeding in conversation is to admire little, to hear much; always to distrust our own reason, and sometimes that of our friends; never to pretend to wit, but to make that of others appear as much as possibly we can; to hearken to what is said and to answer to the purpose.
    (Benjamin Franklin)

    Vita

    Anna von Bismarck holds a degree in business administration and joined Metaplan in 2011. She worked in sales and marketing at IBM where she supported change processes for a large number of clients in a diverse spectrum of industries. Later, she drove strategic development and communications projects at European level and gained experience as an international executive. Anna has been working as an executive coach and consultant for ten years. Her primary focus areas are designing change processes, developing and implementing strategies, and leadership topics.

    Personal interests

    Depending on the season, Anna enjoys sailing and long runs on the beach in Mecklenburg, gardening in the country, or playing her grand piano. She volunteers at an inclusive school in Hamburg – to ensure that children develop the joy of learning and begin their lives with unbroken curiosity.

    Working languages

    German, English

  55. Schnelle, Dr. Thomas

    Kommentare deaktiviert für Schnelle, Dr. Thomas

    Vita

    Dr. Thomas Schnelle (b. 1954) is a sociologist and epistemologist. He joined Metaplan in 1987, and is now managing partner. Prior to that, he worked as a production manager in a shipyard. One focal point of his activities lies in explorative customer dialogue. He also provides consulting services for management committees on sales, strategy, and organizational questions. His primary focus includes the pharmaceutical industry, consulting companies, and technology corporations.

    Personal interests

    In his free time, Thomas is a keen horse-back rider. He not only promotes equestrian sports but also local schools. To this end he launched the innovation award for schools in Pinneberg in 2010, which is awarded annually.

    Working languages

    German, English, French, Polish

  56. Esercizi di Visione Condivisa.

    Kommentare deaktiviert für Esercizi di Visione Condivisa.

    Senza una visione condivisa, i gruppi di lavoro si muovono in direzioni diverse, guidati da interessi funzionali verso azioni sub-ottimali o addirittura contrastanti tra loro. Coinvolgere gli stakeholder in esercizi di visione condivisa può far convergere i team allargati su uno stesso percorso e fornire una guida per la definizione di priorità e di processi decisionali complessi.

    Gli esercizi di visione condivisa iniziano con una valutazione del contesto attuale dell’azienda, arricchita da un quadro collettivo che descrive la situazione desiderata in futuro. Noi supportiamo la transizione dei gruppi da uno scenario all’altro, a partire da un’analisi degli scostamenti che determina ciò che manca e cosa è necessario per arrivare allo scenario futuro desiderato. I diversi gruppi sono d’accordo su „a cosa dovrebbe assomigliare“ e valutano le azioni che possono portare il gruppo di lavoro e l’azienda verso quella direzione.

  57. Sviluppo di Piani Aziendali e Strategici.

    Kommentare deaktiviert für Sviluppo di Piani Aziendali e Strategici.

    Lo sviluppo annuale di piani aziendali è diventato nella migliore delle ipotesi una routine, nel peggiore dei casi un’incombenza noiosa e temuta. Il risultato richiesto – un insieme di slide da presentare alla dirigenza a nome di tutto il gruppo di lavoro – domina l’intero processo a scapito di altre priorità. In particolare, la necessità per il gruppo di investire davvero in un nuovo piano e sostenerlo sempre con una voce sola, può essere sacrificato dalla necessità di compilare documenti e moduli. Come può la pianificazione diventare una base significativa per la creazione di una strategia?

    Aiutiamo i team leader a creare una visione condivisa delle sfide da fronteggiare nella loro attività, a dare priorità alle questioni chiave e a creare piani per impostare la strategia per l’orientamento futuro dell’azienda. La pianificazione aziendale non dovrebbe essere vista come un lavoro di routine, ma come un’opportunità per riallineare il gruppo al fine di garantire un impegno condiviso. Mettendo a fuoco il processo di pianificazione aziendale sulla base di un’idea collettiva, oltre a coinvolgere e impegnare tutti gli stakeholder chiave, garantiamo una capitalizzazione del piano per il prossimo anno. Oltre ad un mero contributo alla realizzazione del piano, in questo modo i team allargati lo sentono proprio.

