The gravity of business naturally pulls you to work IN the business, but how often and how well are you pulling up to work ON the business? Do you have a framework of proactive goals, leading indicators and measures to ensure you are truly being successful at the mission versus the misleading sense of success from simply surviving?
This resource represents a dense strategy kit reflecting snippets of materials we use in C12 on a regular basis to ensure businesses are stewarded well. We invite you to use this resource to help you take a sharp look at God's business you are leading in and if you are ready to seek out the "wise counsel" King Solomon admonished good leaders to have in place, contact us.
If God owns everything and you are a steward under His leadership, wouldn't it make sense that God's businesses would be characterized by excellence, beauty, creativity, high performance, integrity (doing what you said when you said it), truth and enduring strength?
Are you too busy running your business to grow your business? Do you keep doing the same things year after year with little progress to show for it? Are you frustrated with the lack of big, new ideas to drive your business growth? Is a lack of innovation in the way you go-to-market impacting your ability to grow revenue? Are you comfortable that you have a solid plan in place or are you and your team “winging it” when it comes to the core reasons your business exists?
This is a comprehensive end-of-year review covering nine key areas of your business. It is designed to help you and your management team uncover and identify the core tenets of a game-changing growth plan – mostly from what you and your team already know! In addition, this file is packed with worksheets that will help you plan for 2015 and focus on the most vital areas of your business. Once you have completed your review, visit www.TryC12.com to learn much, much more!
Shibuthankachan is seeking a challenging role in sales, business development, client relationship management, or a similar position, preferably in the banking or financial sector. He has over 9 years of experience in roles like business development, sales, client relationship management, and collections. Currently he works as a Regional Head of Sales at ICICI Bank, where he is responsible for meeting sales targets, managing dealer partnerships, and other duties. He has a history of consistently achieving sales goals and has received appreciation letters and cash incentives for his performance.
Strat-Edgy provides strategic consulting services to small and medium enterprises. They offer solutions across business functions including marketing, finance, operations, and human resources. Their team of experienced consultants develops customized strategies and solutions to address clients' specific business challenges and goals. Strat-Edgy also offers proprietary methodologies and specialized services such as international expansion support, legal advisory, and knowledge process outsourcing.
The document summarizes Sears' transformation journey from the late 1980s to early 2000s in response to declining performance. Key points:
1) Sears lost its dominant retail position in the US due to becoming inward-focused and ignoring new competitors like Walmart.
2) In 1992, a new CEO embarked on a turnaround focusing on customers, local markets, and organizational renewal.
3) Sears rediscovered its core customer as middle-aged women and refined its value proposition around their needs.
4) Transformation efforts included restructuring, investing in employees, and aligning performance management with the new strategy.
Mohammad Danish Khan is a seasoned professional with over 9 years of experience in sales, marketing, business development, and people management in the finance and banking sector. He currently works as a Senior Sales Advisor for Dubai Islamic Bank, where he has consistently exceeded sales targets and developed strong client relationships. Prior to this, he held roles with increasing responsibility at Mashreq Bank, Destimoney Securities, and ICICI Bank. Khan has extensive expertise in relationship management, sales, marketing, and business development. He aims to take on a challenging role that allows him to further contribute to the growth of a high-performing organization.
The document discusses strategies for achieving world-class status in account management organizations. It emphasizes the importance of strong leadership, a clear strategic vision, and flawless execution. Various frameworks and processes are outlined to drive continuous improvement, focus resources, build strategic partnerships with customers, and deliver benchmarked results.
Evergreen Partners provides tactical consulting services to help executives improve business performance. They offer experience in business strategy, product/market strategy, sales operations, partner and alliance strategy, business process outsourcing, and international operations. Their services focus on improving critical functions to help companies meet objectives. They have experience advising companies across multiple industries.
Chandra kr. Singh has over 7 years of experience in retail management positions. He is currently a Store Manager at Clarks Future Footwear Ltd. He previously held store manager roles at DLF BRANDS Mothercare and Planet Sports. He has a proven track record of achieving sales targets and improving business operations through strategic planning, marketing, team leadership, and client relationship management. He is seeking a senior management role where he can continue contributing his retail expertise.
Are you too busy running your business to grow your business? Do you keep doing the same things year after year with little progress to show for it? Are you frustrated with the lack of big, new ideas to drive your business growth? Is a lack of innovation in the way you go-to-market impacting your ability to grow revenue? Are you comfortable that you have a solid plan in place or are you and your team “winging it” when it comes to the core reasons your business exists?
This is a comprehensive end-of-year review covering nine key areas of your business. It is designed to help you and your management team uncover and identify the core tenets of a game-changing growth plan – mostly from what you and your team already know! In addition, this file is packed with worksheets that will help you plan for 2015 and focus on the most vital areas of your business. Once you have completed your review, visit www.TryC12.com to learn much, much more!
Shibuthankachan is seeking a challenging role in sales, business development, client relationship management, or a similar position, preferably in the banking or financial sector. He has over 9 years of experience in roles like business development, sales, client relationship management, and collections. Currently he works as a Regional Head of Sales at ICICI Bank, where he is responsible for meeting sales targets, managing dealer partnerships, and other duties. He has a history of consistently achieving sales goals and has received appreciation letters and cash incentives for his performance.
Strat-Edgy provides strategic consulting services to small and medium enterprises. They offer solutions across business functions including marketing, finance, operations, and human resources. Their team of experienced consultants develops customized strategies and solutions to address clients' specific business challenges and goals. Strat-Edgy also offers proprietary methodologies and specialized services such as international expansion support, legal advisory, and knowledge process outsourcing.
The document summarizes Sears' transformation journey from the late 1980s to early 2000s in response to declining performance. Key points:
1) Sears lost its dominant retail position in the US due to becoming inward-focused and ignoring new competitors like Walmart.
2) In 1992, a new CEO embarked on a turnaround focusing on customers, local markets, and organizational renewal.
3) Sears rediscovered its core customer as middle-aged women and refined its value proposition around their needs.
4) Transformation efforts included restructuring, investing in employees, and aligning performance management with the new strategy.
Mohammad Danish Khan is a seasoned professional with over 9 years of experience in sales, marketing, business development, and people management in the finance and banking sector. He currently works as a Senior Sales Advisor for Dubai Islamic Bank, where he has consistently exceeded sales targets and developed strong client relationships. Prior to this, he held roles with increasing responsibility at Mashreq Bank, Destimoney Securities, and ICICI Bank. Khan has extensive expertise in relationship management, sales, marketing, and business development. He aims to take on a challenging role that allows him to further contribute to the growth of a high-performing organization.
The document discusses strategies for achieving world-class status in account management organizations. It emphasizes the importance of strong leadership, a clear strategic vision, and flawless execution. Various frameworks and processes are outlined to drive continuous improvement, focus resources, build strategic partnerships with customers, and deliver benchmarked results.
Evergreen Partners provides tactical consulting services to help executives improve business performance. They offer experience in business strategy, product/market strategy, sales operations, partner and alliance strategy, business process outsourcing, and international operations. Their services focus on improving critical functions to help companies meet objectives. They have experience advising companies across multiple industries.
