How to use Customer Success to Prep for and Drive Contract RenewalsGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to use Customer Success to Prep for and Drive Contract Renewals - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Concur, InsideView, Marketo
How to implement a strategic IT vendor management programJeff Kubacki
CIO's and their IT leadership teams should focus more time on a strategic IT vendor management program. After doing this for 8 years by conducting annual IT vendor days and implementing World Class IT principles, I decided to share what has worked and why it is important in the transition to becoming strategic business partners.
How to use Customer Success to Prep for and Drive Contract RenewalsGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to use Customer Success to Prep for and Drive Contract Renewals - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Concur, InsideView, Marketo
How to implement a strategic IT vendor management programJeff Kubacki
CIO's and their IT leadership teams should focus more time on a strategic IT vendor management program. After doing this for 8 years by conducting annual IT vendor days and implementing World Class IT principles, I decided to share what has worked and why it is important in the transition to becoming strategic business partners.
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
W a y n e X - N e o b a n k i n g
- T h e E x p a n s i o n
F i n E Q
P r e s e n t s
A. Phase I Analysis B. Phase II Analysis C. Go-To-Market
W e a r e h e r e
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Contents
01 EXECUTIVE SUMMARY
INROADS TO THE FUTURE 02
03 TARGET OPERATING MODEL
CUSTOMER STRATEGIES 04
05 ACQ. TARGET EVALUATION
SYNERGIES DERIVED 06
07 EVOLVED ECOSYSTEM
FINANCIAL PROJECTIONS 08
W a y n e X
T r u s t w o r t h y B a n k i n g
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Supporting Annexure Slide
Executive Summary
Roadmap to Neo-Banking
Envisioned a 3-year action plan for
WayneX to successfully enter the market
and launch new products
Target operating model
Arrived at the to-be organizational
structure considering emerging focus
areas, TOM approach & design principles
Focused customer strategy
In-depth consumer profiling to understand
needs; customized acquisition, engagement,
retention for sustained customer value
Formulating dEpth framework
Synthesized a multi-dimensional framework
taking into account all M&A parameters,
weighted by their importance & effect
Assessment of targets
Evaluated all five targets across the
dEpth parameters & narrowed down on
preferred target objectively
Deal valuation & execution
Used multiple valuation techniques to
compute the fair value of targets &
substantiate the investment decision
Leveraging the synergies
Identified the potential synergies &
established the success pillars of
the entire execution process
Building the ecosystem
Evolution of the WayneX ecosystem to include full suite of services, fulfilling company objective & turning profitable
WayneX can inorganically expand into Neo-banking through the acquisition of NeoKhata & establish itself as an all-in-one E-commerce plus fintech player
Following is a brief overview for setting up the WayneX Neobanking business in India:
WayneX Key Objectives: Top line growth Strategic Acquisition Technological Capability Socio-Economic Growth Path to profitability
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Acquisition of target, Integration of
services & Launch
Penetrate the market; acquire
capabilities, customers, technology
Sustain customer value; Innovate,
Grow & Expand
Acquisition
of NeoKhata
Development
of integrated
offering
Marketing
push &
launch
Realize synergies from
acquisition & form a vision
for neo-banking
Combine NeoKhata value
proposition into the WayneX
ecosystem to enhance value
Onboard NeoKhata customers
to WayneX & push adoption
among existing user base
Actively engage with customer groups to build a long-lasting relationship
Invest resources to build tech superiority relative to in
PulseCheck 2016 | How we built new customer success organizational structure...Gainsight
PulseCheck is the largest live streaming event in the Customer Success community, delivered right to your screen -- free of charge. We’ll cut out everything but the most actionable real-world applications for you and your entire customer-facing team. What’s left are eight 40-minute sessions from some of the most elite minds in Customer Success.