    Invitiamo i gruppi di lavoro a riflettere sull’Analisi di Contesto, traducendo osservazioni statiche in idee e implicazioni per il marchio. Quando i team allargati condividono una comprensione comune degli scenari futuri di mercato, questo crea una solida base per la definizione della strategia. Noi assicuriamo una identificazione collettiva e una priorizzazione delle questioni fondamentali che riguardano il marchio, per sondare i fattori sottostanti e per garantire che siano trattati dalla strategia. Nella fase finale, sosteniamo il vostro team nella definizione dei fattori critici di successo e dei driver aziendali strategici, creando un allineamento della tabella di marcia per il futuro.

    Un dialogo interfunzionale robusto guida l’evoluzione dal piano aziendale ad un piano strategico forte. In questa fase, l’impegno condiviso è fondamentale per garantire una esecuzione perfetta delle strategie e tattiche. La pianificazione tattica si concentra più sull’ideazione di nuove idee strategiche, nonché su una valutazione rigorosa delle strategie attuali, seguita da una attribuzione collettiva di priorità per assicurare che gli elementi più impattanti incidano. Noi valutiamo il piano strategico per consolidare l’allineamento con il piano aziendale, in modo tale che le logiche individuate corrispondano alle strategie associate e che i gruppi di lavoro si concentrino su concetti che avranno un impatto elevato e che questi ultimi possano essere ben eseguiti.

    Utilizzando la metodologia di mappatura del dialogo di Metaplan, diamo ai gruppi di lavoro gli strumenti necessari per garantire che i loro interlocutori e partner commerciali siano allineati e coinvolti nell’attuazione di una strategia condivisa per il loro piano di azione.

  58. Condivisione delle Buone Pratiche in Comunità Mediche Rilevanti.

    Kommentare deaktiviert für Condivisione delle Buone Pratiche in Comunità Mediche Rilevanti.

    Aiutiamo e guidiamo i clienti cercando di superare la tensione creata dal perseguimento di obiettivi contrastanti: diffondere l’’innovazione e preservare l’efficienza delle pratiche di lavoro attualmente in essere. Quando le aziende farmaceutiche introducono un nuovo trattamento o una nuova indicazione per un farmaco già esistente, devono gestire, da una parte, pratiche e routine cliniche che forniscono agli operatori sanitari efficienza e sicurezza, dall’altra, il desiderio di una rapida diffusione della loro offerta innovativa.

    La pratica medica è ampiamente basata sullo sviluppo di procedure diagnostiche e terapeutiche che permettono agli operatori sanitari di procedere senza troppe interruzioni, assicurando che essi abbiano il tempo di occuparsi anche di casi eccezionali. I nuovi strumenti diagnostici, le tecniche per immagini e le opzioni terapeutiche devono diventare parte di modelli decisionali consolidati provocando, quindi, necessariamente una rottura delle routine esistenti. Nonostante le richieste di vendita da parte dei rappresentanti, la partecipazione a congressi e i siti web, il tempo di adozione è spesso significativamente più lungo del previsto.

    Il dialogo strutturato in un gruppo di pari è un modo unico per sfidare la tensione tra l’adozione dell’innovazione e l’efficienza delle prassi consolidate. Identificare somiglianze e differenze nelle procedure diagnostiche e terapeutiche tra medici (o gruppi multidisciplinari), favorisce l’apertura e stimola un adattamento veloce e di vasta portata dei modelli prevalenti.

  59. Mobilitare l’Organizzazione

    Kommentare deaktiviert für Mobilitare l’Organizzazione

    Facciamo in modo che le parole siano seguite dalle azioni. Che si tratti di un management meeting, di una convention o di un processo di comunicazione a cascata, ci assicuriamo che tutti gli stakeholder rilevanti contribuiscano in maniera significativa. Per aiutare le vostre organizzazioni a raggiungere i propri obiettivi, individuiamo gli ostacoli, esaminiamo il ruolo della cultura aziendale e garantiamo una collaborazione attiva tra gli stakeholder rilevanti, adattando i processi di comunicazione all’interno della vostra organizzazione.