Chandra kr. Singh has over 7 years of experience in retail management positions. He is currently a Store Manager at Clarks Future Footwear Ltd. He previously held store manager roles at DLF BRANDS Mothercare and Planet Sports. He has a proven track record of achieving sales targets and improving business operations through strategic planning, marketing, team leadership, and client relationship management. He is seeking a senior management role where he can continue contributing his retail expertise.
The document provides a summary of Naveen Aggarwal's work experience and qualifications. It details his 12+ years of experience in strategic planning, business development, channel management, and institutional sales for companies in various industries including online grocery, telecom, retail, and consumer goods. The document highlights his achievements in meeting sales targets, developing strategic partnerships, managing teams, and growing business.
This document contains a strategic marketing and sales plan for an organization from [Current Year] to [Target Year]. It includes an introduction, environmental scan, vision, mission, values, key success measures, current state assessment, strategies, and implementation plan. The core strategies identified are to [1-2 bullet points of core strategies]. The plan aims to move the marketing and sales department from its current state to its envisioned future state over the period outlined.
Marketing Plan Of Energypac Engineering Limitedsample_m2000
This document provides a strategic marketing plan for a company called Energypac Engineering Limited. It includes sections on objectives, target markets, SWOT analysis, messaging, promotional strategies, sales plans, effectiveness evaluations, and more. The plan outlines strategies for the upcoming year including focusing on ideal customers, defining personal value propositions, and turning clients into a sales force.
This candidate has over 20 years of experience in consulting, sales, operations management, and marketing. They have consistently exceeded sales goals while maintaining high client retention rates. Previous roles include financial center operations manager, marketing director, restaurant cost consultant, merchant specialist, R&D operations manager, and executive general manager, demonstrating a track record of success across various industries. This candidate brings strong leadership, strategic planning, problem-solving, and relationship building skills to help organizations improve performance and profitability.
This document contains the resume of Devashish Kumar Thakur. It summarizes his professional experience of over 6 years as a Business Manager with IndiaMART InterMESH Limited, where he held various roles in strategic planning, sales, marketing, business operations and client relationship management. It also lists his educational qualifications as a Bachelor of Arts from SMU. The resume highlights his strengths in understanding internet, SMEs, being a go-getter with strong process orientation and analytical abilities.
This document provides instructions and samples for creating a sales and marketing plan, including sections on the mission statement, property overview, competitive analysis, SWOT analysis, target markets, objectives, and budget. The samples give examples of how to complete each section for a fictional "Sample Hotel".
Chapter 1 sales management strategy sales and distribution managementIndrasen Shahi
This document discusses sales management strategies and the role of sales managers. It covers the definition of sales management, the importance of relationship-based selling, steps for designing and managing a sales force, duties and responsibilities of sales managers, and tips for sales manager success. Key aspects include planning, directing, motivating and evaluating personal selling teams; developing positive customer relationships; and organizing sales activities to meet company objectives and standards.
Hisham Numan has over 26 years of experience in the automotive sector in Saudi Arabia, holding various leadership roles including business development manager, marketing and customer service manager, regional sales manager, and branch manager. He is seeking a new leadership role where he can utilize his skills in strategic planning, business development, marketing, sales management, and customer relationship management. His expertise includes launching new automotive dealerships, growing market share and revenues, and managing multi-brand operations.
The document outlines a 30/60/90 day plan for a new organization. In the first 30 days, the focus is on learning about systems, procedures, and goals, building relationships, and establishing performance guidelines. In the next 30 days, priorities include defining best practices, identifying issues, and partnering on improvements. In the final 90 days, priorities are sales territory development plans, production process analysis, and cost containment measures.
Robert B. Ignagni is a highly accomplished senior-level professional with over 30 years of experience in leadership, business development, project management, operations, and strategic planning. He has a proven track record of developing collaborative relationships, improving sales and profits, and driving revenue growth. His core competencies include leadership, relationship management, project management, and cost savings initiatives. He has experience leading startup companies, managing multimillion dollar projects, transitioning clients to profitability, and growing company revenue substantially through new business development and operational improvements.
Bhagwat Singh Rawat is a sales manager with over 10 years of experience in sales and marketing roles. He has a consistent track record of achieving all sales targets and improving efficiency to maximize profits. Currently, he is looking for a sales manager position. He has experience managing sales teams and activities in the telecom industry with companies like Gionee and Nokia. He demonstrates strong leadership, relationship building, and communication skills.
This document contains a summary of a marketing professional's experience and qualifications. They have over 22 years of experience in marketing, business development, brand management, and customer relationship management across various industries. Their experience includes roles as Marketing Manager, General Manager of Marketing, Loyalty Program Manager, and Assistant Marketing Manager. They have a proven track record of achieving sales targets, growing customer bases, developing marketing strategies and plans, managing teams, and other responsibilities.
Saurabh Bombwall has nearly 9 years of experience in strategy planning, business development, channel management, distribution, operations management, marketing, and product promotions in the services industry. He is currently a Territory Account Manager at Adobe Systems, where his responsibilities include meeting sales objectives, managing accounts, and maintaining product knowledge. Prior to this, he held several roles such as Account Manager, Microsoft Solution Specialist, and Inside Licensing Sales Specialist, where he was responsible for handling accounts, generating deals, conducting trainings, and driving new business. He has a Bachelor's degree in Arts and is proficient in Microsoft Office, Windows operating systems, and internet tools.
This curriculum vitae summarizes the career of Razi Ahmad Ansari. He has over 23 years of experience in sales, marketing, and business development across India and the Middle East. His experience includes roles as a Whole Sale Manager, Area Manager, Territory Manager, and Senior Manager of Sales and Marketing for various multinational companies in industries like FMCG, food, and automotive. He possesses strong communication, leadership, and relationship management skills.
Senarath Dissanayake is a senior-level regional manager and business development leader with over 20 years of experience in sales, marketing, and team leadership. He has a proven track record of driving revenue and achieving goals across various industries. Currently, he is seeking new opportunities to utilize his strengths in relationship building, strategic planning, and developing high-performing teams.
This document contains a summary of Manish N Mahajan's career experience and qualifications. He has over 20 years of experience in senior sales, business development, and marketing roles in capital goods and industrial manufacturing industries. Some of his key accomplishments include achieving 24% sales compound annual growth rate over 7 years, turning around an underperforming business unit to profitability within 18 months, and leading teams of up to 20 employees. He is currently seeking new opportunities to apply his expertise in strategy, business development, key account management, and marketing.
The document outlines a 90 day strategic plan for a new National Sales Director. The plan focuses on analyzing the business and people, developing strategic plans, and executing those plans over 30, 60, and 90 day periods. Key elements include meeting with regional sales managers to understand performance and develop them, analyzing sales trends, managed care dynamics, and key opinion leaders. The plan aims to develop strategic regional business plans, coaching plans for sales representatives, and managed care strategies. Execution involves ongoing field coaching, implementing key account plans, executing managed care initiatives, and visiting top physicians to drive sales.
This document provides a sales plan with regional sales data, product-wise sales strategies and tactics, sales representative performance evaluations, and action plans. It includes:
1) Monthly sales figures by region from January to December showing total annual sales.
