1. A preliminary Assessment
Identify
and quantify your Profit Improvement
Potential (PIP)
Need to
gauge the level of results you can expect from
your business.
Consideration
of Business Development Process.
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2. First Planning Session
Fill business
performance questionnaire
1 day
strategic meeting covering the following:
Customer
related issues.
Team related
issues.
Operational
and Financial issues.
Marketing
issues.
Agenda
for action.
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3. Analysis of your Customer
Strategy
Obtain
buy-in from all owners and team members.
Assess
current levels of customer satisfation.
Run a
customer advisory board. |
4. Identify Team Needs and
frustration:
Run Team
Advisory board
Advise
management about key issues arising from the
Team feedback.
Identify
critical business processes
Team members
contribution on processes
improvement.
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5. Develop a core strategic
focus
Establish
your company Vision - SMART
Competitor
Analysis.
Formalise
competitive strategy for your business.
Draw up
a business model based on the strategy.
Identify
Critical Success Factors (CSF) for your
Business.
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6. Develop Customer/team
performance standards
Develop
performance standards.
Identify
moments of truth for thr business.
Develop
customer-focused management.
Empowerment
- Team members. |
7. Systematise key processes
and develop an operating plan:
Identify
key functions, activities and operating
departments.
Classify
all processes in the business
Document
processes and identify process
constraints.
Compile
Operations manual.
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8. Develop Financial Plan:
Perform
key financial ratio analysis of business
Prepare
annual profit and cash plan on a monthly basis.
Identify
financial Key Performance Indicators
Set monthly
reporting systems.
Hold monthly
board reviews. |
9. Market Needs Analysis/Marketing
Plan:
Identify
all product/service lines.
Do a market
needs analysis for each line.
Prepare
role profile of the ideal customer.
Identify
why customers buy from you.
Develop
a Unique Core differentiator
Other
key issues - guarantees
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10. Sales Activity Appraisal:
Product
& Supplier attributes
Competition
activity & Market share ratios
Sales
Targeting & Operations
Sales
Call report/lost orders and report analysis
Sales
force recording & Selling Process
Sales
literature & Sales Promotion |
11. Management Control Plan
based on specific KPIs:
Establish
the Management Control Plan.
Identify
Critical Success Factors.
Identify
KPIs fpr CSFs
Set measurement
system.
Advanced
Financial Management Training. |
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Sales ideally should
follow a good marketing campaign. Your company’s ability to
generate sales and follow it up effectively could make the difference
between success and failure.
We help you formulate a sales strategy and system
that ensures you are not just carrying out one-off sales campaigns,
but have in place a plan that is proactive and guarantees an increase
in turnover and subsequently profits.