  60. Orientamento Comune

    Kommentare deaktiviert für Orientamento Comune

    Un’idea può avere successo solo se è sostenuta e promossa da tutto il gruppo dirigente. Metaplan lavora con voi per pianificare le modalità di creazione del consenso valutando diverse opzioni, le loro conseguenze e le nuove aree di attività di possibile sviluppo.

  61. Risoluzione dei Conflitti di Obiettivo

    Kommentare deaktiviert für Risoluzione dei Conflitti di Obiettivo

    I dirigenti devono agire in maniera determinante. Ciò è possibile solo se il vertice è concorde sugli obiettivi aziendali da perseguire. Tuttavia, non è insolito che le opinioni divergano dando luogo ad un conflitto, aperto o latente. Possiamo aiutarvi ad usare tali tensioni per avviare azioni nuove e produttive.

  62. Una nuova Ripartizione dei Compiti

    Kommentare deaktiviert für Una nuova Ripartizione dei Compiti

    Rispondere ad un cambiamento all’interno di un’organizzazione – ad esempio, cambiamenti di leadership, modifiche nel personale o riorganizzazioni – spesso richiede una ridistribuzione delle responsabilità. È fondamentale analizzare le responsabilità all’interno del gruppo dirigente, creare la consapevolezza di possibili tensioni interne e farle emergere. Questo crea una base per nuove, produttive collaborazioni nonché una efficace separazione delle responsabilità e delle competenze.

  63. Cooperazione multiattore nei sistemi sanitari.

    Kommentare deaktiviert für Cooperazione multiattore nei sistemi sanitari.

    In un gran numero di aree terapeutiche, i medici non prendono più la totalità delle decisioni da soli. Fanno invece affidamento a una serie di istanze e alla consulenza di esperti. I vari „attori“ coinvolti nel processo decisionale possono essere situati nello stesso centro, in altri centri, o interni all’ufficio. Una serie di specialisti può anche influenzare il processo. Gli infermieri sono coinvolti nelle consegne a domicilio di alcune chemioterapie. Gli ematologi hanno bisogno di delegare maggiormente ad altri attori i compiti educativi rivolti al paziente e concentrare il loro tempo limitato su aspetti chiave della gestione del paziente.

    L’interazione armoniosa e organizzata dei vari esperti, attori e collaboratori – vale a dire, la loro cooperazione efficace – influisce sia sui risultati dei pazienti che sui costi del sistema sanitario.

    Le aziende farmaceutiche che offrono prodotti in questi contesti complessi devono sviluppare due capacità. Da un lato, devono analizzare e decifrare la „sociologia“ di queste reti. Dall’altro, devono avere la capacità di influenzare in modo costruttivo i modelli di cooperazione esistenti (e non esistenti) tra i diversi stakeholder. A tal fine, le aziende devono, in qualche modo, diventare veri e propri consulenti organizzativi dei sistemi sanitari, in conformità alle specifiche disposizioni locali e o nazionali.

    Il nostro background come esperti nei processi strategici ed organizzativi, combinato con la nostra profonda conoscenza dei contesti medici, ci rende altamente qualificati per supportare progetti innovativi che generino benefici di natura cooperativa per tutti gli stakeholder coinvolti.

  64. Efficienza Organizzativa

    Kommentare deaktiviert für Efficienza Organizzativa

    Vi piacerebbe raggiungere il pieno potenziale della vostra azienda? Noi determiniamo se l’organizzazione sta lavorando in modo efficiente e identifichiamo le aree di attrito interno. Sulla base della nostra analisi, vi proponiamo le strutture adeguate per un funzionamento ottimale. Per raggiungere questo obiettivo, consultiamo gli stakeholder rilevanti ed insieme a loro elaboriamo le misure necessarie da intraprendere.