2) A breakdown of sales by product including achievement, growth, market share, competition level, and strategic and tactical plans.
3) Evaluations of 5 sales representatives' performance and potential on a matrix identifying their status as a super star, star, backbone, or high maintenance.
4) Individualized action plans for each sales representative based on their performance and potential evaluations with management, development, and field work recommendations.
Ravikumar Behara has over 16 years of experience in business development, client relationship management, sales, and team management, particularly in the IT staff augmentation industry. He is currently a Senior Manager of Bench Sales at Sage IT Inc. Prior to this, he held several roles such as Senior Account Manager, Senior Talent Acquisition Manager, and Business Development Manager at various IT staffing and consulting companies. Ravikumar has a proven track record of establishing credibility, exploring new business opportunities, and delivering solutions to meet client needs. He is skilled in developing strategies for market penetration, retaining key clients, and motivating teams.
Pasquale Genova is an accomplished General Manager with over 10 years of experience leading high-performance teams to achieve organizational objectives. As Director of Sales and Business Development at CTE Auto Group from 2011-2019, he increased annual revenues, exceeded sales goals, and grew a profitable client base. Previously he held General Manager roles at Lexus of Manhattan and Bob Ciasulli Lexus, leveraging his skills in strategic planning, operations, sales management, business development, and customer service. He has a proven track record of transforming underperforming teams and increasing customer satisfaction, revenues, and profits.
Balanced Scorecards For The Busy Business PersonWarren_R
The document discusses balanced scorecards, which are strategic planning and management systems used to align business activities with vision and strategy. They improve communication and monitor performance against goals. Scorecards measure perspectives like learning & growth, business processes, customers, and financials. This helps businesses identify and increase their intangible assets like intellectual property, brand, and customer reputation, which now make up 72% of business value, compared to 28% for tangible balance sheet items. The document provides examples of objectives and measures companies can use for each perspective in a balanced scorecard to track performance and drive accountability.
The document provides a summary of Naveen Aggarwal's work experience and qualifications. It details his 12+ years of experience in strategic planning, business development, channel management, and institutional sales for companies in various industries including online grocery, telecom, retail, and consumer goods. The document highlights his achievements in meeting sales targets, developing strategic partnerships, managing teams, and growing business.
This document contains a strategic marketing and sales plan for an organization from [Current Year] to [Target Year]. It includes an introduction, environmental scan, vision, mission, values, key success measures, current state assessment, strategies, and implementation plan. The core strategies identified are to [1-2 bullet points of core strategies]. The plan aims to move the marketing and sales department from its current state to its envisioned future state over the period outlined.
Marketing Plan Of Energypac Engineering Limitedsample_m2000
This document provides a strategic marketing plan for a company called Energypac Engineering Limited. It includes sections on objectives, target markets, SWOT analysis, messaging, promotional strategies, sales plans, effectiveness evaluations, and more. The plan outlines strategies for the upcoming year including focusing on ideal customers, defining personal value propositions, and turning clients into a sales force.
This candidate has over 20 years of experience in consulting, sales, operations management, and marketing. They have consistently exceeded sales goals while maintaining high client retention rates. Previous roles include financial center operations manager, marketing director, restaurant cost consultant, merchant specialist, R&D operations manager, and executive general manager, demonstrating a track record of success across various industries. This candidate brings strong leadership, strategic planning, problem-solving, and relationship building skills to help organizations improve performance and profitability.
This document contains the resume of Devashish Kumar Thakur. It summarizes his professional experience of over 6 years as a Business Manager with IndiaMART InterMESH Limited, where he held various roles in strategic planning, sales, marketing, business operations and client relationship management. It also lists his educational qualifications as a Bachelor of Arts from SMU. The resume highlights his strengths in understanding internet, SMEs, being a go-getter with strong process orientation and analytical abilities.
This document provides instructions and samples for creating a sales and marketing plan, including sections on the mission statement, property overview, competitive analysis, SWOT analysis, target markets, objectives, and budget. The samples give examples of how to complete each section for a fictional "Sample Hotel".
Chapter 1 sales management strategy sales and distribution managementIndrasen Shahi
This document discusses sales management strategies and the role of sales managers. It covers the definition of sales management, the importance of relationship-based selling, steps for designing and managing a sales force, duties and responsibilities of sales managers, and tips for sales manager success. Key aspects include planning, directing, motivating and evaluating personal selling teams; developing positive customer relationships; and organizing sales activities to meet company objectives and standards.
Hisham Numan has over 26 years of experience in the automotive sector in Saudi Arabia, holding various leadership roles including business development manager, marketing and customer service manager, regional sales manager, and branch manager. He is seeking a new leadership role where he can utilize his skills in strategic planning, business development, marketing, sales management, and customer relationship management. His expertise includes launching new automotive dealerships, growing market share and revenues, and managing multi-brand operations.
The document outlines a 30/60/90 day plan for a new organization. In the first 30 days, the focus is on learning about systems, procedures, and goals, building relationships, and establishing performance guidelines. In the next 30 days, priorities include defining best practices, identifying issues, and partnering on improvements. In the final 90 days, priorities are sales territory development plans, production process analysis, and cost containment measures.
Robert B. Ignagni is a highly accomplished senior-level professional with over 30 years of experience in leadership, business development, project management, operations, and strategic planning. He has a proven track record of developing collaborative relationships, improving sales and profits, and driving revenue growth. His core competencies include leadership, relationship management, project management, and cost savings initiatives. He has experience leading startup companies, managing multimillion dollar projects, transitioning clients to profitability, and growing company revenue substantially through new business development and operational improvements.
Bhagwat Singh Rawat is a sales manager with over 10 years of experience in sales and marketing roles. He has a consistent track record of achieving all sales targets and improving efficiency to maximize profits. Currently, he is looking for a sales manager position. He has experience managing sales teams and activities in the telecom industry with companies like Gionee and Nokia. He demonstrates strong leadership, relationship building, and communication skills.
This document contains a summary of a marketing professional's experience and qualifications. They have over 22 years of experience in marketing, business development, brand management, and customer relationship management across various industries. Their experience includes roles as Marketing Manager, General Manager of Marketing, Loyalty Program Manager, and Assistant Marketing Manager. They have a proven track record of achieving sales targets, growing customer bases, developing marketing strategies and plans, managing teams, and other responsibilities.
Saurabh Bombwall has nearly 9 years of experience in strategy planning, business development, channel management, distribution, operations management, marketing, and product promotions in the services industry. He is currently a Territory Account Manager at Adobe Systems, where his responsibilities include meeting sales objectives, managing accounts, and maintaining product knowledge. Prior to this, he held several roles such as Account Manager, Microsoft Solution Specialist, and Inside Licensing Sales Specialist, where he was responsible for handling accounts, generating deals, conducting trainings, and driving new business. He has a Bachelor's degree in Arts and is proficient in Microsoft Office, Windows operating systems, and internet tools.
This curriculum vitae summarizes the career of Razi Ahmad Ansari. He has over 23 years of experience in sales, marketing, and business development across India and the Middle East. His experience includes roles as a Whole Sale Manager, Area Manager, Territory Manager, and Senior Manager of Sales and Marketing for various multinational companies in industries like FMCG, food, and automotive. He possesses strong communication, leadership, and relationship management skills.
