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Getting to the Next Level of Management and Growth
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Goals:
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1) Shift management to next level to allow for larger company and more rapid growth
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2) Train staff in best practices of management and leadership
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3) Develop a one year operational plan with LT strategic objectives, milestones and budgets
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4) Train team to develop their own strategic plans (teach to fish by example)
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Specific Activities
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Exploratory:
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Interview each management team member
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Interview at least 3 customers and/or distributors (always fruitful as third party interview) |
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Get product service demos
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Project planning, Review current management practices and policies
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Core Process:
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Do corporate level Management plan development (Skill Set Matrix) for today and 1 year out
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Do corporate level risk map with analysis and discussion with senior people (teach risk management)
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Improve current and develop one year out organization charts
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Work with each department head to brainstorm and add ideas for plan for coming year
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Help to develop and review department budgets and procedures to track and verify compliance |
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Train team on appropriate Boot Camp modules - selected team members as needed, for example:
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- Competitive strategy and positioning tools
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- Management and MBOs procedures |
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- Marketing and branding
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- Product Development and skunkworks methodologies
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Review and enhance employee review, compensation plans and performance incentives
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Refine corporate messaging, marketing plan & branding approach as appropriate
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Review and input on R & D and Intellectual Property plans for LT value, extensibility and flexibility |
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Review and refine current management policies and procedures
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Develop cultural influence plan/outline (LT) for 1-3 years
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Help develop and agree on dashboards for each department and corporate roll-up dashboard
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Strategic Planning Work:
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- Finalize 1 page strategic plan summary
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- Develop more detailed level plan in PowerPoint slides with strategies |
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- Present to management team for final input on this outline before writing text and more detail |
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- Writing work to merge all dept's work and polish a written plan as a living document
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Attend several staff meetings over the term of project plus various status reviews |
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Unknown, other contingencies TBD
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Wrap up and follow-up:
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Presentation and review of plan document with entire team integrated with MBOs & budgets
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Final debriefing and exit interviews to identify any lingering concerns and follow-up needs
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Follow-up work, coaching, calls to check status, evolve and problems Coaching 1/2 hour 2X per month for about 3 months as appropriate
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Key Deliverables:
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Senior Mgt. Team trained on: A) Best practices of management B) Planning and MBO processes
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C) Plan documents including summary, slides and complete document to update annually
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D) Coaching support for 3 months follow-up for senior team members
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E) MBO review status as part of above coaching work
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F) Training plan for senior team members to grow with the organization
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This process can only be done well by an experienced CEO. It will allow any company to prepare its company to be ready to grow more rapidly. It can be done in 30 to 90 days depending on the situation and ability of the organization to adjust.
Call (619) SCALE06 to discuss your custom consulting needs.
"Bob worked with our executive team at RTP to assess our overall strengths and weaknesses and then develop a strategic business plan with specfic goals, objectives, and actionable work plans. His deep, practical, and proven experience, particularly with technology businesses was invaluable. I would highly recommend him for similar engagements."
-- Charlie L'Esperance, CEO, Resort Technology Partners
"Right out of the gate, Bob was able to quickly assess our situation and identify ways to increase revenue. After working with Bob for only 8 hours, we identified a way to at least quintuple our lead generation and also improve our sales pipeline management and revenue potential. We are also implementing many of his ideas to improve our sales closing rates and are more clearly focused on the path to building a successful business. "
-- John Eller, CEO InSight Mobile Data, Inc.
"In just 2 hours of consultation, Bob Norton helped me to re-focus my thoughts, especially with regard to financing strategy. In addition, there were several nuggets of wisdom
and insight about bootstrapping, competitive intelligence, and market research. I highly recommend him." -- Nijan Datar, Founder and CEO Smart Voice
"The best CEOs require 8 weeks to get up to speed on a new company and market. Bob did it in less than six weeks so our portfolio company could be repositioned quickly and effectively."
-- Senior Partner, Venture Capital Firm
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So far, I have not come across so much clarity in any other article on "Corporate Vision. . . . Thank you once again for publishing a masterpiece."
-- Uday S Desai, CEO, Suprawin Technologies Ltd.
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