  65. Lavoro sulla Strategia

    Kommentare deaktiviert für Lavoro sulla Strategia

    Le aziende hanno bisogno di cogliere le opportunità di mercato e di esplorare nuove aree. Vi aiutiamo a identificare i cambiamenti strategici necessari per raggiungere meglio questo obiettivo – pur tenendo in considerazione strutture, interessi e distribuzione del potere all’interno della vostra organizzazione.

  66. Processi con contributi esperti e Advisory Board

    Kommentare deaktiviert für Processi con contributi esperti e Advisory Board

    La comprensione richiede conoscenza.
    La conoscenza è un elemento fondamentale nella comprensione dei mercati sanitari, sia per le aziende farmaceutiche che per gli operatori sanitari. Non vi è fonte più ricca di comprensione dei processi con contributi esperti e degli Advisory Board.
     
    Ogni processo basato sull’input di esperti è un’occasione unica per rivedere ed illustrare le opinioni spesso contrastanti possedute dai principali esperti di medicina, medici praticanti, dirigenti amministrativi, infermieri e pazienti – l’obiettivo è quello di migliorare la comprensione della complessità dei vostri segmenti di clientela e delle condizioni di mercato, dal punto di vista clinico ed economico; e infine gestire i vostri prodotti con successo, sia sul piano medico che su quello commerciale.
     
    La generazione di conoscenza richiede competenza.
    Il presupposto principale per processi con contributi esperti è una discussione approfondita, precisa e chiaramente strutturata che sia in grado di indirizzare le innumerevoli sfide fronteggiate da tutti gli stakeholder del mercato. La creazione di un dialogo incentrato sul confronto tra pari richiede le competenze specialistiche dei consulenti Metaplan. Garantiamo struttura, conoscenza e risultati concreti – indipendentemente dalla complessità degli argomenti trattati. Ci occupiamo, inoltre, di possibili tensioni tra i partecipanti e cerchiamo il contributo di tutti gli stakeholder rilevanti, siano essi particolarmente diretti o poco comunicativi.
     
    Fonti di conoscenza.
    Gli Advisory Board costituiscono una delle tipologie di processo basato sull’input di esperti che siamo in grado di adattare alle vostre specifiche esigenze. Altre forme di interazione con gli esperti da noi offerte includono:
     

    • Interviste in profondità
    • Piccole sessioni di focus group
    • Esercizi Terapeutici
    • Programmi di Orientamento al Mercato

     

      Per generare risultati:

    • Analizziamo criticamente e nel dettaglio programmi di studio e risultati
    • Esaminiamo approfonditamente comportamenti terapeutici e processi decisionali
    • Chiariamo l’incertezza terapeutica
    • Esaminiamo i punti di contatto lungo il percorso del paziente
    • Valutiamo gli algoritmi di trattamento e le linee guida cliniche
    • Sviluppiamo le principali linee di argomentazione che portano alle pubblicazioni
    • Analizziamo l’efficienza delle pratiche d’ufficio e le procedure di rimborso, nonché il loro impatto sulla gestione del paziente
    • Valutiamo lo sviluppo clinico, l’accesso al mercato e le idee commerciali
    • Esaminiamo pagatori, rimborsi e temi di valutazione della tecnologia medica

     
    I processi con contributi esperti richiedono diversi incontri. Indipendentemente dal vostro obiettivo principale, adottiamo un approccio integrato che comprende tre fasi: generazione di ipotesi, generazione di conoscenza esperta, valutazione strategica.
     
    L’obiettivo generale è quello di raccogliere i contributi degli esperti come un mezzo per acquisire una conoscenza più approfondita delle complesse esigenze degli stakeholder coinvolti. Tale conoscenza rappresenta la base della vostra strategia.


    GENERAZIONE DI IPOTESI

    • Interviste in profondità per chiarire opinioni ed esigenze professionali
    • Valutazione dei dati primari e secondari esistenti
    • Formulazione di ipotesi
    GENERAZIONE DI INSIGHTS

    • Verifica di ipotesi e valutazione
    • Discussioni strutturate guidate
    • Conoscenza collettiva creata dagli advisor e non da singole opinioni
    VALUTAZIONE STRATEGICA

    • Traduzione degli esiti della discussione in opzioni strategiche
    • Valutazione delle opportunità rilevanti
    • Identificazione delle questioni evidenziate nel processo

     
    Generazione di Ipotesi.
    In primo luogo, intervistiamo gli esperti del settore per chiarire le loro opinioni ed esigenze professionali. Parallelamente a queste interviste, esaminiamo approfonditamente i dati rilevanti e i fattori di mercato, da ogni possibile punto di vista. Utilizzando queste informazioni, formuliamo ipotesi che definiscono gli argomenti specifici più importanti per voi. Gli argomenti selezionati saranno presentati e analizzati nell’advisory board.
     