Strategy Mapping PowerPoint Presentation Slides is a custom virtual solution for management teams from all domains. This graphically-rich balanced scorecard methodology PowerPoint template deck assists you in strategy mapping. Represent strategic management goals with the help of the cutting-edge design of this PPT theme. Insightful data visuals make bland info interesting. This presentation piques the attention of the viewer allowing him to develop a deeper understanding of the subject. Employ flowcharts, dashboards, and other diagrams to add a visual layer in your balanced strategy planning PowerPoint presentation. Elucidate the essentials of effective BSC strategic planning. Convey the need, perspectives, and implementation of the BSC management technique. Further, this PowerPoint deck features easy-to-understand balanced scorecard strategy map representation. Consolidate scorecards department-wise. Use our professionally crafted PPT templates to highlight the BSC execution framework. Smash the download button on this business performance management PowerPoint theme to build a methodical and informative presentation within moments. Our Strategy Mapping PowerPoint Presentation Slides are explicit and effective. They combine clarity and concise expression. https://bit.ly/3992qXK
How We Reorganized Our Entire Post-Sales OrganizationGainsight
One of Gainsight's principles is to "Carry the Torch" for the Customer Success industry. We've shared a lot about innovations in our processes, but not as much about our organization. In this session, Allison Pickens, VP of Customer Success and Business Operations at Gainsight, will share the story of how we re-organized post-sales to drive success for our customers.
Objective: Contracted as an outside auditor, the objective was to perform an analysis for opportunities to enhance data analytics and measurement of campaign performance for several Elanco pet brands from available data repositories including evolving dashboard environments and brand websites.
David Stack: Financial Reporting: Building a Strong StructureDavid Stack
David Stack is a chief financial officer with over 20 years of success in leading global financial operations for growing companies, particularly those in the software as a service (SaaS) industry. In this presentation, David shares 6 essential categories of data that every financial advisor should use to identify upcoming trends in their business/organization.
From the Harvard Business Press Case study of "Plan Operations- Sales Forecast, resource capacity and Dynamic budgets" By Prof. Kaplan and Prof. Norton. Presented as a class work in IoBM-Karachi
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Now that you’ve developed your strategy to optimize customer usage, loyalty and renewal, use this Customer Success Action Plan template to outline the activities you and your team will implement in order to reach your goals.
W a y n e X - N e o b a n k i n g
- T h e E x p a n s i o n
F i n E Q
P r e s e n t s
A. Phase I Analysis B. Phase II Analysis C. Go-To-Market
W e a r e h e r e
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Contents
01 EXECUTIVE SUMMARY
INROADS TO THE FUTURE 02
03 TARGET OPERATING MODEL
CUSTOMER STRATEGIES 04
05 ACQ. TARGET EVALUATION
SYNERGIES DERIVED 06
07 EVOLVED ECOSYSTEM
FINANCIAL PROJECTIONS 08
W a y n e X
T r u s t w o r t h y B a n k i n g
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Supporting Annexure Slide
Executive Summary
Roadmap to Neo-Banking
Envisioned a 3-year action plan for
WayneX to successfully enter the market
and launch new products
Target operating model
Arrived at the to-be organizational
structure considering emerging focus
areas, TOM approach & design principles
Focused customer strategy
In-depth consumer profiling to understand
needs; customized acquisition, engagement,
retention for sustained customer value
Formulating dEpth framework
Synthesized a multi-dimensional framework
taking into account all M&A parameters,
weighted by their importance & effect
Assessment of targets
Evaluated all five targets across the
dEpth parameters & narrowed down on
preferred target objectively
Deal valuation & execution
Used multiple valuation techniques to
compute the fair value of targets &
substantiate the investment decision
Leveraging the synergies
Identified the potential synergies &
established the success pillars of
the entire execution process
Building the ecosystem
Evolution of the WayneX ecosystem to include full suite of services, fulfilling company objective & turning profitable
WayneX can inorganically expand into Neo-banking through the acquisition of NeoKhata & establish itself as an all-in-one E-commerce plus fintech player
Following is a brief overview for setting up the WayneX Neobanking business in India:
WayneX Key Objectives: Top line growth Strategic Acquisition Technological Capability Socio-Economic Growth Path to profitability
To-be
TOM
Evolved
Ecosystem
Customer
Strategies
Financial
Projections
Inroads to
the Future
Synergies
Derived
Executive
Summary
Target
Evaluation
Acquisition of target, Integration of
services & Launch
Penetrate the market; acquire
capabilities, customers, technology
Sustain customer value; Innovate,
Grow & Expand
Acquisition
of NeoKhata
Development
of integrated
offering
Marketing
push &
launch
Realize synergies from
acquisition & form a vision
for neo-banking
Combine NeoKhata value
proposition into the WayneX
ecosystem to enhance value
Onboard NeoKhata customers
to WayneX & push adoption
among existing user base
Actively engage with customer groups to build a long-lasting relationship
Invest resources to build tech superiority relative to in
PulseCheck 2016 | How we built new customer success organizational structure...Gainsight
PulseCheck is the largest live streaming event in the Customer Success community, delivered right to your screen -- free of charge. We’ll cut out everything but the most actionable real-world applications for you and your entire customer-facing team. What’s left are eight 40-minute sessions from some of the most elite minds in Customer Success.