Senarath Dissanayake is a senior-level regional manager and business development leader with over 20 years of experience in sales, marketing, and team leadership. He has a proven track record of driving revenue and achieving goals across various industries. Currently, he is seeking new opportunities to utilize his strengths in relationship building, strategic planning, and developing high-performing teams.
This document contains a summary of Manish N Mahajan's career experience and qualifications. He has over 20 years of experience in senior sales, business development, and marketing roles in capital goods and industrial manufacturing industries. Some of his key accomplishments include achieving 24% sales compound annual growth rate over 7 years, turning around an underperforming business unit to profitability within 18 months, and leading teams of up to 20 employees. He is currently seeking new opportunities to apply his expertise in strategy, business development, key account management, and marketing.
The document outlines a 90 day strategic plan for a new National Sales Director. The plan focuses on analyzing the business and people, developing strategic plans, and executing those plans over 30, 60, and 90 day periods. Key elements include meeting with regional sales managers to understand performance and develop them, analyzing sales trends, managed care dynamics, and key opinion leaders. The plan aims to develop strategic regional business plans, coaching plans for sales representatives, and managed care strategies. Execution involves ongoing field coaching, implementing key account plans, executing managed care initiatives, and visiting top physicians to drive sales.
This document provides a sales plan with regional sales data, product-wise sales strategies and tactics, sales representative performance evaluations, and action plans. It includes:
1) Monthly sales figures by region from January to December showing total annual sales.
2) A breakdown of sales by product including achievement, growth, market share, competition level, and strategic and tactical plans.
3) Evaluations of 5 sales representatives' performance and potential on a matrix identifying their status as a super star, star, backbone, or high maintenance.
4) Individualized action plans for each sales representative based on their performance and potential evaluations with management, development, and field work recommendations.
Ravikumar Behara has over 16 years of experience in business development, client relationship management, sales, and team management, particularly in the IT staff augmentation industry. He is currently a Senior Manager of Bench Sales at Sage IT Inc. Prior to this, he held several roles such as Senior Account Manager, Senior Talent Acquisition Manager, and Business Development Manager at various IT staffing and consulting companies. Ravikumar has a proven track record of establishing credibility, exploring new business opportunities, and delivering solutions to meet client needs. He is skilled in developing strategies for market penetration, retaining key clients, and motivating teams.
Pasquale Genova is an accomplished General Manager with over 10 years of experience leading high-performance teams to achieve organizational objectives. As Director of Sales and Business Development at CTE Auto Group from 2011-2019, he increased annual revenues, exceeded sales goals, and grew a profitable client base. Previously he held General Manager roles at Lexus of Manhattan and Bob Ciasulli Lexus, leveraging his skills in strategic planning, operations, sales management, business development, and customer service. He has a proven track record of transforming underperforming teams and increasing customer satisfaction, revenues, and profits.
Balanced Scorecards For The Busy Business PersonWarren_R
The document discusses balanced scorecards, which are strategic planning and management systems used to align business activities with vision and strategy. They improve communication and monitor performance against goals. Scorecards measure perspectives like learning & growth, business processes, customers, and financials. This helps businesses identify and increase their intangible assets like intellectual property, brand, and customer reputation, which now make up 72% of business value, compared to 28% for tangible balance sheet items. The document provides examples of objectives and measures companies can use for each perspective in a balanced scorecard to track performance and drive accountability.
The document provides an overview of several strategic planning models and frameworks that can be used in strategic planning, including:
- Strategy map - A diagram that visually communicates an organization's strategy and how objectives align across different levels.
- Balanced scorecard - A framework that translates an organization's strategy into objectives and measures across financial, customer, internal process, and learning/growth perspectives.
- SWOT analysis - An analysis of an organization's strengths, weaknesses, opportunities, and threats to inform strategic planning.
The document discusses the key components and benefits of these models to effectively communicate and implement organizational strategies.
A balanced scorecard is a strategic planning and management system used to align business activities with an organization's vision and strategy. It measures performance across four perspectives: learning and growth, business processes, customers, and financials. This allows companies to track both financial indicators and the drivers of future financial performance, including employee training, internal business processes, customer satisfaction, and innovation. The balanced scorecard provides a framework for setting objectives, measures, targets, and initiatives and helps improve communication, collaboration, and accountability towards achieving an organization's strategic goals.
Strategy creates context for operating decisions.
It establishes the playing field and provides guidance for decision-making, the experience and skills needed by employees, positioning of marketing and advertising, the priority of initiatives, how to structure the company, and a many other issues.
In developing strategy, leaders make conscious and informed choices about who they are and what they stand for:
–What are our core values and beliefs?
–What markets and customer groups will we serve?
–What products and services will we offer and how profitable is each one?
–What infrastructure, core processes and resources must we have to succeed?
–What competitive advantages will cause us to succeed?
–What core competencies must we have to fuel our growth?
–How will we sell our products and services?
–How will we market our products and services?
–What financial results will we achieve?
In this A to Z we will cover some of the main elements of business strategy and give you some tricks and tips along the way!
This document discusses strategic marketing management and planning. It covers determining a company's mission and objectives, analyzing internal and external factors through a SWOT analysis, and developing marketing strategies and key performance indicators. An effective strategic marketing plan involves balancing centralization and decentralization, coordinating different business units, and gaining internal buy-in through internal marketing to employees. The plan should be regularly monitored and controlled to ensure the strategies are achieving the desired results.
This document provides guidance on analyzing an organization. It discusses analyzing the organization's financial performance, functional areas, value chain, strategic gaps, key success factors, and chief executives. For each area, it provides questions to consider such as analyzing departmental strengths and weaknesses, customer value creation, assumptions affecting projections, and responsiveness of top management. The overall purpose is to examine the organization's capabilities and determine areas of improvement.
7. COST MANAGEMENT ACCOUNTING PROJECT BY GAURANG SHARMA.docx0102192528
This document discusses a balanced scorecard framework used by companies for strategic planning and performance measurement. It begins by acknowledging those who supported the author's MBA project. It then provides an introduction to balanced scorecards and their key features. The main body explains the four perspectives of a balanced scorecard: financial, customer, internal business processes, and organizational capacity. It discusses what each perspective measures and how they are related. The conclusion reiterates that the four perspectives provide a framework for describing business strategy and linking objectives across levels of an organization.
Key Customer Account Management is the master-key to quantum sales improvement and retention of key customers.Yet few companies are able to convert good intentions to effective programs. Dr Wilfred Monteiro India's leading sales performance guru share a few insights and ideas.
The document provides an introduction to the balanced scorecard framework. It describes the balanced scorecard as a strategic planning and management system that is used to align business activities to the vision and strategy of the organization, improve internal and external communications, and monitor organization performance against strategic goals. The balanced scorecard suggests that organizations must consider four perspectives - financial, customer, internal business process, and learning and growth. It advocates measuring performance from all four of these perspectives rather than relying solely on traditional financial accounting measures.