    È fondamentale che tutte le informazioni presentate siano facilmente assimilabili e che si eviti un sovraccarico delle informazioni trasferite. A tal fine, selezioniamo attentamente gli elementi rilevanti e prepariamo ogni argomento nel dettaglio, per assicurarci che sia compatibile con i punti di riferimento dei professionisti esperti e con la loro terminologia. Vi è, inoltre, la possibilità di chiedere ad uno o più esperti di presentare delle informazioni di input durante l’advisory board. Ogni presentazione è abbinata a delle esercitazioni pratiche al fine di garantire dialogo e impegno.
     
    Generazione di insights.
    Durante l’advisory board, testiamo le ipotesi individuate nella fase precedente.
     
    Considerata la nostra approfondita conoscenza dell’ambiente sanitario e la nostra decennale esperienza con gli advisory board, riusciamo immediatamente a coinvolgere operatori sanitari e altri stakeholder in modo rilevante, comprensibile e interessante.
     
    Guidiamo i partecipanti attraverso i temi chiave, utilizzando il loro linguaggio. La nostra interazione guidata garantisce che la discussione si avvicini rapidamente ad un livello di riflessione qualitativamente superiore alla norma, anche per gli operatori sanitari più esperti. I partecipanti vengono coinvolti e apprezzano i risultati del lavoro svolto. Le differenze di opinione diventano evidenti, elemento cruciale per le vostre esigenze. Gli esperti possono, inoltre, ipotizzare di rivedere il loro punto di vista.
     
    Data la complessità di alcuni argomenti, presentiamo sia i temi che gli approfondimenti in modo facilmente comprensibile. Utilizzando la nostra tecnica di mappatura del dialogo, assicuriamo che tutte le persone coinvolte possano immediatamente elaborare ciò che hanno sentito – sia durante che dopo l’incontro.
     
    Valutazione Strategica.
    I processi Metaplan basati sull’input di esperti forniscono l’accesso diretto ad una comprensione più completa delle condizioni di mercato e dei comportamenti degli operatori sanitari, che vi guideranno lungo il processo decisionale.
     
    Dopo la fase di generazione di idee dell’advisory board, documentiamo gli apprendimenti e valutiamo le conseguenze per la vostra strategia. Lavorando insieme, vi aiutiamo ad interpretare i risultati e a presentare una serie di opzioni per le strategie mediche, di accesso o commerciali.
     
    Il nostro approccio in sintesi.
    In tutte le tre fasi, Metaplan promuove con voi un dialogo sofisticato per una interazione significativa con gli operatori sanitari. Sulla base di una vasta esperienza ed un set di competenze uniche, siamo in grado di coinvolgere gli stakeholder a tutti i livelli necessari:

    • Identifichiamo le differenze di opinione che spesso possono portare alla luce importanti idee e insights.
    • Approfondiamo in maniera sistematica i fattori che incidono sulla formazione di opinioni e sulle azioni professionali.
    • Incoraggiamo gli stakeholder chiave allo scambio di informazioni rilevanti che possono talvolta portarli a rivalutare la loro posizione.
    • Supportiamo l’evoluzione degli insights in strategie.
  67. Cambiare Direzione

    Kommentare deaktiviert für Cambiare Direzione

    Il vostro obiettivo è un cambiamento radicale di direzione? A volte questo può comportare dei drastici mutamenti organizzativi. Vi aiutiamo a capire la complessità e le tensioni relative a questo processo che smantellerà modelli di pensiero affermati e getterà le basi per la creazione di nuove strutture e prospettive.