Strategy Mapping PowerPoint Presentation Slides is a custom virtual solution for management teams from all domains. This graphically-rich balanced scorecard methodology PowerPoint template deck assists you in strategy mapping. Represent strategic management goals with the help of the cutting-edge design of this PPT theme. Insightful data visuals make bland info interesting. This presentation piques the attention of the viewer allowing him to develop a deeper understanding of the subject. Employ flowcharts, dashboards, and other diagrams to add a visual layer in your balanced strategy planning PowerPoint presentation. Elucidate the essentials of effective BSC strategic planning. Convey the need, perspectives, and implementation of the BSC management technique. Further, this PowerPoint deck features easy-to-understand balanced scorecard strategy map representation. Consolidate scorecards department-wise. Use our professionally crafted PPT templates to highlight the BSC execution framework. Smash the download button on this business performance management PowerPoint theme to build a methodical and informative presentation within moments. Our Strategy Mapping PowerPoint Presentation Slides are explicit and effective. They combine clarity and concise expression. https://bit.ly/3992qXK
How We Reorganized Our Entire Post-Sales OrganizationGainsight
One of Gainsight's principles is to "Carry the Torch" for the Customer Success industry. We've shared a lot about innovations in our processes, but not as much about our organization. In this session, Allison Pickens, VP of Customer Success and Business Operations at Gainsight, will share the story of how we re-organized post-sales to drive success for our customers.
Objective: Contracted as an outside auditor, the objective was to perform an analysis for opportunities to enhance data analytics and measurement of campaign performance for several Elanco pet brands from available data repositories including evolving dashboard environments and brand websites.
David Stack: Financial Reporting: Building a Strong StructureDavid Stack
David Stack is a chief financial officer with over 20 years of success in leading global financial operations for growing companies, particularly those in the software as a service (SaaS) industry. In this presentation, David shares 6 essential categories of data that every financial advisor should use to identify upcoming trends in their business/organization.
From the Harvard Business Press Case study of "Plan Operations- Sales Forecast, resource capacity and Dynamic budgets" By Prof. Kaplan and Prof. Norton. Presented as a class work in IoBM-Karachi
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
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What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
2. Proprietary and Confidential
Maintain Focus on your “Strategic Imperatives”
Sorenson Notes
• Maintain focus on the key
initiatives that must be
accomplished this year
• Results-oriented goals
Overview on your strategic imperatives for the upcoming quarters
Overview of StrategicInitiative Metrics/ KPIs
Achieve TopQuartile
ARR Growth & GTM
Unit Economics
• Goal: Achieve top-quartile SaaS growth & efficiency metrics
‒ Grow new logo quota capacity & build out customer
success function to support customer base and enable
upsell bookings
• Rationale: Prove ability to achieve repeatable, top-quartile go-
to-market motion
• Meet 2023 ending ARR budget of $20M (>200%
growth YoY)
• Achieve New Logo ARR growth of >200% YoY
• Achieve >$1M ramped per-rep-productivity
Improve Net
Revenue Retention
• Goal: Build highly predictable upsell and retention motion
‒ Finalize modular pricing and upsell strategy
‒ Ensure sufficient capacity from customer success function
to support customer base and upsell goals
• Rationale: Improve GTM efficiency, create more value for
existing customer base
• Achieve >90% renewal rate from customers with
contracts expiring
• Achieve >130% net expansion
Release Scalable
SecondProduct
• Goal: Release second scalable product for general availability
by year end
‒ Finalize product, test in beta, and release for GA
‒ Finalize modular pricing and sales strategy for existing
customer base
• Rationale: enable upsell, expand TAM, add more value for
customer base
• Roll out and attain >10% adoption of new product by
year end; >25% adoption by 6-months post- general
availability launch
Hire Key Leadership
• Goal: hire CFO and CMO
• Rationale: improve financial controls and predictability;
improve top of the funnel lead gen & brand awareness
• NA
Note: all metrics and commentary are illustrativ e examples