Human resource - Performance Management -The Balanced ScorecardSampath Samudrala
The balanced scorecard is a strategic planning and management system developed in the early 1990s. It provides a framework for translating an organization's mission and strategy into a comprehensive set of performance measures. The balanced scorecard suggests that organizations must balance four perspectives - financial, customer, internal business process, and learning and growth. Each perspective contains objectives, measures, targets, and initiatives. Together these provide managers with a comprehensive picture of an organization's overall health.
The document summarizes the key aspects of using a balanced scorecard approach to drive excellence and performance in an organization. It discusses the four perspectives of a balanced scorecard - financial, customer, internal business processes, and learning and growth. It provides examples of key result areas and metrics that can be used for different roles like project manager, senior project leader, and project leader to evaluate performance across these four perspectives.
The Top 3 Reason Why Your Account Planning Process is Broken (And How To Fix It)Altify
Maximizing revenue from key accounts is critical to maintaining revenue growth. Yet, when it comes to Account Planning, if honest, we often treat it as a chore to be avoided. Or, addressed once a year and then shelved until the following year.
Account Planning Matters …
1. For large enterprise sales Account Planning and Management delivers more additional pipeline and consistently greater win rates than any other sales or marketing activity.
2. For Territory or Portfolio Planning, account planning helps you to select the accounts that will deliver most revenue, and develop a plan to grow your entire book of business.
3. Acquiring business from new customers is six times more expensive than growing your revenue in an existing account
4. You are seven times more likely to win a deal in an existing customers than from a new account
5. We wrote the book on Account Planning in Salesforce. Oh, and yes, Salesforce uses our Dealmaker Smart Account Manager solution for their account planning.
Join us as we revisit the fundamentals of this surefire revenue growth strategy and share the insights we have gleaned since we first launched our book, Amazon #1 Bestseller Account Planning in Salesforce.
The Playbook for Revenue Growth Success presentation 2020Charles Bedard
The document outlines a 5-step playbook for business success in the new economy: 1) Identify your current position, 2) Align your strategy with new economic dynamics, 3) Reengineer products and marketing, 4) Optimize business processes, and 5) Invest in leadership and human capital. Key recommendations include creating strategic functions, developing recurring revenue streams, focusing on processes over people, outsourcing until scale is achieved, and tying compensation to strategic goals. The playbook emphasizes the need for companies to change their business models to survive in the new economy.
The document provides guidance on developing a strategic marketing plan. It discusses the importance of understanding the market and developing goals and strategies. A good marketing plan should include: an analysis of the situation including strengths, weaknesses, opportunities, and threats (SWOT analysis); market research on the target customer and competition; goals and objectives; and strategies and methods for promotion, pricing, budget, and measuring results. Developing an effective marketing plan is important for business success.
The document provides information on challenges facing entrepreneurs and a formula for success. It discusses common causes of business failure and actions entrepreneurs can take to succeed during different business phases from start-up to established. It also discusses the role of business models, providing examples of good and bad models. The document offers business model innovation services that IIG provides to entrepreneurs.
Balancing Scores (Assocham National Summit ) 28.10.15CMA .Pankaj Jain
The document discusses the balanced scorecard approach to performance management. The balanced scorecard translates an organization's vision and strategy into objectives and measures across four perspectives: financial, customer, internal processes, and learning and growth. Objectives and measures are developed for each perspective, and they are linked through cause-and-effect relationships. The balanced scorecard balances both short and long term objectives, financial and non-financial measures, lagging and leading performance drivers, and internal and external performance perspectives to provide strategic feedback to managers. Developing a balanced scorecard model involves defining objectives and performance indicators for each of the four perspectives. Making the balanced scorecard successful requires aligning strategies, communicating objectives, and linking measures to strategic initiatives.
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Strategic Planning Guide - a resource from the C12 Group
1. 2015 ANNUAL BUSINESS ASSESSMENT AND
BUILDING GREAT BUSINESSES FOR A GREATER PURPOSE
STRATEGY GUIDE
WWW.C12CentralTX.COM
2015
2. 1
The purpose of this questionnaire is to provide a systematic overview of the existence and maturity of key business processes within your company. Business
owners and senior company executives can use this tool to identify underdeveloped areas for possible focus to improve business performance in 2015 and
beyond. This self-assessment is organized into the following nine primary functional categories:
- Core principles of the business
- Strategic planning
- Human resource management
- Financial management
- Key purchasing practices
- Customer relationships
- Operations management
- Ownership structure
- The ministry accomplished through your business
- Are the mission/vision/values of the business defined and written?
- Have your core principles been communicated to the stakeholders?
- Do employees know them by memory?
- Are they routinely used to make decisions?
- Do they relate the ministry goals of the business?
- Do these core principles drive supporting operating objectives and
Key Performance Indicators (or KPIs) using ‘SMART’ goals?
- If yes, are the ‘SMART’ goals written?
- Are they ‘cascaded down’ into the organization?
- Are results measured and compared to the goals?
- Are regular reviews held to discuss results and reassess goals?
- With full management team and with other employees?
YES NO
- Does your team employ a specific strategic planning process?
- If so, how much time is invested in this process, and when?
- Have you defined the target markets you serve?
- Have you estimated the size of these markets and your market share?
- Do you know the projected growth of your markets?
- Do they support the growth objectives of the business?
- Have you modeled what would happen if such growth occurred?
- Do you know your competition well (strengths and weaknesses)?
- Have you assessed your own company’s strengths and weaknesses?
- Have you assessed your threats and opportunities?
- Has your strategic plan been incorporated into your organization’s
annual plan (and budget) and shared as accountable goals?
YES NO
2SECTION ONE: Your core principles - In order to be valid, core principles must have
been developed in a manner reflecting the top leadership’s heart and commitment
while resonating as true with stakeholders.
SECTION TWO: Your strategic plan - The strategic plan represents an organization’s
deliberate process of defining its direction and making decisions on how to best
allocate resources to pursue this strategy.
3. YES NO
3
- Have you identified the key HR needs of your business?
- Do you perform candidate and employee assessments to identify
strengths, weaknesses, behavioral profiles, core competencies?
- Do written job descriptions exist, describing key responsibilities,
skills required, training and educational requirements?
- When hiring a new associate, are the following procedures used?
Compatibility with Company Core Principles?
Personality profiling, credit, criminal history checked?
Personal, professional, educational references checked?
Multilevel interviews (such as supervisors and peers) conducted?
New employee orientation process and probationary period?
- Is employee performance measured against written criteria?
- Are employee performance reviews conducted at least annually?
- Are action plans developed to address areas of deficiency?
- Are employees equipped/encouraged toward decision-making?
- Do you promote team-building and enforce team behaviors?
- Are pay/benefit levels competitive with local industry levels?
- Is voluntary employee turnover a challenge for you?
- Do you use ‘performance pay’ compensation approaches?
- Are succession plans in place for key positions?
YES NO
4SECTION THREE: Your organizational development and human resources
management - Recognizing that our people are our most valuable asset in our
businesses, we must constantly strengthen this vital resource.
PAGE TWO - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
- Can/does the company generally pay its obligations when due?
- Do you know your company’s critical economic drivers and are these
key performance indicators (KPIs) regularly discussed and ‘driven’?
- Is accurate and timely financial reporting provided at least monthly?
- Are bank accounts reconciled monthly?
- Is it done by someone without access to receipts and disbursements?
- Are annual operating budgets, prepared in conjunction with those
responsible for implementation and are they properly utilized?
- Are financial results shared with employees?
- Do you know your contribution margin and breakeven point?
- Are short-term and midterm cash flow projections prepared?
- Is accounts receivable and accounts payable aging data readily
available, along with accurate inventory records, and are they used
to help manage working capital and cash flow?
- Do you benchmark performance against others in your industry?
- Are actual costs compared to budgets for projects/jobs/products?
- Is product line (or service offering) profitability monitored?
- Is profitability by customer and by project monitored?
- Are cost reductions actively pursued and celebrated?
- As God’s steward, are you certain that you are producing a solid
economic return on the financial assets employed in the company?
SECTION FOUR: Financial management -Careful financial review and analysis shows
us the “reality” of our situation in our businesses. We must have the basic systems,
practices and process in place to lead our companies properly.
4. YES NO
6
- Are your sales and marketing staff true operating partners,
accountable for demand forecasts, timely orders, reasonable
promises, and profitable pricing?
- Do your prices properly reflect the value you provide customers and
does sales compensation vary with profit (instead of simply sales)?
- Do you know your target market customers and their attributes for
each of your company offerings?
SECTION SIX: Customer relationships - In order for our companies to build customer
value through managed relationships, we must understand their wants/needs,
improve interactions and nurture their trust through our performance.
YES NO
5
- Is vendor performance monitored (i.e., cost, delivery, quality)?
- Are multiple quotes obtained for items over a certain value?
- Are vendor references checked for performance and stability?
- Are authorized purchases documented via POs and contracts?
- Are insurance certificates obtained to verify that vendors have
adequate liability coverage for general, product and workers
compensation exposure?
- Are vendor relationships reevaluated by getting new competitive
quotes and assessing relative performance against best-in-class
suppliers least annually?
- Are key suppliers true operating partners that help you
strategically rethink your business model to improve cost, lead
time, inventory and quality?
YES NO
SECTION FIVE: Purchasing - We are responsible for the establishing and maintaining
the proper purchasing processes and practices that allow our companies to optimize
potential cost savings while increasing the quality of products and services.
PAGE THREE - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
- Do you monitor your sales to identify positive and negative trends?
- Do you have specific criteria to measure customer satisfaction?
- Are regular meetings held to discuss/rectify customer satisfaction
issues and identify additional sales opportunities?
- Do you know why your customers buy from you?
- Are you easy to find for each target customer segment and do your
marketing materials tell your story well to overcome objections?
- Do you know customer turnover or defection rates and why?
- Have you evaluated your performance during each customer
“moment of truth” of customer contact (e.g., quoting, ordering,
delivering, paying, field service, etc.)?
- Do you include customers in a strategic process (focus groups,
surveys, retreats) to identify how you can better serve them?
- Have you identified your total business potential with each
customer and channel of distribution you currently have?
SECTION SIX: Customer relationships - Continued...
SECTION SEVEN: Operations Management- This is an area of management concerned
with overseeing, designing, and controlling the process of production and redesigning
business operations in the production of goods or services.
- Does the operations team have daily or weekly clarity on customer
expectations and priorities that tie to your official monthly plan?
- Have metrics been developed to help drive continuous improvement
in operations (i.e., cost/quality/delivery)?
- Does the company have a standard way of planning, managing
and reviewing project performance?
7YES NO
5. YES NO
PAGE FOUR - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
- Does company leadership openly share its Christian/Biblical faith?
- Have you integrated Christian core values into the way you deal with
people, issues, priorities, standards, etc.?
- Has top management embraced and encouraged ministry?
- Which of the following have you seen occur through your company:
Service: Gifts, financial giving, practical help in Christ’s name?
Sanctification: Believers equipped and encouraged?
Salvations: People coming to faith in Christ?
- Are employees encouraged to participate in ministry activities?
- Do employees help identify and own such opportunities?
- Does the company provide ministry resources?
- Does a ministry team or oversight effort exist?
- Does the company and/or teams have a ministry plan and goals?
- Are ministry results measured/reported/celebrated like other KPIs?
9
- Does this year’s plan have operations staff pursuing stretch goals
(e.g., against previous costs/standards, industry benchmarks, past
best performance)?
- Is waste (e.g., cost of poor quality, rework, obsolete inventory,
poor execution) measured and reported?
- Are quality problems identified using internal and external
(customer) reporting, and countermeasures implemented to
eliminate the root causes?
- Is material usage tracked by job/process vs. budget/standard?
- Are schedules and workflow carefully planned to eliminate
unnecessary changeovers?
- Have order lead-times and inventory turns been compared to
‘best’ possible performance?
- Have employees been trained in “lean” principles?
- Has management adopted defined approaches for recurring tasks
(e.g., project management, decision-making, problem-solving,
brainstorming)?
SECTION SEVEN: Operations Management - Continued...
8
- Does the business have multiple owners, partners or shareholders?
- If yes, do formal agreements exist for the transfer of ownership?
- If no, do plans exist for ownership transfer?
- Do plans exist for the transfer of key responsibilities?
- Before the Lord, are the firm’s equity owners “equally-yoked”?
SECTION EIGHT: Ownership - Ownership structure, expectations and working styles
of partners and accurate, comprehensive documentation of all related agreements
will make up the foundation of your business. YES NO
- Beyond simply making a paycheck, are you generating a solid
return on investment (ROI) and building a company with value?
- Is your goal to ensure a future generational transition to
like-minded leadership that will sustain the Christian ministry that
currently occurs through the business?
SECTION EIGHT: Ownership - Continued...
YES NO
YES NO
SECTION NINE: Ministry - The Bible is very clear that the purpose for our work life is
to reflect Christ in and through our lives. “Whatever you do, work at it with all your
heart, as working for the Lord, not for men, since you know that you will receive an
inheritance from the Lord as a reward. It is the Lord Christ you are serving.”
6. PAGE FIVE - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
Your mission statement should clearly state the
reason why you are in business. Why does this
company exist?
Mission
Statement An effective mission statement for an organization should fulfill the following characteristics:
Timeless
Inspirational
Short and concise
Personal or visceral
Effective decision-making tool
Convey a clear sense of ministry
ONE
The vision statement for your company will
describe what your business will look like if the
mission of the company is fulfilled.
Vision
Statement
The vision statement for your company should fulfill the following characteristics:
Evokes passion and conviction
Very specific (geographic, numeric, financial or ?)
God-sized: Beyond your ability to achieve
If achieved, this vision will be God-honoring
Your core values represent the character traits and
synergistic qualities that you need in order to fulfill
the mission and vision of your organization.
Established
Core Values
Our core values are the fundamental beliefs of the organization and its leaders. These values are the guiding
principles that dictate our behavior, our actions and act as an internal compass for decision-making. The values
underlie our work, how we interact with each other, and which strategies we employ to fulfill our mission.