3. Proprietary and Confidential
Maintain Focus on your “Strategic Imperatives” (Cont’d)
Sorenson Notes
• Maintain focus on the key
initiatives that must be
accomplished this year
• Results-oriented goals
Overview on your strategic imperatives for the upcoming quarters
Q1 Initiative
Target
Completion
Forecast
Completion
Status Issues
Achieve TopQuartile
ARR Growth & GTM
Unit Economics
• Maintain 3x YoY growth
• Hit new logo bookings
target of $2M in Q1
12/31/2023 NA
• Maintaining sufficient pipeline
coverage to support sales
capacity growth
• Staying ahead on AE hiring
Improve Net
Revenue Retention
• Finalize modular pricing
• Finalize expansion
quota program and
incentives for customer
success team
2/28/2023 2/28/2023
• Managing account executive
morale now that upsells are
directed to CS team
Release Scalable
SecondProduct
• Beta test MVP of
product to >100 users
9/30/2023 11/30/2023
• Degrading time to remediate
bugs on flagship product &
slowing rate of feature updates
for flagship product
• Need to scale SMB product
team
Hire Key Leadership
• Onboard and transfer
ownership of sales
process management
to CRO
6/30/2023 8/1/2023
• Finding a CFO that is focused
heavily on accounting cleanup
and financial infrastructure
= ahead of plan = on plan = behind plan
Note: all metrics and commentary are illustrativ e examples
4. Proprietary and Confidential
Exceeding Expectations
● Business goals or metrics that
remain stable / high performing
● Areas we have seen process
improvement
What Keeps Me Up at
Night
● Key competitive concerns
● Significant business threats
● Persistent Problems
Today’s Discussion Topics
and Objectives
● Have we spread ourselves too
thin in certain areas?
● Are we focused on the wrong
key questions or problems?
● Areas to optimize performance in
future periods
Structure & Calibrate: Align Board on Priorities
Example Sorenson Notes
Overview on what is and isn’t working across your organization
• Communicate mostcritical
topics facing company
• Provide opportunity for
management team and board
members to raise questions
and concerns
• Be willing to adjust agenda
and reserve time forhigh-
priority concerns and
discussiontopics
Note: all metrics and commentary are illustrativ e examples
5. Proprietary and Confidential
Balance Big Picture/Details: Performance Update (Example 1)
Example
• We typically evaluate software
businessesacross five key
metrics:
‒ ARR growth
‒ Customersatisfaction
‒ Productprofitability
‒ Sales efficiency
‒ Cash burn & liquidity
position
• While sometimes more is
consideredbetter,in this case,
clean and concise summary
slides like this can help keep
discussionfocusedon core
business performancemetrics
Sorenson Notes
Note: all metrics and commentary are illustrativ e examples
6. Proprietary and Confidential
Balance Big Picture/Details: Performance Update (Example 2)
Example
• Provide context around
metrics.Explain what
decisions drove outcomesand
how to improve future
outcomes.
• Include commentary on
performancetrends and
underlying drivers: What drove
variance to plan; which
decisions worked as expected,
etc.
• Disciplined approachto self-
diagnosis can help drive
company improvement.
Sorenson Notes
Note: all metrics and commentary are illustrativ e examples
7. Proprietary and Confidential
Reflect and Introspect: Progress by Department / Goal
Example
• OKR example 1 provides static
view of business goals. OKR
example 2 communicates
organizational health by
departmentover time.
‒ Understand goals defined
in prior meetings and
measure performance
over time on quantitative
and qualitative basis.
• Effective board meetings
typically produce follow-ups,
deliverables,and action items.
• Track, prioritize, and execute
on board meeting action items
and provide progress updates
to Board.
Sorenson Notes
Sales
• Expanded sales engineering team
• Reduced sales headcount by 4 AEs
• Sales cycle shortened by 60 days on average
Marketing • Significant improvement to MQL generation, pipeline regularly up
• Hiring larger content marketing team, focus on whitepapers
Product • Understaffed and focused on maintenance, need to expand
• Urgent hires required on senior product manager side
Engineering
• Product team ‘subbing in’ to help with maintenance
• New features rolled out in 2022 were buggy
• Customersatisfaction and NPS remains high
Team • Outhired in 2022, team in place to execute on 2023 plans
• Reduced headcount with RIF of underperforming employees
G&A / Finance
• Closed bridge loan from existing investors
• Aligned budget to decrease burn and increase
runway
Great Problem
Note: all metrics and commentary are illustrativ e examples