Our core values are the fundamental beliefs of the organization and its leaders. These values are the guiding
principles that dictate our behavior, our actions and act as an internal compass for decision-making. The values
underlie our work, how we interact with each other, and which strategies we employ to fulfill our mission.
Competitive
Advantage Your unique selling proposition (USP), defines your company’s unique position in the marketplace. A strong
USP lets you to stand apart from competitors and actively focus your energy on creating things that cater to
your customers. In other words, having a unique selling point is a competitive advantage that allows busi-
nesses to avoid the trap of trying to please everyone or becoming a commodity, simply distinguished by price.
The competitive advantage can be described as
your unique selling proposition. This advantage
must be real, well-defined and sustainable.
This should describe how your company will
achieve its vision in a way that is consistent with
thestatedmissionandcorevaluesoftheorganization.
Our core values are the fundamental beliefs of the organization and its leaders. These values are the guiding
principles that dictate our behavior, our actions and act as an internal compass for decision-making. The values
underlie our work, how we interact with each other, and which strategies we employ to fulfill our mission.
Overall
Organizational Strategy Your organization-wide strategy should fulfill the following characteristics:
Characterizes your competitive advantage(s)
Describes how the company will achieve its vision
Only changes if competitive advantage or vision changes
Often can lead to an effective “tag line” or brand promise
When everything is in alignment, the direction, purpose, and goals of an organization can be achieved through targeted performance consistent with our overarching core prin-
ciples. This purposeful and productive effort moves the organization forward. If efforts are poor or inconsistent with our overall direction and values, the company will flounder
and squander many of its opportunities. As we begin a brand new calendar year with 2015, let’s review our overarching goals and objectives that form the basis of a firm’s strategy.
7. PAGE SIX - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
What you can’t measure, you can’t teach, reward or manage. Every business has key metrics or key performance indicators. These numbers indicate the health of the
activities of the business and help drive the general prosperity of the organization. Theses factors make up the economic “dashboard” of a company and are the key
drivers of your “economic engine”. They need to be continually discussed and driven over time (including trend charting, comparison against benchmarks or goals
and brainstorming). Over time, these key metrics (or KPIs) should be updated to reflect the long-term needs of the business. Depending on the nature and dynamics
of your company and industry, these numbers should be checked weekly, monthly, quarterly, semiannually or yearly.
Every business should have a combination of lagging & leading indicators included as a part of their key performance indicators. Lagging indicators measure activities that
have already taken place. There is no ability to change the outcome of past activities, however, regular monitoring at intervals allows future outcomes to be improved.
Leading indicators give insight into the future activities of the company. Timely monitoring allows the projected outcome to be affected in a positive manner. Examples of
lagging indicators include profits per units sold, customer satisfaction factors and return on investment (ROI). Several good examples of leading indicators would
include an order backlog, unbilled revenue and the quantity of qualified leads. Projected targets for company metrics should be balanced and aligned across the various
business components within the organization. Too much emphasis given to one component of the business will lead to a stressed work environment and a future
breakdown in the work flow and may threaten the success of the company. When multiple target metrics have been established, they also need to be aligned with
other target metrics and the company’s core principles. C12 calls this process the “Five-point Alignment Matrix”. Its use is further defined in the Strategic Objectives and
Goals sections below. The five components and examples of their activities are as follows:
TYPE SAMPLE SOURCE FREQUENCY EXAMPLE
OF METRICS INDICATOR OF DATA OF REVIEW OF TARGET
Raw Numbers Number of Customers CRM database Monthly
50 new customers by
end of year
Progress
Marketing Plan 75%
Complete
Project plan Quarterly
100% complete by end
of quarter
Change Percentage
6% Increase in
Revenue Over Last
Quarter
Profit and Loss Report Monthly
15% total revenue
increase by end of
year
FINANCIAL CUSTOMERS INTERNAL PROCESSES PEOPLE MINISTRY
Revenue Growth Sales Production Process Human Resources Charitable Giving
Cost Reduction Marketing Support Activities Learning and Growth Acts of Service
Asset Utilization Customer Service
Research and
Development
Training, Education and
Certifications
Turning Lives Over to
God
8. PAGE SEVEN - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
Use this worksheet to identify and list a minimum of three leading and/or lagging key performance indicators (KPIs) in the various business components which are
most applicable to the health and fruitfulness of your business. To be meaningful, they must be objectively quantifiable and tracked on a regular basis by the leaders
and key team members of your organization.
KEYPERFORMANCEINDICATOR
NUMBERONE
LEADINGorLAGGING
Use this space to state the key performance indicator and describe how it will be measured, how often it will be considered its importance:
KEYPERFORMANCEINDICATOR
NUMBERTWO
LEADINGorLAGGING
Use this space to state the key performance indicator and describe how it will be measured, how often it will be considered its importance:
KEYPERFORMANCEINDICATOR
NUMBERTHREE
LEADINGorLAGGING
Use this space to state the key performance indicator and describe how it will be measured, how often it will be considered its importance:
9. PAGE EIGHT - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
S W
O T
HELPFUL
TO ACHIEVING THE OBJECTIVE
HARMFULL
TO ACHIEVING THE OBJECTIVE
INTERNALORIGIN
(ATTRIBUTESOFTHECOMPANY)
EXTERNALORIGIN
(ATTRIBUTESOFTHEMARKET)
STRENGTHS (Capitalize on the internal):
As a company, what do you do well?
What unique resources can you draw on?
What do others see as your strengths?
What unique process is not fully utilized?
WEAKNESSES (Internal things to shore up):
What could you improve?
Where do you have fewer resources than others?
What are others likely to see as weaknesses?
What strengths could shore up the weaknesses?
WEAKNESSESSTRENGTHS
THREATSOPPORTUNITIES
OPPORTUNITIES (External things worthy of investment):
What good opportunities are open to you?
What trends could you take advantage of?
How can you turn your strengths into opportunities?
What ‘opening’ can you capitalize on in the market?
THREATS (External issues that must be identified):
What trends could harm you?
What is your competition doing?
What threats do your weaknesses expose you to?
Are there opportunities that can offset the threats?
SWOT ANALYSIS: What makes SWOT particularly powerful is that, with a little thought, it can help you uncover opportunities that you are well-placed to exploit. And
by understanding the weaknesses of your business, you can manage and eliminate threats that would otherwise catch you unawares. More than this, by looking at
yourself and your competitors using the SWOT framework, you can start to craft a strategy that helps you distinguish yourself from your competitors, so that you can
compete successfully in your market. Strengths and weaknesses are often internal to your organization, while opportunities and threats generally relate to external
factors. For this reason, SWOT is sometimes called Internal-External Analysis and the SWOT Matrix is sometimes called an IE Matrix.
INTERNAL (Primary) DATA EXTERNAL (Secondary) DATA
CAPABILITIES RESOURCES PROCESSES
BUSINESS
ENVIRONMENT
INDUSTRY
PERFORMANCE
COMPETITIVE DATA
Focus groups, customer and employee surveys and review of internal
data will reveal strengths and weaknesses of our:
Applicable data that we cannot control which may reveal certain
opportunities as welkl as threats.
10. PAGE NINE - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
STRATEGIC OBJECTIVES: After completing the SWOT Analysis on the previous page, review your Competitive Advantage and your Organization-Wide Strategy to see if
adjustments should be made before moving on to the development of Strategic Objectives. At their broadest, strategic objectives serve an organization’s ambition. Your
company’s ambition is found in its mission and vision statements. These statements together describe the main thrust of your company and its ultimate goal, a goal that can
only be reached by successfully carrying out business. Strategic objectives are the steps and accomplishments that your company will complete to realize that ultimate goal.
Strategic business objectives are goals deemed most important to the current and future health of your business.
Often, the first step is to prioritize these objectives through a thorough analysis of business practices such as the SWOT analysis on the previous page. Though prioritization
of strategic objectives is unique to each individual business, common objectives do often exist. Five of the most common areas to focus strategic business goals are in the
areas relating to customers, financial resources, workforce (or people), internal processes (or productivity), and business ministry.
Workforce
orPeople
Internal
Processes
Financial
Resources
Market
Share
Sample Strategic Objective Considerations
MISSION, VISION
AND CORE VALUES
AA
CC
BB
DD
Business
Ministry
MISSION,VISION
ANDCOREVALUES
MISSION, VISION
AND CORE VALUES
MISSION,VISION
ANDCOREVALUES
AAINTERNAL PROCESSES: Productivity
Productivity for any organization means fine tuning our business processes to achieve
the best result for a customer while increasing profit. As an example, a manufactur-
ing organization that fine tunes a process could reduce waste, reduce production
time, and in the end, make a better product that gets to the customer faster. A ser-
vice business that changes the way customers are handled can decrease call times
and increase customer satisfaction and loyalty.
CUSTOMERS: Increase Market Share
In order to grow, our business needs to increase its share of competitive markets.
Marketing plans start with the overall strategic business plan of our company, but
explains and details further how specific aims will be carried out. Marketing plans
address this through defining product or service offerings, researching target mar-
kets, analysis of competition, then strategically placing, pricing and promoting our
company’s offerings.
BB
FINANCIAL: Strengthening Resources
Included in the growth objectives of an organization is the availability of capital re-
sources to invest in future expansion projects. If our company’s financial resources
are strong, capital could conceivably come from cash reserves. For many organiza-
tions, strengthening financial resources means to build cash flow or increase assets
in order to attract investors and court creditors to fund growth as well as market
expansion.
CC
PEOPLE: Performance Management
The people within our organization are often our most important resource. The de-
velopment of an employee performance management plan may be paramount to
the success of our companies. In addition, programs that align employees’ compen-
sation – merit increases, bonuses – to their performance have proven to be very
effective. Motivating, rewarding, and retaining top performers is a key business objec-
tive for any company that seeks to successfully maintain or exceed growth expectations.
DD
11. PAGE TEN - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
IMPLEMENTATION: The Action Plan
Our businesses cannot move forward without defining specific action steps to take them toward their goals and identified business objectives. Action planning involves
identifying the top objectives for our organizations, then developing specific, actionable objectives. Based on our three-to-five year Strategic Objectives that were established
in previous exercises, it is now time to develop our one-to-three year Organization-wide Goals (Action Statements). There should be at least one goal for each Strategic
Objective. Each goal should start with a verb (increase, reduce, provide, etc.). Remember, each of our goals should pass the “SMART” test meaning that each one must be:
SPECIFIC MEASURABLE ACTION-ORIENTED REALISTIC TIME-PHASED
CLEARLY STATED
GOAL OR OBJECTIVE
CHALLENGES IN
ACHIEVING THIS GOAL
METRICS USED
TO TRACK PROGRESS
RESOURCES NECESSARY
TO REACH GOAL
GOALONEGOALTWOGOALTHREEGOALFOUR
In order to make each objective truly attainable, it is important to include information such as the people responsible or resources necessary for implementing the overall
plan. Also consider the ideal frequency of reporting and how to best update others regarding the progress of entire action plan. Methods of communicating with team
members or consultants could include regular email reports, weekly or periodic status meetings, strategic planning meetings, real-time KPI dashboard reports, etc.
Based on this regular review cycle, take action to achieve success by implementing one or more of the following: A.) Celebrate successful milestones B.) Adjust time C.) Add/
Change Resources D.) Incentivize and/or encourage E.) Increase awareness of Goals, and F.) Hold responsible persons accountable.
12. PAGE ELEVEN - 2015 BUSINESS STRATEGY GUIDE
Produced by C12 Central Texas
2015 Business Strategy Guide Summary: At the end of the day, there are easy and hard ways to accomplish most things. This truism often proves itself as we lead the
companies entrusted to us by God. Using the assessment and planning processes included in this guide, we should be ready and fully prepared for the challenge of
creating and maintaining alignment across our entire company for the new year.
A final challenge: As stewards and servant leaders for Christ, our role involves providing a two-layered foundation for those who would follow us. First, we must
communicate the vision which continually helps to clarify our organization’s path forward. Although we may engage our team in developing certain aspects of this vision,
leaders are called to lead as the primary vision-givers, head cheerleaders, and direction-setters. We should consider the counsel of others, but can never fully delegate
this primary responsibility. We’re called to be stewards of all God entrusts to us and are expected to maximize God’s investment from an eternal perspective. Great
leadership in God’s kingdom is based on His purpose and principles that transcend our daily issues and circumstances. To lead effectively in the here and now, we must
remain connected to what’s eternal.
Secondly, we’re called to define good performance within the context of pursuing this vision. This involves operationalizing our vision, purpose, and values so that roles,
responsibilities, methods, recruiting, training, promotion, and compensation directly reflect these clearly-held principles. In other words, we need to ensure that aligned
performance is understood and honored. All workplace activity flows out of these two basic building blocks so vital to unified team performance: establishing vision and
direction, and defining good performance along the way. Clarity in these two foundational areas is essential!
Have you persuasively communicated to your team your heartfelt beliefs and standards with passion and commitment? Do you reinforce them and clearly live them out?
Have you developed your organization with these core principles in mind? Have you taken the time to clearly answer the three foundational questions to develop a team
with common understanding?
- Where are we going?
- How do we plan to get there?
- Why should we bother… for what purpose?
How can you communicate these things to your team in a manner that will help them to imagine the future, develop buy-in and trust, and see their involvement in this
success as a win-win proposition? Ask God to reveal to you the truth in each of these areas. He will show you as you pray and study His Word. Sometimes He will answer
through people who know you well, such as your spouse, close friends, or perhaps your C12 group peers.
Not in a C12 group? Give it a try in 2015 and you can make this absolutely the best year in your life. C12 is a unique, faith-based, executive peer advisory board made up
of CEOs and company owners that meet each month to study and share excellent business practices and solutions from a Christian perspective. As a C12 advisory board,
members learn how to better grow their businesses, to improve execution and to challenge, encourage and hold each other accountable as they become better leaders.
Check out our website (www.C12CentralTX.com) and register for an upcoming, free introductory breakfast or luncheon. At this brief lunch, you’ll meet some great
people, learn more about C12 groups forming now in the Central Texas area and have a terrific meal on us. We hope to see you soon!
WWW.C12CentralTX.COM